Wednesday, May 29, 2019

Create a Saved Search to View on Quantity On Order from regular purchase orders

If you have the Drop Shipments & Special Orders feature enabled on your account then the Quantity On Order column appearing on your item record will include quantities from Special Order Purchase Orders. To create a saved search to display quantities on order for regular Purchase Orders you may follow these steps

1. Navigate to Lists > Search > Saved Searches > New > Item
2. On the Criteria tab > Standard sub tab, add the following:
a. Transactions Fields... > Type > Purchase Order
b. Transactions Fields... > Status > Purchase Order:Pending Receipt, Purchase Order:Partially Received, Purchase Order:Pending Billing/Partially Received
c. Formula (Numeric) > Formula: case when {createdfrom} like 'Sale%' then 1 else 0 end
4. On the Results tab set the Summary Type to Group for the following:
a. Name
b. Display Name
c. Description

5. On the Results tab set the Summary Type to Maximum for the following:
a. Available
b. Back Ordered

6. On the Results tab, add the field below and set the Summary Type to Sum:
a. Formula (Numeric) > Formula: {transaction.quantity} - {transaction.quantityshiprecv} > Custom Label: On Order

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