Create a Saved Search for Sales Orders without backordered Items

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Rename the Saved Search
4. Under the Criteria tab, Standard subtab, add the following:
   1. Type is Sales Order
   2. Main Line is False
   3. Tax Line is False
   4. COGS Line is False
   5. Shipping Line is False
5. Under the Criteria tab, Summary subtab, add the following:
   1. Summary Type | Select Sum 
   2. Field | Select Formula (Numeric) 
   3. Description | is equal to 0
   4. Formula | case when {quantity} – NVL({quantitycommitted},0) !=0 then 1 else 0 end 
6. Under the Results tab, try the following:
   1. Only add Field: Document Number | Summary Type: Group
      1. Note: Remove all fields associated with Item Lines for the Saved Search excluding Sales Orders with at least one Item with back ordered quantity.
   2. Or, you can include Item Line fields but don’t put Summary Type on it.
      1. Note: When you click the link of the Document Number, these Item Line field details will still be displayed. This information will only be excluded from the summary of Saved Search results.

If you will put a Summary Type on the Item field, the Saved Search will still display those Sales Orders with at least one Item with back ordered quantity.

Here are some screenshots for your reference:

Under the Criteria tab, Standard subtab:

Under the Criteria tab, Summary subtab:

Under Results tab:

Note that there’s no Summary Type for Item. Hence, it will not display on the Saved Search result summary:

However, if you’ll click the Document Number, the Item detail will show.