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NSC | How to show Picked and Packed Date of an Item Fulfillment in a Transaction Saved Search?

edited Jan 10, 2024 4:31PM in Accounting / ERP

Currently, the Picked Date and Packed Date do not populate when the Transaction Type used as criteria is Item Fulfillment. These fields only work when the Transaction Type criteria used is Sales Order.

As a workaround, you can create a Formula (Text) to show the Picked Date and Packed Date.

Under the Results tab, add the following fields:

Field | Custom Label

  • Formula (Text) = CASE WHEN {systemnotes.newvalue} = 'Picked' THEN {systemnotes.date} ELSE null END | Picked Date
  • Formula (Text) = CASE WHEN {systemnotes.newvalue} = 'Packed' THEN {systemnotes.date} ELSE null END | Packed Date

These Formula (Text) will source from the Item Fulfillment's System Notes

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