User wants to create a Transaction Saved Search that shows comparison of time between Picked, Packed and Shipped Status on Item Fulfillment.
Solution
- Navigate to List > Search > Saved Searches > New
- Select Transaction
- Criteria tab > Standard subtab > Filters:
- Note: For every required filter stated below substeps, use the dropdown menu select it.
- Select Type
- Description: Select Item Fulfillment
- Select Main Line
- Description: Select False
- Select Shipping Line
- Description: Select False
- Select Tax Line
- Description: Select False
- Select Status
- Description: Select Item Fulfillment:Shipped, Item Fulfillment:Packed
- Select System Notes Fields…
- System Notes Filter: Select Field
- Field: -any of- Select Status
Note: You may also set a Date range filter to narrow down your search and avoid getting timed out due to a large number of results.
- Click Results tab > Column subtab
Fields:
Note: Always click Add once Field is selected and adjust as needed. Click on Remove All button.
- Select Field
- Summary Type: Select Group
- Select Name
- Summary Type: Select Group
- Select Type
- Summary Type: Select Group
- Select Document Number
- Summary Type: Select Group
- Select Formula (Date/Time)
- Summary Type: Select Maximum
- Formula: case when {systemnotes.newvalue}=’Picked’ THEN {systemnotes.date} else NULL END
- Summary Label: Enter Time Picked
- Select Formula (Date/Time)
- Summary Type: Select Maximum
- Formula: Enter case when {systemnotes.newvalue}=’Packed’ THEN {systemnotes.date} else NULL END
- Summary Label: Enter Time Packed
- Select Formula (Date/Time)
- Summary Type: Select Maximum
- Formula: Enter case when {systemnotes.newvalue}=’Shipped’ THEN {systemnotes.date} else NULL END
- Summary Label: Enter Time Shipped
- Select Formula (Numeric)
- Summary Type: Select Maximum
- Function: Select Number as Time
- Formula: Enter case when {systemnotes.newvalue}=’Packed’ THEN ({systemnotes.date}-{datecreated})*24 else NULL END
- Summary Label: Enter Time (Picked vs. Packed)
- Select Formula (Numeric)
- Summary Type: Select Maximum
- Function: Select Number as Time
- Formula: Enter (max(decode({systemnotes.newvalue},’Shipped’,{systemnotes.date}))-max(decode({systemnotes.newvalue},’Packed’,{systemnotes.date})))*24
- Summary Label: Enter Time(Packed vs. Shipped)
- Search Title: Enter Name
- Click Save & Run