Saved Search for Item Usage
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
- Go toReports>New Search
- SelectTransactions
- Add aSearch Title
- 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) - Under Results add:
Item | Summary Type: Group
DocumentNumber | Blank Summary Type
Quantity | Summary Type: Sum | Function: Absolute Value - 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.