I am trying to create a saved search that only cap...
# general
b
I am trying to create a saved search that only captures Sales Orders in a Pending Approval state that have Drop Ship selected on any of the lines (will be creating dropship POs once approved) however I cannot seem to find the correct criteria. Is this possible to do?
d
Something doesnt add up. A sales order pending approval does not have a dropship PO or link. The dropship PO is created only when SO is approved.
b
Correct, but you can set the line to dropship and set a vendor/price so that as soon as it is approved, the PO is created. I am trying to capture the SOs in that pending approval state that will have dropships.
m
Can you do a join to the Item record and see if Drop Ship Item is T or F?
b
Thats a good thought, but unfortunately these are done at a per transaction level, items are not always drop shipped.
c
But the item itself is indicated to be drop shipped or not, a search would return a SO that has any line that is "drop ship item".
m
The field itself is called "Special Order" in a saved search I believe
b
Yea, seems to be empty unless it’s approved
c
Right, but you'd want to look at the item record not that sales order level.
That way if an item is "special/drop" the search would show which SOs appear on it.
b
Not all items have that checked on the item record. An item is often dropshipped by checking it on the transaction itself, not necessarily the item record.
c
So while it's pending approval, they manually check "dropship"
b
They will check it on the transaction while creating the sales order. Then the sales order goes into pending approval upon save.
m
Maybe try to make a custom transaction line field that gets it's value from the native Speical Order field when the record is created. Then you ccan report on that?
b
That’s what I’m thinking, might have to script it, but I think that’s the only way.