Search for Orders That Are Fully Commited

I have a line level search that I am using to transmit orders to a 3PL. The search has a criteria that will omit a back order line, but if there is a second line that is not on back order, it will populate in the search and will be transmitted. The issue is that all orders must ship in full.

Is there a way to only populate orders which have all lines fully committed?  I was able to make a secondary search to find such orders using a summary criteria, but due to the nature of this particular search, I cannot summarize the data.

Rookie Asked on January 13, 2022 in Saved Searches.

quick thought,

Have you tried only getting transactions that are in a ‘pending billing’  status? i.e not partially filled/pending billing

on January 25, 2022.

Thank you for the suggestion. Most of the orders are invoices, so they are not billed until after they have shipped. The search already filters out orders that are not fully billed (when the order requires billing prior to shipping)

on January 27, 2022.
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One option could be to create a checkbox to flag orders which are fully committed, and then you can use the summary search in a workflow condition to check this box.

Then use this new flag as a criteria filter for your 3PL search.

Beginner Answered on January 27, 2022.

Thank you for the suggestion – we have hundreds of orders going through our system on a daily basis. To manage such a checkbox would require a script of some sort which is what I am trying to avoid.

on January 27, 2022.
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