[John Bright Contributions: 0Level 1☆]

Hello

I am trying to create a report which shows all current stock on hand plus what is on order as well as showing any comments that are related to the relevant PO.

I Have managed to create this report using the Open Purchase Order side of things, however it only list items that are actually on order.

How do I create this as I need to report to customers my current stock on hand plus what is on order as well as an estimated arrival time.

Thanks in advance

John
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[kvillar Contributions: 0Level 1☆]

Hi John Bright,

Please try the saved search below, take note that this is under the assumption that purchase orders are always received in full, this search will give you the earliest expected receipt date:

1. Navigate to Lists > Search > Saved Searches > New > Item

2. Under Results Columns, click Remove all and set the following:

a. Name > Summary Type: Group

b. On Hand > Summary Type: Maximum

c. On Oder > Summary Type: Maximum

d. Formula (Date) > Summary Type: Minimum > enter the formula: case when {transaction.type} = ‘Purchase Order’ and {transaction.status} = ‘Pending Receipt’ then {transaction.expectedreceiptdate} end

3. Rename the Search Title and click Save & Run

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