Saturday, February 9, 2019

Transaction Search for Transfer Order displays duplicate lines for the same item

Create a sample Transfer Order Transaction:

1. Navigate to Transactions > Inventory > Enter Transfer Order.
2. Enter the following:
From Location = Location A
To Location = Location B
3. Under Items Tab, enter the following:
Item A = 10
Item B = 20
4. Click Save.

Create an initial search:
1. Navigate to List> Saved Searches> New> Transaction.
2. On the Criteria tab> Standard sub tab> select the following:
- Type = Transfer Order
3. Navigate to Results tab> Columns subtab, select the following fields:
- Transaction Line Type
- Item
- Date
- Number
- Quantity
4. Enter
Search Title.
5. Click Save & Run button.

Actual Result:

Transaction Line Type

Item

Date

Number

Quantity

 

 

4/23/2013

TO1

 

Item

Item A

4/23/2013

TO1

-10

Shipping

Item A

4/23/2013

TO1

-10

Receiving

Item A

4/23/2013

TO1

 10

Item

Item B

4/23/2013

TO1

-20

Shipping

Item B

4/23/2013

TO1

-20

Receiving

Item B

4/23/2013

TO1

 20


The blank Transaction Line Type is the Main Line. We may use the Transaction Line Type to filter the search to show only Items.

Modified the Search:

1. Navigate to List> Saved Searches> New> Transaction.
2. On the Criteria tab> Standard sub tab> select the following:
- Type = Transfer Order
- Transaction Line Type = Item
3. Navigate to Results tab> Columns subtab, select the following fields:
- Transaction Line Type
- Item
- Date
- Number
- Quantity
4. Enter
Search Title.
5. Click Save & Run button.

Actual Result:

Transaction Line Type

Item

Date

Number

Quantity

Item

Item A

4/23/2013

TO1

10

Item

Item B

4/23/2013

TO1

20

 

 

 

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