Thursday, February 14, 2019

Saved Search to show sales orders Pending Fulfillment wherein all line items should have no Backordered quantity

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 = Sales Order

b.    Main Line = False

c.     Shipping line = False

d.    COGS line = False

 

4.    On the Criteria tab > Summary subtab

a.     Set Summary Type = Sum

b.    Field = Formula (Numeric) equal to 0

c.     Formula = case when {quantity}-NVL({quantitycommitted},0)!=0 then 1 else 0 end

 

5.     On  the Results tab, add the following:

Field = Number > Summary Type = Group
Field = Name > Summary Type = Group
Field = Quantity > Summary Type = Sum
Field = Item
Field = Quantity Committed > Summary Type = Sum

Field = Formula (Numeric) = case when {quantity}-NVL({quantitycommitted},0)!=0 then 1 else 0 end

 

6.    Put a name on the Search Title

 

7.    Click Save and Run

 

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