RE: Combining multiple transactions in one search (Purchase orders & Sales orders)

I am trying to combine a sales recap search with the ability to see the next purchase order coming in for that item. It’s a transactional search that searches sales orders for the ordered quantity, uses the fulfilled quantity, subtracts the two for OUTS. But then I want to search for any (the next incoming) purchase orders on the transaction line item too.

criteria:

RE: Combining multiple transactions in one search (Purchase orders & Sales orders)

results:

RE: Combining multiple transactions in one search (Purchase orders & Sales orders)

search results:

RE: Combining multiple transactions in one search (Purchase orders & Sales orders)

Thank you for the help… this would solve sooooo many issues if i could combine purchase order due dates, quantities on order, with current customer orders and their quantities on order.

SuiteLyfe Rookie Asked on September 25, 2019 in Saved Searches.
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2 Answers

RE: Combining multiple transactions in one search (Purchase orders & Sales orders)Criteria

– add a filter for applying transaction type=purchase order, other wise you’ll get all the related transactions for every individual line

RE: Combining multiple transactions in one search (Purchase orders & Sales orders)Criteria

(the last 2 fields refer to the Pos issued related to the Sales Order – applying transactions: tranid and status, you can add as many fields as you may need

 

 

Rookie Answered on September 25, 2019.
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