Wednesday, May 1, 2019

Saved Search that enlist items associated on a Sales Order

The steps below allows you to have a list of items that are associated to a Sales Order "Today" with column for current Quantity on Hand.

1. Navigate to Transactions > Management > Saved Seaches > New > Transactions
    - Under the Criteria subtab add the following:
        - Filter : Type | Description : Sales Order
        - Filter : Date | Description : Date > within today
        - Filter : Tax Line | Description : is false
        - Filter : COGS Line | Description : is false
        - Filter : Main Line | Description : is false
        - Filter : Shipping Line | Description : is false
2. Under the Results subtab hit Remove All button and enter the following:
        - Field : Item Fields > Name
        - Field : Number | Custom Label : Sales Order Number
        - Field : Item Fields > On Hand
        - Field : Formula (Numeric) | Formula : case when {item.inventorylocation} = 'locationname' then {item.locationquantityonhand} else null end | Custom Label : Location Name

3. Edit Search Title and hit Save & Run

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