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Saved Search that lists items with out transactions associated with them

edited Jun 2, 2025 2:38PM in Ask A Guru 4 comments

I need a saved search that returns items that have no activity (except for stock adjustments)

I have tried several different case statements but I can't get it to work

Bascially I want to return an item if it has no

Sales Orders

Item Fulfillments

Work Orders

Work Order builds

Work Order Closures

Item Receipts

Invoices

Refunds

etc.


This was my best guess but it doesn't work


case when {transaction.type} = 'Cash Sale' OR {transaction.type} = 'Invoice' OR {transaction.type} = 'Item Receipt' OR {transaction.type} = 'Work Order' OR {transaction.type} ='Bill' OR {transaction.type} ='Credit Memo' OR {transaction.type} ='Item Receipt' OR {transaction.type} ='Item Shipment' OR {transaction.type} ='WO Build' OR {transaction.type} ='Work Order Close' OR {transaction.type} ='Work Order Completion' OR {transaction.type} ='Work Order Issue' OR {transaction.type} ='Sales Order') then 0 else 1 end

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