I'm trying to create a report/saved search that wi...
# suiteanalyticsc
Chris Clasby
08/22/2023, 9:12 PMI'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!
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David B
08/22/2023, 9:40 PMwe do something similar, but we use the "do not commit" commit option instead of pending approval (which has its advantages). Also we use the item's purchase lead time instead of a fixed 3 months.
You could use a saved search with all the same columns as the 'Inventory Back Order Report' has, but for the "back ordered" column, use a formula like:
{quantity} - NVL({quantitycommitted},0) - NVL({quantitybilled},0)David B
08/22/2023, 9:45 PMthe assumption here is that all pending approval sales orders will show up as back orders, even if you have sufficient stock to currently fulfill them.
If you needed to know whether a particular pending approval-sales order line would be back ordered, you'd need to use a more complicated formula like a Cumulative/Running Sum, ordered the same as your Accounting Preference "Item Commitment Transaction Ordering" (i.e. by "transaction date", "order priority", or "expected ship date")