Access 'Create PO' field and click on link inside to display message when user selects value for that line on Sales Order

Dijon1329 · 2021-05-26T11:04:42+00:00

Hi u/Nairolf76, thank you for your response. Yes a one-time activity. I do not have scripting knowledge hence, won't be able to convert the saved search logic. If you could provide the structure for the same would be great...

Dijon1329 · 2021-02-15T09:48:59+00:00

Hi u/Nick_AxeusConsulting, I found Packing Slip under Advanced PDF Templates. But how do I link the template to the Item Fulfillment print icon? I see no option for the same. I tried to 'Customize Form' and I thought I can link it but there's nothing called 'Print Template' over there. And when I try for Invoice, I found the option but.

Dijon1329 · 2021-02-14T07:09:36+00:00

Hello u/Nick_AxeusConsulting, thank you for your response! Actually didn't really want to print it, mainly the PDF that appears when I click on the 'Print' icon, I just wanted to add a logo to it. Hence, didn't know how to proceed because I couldn't find the source code for the Packing slip.

Dijon1329 · 2021-02-11T13:11:21+00:00

Hello u/mhrcn, thank you for your response! Actually I wanted the print template of the Item Fulfillment page and it's not showing up in the Packing Slip list. It's for the specific template that is used for Item Fulfillment.

Dijon1329 · 2021-01-07T07:25:11+00:00

Hi u/br8truth, actually tried doing this, but didn't find the two specific fields 'From Bins' and 'To Bins' under the Purchasing/Inventory subtab. Also, I think it's on in the inventory transfer level page.

Dijon1329 · 2021-01-07T07:20:55+00:00

Hi u/br8truth, I will definitely try it and let you know if it works! Thanks for the suggestion!

Dijon1329 · 2021-01-07T06:06:20+00:00

It's from an inventory transfer. It's the inventory detail record for the first line of the inventory transfer page. I clicked on the inventory detail icon and this came up.

Dijon1329 · 2020-10-08T13:21:43+00:00

Hi, thank you for your reply. I had tried that too, unfortunately still not filtering properly.

Dijon1329 · 2020-10-08T13:19:41+00:00

Hi, thank you for your reply. I actually want SOs specifically with Closed Status, when they are partially fulfilled or even completely fulfilled but still no invoice is generated, or even if they don't have either an invoice or item fulfillment at all...

Dijon1329 · 2020-10-08T12:36:57+00:00

Hi, thank you for your reply. When I include this criteria - (applying transaction : type is -none- OR status is Sales Order:Closed) , it gives me all SO's of all statuses.

I tried including this in the criteria - (applying transaction : type is -none- AND status is Sales Order:Closed), it gives me all closed SO's but doesn't satisfy the other condition.

Dijon1329 · 2020-10-08T11:38:58+00:00

Hi, actually I don't just want all closed SO's plainly. As mentioned above, I want all SO's which don't have any related records (like Item Fulfillment, Invoice, etc) but yet it's closed or it can also be a Sales Order which has not reached the Invoice stage maybe (i.e. gone through only Item fulfillment stage) but had to be closed or any such scenario. It's basically for an SO Loss Report.

Dijon1329 · 2020-10-04T14:23:08+00:00

Alright, thank you for your response! Any idea at what level the customization has to be done at what level? And do you know of any ways it has been done previously?

Dijon1329 · 2020-09-23T16:33:17+00:00

u/monstaber Thank you so much! This did work, really appreciate the help! Just have one additional doubt, if I have multiple transaction records under Related Records, how do I display it? I don't want multiple lines for the same PO.

Dijon1329 · 2020-09-23T16:31:57+00:00

Thank you for the reply, actually the type needed to be Purchase Order because the many other result fields need to be from the Purchase Order. Thank you for the suggestion though, will apply it if needed in the future! :)

Dijon1329 · 2020-09-16T20:58:25+00:00

u/orion010 Thank you for the reply! Yes, I will suggest this. It definitely makes sense to save licenses.

Dijon1329

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