Scenario
The user wants to create an Item Saved Search to get the quantity for Open Purchase Order and another column for Open Transfer Order from the Quantity On Order column under Item Record > Purchasing/Inventory tab > Locations subtab.
Solution
Navigate to Lists > Search > Saved Searches > New
Select Item
Search Title: Enter Name of the Saved Search
Filter: Select Type
Description: Select Inventory Item
Click Results
Field:
Note: Always Click Add once the field is selected and adjust as needed.
Select Name
Select Formula (Numeric)
Summary Type: Select Sum
Formula: Enter case when {transaction.type} = ‘Purchase Order’ AND (({transaction.quantity}-{transaction.quantityshiprecv}) > 0) AND ({transaction.status} = ‘Pending Receipt’ or {transaction.status} = ‘Partially Received’) AND {transaction.location}={inventorylocation} then ({transaction.quantity}-{transaction.quantityshiprecv}) else null end
Custom Label: Enter Name
Example: Purchase Order
Select Formula (Numeric)
Summary Type: Select Sum
Formula: Enter case when {transaction.type} = ‘Transfer Order’ AND (({transaction.quantity}-{transaction.quantityshiprecv}) > 0) AND ({transaction.status} = ‘Pending Receipt’ or {transaction.status} = ‘Partially Received’) AND {transaction.location}={inventorylocation} then ({transaction.quantity}-{transaction.quantityshiprecv}) else null end
Custom Label: Enter Name
Example: Transfer Order
Click Save and Run