Thursday, March 7, 2019

Search to get closed line items but already fulfilled or billed

Search to get closed line items but already fulfilled or billed

 

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

2.    Click on Transactions link

3.    Set the following under Criteria Tab > Standard Subtab:

•         Type = Sales Order

•         Main Line = F

•         Shipping Line = F

•         Tax Line = F

•         Formula (Numeric) || Formula:***copy the formula below*** || equal to 1

 

Case When (nvl({quantityshiprecv},0) > 0 and {closed} = 'T') or (nvl({quantitybilled},0) > 0 and {closed} = 'T')  then 1 else 0 end

 

4.    Add the following under Results Tab > Columns Subtab

•         Quantity Billed

•         Fulfilled/Received(Line Level)

•         Closed

5.    Enter Search Title

6.    Click Save & Run

 

No comments:

Post a Comment