Hi Emil, Thank you for pointing that out. I wasn't able to make it work with an update, but I deleted the invoices and ran it again. The duplicate issue was resolved, but I was left with several asking for the Account. I am not sure what it is asking for if the other ones worked?? Thank you, Dallas

The original didn't upload the first time.

Hi Ivy, I am so sorry for wasting your time, I am quite embarrassed. I broke the search we had built together, thanks to you I have fixed it again. I also added additional functionality, that I also learned from you on other threads. Thanks again Ivy!!! Dallas

Hi Ivy, I spoke too soon. The results generated are not accurate. It has dates populating, but the items on the list we sell a lot of on a regular basis. Did I miss something in the criteria?

ARGH, I was so close!! Thanks Ivy!!! ?

Yes, I was running into the same issue with the tax code overriding it. That's why I was hoping there was a way to enter a dollar amount instead of using a tax code. Oy a customer tax code that could be edited on demand. Never heard of that I guess?

Hi Patrick, Thank you for responding so quickly! I thought about using option 1 you suggested, except have 1 line for the expense and the second line for the tax, but it gets more difficult for the spreadsheet and the upload. Not to mention, the people filling out the spreadsheet, won't know what qualifies. My hope is to…

Thank you Ivy! I knew it was something small lol. You're the best!

Hi Ivy, I figured it out! I am not sure how to fix it though. I removed the expected receipt date from the available filters and it worked. I tried adding it back in but left the filter as ALL, and it worked. It is sorted by expected receipt date, (because that is one of the key things we need to know) and it moved them to…

Hi Ivy, I finally have a chance to get back into this one again. Thanks for your patience. I have created the simple test and it does show some wave numbers. So it is working and it is pulling the waves regardless of how they were created. The example above was created with Demand Plan so that's great! Now we just need to…

I thought I was losing my mind!! It wasn't saving the updated formula! I finally got it and it worked! Thank you!!

Here you go!

Hi Ivy, Thank you for taking the time to show me what it all means. I am still confused by NVL, but I will eventually wrap my head around it. I updated the formulas for the search, but it is still not totalling correctly, please see an example. The top one shouldn't be ordering any based on the time frame entered?

Hi Ivy, I am having strange results on this search now. This search is for our purchasing manager to quickly review purchase orders created by the buyers. It should simulate item 360 with recommended order quantities. It seemed like it was working, but please look at the example. Sample item sales in item 360: As you can…

I tried removing both criteria and had no impact on the applying transaction.

Hi Ivy, I tried what you suggested, but I have more criteria and results. The one that was missing in my criteria from yours is Transaction Line type: Shipping. As soon as I add that, my results are nothing. Please see before and After Before: Wave should be in the box for this transfer: After: Not sure what the issue it,…

Hi Ivy, Thank you again for helping!! I tried adding the apply transaction in the results but I did not get any results. Did I add it wrong? Thank you, Dallas

Hi Joy, You nailed it! Thank you so much! ?

Sweet! I had no idea that was there lol. Thank you again Ivy, I am glad that was an easy one!

Hi Ivy, I never thought about the Inventory Balance Search, thank you! I am struggling to get the criteria set, it only lets me enter a date, instead of the 0 to 30 days, what am I missing?

Hi Ivy I spoke too soon, there is still an issue. Now the items are showing up twice, 1 line for Edmonton, 1 for Calgary and it is not totalling the amount to order for both. Please see the results:

Hi Ivy, The report is working perfectly for me, however when the purchasers try to use it, nothing shows up? It is public, and they can open it, but there are no results? Here is the execution log, it works fine for me:

Ivy.... I wish I could give you a hug sometimes. Wow, that is awesome. It works perfectly. I'm not going to lie, I need to study this a lot so I can understand what it all means! I can't thank you enough for helping me yet again! ?

Actually, this is Still acting weird, When both branches are selected: When Edmonton is selected: When CGY selected:

Ahhh ok that makes sense. So if that's the case, do I need to change the other columns? Or will they still be fine?

Hi Ivy, Well it feels good to know I wasn't completely lost! I am still having an issue though for the "Max # to order (branch)" It is empty, it shows nothing when there should be something there. Here is an example where we have QTY on order and the behavior it exhibits:

I just realized I sent you the second formula after I deleted what I did..... This is what I tried but it did not work: (SUM(CASE WHEN {transaction.location} = 'Edmonton Warehouse' THEN {transaction.quantity} ELSE 0 END) + MAX(CASE WHEN {transaction.location} = 'Edmonton Warehouse' THEN {locationsafetystocklevel} ELSE 0…

Hi again, I forgot about the quantity already on order. I tried adding it myself, but it is not working. Here are the formulas I was trying to use. I tried to just extend what you had done, but no luck. ?

Hi Ivy, I finally got a chance to test this and it works perfectly! Thank you so much!! ?

Wow, that's well beyond my abilities!! You are awesome Ivy!! I am confused by the results not being grouped comment. Here is what I have done but it is not working.;