Recreating Reallocate Items Page in Saved Transaction Search to add more fields

Reallocation Item Page

Navigate to Transactions > Order Management > Reallocate Items

Saved Search

To recreate the above Reallocate Item page in Saved search navigate to Lists > Search > Saved Search > New > Transactions .

1. On the Criteria Subtab , enter the following features :

• Type = Sales Order
• Item : inactive = false
• Status = is any of Sales Order: Pending Fulfillment, Sales Order: Partially Fulfilled, Sales Order: Pending Billing/Partially Fulfilled
• Main Line = is false
• Tax line = is false
• Item : type = Inventory Item
• Formula(Numeric) = 0 | Formula = case when {quantity}={quantitypicked} then 1 else 0 end

2. On the Results Subtab , enter the following features :

• Date | Custom Label = Order Date
• Item | Custom Label = Item Name
• Location
• Document Number | Custom Label = Order Number
• Special Order
• Customer : Name | Custom Label = Customer
• Quantity | Custom Label = Quantity Ordered
• Formula (Numeric) | Formula = {quantity}-{quantitypicked} | Custom Label = Quantity Remaining
• Quantity Fulfilled / Received | Custom Label = Quantity Received
• Commit | Custom Label =COMMIT
• Ship Date | Custom Label = Start Ship Date
• Formula (Numeric) | Formula = case when {commit} != ‘Do Not commit’ then ({quantity}-{quantitypicked}) else 0 end
• Quantity Committed | Custom Label = Quantity Committed

3. Still in Results subtab ,

• Sort By: Date | Then By: Expected Ship Date  | Then By:  Document Number
• Show Totals  = T

4. On the “Available Filter” subtab , enter the following :

• Item | Show in Filter Region marked
• Location | Show in Filter Region marked

5. Save and Run the search