Sunday, July 14, 2019

Create a Search that Displays the Details Item Supply Plan Records Made Across All Items and the Related Inventory Quantity Information Based from the Location Set in the Item Supply Plan.

Here are the steps in creating the Saved Search:


1. Navigate to Reports>Saved Searches>All Saved Searches>New

2. Select Search Type = Item Supply Plan.

3. Enter the desired title of the search under the Search Title field.
4. Navigate to Criteria tab>Standard subtab>Filter column and add the following filters:

  • Item Fields…>Type = is any of Assembly/Bill of Materials, Inventory Item
  • Formula (Numeric) | Formula: case when REGEXP_LIKE ({item.inventorylocation}, {location}) then 1 else 0 end | Formula (Numeric): equal to| Value: 1
  • Formula (Numeric) | Formula: case when {ordercreated} is null then 1 else 0 end | Formula (Numeric): not equal to| Value: 1

5. Navigate to Results tab:

  • Sort By: Internal ID
  • Item

6. Navigate to Results tab>Columns subtab>Filter column and add the following:

  • Item
  • Order Date
  • Receipt Date
  • Order Type
  • Quantity
  • Order Created
  • Location
  • Formula (Numeric) | Formula: nvl({item.locationquantityonhand},0) | Custom Label: On Hand
  • Formula (Numeric) | Formula: nvl({item.locationquantityonorder},0) | Custom Label: On Order
  • Formula (Numeric) | Formula: nvl({item.locationquantitycommitted},0) | Custom Label: Committed
  • Formula (Numeric) | Formula: nvl({item.locationquantityavailable},0) | Custom Label: Available
  • Formula (Numeric) | Formula: nvl({item.locationquantitybackordered},0) | Custom Label: Back Ordered

7. Hit Save & Run button

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