Tuesday, May 28, 2019

Report of Sales Orders that have been Pending Fulfillment for 2 days or more before Actual Shipment

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction
3. Modify the Search Title

4. On the Criteria tab > Standard subtab > set the following Filters:
- Type is Sales Order
- Main Line is true
- Formula (Numeric)
  > Formula = Case When ({actualshipdate} - {trandate}) >= 2 then 1 else 0 end
  > Formula (Numeric) equal to
  > Value = 1

5. On the Results tab > Columns subtab > set the following Fields:
- Date
- Actual Ship/Receipt Date
- Formula (Numeric)
  > Formula = {actualshipdate} - {trandate}
  > Custom Label = # of Days Open
-Number
- Name

6. Save & Run

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