Saved Search to Send Email Notification when Sales Orders are Approved Showing Items with Quantity Backordered disregarding Drop Ship Items

 

Below are the steps on how to create the saved search with email notification:

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

2. Choose Search Type = Transaction

3. Edit the Search Title

4. Under Criteria tab > Standards subtab > add the following field filters:

  a. Type = Sales Order

  b. Item Fields... > choose Drop Ship Item in the list > choose No radio button in another popup window

  c. Quantity Committed > choose Empty

  d. Item Fields... > choose Back Ordered from the list > choose Greater than > enter 0 as the value

  e. Status = Sales Order: Pending Fulfillment

5. Under Results tab > Columns subtab > remove or add fields to be seen in the email alert and add fields below:

  a. Quantity

  b. Item

  c. Formula (Numeric)

     Formula: {quantity} - nvl({quantitycommitted},0) - nvl({quantityshiprecv},0)

  d. Sales Rep

  e. Quantity Committed

6. Under Email tab > check box for Send Email Alerts When Records are Created/Updated

7. Under Email tab > Recipients from Results subtab > check box for Send on Update and under Recipient Field choose Sales Rep.

8. Under Email tab > Updated Fields subtab > choose Document Status

   When Old Value is... = Pending Approval

   When New Value is... = Pending Fulfillment

9. Save and run the search and check the result.