Ok, so that works perfectly! I am still stuck on the combined amount to order. It is not adding it up correctly, here is an example:

Suite Suite Suite!!!! Ok, what if I wanted to show a column with the average order quantity and another column with the largest quantity in a single order? This would help show the average trend and also an abnormal spike in sales. I tried this, but no go,

Hi Ivy, How do I change this: SUM({transaction.quantity})+MAX({locationsafetystocklevel})-MAX({locationquantityavailable}) To add the sales & safety stock for BOTH locations minute the combine available? Would it be: SUM({transaction.quantity})+MAX({safetystocklevel})-MAX({quantityavailable})? It doesn't seem like that…

You are a wizard!!! Thank you Ivy!! I am going to play with it and see how I can make it work for 3 different scenarois. Edmonton warehouse only Calgary warehouse only EDM & CGY combined. (EDM feeds CGY through distribution network)

Hi Ivy, Ok so I got a lot wrong last time lol, I still feel like I am very slowly learning more and more though HAHA. I am still getting an error, but hopefully it is something small this time.

Hi Ivy, I feel like we are SO CLOSE! I am getting an error though. In the first screenshot you had transaction type as Purchase order. I tried that, but also tried Customer Invoice and Cash Sale since we are trying to get the amount billed. I had an error for both attempts. Please see below: What am I missing? Thank you,…

Hi Ivy, Before I start adding the months, I need to make sure that the quantity billed is only based on the inventory location selected in the filter. The search I created is showing the total billed for all locations. I am basically trying to create an item360 but in a saved search for all items for a vendor. It is so our…

Hi Erick, I am still trying to figure it out. I haven't been able to dig into it yet. I will tomorrow, Thank you so much for your help!

Here is a screenshot of the same saved search results showing the second issue in my last post:

This so far is only set up if the "Supply Type" is purchase for both. We have our Edmonton Branch as the source for a lot of things in Calgary. For this instance, we would need to take (the combined sales) + (combined Safety Stock Level) - (combined quantity available). This would give us the correct amount to order into…

Hi Erick, I think I almost have this worked out as a saved search instead, I am running into an issue with the quantity billed being for the whole company instead based on the inventory location selected in the filter. Please see the screenshots below: I would still love to be able to show the amount sold for each month in…

Hi Erick, Thank you for helping me along. What if I am trying to use this field in a report instead of a saved search? I am trying to make an easy report for our purchasing manager to use when reviewing and approving purchase orders created in Demand Plan. Since Safety Stock Level is not something that can be added as a…

Hi Jack, Thank you for your further support. It is scenario 2, so I am studying the links you sent me. Do you know which Sublist or SuitScript API I should be looking at? Thank you, Dallas

Hi Jack, I was trying to figure out where exactly to start. I read everything you sent, But I am struggling to figure out where to create the subrecord. Lol Are you able to give me some guidance please?

Hi Ivy, Wow do I feel silly! warm regards, Dallas

Hi Ivy, Thank you again for your help! I am not sure what I was doing wrong, but that worked!! Thank you.

Hi Ivy, I am a bonehead lol. Thank you. Dallas

My apologies, I kept changing it, the most recent time I missed that. However, here is the shot of the summary and the results. Many of the items on this current list we sell huge quantities of weekly never mind all of last year.

Sorry Ivy, I was away from my computer. Here you go. I tried a few different things in the summary for date, however everything I sent you is based on this:

Hi Ivy, I must have done something wrong, this seemed to work several days ago, but it is showing things that we sell all the time. Here are my settings and results. I am really not sure how I messed it up. I added in a couple of things to filter out things we do not have on hand.

Ivy Strikes again!! Thank you SO MUCH. You are so awesome. ☺️ I worked perfectly, boy do I wish I had your skills! Warm regards, Dallas

Oh noooo! I have to be honest, I love working with the guru's, you all are rockstars! Even with premium support, the support team has never really been able to help me. Is there any chance you would be willing to take another look?? Please don't send me away lol.

Hi Joahnna, Were you able to replicate the issue?? Thank you, Dallas

Hi Joahnna, I added it back on, but it is the same thing. Here is what I see it the Purchasing Manager role: In Edit mode: In the admin role: In edit mode:

State: Approval Thank you!!!

State: Rejected

State: Purchase Order Value Basic Approval

Hi Joahnna, Yes of course, here are the screenshots of each state. It still is working as it was set up. The issue is only administrators can un-approve a purchase order that has been approved. I would like to add the Purchasing manager to that list. State: Initiation

Do you want screenshots of each state and all the settings? I am not sure if you have access to the flow on your end?

Lets try that again!