I created a saved search that pulls all items on e...
# general
d
I created a saved search that pulls all items on every SO and calculates the gross profit margin by pulling selling price on the SO the the cost on the IF. However, I am running into an issue because if an order is fulfillment in two different fulfillments, only the first fulfillments cost is pulling and therefore is throwing on my gross profit margin percentage. How can I get both IF's to link back to the SO in order to accurately calculate Gross profit margin percentage? Thank you.
n
@Douglas Bliss I would be interested to know that you are using Main Line = False as SO<>IF is at line level. when I am building a search like this, i start without any summary fields and select one or two SO. This allows me to see that I have the data first. Maybe you could post your Criteria and Results tabs please.
d
Hi there. Thanks for getting back to me. I am very new to NS -- been at it for about 2 months. Here is what I have as far as Criteria and Results.
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n
Here is my approach which I based on Sales Order and allows me to capture the multiple IF. Criteria Main Line is false  Internal ID (Number)is 1165   Type is Sales Order  Fulfilling/Receiving Transaction : Main Line is any
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the key difference here is that I am calculating the sales price by Fulfilled Qty x Sales Order Item Rate. A few other ways to calculate it also.
d
Thank you. Not really sure what you are doing here, but I definitely trust that you know better than I do. I'm confused about: Fulfilling/Receiving Transaction: Main Line is any.
I have the fulfill/receiving transaction under the criteria tab, but I don't see how I can get main line is any from there. What am I doing wrong?
n
Just copy the last two messages. Main Line is one of the available fields after you have selected the Join. The Joins are at the bottom of the criteria field selections and have ... after the name
d
Thanks for that. I figured it out. Appreciate your patience with me. I think I did everything the way you suggested, but I'm not getting any results. See screenshots.
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n
Change the Criteria InternalID to an Internal ID of one of your Sales Orders so you can test it. Then you can remove that criteria so you can then see all SO.
d
haha. ok. I was wondering how you knew one of our internal Sales order's ID. Guess I trust too much. :)