Friday, December 7, 2018

Create a Saved Search to identify Items where Total Bin on Hand is not equal to Location on Hand

Warehouse managers would want to create a report/search to identify items where total of Bin on Hand is not equal to Location on Hand

Saved Search when Preference ADVANCED BIN/NUMBERED INVENTORY MANAGEMENT = F and MULTI-LOCATION INVENTORY = T:


1. Navigate to Transactions>Management>Saved Searches>New>Item


2. Under Criteria Standard Tab:
FILTER
DESCRIPTION
FORMULA
Use Binsis true 
Location On Handis not empty 
Formula (Numeric)is 1case when {Inventorylocation.id} = {binnumber.location.id} then 1 else 0 end


3. Under Criteria Summary Tab:

SUMMARY TYPE
FIELD
DESCRIPTION
FORMULA
MaximumFormula (Numeric)is 1Case when MAX(NVL({locationquantityonhand},0)) != SUM(NVL({binonhandcount},0)) then 1 else 0 end


4. Under Results Tab:

Field
Summary Type
Function
Formula
CUSTOM LABEL
CUSTOM LABEL TRANSLATION
SUMMARY LABEL
SUMMARY LABEL TRANSLATION
 
NameGroup       
 
Inventory LocationGroup       
 
Formula (Numeric)Maximum NVL({locationquantityonhand},0)     
 
Formula (Numeric)Sum NVL({binonhandcount},0)


5. Under Available Filters :

Filter
SHOW AS filter region
LABEL
TRANSLATION
 
Inventory LocationYes


Saved Search when Preference ADVANCED BIN/NUMBERED INVENTORY MANAGEMENT = T:

Simply replace the following:

{binnumber.location.id} with  {binonhand.location.id}  (found in Criteria Standard Tab)

NVL({binonhandcount},0) with NVL({binonhand.quantityonhand},0) (found in Criteria Summary and Results Tab)

When MULTI-LOCATION INVENTORY = F:

Remove Formula (Numeric) |is 1 | case when {Inventorylocation.id} = {binnumber.location.id} then 1 else 0 end from Criteria Standard

Replace NVL({locationquantityonhand},0) with NVL({quantityonhand},0) (found in Criteria Summary and Results Tab)

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