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Kevin Baxter
06/14/2023, 7:08 PMmessage has been deleted
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Stephanie Hughes
06/14/2023, 7:11 PMIf it's a transaction search, you don't need to say {transaction.type} - the dot notation is for related records, and you're searching the desired record type already. So it'd just be {type} (ditto for status and quantity).
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Kevin Baxter
06/14/2023, 7:17 PMThank you that work. But i am trying to get the quantity of items and assemblies on sales orders. Any idea how to dot notate and item and a assembly?
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Stephanie Hughes
06/14/2023, 7:19 PMThe quantity field in a transaction search (when main line is false, which it is) is for the the quantity of the line item on the order. We don't use assemblies so I don't know if there's anything different about how those behave on orders.
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Kevin Baxter
06/14/2023, 7:30 PM"quantity field in a transaction search" can you explain this a bit more? @Stephanie Hughes
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suitemike
06/14/2023, 7:32 PMYou can just add the field Quantity I don’t see a reason to use a formula. You are already filtering the results through the criteria tab.
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Kevin Baxter
06/14/2023, 7:33 PMYes, but they want assembly just added to the Qty on SO section not the entire saved search and don't know how to reference just that specific value
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iSuite
06/14/2023, 7:58 PMWhat? You want assembly items added to the search with quantity?
iSuite
06/14/2023, 7:59 PMIf you want assembly items added then you need to change your criteria to include assembly items and not just inventory items
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jen
06/14/2023, 10:27 PMI suggest using the formula builder if you are unsure of the ids of the fields you want.
jen
06/14/2023, 10:28 PMBut you may want something closer to this:
Copy code
CASE WHEN {type} = 'Sales Order' AND {status} NOT IN ('fullyBilled','cancelled','pendingBilling','closed') THEN {quantity} ELSE 0 ENDi
iSuite
06/14/2023, 10:29 PMI don't think there is any reason for a formula at all
iSuite
06/14/2023, 10:29 PMHe has all the criteria in the main critertia section already
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jen
06/14/2023, 10:29 PMmaybe not, unless they want to include ALL lines but only sum SOME of them
jen
06/14/2023, 10:29 PMah, so they do
jen
06/14/2023, 10:29 PMyou are right
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iSuite
06/14/2023, 10:29 PMYeah lol
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jen
06/14/2023, 10:30 PMYeah, in that case, no formula needed, just Quantity