How could I produce a list of all open Sales Order...
# australiaj
JBL
03/18/2021, 11:08 PMHow could I produce a list of all open Sales Orders that have no fulfilment yet? ie, excluding all fulfilled and partially fulfilled?
m
michoel
03/18/2021, 11:11 PMSearch for transactions with status of
Sales Order:Pending Fulfillmentj
JBL
03/18/2021, 11:29 PMthanks Michoel, when i select for that, for some reason we go 0 results. I suspect we were set up with some other fulfilment procedure or something
JBL
03/18/2021, 11:32 PMoh, might be because of another criteria i had set
JBL
03/18/2021, 11:32 PMsorry, I feel like such a noob 😞
JBL
03/18/2021, 11:46 PMOK, i found the Sales Order: Pending Fulfilment, but that still seems to show partially fulfilled SOs. in our industry we don't keep back orders, so we have loads of orders that are technically still pending fulfilment even though they have had everything we intend to fulfil fulfilled
m
michoel
03/18/2021, 11:49 PMOh wait a sec, if the fulfilled portion of the order is billed then the status goes back to pending fulfillment, right?
michoel
03/18/2021, 11:52 PMIn that case you will need to use a summary criteria to count number of fulfilling transactions
j
JBL
03/18/2021, 11:53 PMnice! thanks
JBL
03/19/2021, 12:26 AMI can't seem to work out how to get the SOs where the summary count of fulfilling transactions is 0. I think it only counts items where there is at least 1 fulfilling transaction
d
David B
03/21/2021, 8:23 PMI also couldn't make:
Count | Fulfilling/Receiving Transaction | is 0Sum | Quantity Picked | is 0David B
03/21/2021, 8:26 PMas per the help page Michoel linked, summary criteria only work on summarised results
also both
Fulfilling/Receiving TransactionQuantity PickedMain Line = True2 Views