Back in Stock Search

Hey! I am trying to create a saved search to notify our orders team when an item is back in stock, so they can allocate that item to a sales order. Right now, they have to go through all item receipts to check for items that are back in stock.

Is there an easy way to do this?

Thanks!

Rookie Asked on October 5, 2021 in Saved Searches.
Add Comment
1 Answer(s)

If you just want a trigger to allocate back ordered SO’s, wouldn’t a search for “SO with backordered quantity where the item has available stock?”

If you truely want it to be triggered by inbound stock (consider not only receipts, but things like transfers, adjustments, etc), then you would have to:
Do a summary saved-search, grouped by item. criteria something like: inbound transactions (i.e. receipts); date = today; backordered > 0; available > 0.
You’d also have to add more criteria if you have locations enabled and what it location specific (to tie the backorder and available qty to the transactions’ location).

 

But consider your requirements and whether the first (simpler) option is actually what you need.

Beginner Answered on October 7, 2021.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor