Wednesday, June 5, 2019

Search remaining pending receipt quantity per item on a purchase order

A. Navigate to Transactions > Management > Search transactions > Click on Create Saved Searches
B. In the
Criteria Tab > Standard Subtab set the following Filters:

  
1.
Type is Purchase Order

  2.
Main Line is False
  3.
Item Fields...choose Type then choose Inventory Item
  4.
Formula (Numeric) is not equal to Value 0 and the Formula is {quantity}-{quantityshiprecv}

C. In the
Results tab > Columns subtab > add the following fields (and other fields you may need)

  
1.
Number

  2.
Date
  3.
Name
  4.
Item
  5.
Quantity
  6.
Quantity Fulfilled/Received
  7.
Formula (Numeric) and formula is {quantity}-{quantityshiprecv} and set Custom Label example Quantity Remaining.

D. Enter a
Search Title

E. Click
Save & Run

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