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.

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

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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

Maybe a case statement that evaluates the type and status of the PO and then returns the minimum of the date?

I.e.

Case when {type} ‘Purchase Order’ and {field for status} = ‘Desired status result (warning this might not be straightforward)’ then min {field for expected ship date} else null end.

Advanced Answered on September 25, 2019.
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