I'm trying to use a transaction saved search on or...
# administrationd
Dakotah_NSC
07/31/2020, 12:02 AMI'm trying to use a transaction saved search on orders and expose details for item fulfillments created today... fulfilling/receiving transaction fields works great if the link type is receipt/fulfillment, but is not working where the link type is picking/packing
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Clay Roper
07/31/2020, 1:22 PMItem Fulfillments are considered Applying Transactions for Sales Orders - try that?
Clay Roper
07/31/2020, 1:22 PMSuiteAnswers article 72893 lists the various Applied To / Applying Transaction types
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Dakotah_NSC
07/31/2020, 3:43 PM@Clay Roper You've come to my aid once again. I'll check into the options you've given.
Dakotah_NSC
07/31/2020, 6:13 PM@Clay Roper So the problem continues to be that it doesn't work until the Item Fulfillment actually ships. If it's just in a picked or packed status the link can't source data.
c
Clay Roper
07/31/2020, 6:17 PMCan you try the search from the fulfilment side? In other words, Type = Item Fulfillment, then source fields from the Sales Order via Created From / Applied To?
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Dakotah_NSC
07/31/2020, 6:46 PM@Clay Roper So that works, but it isn't able to retrieve a lot of line level details from the SO that are sourced from other joins on the SO itself
Dakotah_NSC
07/31/2020, 6:47 PMSuch a pain that it isn't considered applying until it actually ships
c
Clay Roper
07/31/2020, 7:21 PMThe difference may be down to company configuration, but I just tested out a search of Type = Sales Order, and I'm able to source fields from Applying Transactions on line where the item has only been picked.
Are you doing a Main Line only search?
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Dakotah_NSC
07/31/2020, 10:07 PM@Clay Roper No, it's a main line false search looking to pull line level / custom column details
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