Hey All. Anyone knows to create a saved search to ...
# inventorya
Ahmad Muneeb
08/24/2021, 8:29 AMHey All. Anyone knows to create a saved search to get results of quantities on hand of inventory items with no movements during a specified period (6 months and 12 Months)?
l
Luiz Morais
08/24/2021, 12:53 PMYou need to create a group search for item then on summary tab you add transaction date max is before 6 month ago and filter items with quantity on hand.
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a
Ahmad Muneeb
08/25/2021, 10:03 AMThe saved search I created for quantities on hand of inventory items with no movements it is not showing results on 12 months period. Any Help?
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CD
08/25/2021, 10:07 AMDifficult to help without you sharing the search
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Ahmad Muneeb
08/25/2021, 10:09 AM1. Criteria tab > Standard subtab
2. Filter: On Hand | is greater than 0
3. Filter: Transaction Fields... : Type | is Item Receipt, Inventory Adjustment, Delivery Order
4. Summary Type: Maximum | Formula (Numberic) | is 0 | CASE WHEN {transaction.trandate} between add_months({today},-12) and {today} THEN 1 ELSE 0 END
5. Results tab > Columns subtab, add the following:
6. Field: Name | Summary Type : Group
7. Field: Description | Summary Type : Maximum
8. Field: Available | Summary Type : Maximum
9. Field: On Hand | Summary Type : Maximum
10. Field: Committed | Summary Type : Maximum
Ahmad Muneeb
08/25/2021, 10:09 AMHere is the search I created
Ahmad Muneeb
08/25/2021, 10:31 AMIt's showing results for 6 months not for 12 months
b
battk
08/25/2021, 10:32 AMprobably better off using the normal date filter
battk
08/25/2021, 10:32 AMi personally would recommend starting with hardcoded dates for the filter
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Ahmad Muneeb
08/25/2021, 10:33 AMIn criteria?
Ahmad Muneeb
08/25/2021, 10:34 AMLetme try
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battk
08/25/2021, 10:34 AMfor the summary filter
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Ahmad Muneeb
08/25/2021, 10:35 AMOkay lemme try
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battk
08/25/2021, 10:35 AMit should be a normal filter
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Ahmad Muneeb
08/25/2021, 10:35 AMSure
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battk
08/25/2021, 10:36 AM Copy code
Summary Type: Maximum | Formula (Numberic) | is 0 | CASE WHEN {transaction.trandate} between add_months({today},-12) and {today} THEN 1 ELSE 0 ENDbattk
08/25/2021, 10:36 AMim not sure how that actually is represented
battk
08/25/2021, 10:36 AMbut you would be getting the maximum of every single grouping of rows
battk
08/25/2021, 10:38 AMthe maximum would be 1 if there was single transaction whose trandate is between today and 12 months ago
a
Ahmad Muneeb
08/25/2021, 1:32 PMI've made this search using suiteanswer 65378. Works fine for me on 6th months. but I coudn't get results on 12 months search
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