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

Scenario

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

Solution

Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Enter a Search Title.
4. Under Criteria tab > Standard subtab, 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 to Criteria tab > Summary subtab, 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 to Results tab > Columns subtab, 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 to Available Filters tab, and add the following (and other fields as necessary):
    - Document Number/ID (Show in Filter Region = True)
8. Click Save & Run.