Saved Search to Display Items and Quantities Committed to a Certain Customer

Saved Search to display items and quantities committed to a certain customer.

  1. Navigate toTransactions > Management > Saved Searches > New.
  2. Click Item.
  3. Add Search Title.
  4. Click Criteria tab > Standard subtab.
  5. Add the following:

         Transaction fields…Type= is Sales Order.

         Transaction fields…Quantity Committed= is greater than 0

        Transaction fields…Main Line Name= is (set the customer name).

  1. Click Results tab > Columns sub tab.
  2. Add the following:

         Transaction fields…Document Number > Summary Type=Group

         Transaction fields..Main Line Name > Summary Type=Group

         Name > Summary Type= Count

        Transaction  fields…Quantity Committed >   Summary Type= Count

    8. Click Available Filters tab and add   Transaction fields… Main Line, SHOW IN FILTER REGION=T

   9. Press Save&Run.

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