Update with resolution: had to use the "paying transaction" version of the commission status to filter correctly. We are good to go now.

For some reason, removing, saving, then re-adding worked. I'm now able to use it as a filter. Except now the filter is showing results that have "Paid" when i select "Pending" and not showing anything when i select "Paid." Attaching three screenshots here for reference. The column disappears completely when i select…

Here you go!

I didn't get a great response. The time stamp refers to when a script starts, but a script can run for an extended period of time so there really is no way to narrow down from that.

So i was able to see the list of scripts that ran during-ish that time but can't tell if the script affected that item. Is there a way to run a saved search specific to what modified that item?

So is there a way to ensure the supply allocation completes in its entirety so i have an accurate description of unallocated inventory?

Now we are cooking! Thank you!

Looks like it multiplied by 100, which we wanted, but still showing dozens of decimal places. Is the value on that CONCAT supposed to be set differently to only do two decimal places?

Sorry for the delay, i'm actually getting a really weird result on the fill rate column. Both of the committed fields are working fine, but the division of the two is resulting in something that is off - the fill rate below should be showing as 67.8

I didn't think i did a very good job of explaining that. Here's a screenshot of what i'm trying to achieve. Basically it's the SUM of all committed in an order divided by the SUM of all QTY on an order - displayed as a "Fill Rate" on the sales order.

THAT DID IT!

Alright, I think i've got it. I used your recommendations and came up with the following to fix my own logic. Available Future Inventory: NVL({locationquantityonorder},0)+NVL({locationquantityonhand},0)-NVL({locationquantityallocated},0) Available to Sell Now: CASE WHEN…

So using location available won't help for the reason you described - does not consider QTY on order - which is what i'm primarily trying to obtain. For some reason that formula above is giving me the same result as the current available inventory column with the other formula. Ex: that new formula (far right column)…

You're absolutely right - the answer should not be 38. Ya know, sometimes you just need to hear "you are wrong" to have things make sense. I'm trying to modify this search which was created for future inventory to be able to work for what inventory i can sell right now. Is it possible to create another field that will just…

Hey Ivy, I was incorrect, i noticed today that we had a few things pop up. Attaching a new screenshot. The excess inventory field should display 0 if there are 0 units on hand. And for some reason, for AF-H01, the calculated value should be 38 (750 on order - 669 committed - 43 backordered). Any idea what's slightly off?

Worked like a charm! Thank you!

Hey Ivy, this was very helpful in getting closer! Our logic for the excess quantity works IF there are units backordered. I need the report to also apply for units on hand that have no orders against them. I'm just having trouble thinking through the logic for that one. Attaching a screenshot of how i've modified the…

I wanted to follow up as i did get resolution to this. The answer was to create a saved transaction search and export all lines with line ID as well as the Ship Date included in the order. Using excel, i set the supply required by date to the ship date listed with each PO. I then reimported via CSV with the following…

Hey Joy, Per this video - it appears you can have an allocation schedule run based off a saved search. Can you assist with creating a saved search that orders pending fulfillment orders based off the ship date field? It would seem that would achieve what we want to, right?…

Hi Joy, Those articles leave a lot to be desired and do not address the questions. Entering a supply required by date on a line item level is not feasible when entering 500+ SO's with 30-100+ lines per item. Is it possible to create a saved search that can be used to export all line items with internal ID, with the ship by…

Can you explain how this process is supposed to work in practicality? It would make sense to me that if a customer issues a PO, and we issue a subsequent SO, that we would set the transaction date as the date it was received. If the ship date is 6 months in advance, then realistically all the items should have a Supply…

This worked like a charm! Thank you so much. I love these forums and how quickly you guys help.

All of this worked PERFECTLY. Thank you so much!

This was perfect concept! Only issue is that the saved search is not appearing in the "Search" Bar. The saved Search is Total Quantity for Invoice Can i also utilize this for any saved search? I currently have a saved search report with Criteria - Transaction: status is Sales Order:Pending Approval Results - Name…

Alright, i wanted to follow up here as i think it worked so others can see it. In reference to above: 1) the shipping address for the customer is not necessary. i exported a file from a saved search that had internal ID, shipping address info and billing address info 2) YES 3) on the CSV import, i manually selected…

So, export the invoices including the correct shipping info and billing info. Then reimport the invoices with the same shipping and billing info, but manually setting the invoice to the new customer. Does that seem right? I'll give this a shot. i like where your heads at!

Great minds think alike, as this was a solution i was hoping would manually happen if i included the shipping address in customer B. Unfortunately, this will occur for roughly 1000+ transactions per year and would normally be done in a bulk csv upload rather than manually per transaction...

Unfortunately i'm an IT team of one for our small business so it appears we won't have a solution.

You bet Step 1) Click "Edit" on invoice Step 2) Adjust "Customer" from the original Customer A to Customer B - at this point the "Ship to Select" field is cleared out where it was previously populated and the Bill to Select is also adjusted. It would appear that changing the customer field to a different customer then is…

So, i played around with this and it appears the invoice then loses the "ship to" information which identified which customer it was invoiced for. Are you experiencing the same issue and have any suggestions for maintaining that field? The receiving party needs to be able to identify who Customer A was along with the PO…