Wednesday, November 28, 2018

Search for Items Kept in the Warehouse for Longer than 60 Days

The goal here is to monitor which items are kept in the warehouse for more than 60 days since it was last received so that customer can sell or dispose it.

To create the Saved Search:

1. Go to Lists > Search > Saved Searches > New > Items.

2. Under the Criteria tab > Standard sub tab:

   • Transaction : Type is "Item Receipt" (Select Transaction Fields... first then Type)
   • Inactive is "No"

3. Under the Criteria tab > Summary sub tab, please set the following column fields:

   • Summary Type = Maximum 
   • Field = Transaction : Date (Select Transaction Fields... first then Type)
   • Description = is on or before 60 days ago 

4. Under the Results tab > Columns sub tab:

   • Name (Set Summary Type = Group)               
   • Transaction : Date (Set Summary Type = Maximum) 

5. Give it a name like "Items in the warehouse for longer than 60 days"

6. Save

To create a search for items longer than 90 days, 120 days, or 360 days, just replace the number of days in Step#3.

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