how to sum all available quantities of item in a f...
# ask-stanley-ai
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how to sum all available quantities of item in a field by formula
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AI generated answer (using internal Slack threads):
To sum all available quantities of an item in a field by formula, you can create a saved search and use that to source the value of a field. Here are the steps: 1. Create a saved search with the following criteria: - Type = Sales Order - Item: Type = Inventory Item - Closed = False 2. In the Results section, add a field with the following details: - Field: Formula (Numeric) - Summary Type: Sum - Formula:
CASE WHEN {item.type} = 'Inventory Item' THEN {quantity} ELSE 0 END
3. In the Available Filters section, add Internal ID. 4. Create a custom field on the transaction body and select the saved search you created under 'validation & defaulting'. If you want to sum the quantity available of a specific location, you can add a criteria in your search. However, this is not considered best practice. You can use the following criteria: - Inventory Number...Location In the result, use formula numeric with Summary Type = Sum and the field as
{inventorynumber.quantityavailable}
. Please note that this method is not dynamic and you will need to change the criteria every time. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864234924
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859272242
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851251543
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