Hi everyone,
I’ve created a transaction saved search to display item quantities from Sales Orders, including the following fields:
Quantity Ordered
Quantity Committed
Remaining Quantity
Backordered Quantity
This saved search has also been added as a sublist view on the Item record to provide better visibility of item-level quantities.
When reviewing the results, I noticed that the Quantity Committed values in the saved search do not match the values shown on the Item record (by location).
Based on my analysis, the Quantity Committed value displayed in the Item record appears to include quantities committed from Transfer Orders as well.
To align the data, I modified the saved search to include both Sales Orders and Transfer Orders (screenshot attached).
Below is the formula currently being used:
CASE WHEN {type} = 'Sales Order' THEN ABS(NVL({quantity},0)) - (NVL({quantitycommitted},0) + NVL({quantityshiprecv},0))WHEN {type} = 'Transfer Order' THEN ABS(NVL({quantity},0) - NVL({quantityshiprecv},0))ELSE 0 END
After including Transfer Orders, the following issues have been identified:
The Backordered Quantity values are displaying incorrectly.
The Transfer Orders are appearing as multiple lines, resulting in inflated totals.
The Committed Quantity and Backordered Quantity in the saved search no longer match the values on the Item record.
How can we include Transfer Orders accurately without duplication?
Is there an alternative formula or best practice to ensure the Committed and Backordered quantities are correctly reflected?
Any guidance or suggestions would be greatly appreciated.
