Sunday, June 16, 2019

Sales Order Saved Search with Statuses : Pending Fulfillment and Partially Fulfilled Excluding Orders with Backordered Items

1.       Navigate to Reports>Saved Searches>All Saved Searches>New>Transactions.

2.       On the Criteria tab>Standard sub-tab add the following:

Filter

Description

Formula

Type

Is Sales Order

 

Status

Is any of Sales Order: Partially Fulfilled, Sales Order: Pending Fulfillment

 

Formula Numeric

Is equal to 1

case when {quantity} = {quantitycommitted} then 1 else 0 end


        3.       On the Results tab , Columns sub-tab add any fields that you might need to see results for.

4.       Rename the search and click on Save & Run.

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