Tuesday, June 18, 2019

Search for Transfer Order and Purchase Order Transactions which Makes Up the Quantity On Order of an Item Per Location

To create the saved search:

1. Navigate to Lists > Search >Saved Searches > New > Transaction
2. Under the Criteria tab > Standard subtab, add the following: (Use Expressions= T)

Not

Parens

Filter

Description

Formula

Parens

And/Or

 

 (

Type

is Transfer Order

 

 

And

 

 

Item

is <select an item>

 

 

And

 

 

To Location

is <select a location>

 

 

And

 

 

Formula (Numeric)

is not 0

{quantity}-{quantityshiprecv}

 

And

 

 

Transaction Line Type

is Receiving

 

 

And

 

 

Closed

is false

 

  )

Or

 

 (

Type

is Purchase Order

 

 

And

 

 

Location

is <select a location>

 

 

And

 

 

Item

is <select an item>

 

 

And

 

 

Formula (Numeric)

is not 0

{quantity}-{quantityshiprecv}

  )

 

 3. Underthe Results tab > Columns sub tab, add thefollowing: 

 

Field

Summary Type

Function

Formula

When Ordered By Field

Custom Label

Summary Label

 

Type

Group

 

 

 

 

 

 

Number

 

 

 

 

 

 

 

Formula (Numeric)

Sum

 

{quantity}-{quantityshiprecv}

 

 

 

 4.  Give it a name and save.

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