I want to make a saved search that shows all open ...
# administrationt
Tim Chapman
01/26/2024, 2:44 PMI want to make a saved search that shows all open SO's where all line items have the available quantity to ship from our warehouse. Any ideas on how this is possible?
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Shelby Owens
01/26/2024, 2:54 PMFor "all lines items have the available quantity to ship from our warehouse" - do you have multiple warehouses that you need to differentiate between or just one? And you're just wanting to see the SO#, line item, and available quantity?
t
Tim Chapman
01/26/2024, 2:55 PMNo, just one warehouse. Ideally, I just want a list of sales orders sorted by days open that we have stock to fulfill/ship
Tim Chapman
01/26/2024, 2:59 PMwhich would automatically kick out all of the drop shipped line items
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Shelby Owens
01/26/2024, 3:00 PMGot it, then I would start with the following and then edit it as needed (may need some tweaks):
Transaction Saved Search
Criteria:
Main Line is False
Shipping Line is False
Tax Line is False
Type is Sales Order
Status is Sales Order: Pending Fulfillment, Partially Fulfilled, Partially Fulfilled/Pending Billing
CRITERIA to remove drop ship line items
CRITERIA for available items
Results:
Document Number
Name
Item
Quantity Available
Quantity Fulfilled
Shelby Owens
01/26/2024, 3:01 PMFor removing drop ship items, it would depend on how you have that set up in your environment - for example, my company uses a Drop Ship warehouse, so I would do:
Location IS NOT Dropship
Shelby Owens
01/26/2024, 3:02 PMFor criteria to find available items to fulfill, if you auto commit items, I would just put:
Quantity Committed is greater than 0
If you don't auto commit, I might do something like:
Quantity Available is greater than 0
Formula (Numeric) case when {quantity}-{quantityfulfilled} != 0 then 1 else 0 end (then make the value = to 1)
Shelby Owens
01/26/2024, 3:04 PMHope this helps haha