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Jcurve Support Articles / Business Intelligence

Transaction Saved Search Resembling the Print Picking Tickets Page Filtered by All Items Fully Committed

Written by
Milkie Fernandez
Published on
May 31, 2023 at 8:38:10 AM PDT May 31, 2023 at 8:38:10 AM PDTst, May 31, 2023 at 8:38:10 AM PDT

Scenario

Below is the steps to create a Transaction Saved SearchResembling the Print Picking Tickets Page Filtered by All Items Fully Committed

Solution

Navigate toLists>Search>Saved Searches>New.
2. SelectTransaction.
3. Enter aSearch Title.
4. UnderCriteriatab >Standardsubtab, add the following:
-Type= Sales Order
-Status= any of Sales Order:Pending Fulfillment, Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled
-Fulfillment/Receipt Status= Open
-Shipping Line= False
-Tax Line= False
-COGS Line= False
5. Go toCriteriatab >Summarysubtab, and add the following:
- Summary Type =Sum
- Field =Formula (Numeric)
- Formula = sum({quantity}) - sum({quantitycommitted}) - sum({quantitypacked})
-Formula (Numeric)= equal to
- Value = 0
6. Go toResultstab >Columnssubtab, and add the following (and other fields as necessary):
-Date(Summary Type = Group)
-Type(Summary Type = Group)
-Document Number(Summary Type = Group)
-Customer/Job Fields...ID(Summary Type = Group)
-Name(Summary Type = Group)
-Shipping Address(Summary Type = Group)
-Ship Via(Summary Type = Group)
-Quantity
-Quantity Committed
7. Go toAvailable Filterstab, and add the following (and other fields as necessary):
- Document Number/ID (Show in Filter Region = True)
8. ClickSave & Run.
#saved search
#picking ticket page
#print picking ticket
#fully committed
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