Scenario To display the On Hand quantity per location, user needs to add the following columns to an item search: Inventory Location and Location On Hand. However, this will be displayed as multiple rows per location. User would like to view the Location On hand per column. Solution To create an Item search which displays Location Quantity On Hand on separate columns, please follow the steps… Continue reading Create an Item Search Which Displays Location Quantity On Hand on Separate Columns
Tag: item saved search
To get the inventory location details of lot numbered items
Navigate to Lists > Search > Saved Search > New Select Item saved search Under criteria tab, select the following criteria: Is Lot Numbered Item : True Inactive: False Inventory Location: Inactive -> False Under Results tab, select the following results: Name Inventory Location Location on Hand
Transaction Saved Search For Item Receipts Showing From and To Locations
Scenario To create a Transaction Saved Search for Item Receipts showing From and To locations, follow the steps below: Solution Navigate to Lists > Search > Saved Searches > New Search Type: Transaction Search Title: Enter Title Click Criteria Click Standard Filter: Note: For every required filter use drop-down menu to select it, once adjusted click Add. Select Type Type: Select any of Select Item Receipt Click Set Select Main Line Main Line: Select Yes Select Set Select Quantity Quantity: Select greater than Value: Select 0… Continue reading Transaction Saved Search For Item Receipts Showing From and To Locations
Item Saved Search returns multiple items using name field in criteria
The item saved search with criteria [“name”, “is”, “T18IF905SP”] gives multiple set of results. Items with similar name are returned in the result even though “is” is used. By using Formula (Text), it is possible to retrieve the correct result. The formula is CASE WHEN {itemid} = “T18IF905SP” THEN 1 ELSE 0 END
Formula to convert the amount from the base unit to the primary unit in an item saved search
Navigate to Lists > Search >Saved Search > New, then select item search. Provide the criteria and results as per the requirement. Under the results tab, select ‘Formula(currency)’ Select summary type as ‘Maximum’ Provide the formula: MAX(({transaction.rate}*{transaction.quantity})/{transaction.quantityuom}) KEEP(DENSE_RANK LAST ORDER BY {transaction.trandate} ) Then save and run the search
Item saved search to get the last purchase price from the most recent PO
Client requested to retrieve the last purchase price from the most recent PO. Navigate to Lists > Search >Saved Search > New, then select item search. Provide the criteria and results as per the requirement. Under the results subtab, select Transaction Fields: Item Rate Summary type – Maximum When ordered by field – Transaction Fields:… Continue reading Item saved search to get the last purchase price from the most recent PO
Item Pricing Saved search
Requirement Need to generate a search that delivers a full listing of all our items and prices for each pricing level and quantity break. Solution Create an Item saved search by utilizing the Pricing Field Note: The columns are configured based on the existing Price levels, and they are hardcoded in the search. If there… Continue reading Item Pricing Saved search
Saved Search to fetch the recently created active custom record for an item
Requirement There is a custom record named “Bin Enhancement” associated with the inventory items. We can create multiple custom record for a single item. The custom record is used to store the bin number in a particular location from the item record. We have a scheduled script to automate the creation or updation of this… Continue reading Saved Search to fetch the recently created active custom record for an item
Display the Last Item Receipt Date into Item Saved Search
The Formula (Date) can be used to fetch the Last Item Receipt Date to an Item Saved Search which is as shown below.
How to fetch Online Price into Item Saved Search
To retrieve the fields from the pricing join fields to get the price-related data in the item record the formula is applied in the saved search as shown below. Using this formula, we will get the Online Price of the item in the saved search result.