Create a Transaction Search of Inventory Count which Displays the Item Name, Unit, Snapshot Quantity, Count Quantity and Adjusted Quantity

The Inventory count quantity fields are not available as individual columns but separate row values instead. All of it appears under the Quantity column. What distinguishes the Snapshot, Count and Adjusted Quantities is the Transaction Line Type column field.


To create the Transaction Saved Search:

1. Navigate to Lists > Search > Saved Searches > New > Transactions.

2. Under the Criteria tab > Standard sub tab:
   • Type is Inventory Count
   • Item is not none.

3. Under the Results tab > Columns sub tab:
   • Date
        - Set Summary Type = Group
   • Item
        - Set Summary Type = Group
   • Units
        - Set Summary Type = Group
   • Formula (Text)
        - Set Summary Type = Maximum
        - Enter Formula = Case when {transactionlinetype} = 'Snapshot Quantity' then {quantity} Else null END
        - Set Summary Label = Snapshot Quantity
   • Formula (Text)
        - Set Summary Type = Maximum
        - Enter Formula = Case when {transactionlinetype} = 'Count Quantity' then {quantity} Else null END
        - Set Summary Label = Count Quantity
   • Formula (Text)
        - Set Summary Type = Maximum
        - Enter Formula = Case when {transactionlinetype} = 'Adjusted Quantity' then {quantity} Else null END
        - Set Summary Label = Adjusted Quantity.

4. Give it a name and save.