Inventory Status Change Saved Search

User wants to create a saved search on Inventory Status Change and expose the Previous Status and Revised Status fields.

Solution

  1. Go to Lists Search Saved Searches New
  2. Select Transaction
  3. Search Title: Enter Title
  4. Click Criteria
  5. Filter:
  • Select Type
  • Select Inventory Status Change
  1. Click Results
  2. Field:
  • Select Internal ID
  • Summary Type: Select Group
  • Select Date
  • Summary Type: Select Group
  • Select Document Number
  • Summary Type: Select Group
  • Select Location
  • Summary Type: Select Group
  • Select Formula (Text)
  • Formula: Enter CASE WHEN {‌line}=1 THEN {‌inventorydetail.status} ELSE NULL END
  • Summary Type: Select Maximum
  • Summary Label: Enter Previous Status
  • Select Formula (Text)
  • Formula: Enter CASE WHEN {‌line}=2 THEN {‌inventorydetail.status} ELSE NULL END
  • Summary Type: Select Maximum
  • Summary Label: Enter Revised Status
  • Note: LINE ID fields 1 and 2 shows the Inventory Statuses, if user expose the Inventory Status fields…Status it will appear in the results as a single column. Formula field is added and summarized to provide a single line of results.
  1. Click Add
  2. Click Save & Run

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