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:
results:
search results:
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.
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.
