How would you make a transaction saved search that...
# general
t
How would you make a transaction saved search that would show all Open SO's where all line items are in stock?
t
create a saved search and filter it by status
t
I mean I know how do find all of the open sales orders 😛
But I need it show me all line items that are unfulfilled and qauntity is <= the quantity available
d
use a summary saved search with a summary criteria. It's easy if you want 'all line items committed', but if you want with available qty, you'll need to do a join to the item record
comfortable with engineering summary criteria? if not, LMK and I'll post an example
don't think you can get away with doing this without resorting to a summary search
t
I create regular saved searches all the time but not summary saved searches. If you could post something to point me in the right direction I would be most appreciative.
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d
do you have locations enabled?
t
Yes. But only use one location.
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d
This should work (summary type minimum, formula(numeric), equal to 1) You'll want to add all the usual suspects when it comes to standard criteria.
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You're in an interesting situation with only one location, so you can use
item.quantityavaiable
. If you were using multiple locations, you then have to use
item.locationquantityavailable
and then add a standard criteria for
{location} = {item.inventorylocation}
to tie the sales order line's location to the item location.
goes without saying that summary criteria only work as intended with summary results. In your case you'll want to be grouped by sales order. If you need a list of item info in your summary results, you can leverage
LISTAGG
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t
Thank you!!
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