Tuesday, November 6, 2018

Transaction Saved Search for Missed Shipments and Number of Days Delayed

Create a custom transaction saved search.

Steps:

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

2. Select Transaction.

3. On the Criteria tab > Standard sub tab > add filters:

     - Type = Sales Order

           - Tax line = False

- Shipping line = False

- Main Line = False

            - Formula (Numeric) > Formula: CASE WHEN {actualshipdate}>{shipdate} THEN 1 ELSE 0 END > Formula (Numeric) ; not empty.

     - Formula (Numeric) > Formula: NVL({actualshipdate},{today})-{shipdate} > Formula (Numeric) : is not less than > Value: 1.   

4. On the Results tab > add the following fields:

            - Date, Number, Name, Amount, Item, quantity, Ship date, Actual Ship / Receipt Date.

- Formula (Numeric) > Function: Round > Formula: NVL({actualshipdate},{today})-{shipdate} > Custom Label: Days Delayed.  

       5. Rename Search and hit Save and Run.

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