Scenario
View in the Item Fulfillment if there are any remaining unfulfilled items from the Sales Order
Solution
Users may set up a sublist using the following steps:
A. Create a saved transaction search:
1. Under the Criteria tab:
– Type = is Sales Order
– Formula (Numeric) | is 0 | case when {quantity}={quantityshiprecv} then 1 else 0 end
– Main Line = is false
– Tax Line = is false
– Shipping Line = is false
2. Under the Results tab:
– Document Number
– Item
– Quantity
– Quantity Fulfilled/Received
– Formula (Numeric) | {quantity}-{quantityshiprecv} | Column Label = Unfulfilled Qty
3. Under the Available Filters tab:
– Internal ID
B. Create a Sublist:
1. Navigate to Customization > Forms > Sublists.
2. On Custom Sublists page > Transaction tab > Search column, select the saved search created above.
3. Enter a Label.
4. Set Item Fulfillment = Yes.
5. Set Field = Created From.
6. Save.
When viewing Item Fulfillment records, the Sublist would be available under the Custom tab unless assigned to a different tab.