Saved Search: Transfer Order Indicating Location To and From, Quantity Received and Fulfilled and Employee

Scenario

Saved Search: Transfer Order indicating Location To and From, Quantity Received and Fulfilled and Employee

Solution

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Set the Search Title.
4. Under the Criteria tab > Standard sub tab > Add:
5. — Type is Transfer Order
6. — Main Line is false (no)
7. Note: You may add more Criteria, as needed.
8. Under the Results tab > Sort by: Date = Descending is True > Columns sub tab > click Remove All button > Add:
9. — Document Number | Summary Type: Group | Custom Label: Transfer Order Number
10. — Date | Summary Type: Group
11. — Requestor Fields… Name | Summary Type: Group
12. — Item | Summary Type: Group
13. — Formula (Text) | Summary Type: Maximum | Formula = case when {applyingtransaction.type}=’Item Fulfillment’ then {applyingtransaction.location} else null end | Custom Label: From Location
14. — Formula (Text) | Summary Type: Maximum | Formula = case when {applyingtransaction.type}=’Item Receipt’ then {applyingtransaction.location} else null end | Custom Label: To Location
15. — Formula (Numeric) | Summary Type: Maximum | Formula = case when {applyingtransaction.type}=’Item Fulfillment’ then {applyingtransaction.quantity} else 0 end | Custom Label: Fulfilled Qty
16. — Formula (Numeric) | Summary Type: Maximum | Formula = case when {applyingtransaction.type}=’Item Receipt’ then {applyingtransaction.quantity} else 0 end | Custom Label: Received Qty
17. Click Save & Run.