Recreate Reallocate Item Page via saved search

Recreate Reallocate Item Page via saved search

• Navigate to Lists > Search > Saved Searches > New. 
• On the New Saved Search page, choose Transaction
• On the Criteria tab > Standard sub tab > enter the following filters:
  • Type = is any of Transfer Order, Work Order, Sales Order
  • Status = is any of Work Order:In Process, Work Order:Released, Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Fulfillment, Transfer Order:Partially Fulfilled, Transfer Order:Pending Fulfillment, Transfer Order:Pending Receipt/Partially Fulfilled
  • Item : Type = is any of Assembly/Bill of Materials, Inventory Item
  • Main Line = is false
  • Shipping Line = is false
  • Tax Line = is false
  • COGS Line = is false
  • Closed = is false
  • Formula (Numeric) | Formula = Case When {type}=’Transfer Order’ AND {transactionlinetype}=’Item’ Then 1 When {type} IN (‘Sales Order’, ‘Work Order’) Then 1 Else 0 End | is equal to 1
  • Formula (Numeric) | Formula = Case When ABS({quantity})=(Case When {type}=’Transfer Order’ Then ABS(NVL({transferorderquantitypicked},0)) When {type}=’Sales Order’ Then NVL({quantitypicked},0) When {type}=’Work Order’ Then NVL({quantityshiprecv},0) Else 0 End) Then 1 Else 0 End | is equal to 0
  • Quantity = is not equal to 0

• On the Results tab > Columns sub tab > enter the following fields:
  • Date | Custom Label = Order Date
  • Document Number | Custom Label = Order No.
  • Item
  • Type
  • Inventory Location
  • Formula (Text) | Formula = Case When {specialorder.id} IS NULL Then NULL Else ‘Yes’ End | Custom Label = Special Order
  • Name | Custom Label = Customer
  • Formula (Numeric) | Formula = ABS({quantity}) | Custom Label = QUANTITY ORDERED
  • Formula (Numeric) | Formula = ABS({quantity})-(Case When {type}=’Transfer Order’ Then ABS(NVL({transferorderquantitypicked},0)) When {type}=’Sales Order’ Then NVL({quantitypicked},0) When {type}=’Work Order’ Then NVL({quantityshiprecv},0) Else 0 End) | Custom Label = QUANTITY REMAINING
  • Commit
  • Formula (Numeric) | Formula = Case When {type}=’Transfer Order’ Then ABS(NVL({transferorderquantitycommitted},0))-(ABS(NVL({transferorderquantitypicked},0))-ABS(NVL({transferorderquantityshipped},0))) When {type} IN (‘Sales Order’, ‘Work Order’) Then NVL({quantitycommitted},0)-(NVL({quantitypicked},0)-NVL({quantityshiprecv},0)) Else 0 End | Custom Label = QUANTITY COMMITTED

• Still in the Results tab, set the following:
  • Sort By: Date
  • Show Totals  = T

• On the Available Filters tab, enter the following fields:
  • Item : Name | Show in Filter Region marked | Label = Item
  • Inventory Location | Show in Filter Region marked | Label = Location

• Rename the search then click Save & Run