Problem:
When generating a consolidated packing slip PDF based on transaction search results, it is desired to only list the Kit items. However, the components are also currently displayed in the Item fulfilment transaction search results, causing confusion. It is important to distinguish between the kit items and their components to ensure accurate packing slips and search results.
Solution:
To resolve this issue and accurately differentiate between kit items and their components, you can employ the following methods:
- Utilize Unique Values: Look for distinctive attributes or fields associated with the kit items and inventory components. By identifying unique values specific to the kit items, you can use them as filters or conditions in the transaction search to retrieve only the desired kit items without including their components. This ensures that the search results and packing slip PDF only include the necessary information.
- Sales Order Saved Search: Instead of relying on the item fulfilment saved search, consider creating a sales order saved search. This alternative approach involves utilizing the “applying transactions” join field to retrieve the actual kit items in the item fulfilment search. By configuring the sales order saved search with appropriate filters and conditions, you can retrieve the kit items while excluding their components. This provides better control over the search results and ensures accurate packing slips.
It is important to review and verify the accuracy of the search filters and conditions used in the sales order saved search. Double-check that the filters are correctly configured to include the necessary fields and conditions for retrieving both the kit items and their components. This will help ensure that the search results and packing slip PDF only contain the relevant information.