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Saved Search for Transfer Order Items that are Unfulfilled
How to create a saved search which only displays the unfulfilled items on the results? This is my current criteria: Result: However, with the current criteria, it returns results for the line items with Quantity that is not equal to the Quantity Fulfilled/Received, where: The Fulfilled line field is not 0 while Received is…
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Discount total in Sales order search
We have a Sales Order saved search with Main line as True and no summary groups used in the results. We were looking to get the discount total in summary table of the transaction to this saved search. We understand that this is logged as an enhancement #183081 Show values on Amount Discount column in transaction saved…
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Saved search result contradicting Summary criteria
We’ve built a transaction Saved Search for Sales Orders that includes several summary criteria based on line-level fields. The results accurately reflect these criteria when using appropriate summary types for each field. However, when we add a custom line-level date field to the results and group by it, the search begins…
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How to remove "End of Group" line from a transaction saved search?
Hello Everyone, Does anyone know how to remove the "End of Group" line from a transaction saved search? This is related to an item group, and the "REFERENCE START/END LINES ON PICKING TICKETS" check box is selected for that item. I wanted to get a transaction saved search results for history sales orders (Not for future…
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How to get Price and Amount from Sales Order in Transaction Saved Search?
Hi all. I have a saved search, example below: Criteria: Results: I need to add the price and total price from the Sales Order based on the Item Fulfillment number to this search. Does anyone know how to do this?
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Why Duplicate transactions appears in my search?
Hi! I have a saved search and I need to show the invoiced and charged from the opportunity to later use that data to calculate others data. But, I have a problem... when I show the amount charged in some cases the transactions are duplicated, for example in this case. Obviously if the transaction are duplicated, the…
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Saved Search - Production Quantity Variance Register
Hi, I'm back with another question :-) I'm trying to replicate the PRODUCTION QUANTITY VARIANCE Register into a Transactional Saved Search. The only fields I can't seem to find are the "Increase" & "Decrease" fields. I thought it would be something in the likes of 'Credit' & 'Debit' but I haven't had much luck getting the…
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Saved Searched not showing all SO
Hi, I have looked up to a save search I have, and just recently Order management team is seeing some of the orders are not coming up to this. I have completed on my end an audit to see if I am missing something but I don't see anything missing out. There are certain orders not coming up on my report and they are in the…
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Transaction Saved Search for Account Balances not showing signage
I have created a transaction saved search. I am trying to get certain GL Account Balances to then by used in a KPI scorecard. I created a criteria with Posting es and certain account names across Expense and Income Accounts (EBITDA). The result is a summed Amount number. The saved search is pulling through the correct…
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Saved Searches for Transactions have Line ID = Zero / 0 -- why?
Saved Searches for Transactions have Line ID = Zero / 0 -- why? Just curious as when I navigate to the record, I cannot see it in the UI so I am filtering these out but wondering if I should be filtering them or not. From documentation I found, it does not look like line IDs should even be the number zero. Any ideas?…