Wednesday, May 1, 2019

Create a Saved search to Display items which are not Fulfilled

To create a saved search to display items that have not been fulfilled. This search will filter out line item levels that have been fully fulfilled and keep items that have not been fully fulfilled on one sales orders.

1. Navigate to Lists > Search > Saved Searches > New


2. Select " Transaction " as the type


3. On the 'Criteria' tab and 'Standard' sub-tab add a filter called 'Type' and in the pop up window select "Sales Orders"


4. Add another filter called 'Main Line' and on the pop up select 'No'


5. Add another filter called 'Formula (Numeric)' and in the pop up on the 'Formula' field please enter the following:

'case when {quantity}-{quantityshiprecv} != 0 then 1 else 0 end' (Without the quotations). Set the "Formula (Numeric) field to "Equal To" and set the "Value" field to equal "1"

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