I created a Shipment Package saved search and I need to show whether an Item Fulfillment is a partial or a complete one. I don't think there's a native field for this one. What I thought of is to create a custom field that says Partial or Complete. I used a summary saved search to populate the custom field on the Item Fulfillment. I used something like this which didn't work: CASE WHEN {quantity} = {createdfrom.quantity} THEN 'COMPLETE' ELSE 'PARTIAL' END Shipment Package saved search can pull Item Fulfillments and the related SOs.

Something that you should note, is that custom field values from summary saved searches are never stored values, they are dynamic. Since they aren't stored, you won't be able to pull that custom field in a saved search. If you still wanted to have that custom field made though for item fulfillments, for the search you created to source the custom field from, have it be a transaction search, and try having Type = Item Fulfillment, and Applied to Transaction fields... Type = Sales Order. Then in the results use CASE WHEN {quantity} = {appliedtotransaction.quantity} THEN 'COMPLETE' ELSE 'PARTIAL' END.

I can't use the Transaction Saved Search since most of the fields I need aren't there. Instead, I use the Shipment Package saved search where I can still pull out the SO and IF fields. I have read here that the summary saved search field does show up now in saved searches but will check. Are you saying that in theory that that formula will check each transaction line and will output COMPLETE only when ALL are equal? Thanks a lot!

Are you sure that you can get to SO fields through the Shipment Package saved search? Because when I use that same search the only thing I can get from the SO is the SO number. No other fields from the SO. I can accomplish getting the SO number by going to Item Fulfillment fields... Created from. From my end it appears that getting any other SO info is too many joins away using that particular search type.

Ohhhh yeahhhhhhhh I mixed things up lol Yeah, I'll use transaction saved search to populate the field on the IF.