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

 

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