Create a transaction saved search for Sales Order - Pending Approval and compare it with the quantity available from the selected location, if using Multi-Location Inventory.
1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Click Transactions.
3. Under Criteria tab > Standard subtab, set the following:
Type = Sales Order
Main Line = is False
Tax Line = False
Shipping Line = False
Status = is any of Sales Order: Pending Approval
4. Also, add the following formula under Criteria tab > Standard subtab:
Filter = Formula (Text)
Formula = case when {location} = {item.inventorylocation} then 1 else 0 end
Description = is 1
5. Under Criteria tab > Summary subtab:
Summary Type = Sum
Field = Formula (Numeric)
Description = is greater than or equal to 0
Formula = sum({quantity}) - (max(nvl({item.locationquantityavailable},0)))
6. Under the Results tab, remove all fields and set the following:
a. Customer Name:
Field = Name
Summary Type = Group
b. Sales Order Number:
Field = Number
Summary Type = Group
c. Item Name/Number:
Field = Item
Summary Type = Group
d. Quantity Ordered:
Field = Quantity
Summary Type = Sum
e. Location in the Sales Order:
Field = Location
Summary Type = Group
f. Available Quantity on the Location:
Field = Item: Location Available
Summary Type = Maximum
g. Quantity that can be Committed:
Field = Formula (Numeric)
Summary Type = Sum
Formula = sum({quantity}) - (max(nvl({item.locationquantityavailable},0)))
7. Save and Run
Notes:
- Formula in #6.g. (Quantity that can be Committed) is calculated as the difference between the Quantity Ordered and the Available Quantity on that Location, as shown in the item record.
- The formula in step #5 is calculating the Quantity Ordered less the Quantity Available. If Quantity Ordered is greater than or equal to the Quantity Available for that location, it means that that the items would be on back order once the order is approved.
I don't believe this functions with orders that have kits.
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