[JCirocco]

I am trying to create a search to retrieve all line items on a Sales Order with a committed quantity but the customer also wanted the Mainline field Ship Date to be in the results.

On a mainline=No select it appears I cannot get at the Ship Date field (even though the normal Date field does display in the results.

Am I nuts or is this not possible?

I even tried to create a custom Column Field for the sales order that retrieves the “Sales Order Field” Ship Date but it also appears not to be pulling in the Ship Date field.

Does anyone have any thoughts on this (or better yet a potential solution?)?

John
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[al3xicon]

John –

NS recently changed something where returning the “ship date” field would pull in the main line field, EVEN IF the criteria were mainline=no. Since that change, I’ve resolved the issue by creating a new custom body field (“main ship date” or whatever you prefer to call it) and creating a workflow to keep it updated with whatever is entered in the original main line field. Then you should be able to mass update all older transactions if desired, and any searches with mainline=no will still pull in the correct date when returning your new custom field in the results tab.

Alternatively, you could use formulas: don’t specify mainline no OR yes in the criteria, and then in the results tab you can leverage CASE WHEN {mainline} = ‘*’ THEN … ELSE … END. That will work, unless your search already was relying on certain summary group results.

One of these solutions should help.

Alex

[JCirocco]

Alex, Thanks. Will give it a try. Sorry didn’t see you at the conference.

[JCirocco]

I forgot to mention that I was trying to use the Ship Date field in a filter to show SO lines needing to be picked.

I added the custom transaction body field (type=Date) and initially populated a few test records. I then went into the Saved Search I created and added the new field in results BUT when I went to add it to the filters tab, it would not allow the Custom Date field to show in the filter region…

[al3xicon]

That seems odd, normally there’s no problem using a custom date field as a filter.

[dmashburn3]

Hey Alex,

Sorry I missed you at Suiteworld as well. The whole thing was kind of a whirlwind.

I’m actually in a similar predicament trying to show sales orders total quantity or amount ($) committed while only keeping one line per transaction in the results. (Note: I’m also trying to avoid summary search results due to links being included in the results)

How should I go about using the CASE WHEN statements on {mainline}? I’ve tried multiple variations on the image attached trying to just start with the date field, but nothing seems to work.

I assume I’ll need to convert all of my results to CASE WHEN statements? Can I just write one case when statement in the criteria to remove the orders with nothing committed? (It’s also okay if I don’t necessarily show quantity or amount $ committed.)

Thanks

[al3xicon]

Hey dmashburn3 – I didn’t get any attached image, can you try sending again?

[dmashburn3]

Sorry about that. Friday afternoon; brain must be slipping.

Also, after typing that I thought about trying the criteria route nesting a CASE WHEN. Something like:

CASE WHEN {mainline} = ‘No” THEN (CASE WHEN {quantitycommitted} > 0 ….

Does this seem feasible?

[dmashburn3]

Alright, I got some variation of what I was looking for working. I just was confusing the meaning of {mainline} = ‘*’ previously.

However I still would like to find a way to remove the items altogether and roll up the quantity committed into a sum if possible.

[al3xicon]

dmashburn3 why don’t you want to use summary grouped results in your search? Seems like that would help you achieve what you want.

[dmashburn3]

When I used summary results, I couldn’t figure out how to get the links to show up to print pick tickets. What summary should I apply to those?

[al3xicon]

Group should work just fine for you.

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