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

1. Navigate to Lists > Search > Saved Searches > New
2. Search Type: Transaction
3. Search Title: Enter Title
4. Click Criteria
5. Click Standard
6. Filter:
7. Note: For every required filter use drop-down menu to select it, once adjusted click Add.
8. Select Type
9. Type:
10. Select any of
11. Select Item Receipt   
12. Click Set
13. Select Main Line
14. Main Line: Select Yes
15. Select Set
16. Select Quantity
17. Quantity: Select greater than 
18. Value: Select 0
19. Click Set
20. Click Results
21. Click Columns

• Click Remove All
• Field:
• Note: For every required filter use drop-down menu to select it, once adjusted click Add.

1. Select Date
2. Summary Type: Select Group
3. Select Document Number
4. Summary Type: Select Group
5. Select Item Fields…
6. Item Field: Select Name
7. Click Set
8. Summary Type: Select Group
9. Select Created From
10. Summary Type: Select Group
11. Select Formula (Text)
12. Summary Type: Select Group
13. Formula: Enter Case when {createdfrom.type} = ‘Purchase Order’ then null else {createdfrom.locationnohierarchy} end
14. Summary Label: Enter From
15. Select Formula (Text)
16. Summary Type: Select Group
17. Formula: Enter Case when {createdfrom.type} = ‘Transfer Order’ then rtrim(regexp_substr({createdfrom.transferlocation},'[^:]*$’)) else {locationnohierarchy} end
18. Summary Label: Enter To
19. Select Formula (Numeric)
20. Summary Type: Select Maximum
21. Formula: Enter Case when {quantity}<0 then -1*{quantity} else {quantity} end
22. Select Item Rate
23. Summary Type: Select Maximum
24. Select Amount 
25. Summary Type: Select Maximum
26. Click Save & Run