display printed pick ticket status as a column in a saved search
Is there a way to display the pick ticket status in a saved search? I have a search that shows all orders pending fulfillment and I’d like to see which ones have had the pick ticket printed and which have not.
Yes! There is a way. You should have a saved search shortcut already programmed in the system to help you print multiple picking tickets/sales orders/invoices/statements etc. Go to:
Transactions tab
Management
Print Checks & Forms
Select: Picking Tickets
From there you can customize the fields. I added the company name as a filter so you can narrow down the fulfillment records by customer.
I know that part. Now imagine you went through that process and printed pick tickets. It is 5 pm. How do you know which pick tickets didn’t ship?
The way I know gives date/time of print:
create a saved transaction search.
criteria:
type is sales order
system notes : Field is printed picking ticket
results:
system notes : date (summary type Maximum)
available filters:
internal ID
create a custom body field that applies to sales order:
type free form text, non stored
validation/defaulting: your search
create a custom body field for the sales order to store your value, create a workflow that stores the live field to the stored field, and source the stored field on your saved search or print picking tickets page
I don’t believe there is a way to tell if a Item Fulfilment has been printed (picking ticket) already.
Is this what you were after? Or were you instead asking about having your Sales Order search show you whether an Item Fulfilment has been generated for it (and its status)?
If the latter, then yes, it is possible (you can either use the “Fulfilling/Receiving Transaction : Status” join/field)
That is a good idea. However, I added that and I get status = -none-
My criteria are pretty simple. You can see in the image.
