Sunday, October 21, 2018

Saved Search to Display Quantity of Items Fulfilled

Create a saved search to show the quantity of items actually fulfilled.  For item groups such as kit/package, only the quantity of the kit/package fulfilled should be shown.  Quantity of the member items should not be shown separately. 


To create the search, users can perform the following steps:

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


2. Click Transaction

3. Enter a Search Title

4. In the Criteria tab > Standard subtab, add the following filters (Filter | Description):
- Type | is Sales Order
Applying Transaction : Type | is Item Fulfillment
Item : Can be fulfilled | is true

5. In the Results tab > Columns subtab, add the following fields:

- Number

- Applying Transaction

- Applying Transaction Fields…Item 

- Applying Transaction Fields…Quantity

6. Click Preview or Save the search

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