To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

  • To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search. Navigate to Lists > Search > Saved Search > New.
  • Select transaction search
  • Under criteria, provide the following conditions:

  1. Type – Sales Order
  2. Date – (As per client request)
  3. COGS Line – False
  4. Tax Line – False
  5. Shipping Line – False
  6. Formula(Text) is 1 – case when {custrecord_wmsts_ser_ordno.custrecord_wmsts_ser_item} = {item} then 1 else 0 end
  • Under Results,

  1. Invoice# – Formula(Numeric) CASE WHEN {applyingtransaction.type} = ‘Invoice’   THEN {applyingtransaction.number}   ELSE NULL END
  2. Invoice Date – Formula(Numeric) CASE WHEN {applyingtransaction.type} = ‘Invoice’   THEN {applyingtransaction.trandate}   ELSE NULL END
  3. Sales Order# -Document Number
  4. Serial Number – Formula(Text) case when {custrecord_wmsts_ser_ordno.custrecord_wmsts_ser_item} = {item} then {custrecord_wmsts_ser_ordno.custrecord_wmsts_ser_no} end

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