Saturday, December 15, 2018

Transaction Saved Search to Display the List of Returned Items not Restocked

Returned items not restocked are automatically posted to the account you setup for Write-Off Account for Returns under Setup > Accounting > Accounting Preferences > Order Management tab > Returns section, users can easily run a saved search to pull up the list of returned items not restocked by following these steps:

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

2. Select Transaction as the Search Type.

3. Enter a Search Title.

4. Under Criteria tab > Standard sub tab, add these filters:

            Type = Item Receipt

            Created From Fields... > Type = Return Authorization
            Account = Set this to the Account setup for Write-Off Account for Returns

5. Under Results tab > Columns sub tab, add the fields you want including Item and Quantity.
6. Click Save.


Currently, the Restock field is not available on reports and saved searches. This is covered under Enhancement 148390.

No comments:

Post a Comment