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Formula (Text) Filter with a Summary Saved Search
We have a summary search that uses a Formula (Text) field to create the SO/WO Priority field in the screenshot below: In the Filters section of the search, we added a Formula (Text) filter (naming it Priority), expecting that it would tie into the Formula (Text) field in the results of the search. However, whenever we type…
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Need a Saved Search for Sales Orders that are Fully Committed without using Summary Results
I need to produce a Saved Search which shows only Sales Orders that are fully committed with no back orders. I can easily do this using Summary Criteria and Results… however, I have a fulfillment partner who uses this Saved Search with Web Services to pull the results into their system and their module cannot read a…
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Reporting on Summary Search Custom Fields
I am aware of current limitations of summary search custom fields and the fact that such fields are not going to appear in other saved searches, but is there any way to make a report based on values from these fields? Thanks!
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How to concatenate Summary fields?
Hi, I am trying to concatenate a group of summarized fields into one value. I am using the pipe '||' to do so, but it results in individual rows of the grouped records. I need it to display as a single row. Any suggestions? I have attached the snapshots of the saved search formula and the actual result before and after…
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Can I make a criteria based upon a summary formula in a Saved Search?
Can I make a criteria based upon a summary formula? I have a summary query grouped by sales orders, and want to return only those where a mininum of the committed quantity across the order is greater than 0. I don't want a criteria of commited qty greater than 0 by line, because I am looking to find orders where all lines…
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How to compare inventory values in two locations in summary search?
I have a summary search that looks at total inventory on hand, available, committed, etc. across multiple locations. I want to build a flag to identify an item that is backordered at our primary location, but is on hand elsewhere. I have tried a decode and case when function to look at the criteria of location, but end up…