Saved Search for Item Usage

Written by
Pamela Caringal
Published on
July 31, 2023 at 9:17:23 AM PDT July 31, 2023 at 9:17:23 AM PDTst, July 31, 2023 at 9:17:23 AM PDT

Scenario

The user wanted to create a report that will show the total quantity of items used as Components and/or on Sales.

Solution

  1. Go toReports>New Search
  2. SelectTransactions
  3. Add aSearch Title
  4. Under Criteria add:
    Type is AssemblyBuild, ItemFulfillment
    Account is (the account that you use as the asset account of your items, go to an item record > accounting tab > asset account field)
  5. Under Results add:
    Item | Summary Type: Group
    DocumentNumber | Blank Summary Type
    Quantity | Summary Type: Sum | Function: Absolute Value
  6. Click on Save&Run



Note: Add Item as a filter to easily filter out the item on the report, or add a Date filter to set a parameter for the usafe.