Thursday, April 4, 2019

Saved Search to show back ordered items which do not include items set to Do Not Commit

Symptoms/Details of Business Requirements/Any Additional Information: 

Transaction search  of orders to exclude line items that have Do Not Commit set on the Commit column of the order                                        



Solution/ Recommendation Details:


1.       Navigate to Lists > Search > Saved Searches > New

2.       Click Transactions link

3.       On the Criteria tab > Standard subtab, add the following Filters and Descriptions:

a.       Type = any of Sales Order, Work Order, Transfer Order

b.      Date = within desired date range

c.       Item Fields … Type = is Inventory Item

d.      Commit = any of Available Qty, Complete Qty

e.      Status = none of Sales Order: Pending Approval, Transfer Order: Pending Approval


4.       On the Results tab > Columns subtab, add the following fields:

a.       Date

b.      Type

c.       Number

d.      Item

e.      Quantity

f.        Quantity Committed

g.       Quantity Fulfilled/Received

h.      Formula (Numeric)  then set Formula to {quantity}-nvl({quantitycommitted},0)-nvl({quantityshiprecv},0) --- set Custom Label to Back Order Qty

i.         Commit

5. On the Available Filters tab, set Filter to Date then mark the Show in Footer checkbox.


6.    Enter a Search Title


7. Click Save and Run.

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