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NSC | Transaction Saved Search > Work Order > Shows Assembly and Components in the same row

edited Apr 5, 2024 3:00PM in Search / Reporting

Scenario

User needs to create a Transaction Saved Search for Work Orders and needs to show the Assembly Item (Main Line) and Component Items (Item Line) in the same row per Work Order. Using the Item field (field ID: {item}) pulls both the Assembly and Component lines in separate rows.

Solution

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transaction

3.) Add the Criteria:

  • Type = Work Order

4.) In the Results tab, add the following:

  • Document Number | Summary Type: Group
  • Formula (Text) | Summary Type: Maximum | Label: Assembly Item
    • Formula: CASE WHEN {mainline} = '*' THEN {item} || ' (' || {quantity} || ')' END

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