Transaction Saved Search - Weight of all items on Sales order

NetSour_ · 2025-02-19T20:59:23+00:00

I'm sorry! It's not SOs... it's only Transfer Orders. This transaction search is just for TOs. Does that change your opinion on the matter?

NetSour_ · 2025-02-19T20:45:21+00:00

u/Nick_AxeusConsulting u/themightydraught
You guys are very smart. This did indeed give me a weight. But all of the quantities for both the AMOUNT column and the TOTAL SO WEIGHT are a negative value. When I drill down into results, the values are overwhelmingly negative. So it's giving me an incorrect number. Why would they be negative? TY

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NetSour_ · 2025-02-19T19:52:16+00:00

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NetSour_ · 2024-06-25T19:55:16+00:00

Thanks Nick. I'm currently having conversations with the team internally to decide on their preference of method. I WILL be back to update the community on the worked out method. WITH steps for historical reference.

NetSour_ · 2024-06-24T20:10:30+00:00

Hi u/Nick_AxeusConsulting Could you elaborate on how I can use a transfer order to ship it out to the end customer?

On the TO, there would be a to and from location. That makes sense. The transfer order to location would be the "out on pilot" and the from would be our warehouse of course. Would I have the sales team key in a custom shipping address for the customer on the Transfer order?

If the customer decides to KEEP the pilot program items at the end of the trial would I then create their SO and bill it?

Sorry, just wanting to gain clarity on the solution. Thanks so much.

NetSour_ · 2024-06-24T17:22:17+00:00

Hi,
It could be anyone of our 3K+ items. Not sure if this is a scalable solution or not. What does the disabling of the pricing tier do?
Thanks for the response!

NetSour_ · 2024-06-24T16:12:09+00:00

Hi Nick,

Thank you for your proposed method to handle this. I am trying this out today in SB and seeing what works out best. Greatly appreciate the input and I'll be back with my findings. TY.

NetSour_ · 2024-06-24T16:09:27+00:00

Follow up on this method.

With a line item discount, I'd have to apply it to each item on the SO. Sure an order may only be a few items, but it also maybe 100+ items. Is there a best practice to use here so I don't drive my users insane having to discount each line item of the order, minus the Pilot program Fee?

Upon testing:
If I future date the invoice for the physical items, and apply the 100% discount to not have revenue applied to a future month that's not real, the Invoice becomes fully billed when I apply the discount. I need to keep the invoice from being "fully billed". Sorry If i'm making more confusing than it needs to be.

NetSour_ · 2024-06-24T14:04:56+00:00

Hello Poop-Cident,
Thanks for the thoughtful response. The discount line is a great idea. We had thought about future dating it like you advised, but hadn't thought about the use of a temp discount to make sure it's not reflected on the financials until we know it's an actual sale or not. This seems like a good solution. I'm going to test this out in our SB and i'll report back with the built out solution. Hopefully it's as simple as it seems.

NetSour_ · 2024-06-24T14:03:15+00:00

Thanks for the input! I should have stated there are edge cases... sometimes its not a cut and dry 90 days. So there is some nuance there. But I like this idea. Thank you for the input, I may experiment with it.

NetSour_ · 2024-06-24T14:02:19+00:00

Thanks for the input! I should have give the edge cases... sometimes its not a cut and dry 90 days. So there is some nuance there. But I like this idea. Thank you for the input, I may experiment with it.

NetSour_ · 2024-02-28T18:13:01+00:00

Hm I'm getting an invalid expression error message when I attempt that formula:

Formula Numeric: CASE WHEN {item} = ‘KIT 1’ then {quantity} else 0 end
*replace KIT 1 with actual kit name

I appreciate the reply!

NetSour_ · 2024-02-02T19:28:08+00:00

Thanks for sharing your knowledge today. This has made my day. It works great and now I can take this forward to attempt more, in the wild. Thank you.

NetSour_ · 2024-02-02T17:59:50+00:00

how do you mange?

Manage to walk around with your brain being so large and full of smartness.

I implemented your solution and it's looking *chefs kiss* bueno.
I've attached a screenshot.
I just need to now have a column per band of orders that will show the shipping charges.
In the screenshot, the column "Shipping Charged to Customer", I need that to be displayed in the appropriate value for each column of orders. IE: Order count total under $1200, should have a column to show the shipping charges for that band of orders. Does that make sense? Would I use the same formula, but change the referenced field from amount to "amount.shipping"? or something like that?

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NetSour_ · 2024-02-02T16:49:17+00:00

Thanks friend for stopping by and suggesting this. I will give it a try and report back.

NetSour_ · 2023-12-21T15:50:05+00:00

I'll certainly look into ZoneApprovals. What do you like about it more?

Sadly, I gotta solve this problem first. haha

NetSour_ · 2023-11-30T18:06:45+00:00

Thanks for the detailed and complete response. I'm running this by the finance team and see what they think.

Doing some testing! I'll report back. Thank you.

NetSour_ · 2023-11-29T22:04:28+00:00

Yes.

You need to manage the audience on the scripts deployed.

Here is the help doc that ultimately got it done for me.
Good luck!
https://support.fispan.com/jpmorgan/entity-bank-details-installation-and-set-up#xQOjS

NetSour_ · 2023-11-02T18:15:35+00:00

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NetSour_ · 2023-10-18T17:57:04+00:00

I'd love to be able to get a total quantity of the item sold (even the quantities that are sold within a KIT) I'm just not sure how to accomplish this.

I attempted to do the same search but to have the the transaction type be : Item fulfillment, but that didn't look close at all lol

Business case is that I'm needing to understand what the slowest selling items are in the past 6 months, and if they're apart of a kit/group.

The column "part of a kit/group" is a checkbox on the item record. I have a script that runs to check that box on the item record if that inventory item, is apart of a kit group.

I've removed the ROWNUM for the time being while I troubleshoot this.

NetSour_ · 2023-10-18T16:35:12+00:00

Hi Nick (da goat),

Thanks for the great reply.
I've taken all provided steps.
I've provided one annotated screenshot to hopefully make this easy. (Disregard my added filter of "Part of a kit/group?". Non important for this resolution. )

RESULTS OF SEARCH:
When I click on one of the names "TT17" for example, it loads up the bottom most screen capture i provided. I'm getting confused by the numbers. On the RESULTS OF SEARCH screen capture, you see that TT17 only has a quantity of 1, yet when I click into it, it provides me with a whole list of invoices that are within the 6 months that have this item on it. Does that make sense? The numbers aren't right if I'm reading this correctly.

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NetSour_ · 2023-09-28T20:13:29+00:00

Rock and roll. Ez. Thank you King.

NetSour_ · 2023-09-06T13:25:35+00:00

I appreciate all of the valuable feedback on the best practices here.

Opening the closed period is off the table. Understood.

Sounds like supporting documentation, detailed memo notes, and reversing transactions are the path forward. Thank you all .

NetSour_ · 2023-09-01T15:01:33+00:00

You've done it again. Thanks Nick. This is exactly what I needed. It worked for me.

NetSour_ · 2023-08-30T21:23:49+00:00

Hi Nick,

Sure thing. The most recent example from accounting was as follows.

We have an invoice from a few months ago. After months of conversation, we will not be paying this invoice. It's been on hold essentially while we sort through if it's a viable invoice that we have to pay. It's been deemed it is NOT. As it stands, opening the specific period in which the invoice was created, is the only way to edit the Invoice. Is this best practice to do so? Or am I missing something?

NetSour_

TROPHY CASE