This saved search is for the user who wants to pull up the QTY Received, QTY Ordered, and QTY To Be Received from their Purchase Orders by Inventory Item.
See below steps:
1. Navigate to Lists > Searches > Saved Search > New.
2. Click Transactions.
3. Under Criteria tab, add the following:
> Select Type : then select Purchase Order
> Select Item Fields : then select Type : under Type, choose Inventory Item.
> Add these lines and set it to False: COGS Line, Main Line, Tax Line, Shipping Line.
NOTE: Basically, Main Line refers to Main Header section. These information like Name,
Date, Customer Name, Memo etc are located in the upper section of the form or simply at the
top of the Tabs. The Line Item information can be found under the Tabs(like Item Tab,
Shipping Tab, Billing Tab, Accounting Tab, Related Records Tab, etc). Example of Line Item
Information are Items, Quantity Billed, Item Rate, Amount, Shipping Item, Tax Code,
Description, and so forth. When Main Line = True, the Line Item Information are being hidden
and the search only pulls up the main line header information. So if the user wants to get
the Line Item Information, user needs the Main Line to be = False for us to pull up the
Line Item Information. The Tax Code and Shipping Item are both showing in the search result
by default. The job of Tax Line and Shipping Line is to hide or expose those items in the
search result. Set them to false to hide those fields. The COGS Line, we set this false to
hide the Cost of Sales from the search result.
3. Under Result tab, add the following:
> Select Quantity in Transaction Units: then under CUSTOM LABEL, name is as your QTY ORDERED
> Select Quantity Fulfilled/Received: then under CUSTOM LABEL, name is as your QTY RECEIVED
> Select Formula (Numeric): then under FORMULA, add: {quantityuom}-{quantityshiprecv} : then under CUSTOM LABEL, name is as your QTY TO BE RECEIVED
NOTE: This will get the difference of Quantity Ordered and Quantity Received.
User can filter out all completed QTY To Be Received so that the results will not show zeroes on the result under QTY To Be Received.
User needs to add this formula under the Criteria tab:
> Select Formula (Numeric): then under FORMULA, add: {quantityuom}-{quantityshiprecv} : then under FORMULA (NUMERIC) drop down, select greater than or equal to then the VALUE would be 1.
NOTE: This will get the difference of the two fields and if the difference is equal or
greater than 1, then it will be shown on the results. Otherwise, it will be removed from
the results.
