using a saved search for transactions, how do i ju...
# ask-stanley-ai
m
using a saved search for transactions, how do i just bring in lines that show the shipped quantity?
c
AI generated answer (using internal Slack threads):
To bring in lines that show the shipped quantity using a saved search for transactions, you can follow these steps: 1. Create a new Transaction Saved Search. 2. In the Criteria section, set the following: - 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 - Quantity Committed is greater than 0 (if you auto commit items) - Or, Quantity Available is greater than 0 and Formula (Numeric) case when {quantity}-{quantityfulfilled} != 0 then 1 else 0 end (then make the value = to 1) (if you don't auto commit) 3. In the Results section, add the following fields: - Document Number - Name - Item - Quantity Available - Quantity Fulfilled This will give you a list of sales orders with the quantity that has been shipped. If you have any specific criteria to exclude certain line items, such as drop ship items, you can add that to the criteria as well. For example, if you use a Drop Ship warehouse, you can add "Location IS NOT Dropship" to the criteria. ****** 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: 0.84588623
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840270877
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83782959
Please provide your feedback on this answer.
m
I think this is the answer: set "Account Type" to "None". https://blog.prolecto.com/2016/08/27/understanding-multiple-lines-on-item-fulfillments/