Wednesday, December 5, 2018

Search for items with 0 or null Reorder Point and Preferred Stock Level on specific locations

To create a saved item search listing items with 0 or null Reorder Point and Preferred Stock Level on specific locations, follow the steps below:

1. Navigate to Reports > New Search.

2. Click on Item link.

3. Click on Create Saved Search button.

4. In the Saved Item Search screen, go to Criteria > Standard subtab and enter the filter field below (to limit on a specific location):

Inventory Location = is any of: select location/s needed

5. Go to Criteria > Summary subtab.

6. Add the formula field below with Summary Type = Maximum:

Summary Type = Maximum
Field = Formula (Numeric) : Description = is 0 : Formula =

(NVL(DECODE({inventorylocation},'Select Location 1', NVL({locationpreferredstocklevel},0)),0)+NVL(DECODE({inventorylocation},'Select Location 1', NVL({locationreorderpoint},0)),0))-(NVL(DECODE({inventorylocation}, 'Select Location 2', NVL({locationreorderpoint},0)),0)+NVL(DECODE({inventorylocation},'Select Location2', NVL({locationpreferredSTOCKLEVEL},0)), 0))


7. Under Results> Column subtab, add the following column fields with Summary Type = Group for Name field:


---Formula (Numeric)
Summary Type = Maximum
Formula = NVL(DECODE({inventorylocation},'Select Location 1', NVL({locationpreferredstocklevel},0)),0)
Summary Level = NJ Henry Preferred Stocklevel

---Formula (Numeric)
Summary Type = Maximum
Formula = NVL(DECODE({inventorylocation},'Select Location 1', NVL({locationreorderpoint},0)),0)
Summary Level = NJ Henry Reorder point

---Formula (Numeric)
Summary Type = Maximum
Formula = NVL(DECODE({inventorylocation}, 'Select Location2', NVL({locationreorderpoint},0)),0)
Summary Level = NY Warren Reorder point

---Formula (Numeric)
Summary Type = Maximum
Formula = NVL(DECODE({inventorylocation},'Select Location2', NVL({locationpreferredstocklevel},0)), 0)
Summary Level = NY Warren Preferred stock level

---Formula (Numeric)
Summary Type = Maximum
Formula = (NVL(DECODE({inventorylocation},'NJ-Henry', NVL({locationpreferredstocklevel},0)),0)+NVL(DECODE({inventorylocation},'NJ-Henry', NVL({locationreorderpoint},0)),0))-(NVL(DECODE({inventorylocation}, 'NY-Warren Street', NVL({locationreorderpoint},0)),0)+NVL(DECODE({inventorylocation},'NY-Warren Street', NVL({locationpreferredSTOCKLEVEL},0)), 0))

8. Rename the Search Title.

9. Click Save & Run.

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