Tuesday, February 26, 2019

Item Search Displays Current Quantity is Higher than Quantity Sold

1. Navigate to Reports> New Search> Transaction> Click on Create Saved Search button.

 

2. Rename Search Title.

 

3. Under Criteria tab and Standard sub tab, set the following Filter and Description:

 

>> Type is any of Cash Sale, Invoice  

>> Main Line set to No

>> Tax Line set to No

>> Shipping Line set to No

>> Formula (Text) select from the Field =  'Item' then Formula (Text) select is not empty

>> Item Fields… then select 'On Hand' then select On Hand = not empty    

 

4. Under Criteria tab and Summary sub tab:    

 

>> Summary Type = Sum

>> Field = Formula (Numeric)

>> Formula = case when MAX({item.quantityonhand})> SUM({quantity}) then 1 else 0 end >> Formula (Numeric) = equal to

>> Value = 1.

  

 

5. Under Results tab and Columns sub tab> click Remove All button then Add the following Field and Summary Type:

 

>> Item | Group

>> Item fields… then select Description | Group

>> Item fields… then select On Hand | Maximum

>> Quantity | Sum

 

6. Click Save and Run.

No comments:

Post a Comment