Changing Inventory ID selector in Inventory Allocation Details

​@MarkD, do you want to be able to select transactions based on Location ID without checking the inventory ID or what? 

​@npetrosov31, I want to see all SO allocated inventory in a site where I can filter by location. Sorry, I should’ve put this in my post earlier

Hi ​@MarkD,

An alternative that may be less effort than a customization would to be to built a GI using INItemPlan table.  This would not require any other tables.

 Parameters:

Need the SiteID Included as well since this is required to be defined first before you can select the location.

Conditions:

Results Grid:

The PlanType_Description looks to be a virtual field so you have to filter on the PlanType field.  The SO Allocated Type’s code is 61.

Thanks ​@jhalling52. How do I add the transaction that it relates to?

​@MarkD, if you want only sales orders and no other documents you can add SOLineSplit by an inner join to the INItemPlan table by PlanID field and take the order numbers from there. But that will show only records associated with sales orders, anything else will be skipped

Thanks ​@npetrosov31 - That is the only requirement for now. I might need to add more in future such as shipments, receipts etc.

​@MarkD, in that case you can use left join instead of inner join. the only thing in that case is that if you join sales order and no other table, you will get the order numbers for the records associated with sales orders and empty fields for the all others as there is no sales order associated and the correct table is not joined yet. Hope I explained well and understandable :)

Hi ​@MarkD,

You can do a left join to the entity you want to use with refNoteID equal noteID.

It would be the same join if you want to add in the SOShipment table.