YASSER
10/01/2024, 12:30 PMCeligo AI
10/01/2024, 12:31 PMAI generated answer (using internal Slack threads):To create a formula for item opening balance quantity, you can use a Transaction Saved Search. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, add 'Posting' = True. 4. Add a Formula (Numeric) field. For the formula, enter:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
.
5. Add 'Date' to your Available Filters.
6. In the Results subtab, add 'Item' (Group) and 'Quantity' (Sum).
This will show the on hand running balance for items at all locations.
If you want to calculate the SUM of the quantity of all inventory items on the order, you can create a summary saved search with the following settings:
• Criteria:
◦ Type = Sales Order
◦ Item: Type = Inventory Item
◦ Closed = False
• Results:
◦ Field: Formula (Numeric) | Summary Type: Sum | Formula: CASE WHEN {item.type} = 'Inventory Item' THEN {quantity} ELSE 0 END
• Available Filters:
◦ Internal ID
Then you can select that search under 'validation & defaulting' on the transaction body field.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/01/2024, 12:31 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840374
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826751828
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824390113
Celigo AI
10/01/2024, 12:31 PM