Tuesday, May 14, 2019

Pull up the Information in the Earliest Available Date field for Each Line Item Under the Expected Ship Date Column of Sales Order transactions

Earliest Available Date field is equal to the ATP Location Lead Time of the line item specified in its item record plus the Transaction Date of the Sales Order.  If the ATP Location Lead Time for that line item is set to blank or null in its item record; the system sets the Earliest Available Date field to today's date. Currently, there is no standard field within a Saved Search or Report that sources out this information

Below are the steps to pull up the information

-Navigate to Reports > Saved Searches > All Saved Searches > New

-Select Search Type  = Transaction

-Enter the desired title of the search under the Search Title field

-Navigate to Criteria tab>Standard subtab>Filter column and set the following filters:

a. Type =  is Sales Order

b. Formula (Numeric) | Formula: case when {location} = {item.inventorylocation} then 1 else 0 end | Formula (Numeric): equal to | Value: 1

-Navigate to Results tab>Columns subtab>Field column and set the following fields:

a. Date

b. Type

c. Number

d. Item

e. Formula (Date) |Formula: case when {item.locationatpleadtime} is null then {today} else {trandate} + {item.locationatpleadtime} end | Custom Label: Earliest Available Date

-Hit Save & Run button

1 comment:

  1. On the results tab, Step C., what does number represent?