Search for Sales Order where Picking Ticket is not yet printed

Search for Sales Order where Picking Ticket is not yet printed

 

1.    Please navigate to Report > Saved Searches > All Saved Searches > New

2.    Click on Transactions link

3.    Set the following under Criteria Tab > Standard Subtab:

·         Type = Sales Order

·         Main Line = True

·         Status = none of Sales Order: Billed; Sales Order Pending Billing
(You may adjust the status and add other filters depending on your business needs)

4.     Set the below Formula under Criteria Tab > Summary Subtab:

Summary Type = Count
Field = Formula (Text)
Formula box = ***copy the formula below***

Case when {systemnotes.field} = 'Printed Picking Ticket' and {systemnotes.type} = any('Change', 'Set') and  {systemnotes.newvalue} = 'T' and  {systemnotes.oldvalue} = 'F'  then 'T' else 'F' end

Formula (Text): not greater than
Value = 1

5.     Set the following under Results Tab > Columns Subtab:

·         Date || Summary Type = Group

·         Number ||  Summary Type = Group

·         Name || Summary Type = Group

·         Amount || Summary Type = Average

6.    Enter Search Title

7.    Click Save & Run