Has anyone ever created a Saved Search to show whe...
# inventory
t
Has anyone ever created a Saved Search to show when something that is currently out of stock comes back into Stock via an Item Receipt off of a Inbound Shipment, our Product Managers and Sales teams want to know when a currently out of stock item, comes back into stock. I tried doing it off of the Item record, but you are not able to see the Item Receipt or the Inbound Shipment, so I am doing it off the Inbound Shipment record. But the issue I can not seem to figure out is how do I trigger a Saved Search for an Item that is Out of Stock but is now back in stock. There is no history of the qty on hand to look at, so I can do a compare that on 12/15 on hand was 0, today we got an shipment so the on hand went to 200. I thought maybe the system notes, but that does not record that change. Any ideas?
m
Create a checkbox called “out of stock” on your items. Make a scheduled workflow that will mark that checkbox when location on hand is 0 Then create a saved search of item recipets where date is today and item.is_out_of_stock = T Setup email alerts in the saved search when records are created or updated Create another scheduled workflow the unchecks the out of stock checkbox when location on hand is > 0
t
Thank you for the suggestions, I will look at this, was hoping for a way to not have to add more fields or workflows. But if that is the only way, that might be what I have to do.
m
You could also do this with a user event script. Probably running on the item recipt. It would get all lines from the item recipt and review if any items are out of stock at the time of creation Then send an email if any items are out of stock
t
Unfortunately I do not have the knowledge of creating a user event script yet. But do want to get there someday.
m
@Todd Juenemann no problem...while the workflow method is a little "hacky" it could work in a pinch....it's nice to have the ability to do some of this automation through workflows even if it might not be the best most efficient path. Let me know if you need anymore help with this
r
Transaction search, if the same item's inventory is only received or created once on the transaction (single line per item) you expect it to come through this works for me.
This is the email I got