I want to exclude the Sales Order completely based on the InventoryItem I select in report parameter for Sales Order Summary report (Screen ID - SO610500). Meaning, if I select a particular InventoryItem in the parameter, the report should not include the entire Sales Order where I have the selected InventoryItem as one of the line item.
I have tried Additional Filter by adding SOLine.InventoryID, Does Not Contain condition but that seems to work when I have only 1 line item for the order which needs to be excluded but if there are more line items then it is not working.
I have also tried adding new additional parameter to exclude the select InventoryID but that also does the same.
Can anyone please suggest any better way to achiev this goal.
Sales Order 1 (Example) - Contains only 1 line item which I want to exclude from report.
Sales Order 2 (Example) - Contains 2 line items out of which 1 item I want to exclude from the report.
Sales Order Summary Report - Additional filter condition I have added
Sales Order Summary Report - The report itself, which do not list the first sales order but has second sales order.
Finally found the trick to achieve what I need.
To do this in Report Designer, the best would be to do a variable in the Detail section. It could be an IIf formula that returns TRUE if the InventoryID on the row is equal to the InventoryID that you are looking for or FALSE if not. Then you'd need to set the ResetExpr on the variable to reset to 0 when it reaches the next Order. Then you would need to move the fields from groupHeaderSection2 to groupFooterSection2 because the variable won't exist until after the Details section. Finally, you'd need to put the variable in the VisibleExpr field of groupFooterSection2 so the section does not print when the variable is false. You will have to adjust the group totals accordingly by declaring the variables in groupFooterSection2.
Related
I'm working in a NetSuite instance where the Quantity On Order that is displayed on the item master in the "Location" sublist is not accurate for certain items only. The column for "Quantity On Order" is empty, but I have an open, approved Purchase Order in the system. Does anyone have tips for troubleshooting?
I've compared different items and can't find why one is working and the other isn't. There may be two items on the same PO and one item has a correct value for Quantity on Order and the other item does not. I've reviewed the Item Location Configuration records, and they're identical on the items I'm comparing.
We have a saved search in place that displays date of first order and last order by customer & item within a given date range. For example - Looking at sales for May 2022 - today, it shows the item, the customer, the date they first ordered the item, and the date they last ordered the item.
I am now also trying to incorporate the quantity ordered on the first order.
crietera
results
I've tried the following, but keep getting an invalid expression. Can anyone advise on how I might be able to display the qty on the date of the first order?
MIN(CASE WHEN {custbody_reporting_ship_date} THEN {quantity} END)
and
CASE WHEN (MIN({custbody_reporting_ship_date})THEN {quantity} END)
I think this can't be achieved in saved search via simple formula. You may want to try below, what I will do is try to record the first and last order id in the customer record, then from customer saved search you can source from these order fields to the order details.
Create 2 custom entity fields applied to customer
first order id => Type:List/Record => List/Record:Transaction
last order id => Type:List/Record => List/Record:Transaction
Create 1 saved search to get the first order id per customer
Similar to the one that you created, the result field just need the customer internal id and min(document number) and filter need to add customer.internal id
Create 1 saved search to get the last order id per customer
Similar to the one that you created, the result field just need the customer internal id and max(document number) and filter need to add customer.internal id
Create 2 scheduled workflows, to update the first order id and last order id fields in respective customer record.
Create your first and last order customer Saved Searches using the 2 custom fields to source for the order details.
Not sure if this help.
I'm having trouble unmerging cells on the report.
3 Suppliers for the query
I have a SQL query that shows 3 instances of a supplier (left joined to contact) as shown below. However, when running the report for the query the 3 instance of the supplier is merged into one. This is not desirable in my case because when exporting the report to excel, I'd like to be able to sort columns based on other properties, however, this would not be possible due the the merging of the rows. How can I get results to show individually?
Cells are Merged on the report
Within the properties of each Row Group you can specify which columns to group on. You generally don't need a separate group for each field, but that's OK. In your last group, the one called "(Details)", if it is not grouped by anything, it will show one row per line of results from the query. So take a look at what it's grouped by. As long as the rows are in your dataset, the report will group or show them based on how you configure the grouping here. Grouping on nothing means it will show all rows.
Another tip is to align the end of your header textbox with the line of one of your columns. This will prevent it from creating an extra column in Excel for the "City" field.
Your report does not need all of those groupings - the SSRS grouping is not like SQL. You should only group when you want to aggregate data on that field. Normally you might have a company with its address in various fields in one group but you only need to group once on the Company Name or (preferably) ID - not on each field and not a separate group for each. You could then show details of various invoices in other columns that aren't grouped.
But since you want to display the company data on each row, you would not want ANY grouping on the company.
To fix your issues, remove all the groupings (but not the rows) and just leave the detail group (which doesn't have a Grouping).
You can check out MS Docs: Understanding Groups for a better explanation.
I am wanting to search this list:
The goal is to determine what all is inside Basket 1, determine which item of those costs the most, and return the color of that specific item. My brain is having a hard time determining the right path for this.
With a Pivot Table, you can resume data based on basket # and then filter by most valuable item, and get the color.
The set up for this Pivot Table is all fields into Rows Section, except Amount that will go into values.
NOTE: Even if my Excel language is different than yours, options I'm using should be in the same position. But anyways, besides set up from the image above, you need to apply a value filter (not label filter!), to field ID and make sure choose option TOP 10 and set it to show just TOP 1
If you just want the most expensive item, ignoring Basket #, just remove field Basket from your Pivot Table, and it will work.
Actually you could have 2 Pivot Tables, each one set up in a different way (all baskets, or each basket).
I am making a saved search to show all of the items in our inventory with quantity details, but when I preview the saved search many duplicate products are displayed to the screen. How can I eliminate the duplicates? Also, how would I eliminate any Kit/Package items?
It is likely you have multiple location inventory turned on but are not filtering by nor including a column for the Inventory Location. If you include the Inventory Location column you'll see that the lines are not duplicates.
If you don't have inventory in a number of locations you can filter on Location On Hand is greater than 0. The filters to use here depend on what you are trying to see.
You would eliminate Kits/Packages by filtering on Type == Inventory Part
To eliminate only Kits/Package items from search results you can use filter criteria - Type none of Kits/Package Item.
If you are using multiple locations and you do not want to see multiple results for same item - I would recommend writing a grouped/summary search by specifying summary types for fields in the results/search columns:
1) All Item details like - Name, display name , etc. with summary type as group
2) All inventory count field such as Location on Hand, Location Available, Location Back Ordered, etc. should have summary type as Sum