I'm trying to create a report/saved search that wi...
# general
c
I'm trying to create a report/saved search that will list the inventory items and quantities that are on Sales Orders pending approval. We have pre-booked inventory that we don't want to allocate when the ship date 3 months from now so we keep those orders in a "Pending Approval" status, however I'd still like to see what numbers will need to be allocated so we can project inventory purchasing. Ideally the report would look like the Inventory Back Order Report organized by inventory item, so I can see the Sales Orders and quantities associated. Anyone done something similar? Thanks in advance!
s
create a saved transaction search - criteria type = SO, status = pending approval and main line = false. you need to play with the results columns a bit and may need to use group summery . Another option is to use item search and use join for transaction type and status, still transaction search will have better options because transactions have relationship with almost all the objects.
d