Saturday, June 15, 2019

Saved Search to pull up Sales Orders and the Quantities to be Picked or Packed for each Item

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

2.    Click Transaction.

3.    Under Criteria tab > Standard sub tab, add the following:

 

-       Type = Sales Order

-       Status = Sales Order:Pending Fulfillment

-       Item Fields… > Can be Fulfilled = True (Yes)

-       Formula (Numeric):

 

Formula = case when {quantitypacked} <> {quantity} then 1 when {quantitypicked} <> {quantity} then 1 else 0 end

Formula (Numeric) = equal to

Value = 1

 

4.    Under Results tab > Columns sub tab, add the following fields:

 

-       Date

-       Number

-       Name

-       Item

-       Quantity

-       Quantity Picked

-       Quantity Packed

-       Quantity Fulfilled/Received

-       Formula (Numeric) > Formula = *Please copy the below* > Custom Label = Quantity to be Fulfilled

 

{quantity}-{quantityshiprecv}

 

-       Formula (Numeric) > Formula = *Please copy the below*  > Custom Label = Quantity to be Picked/Packed

 

case when {quantitypacked} <> {quantity} then NVL({quantity},0) - NVL({quantitypacked},0)  when {quantitypicked} <> {quantity} then NVL({quantity},0) - NVL({quantitypicked},0)  else 0 end

 

5.    Set a Search Title.

6.    Hit Save & Run.

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