How to add Location Filter in Physical Count Sheet in Report Designer
Hi All,
I am have added Location ID Parameter in Physical Count Report IN620500. Somehow when I try to select location when I run the report, it is blank. Would someone have an idea what did I do wrong? Below are the screen shots of my setup:
Kind regards,
Calvin Law
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Hi @Calvin! For this issue the most likely reason it is not displaying is because the Location data is dependent on Warehouse data.
To get your parameter to work I would recommend to model this part of it after the Lot/Serial Numbers report (IN613000), here’s what the Location parameter looks like:
Hi @BenjaminCrisman,
Thank you for the suggestion. I have follow Lot/Serial Numbers report IN613000 and was able to map it so that it will show the Location ID when I am on the Report screen. Problem is once the report is run, it does not return me any value for items specify for the location.
If I remove the location, the report will work just fine.
Also another note. Would it be possible to set the parameter so I can choose the starting location and ending location for the report? Kind of like start date and end date?
Kind regards,
Calvin
@Calvin You’ll also need to create filters associated to the parameter which would control the fields seen on the report.
Here is how it looks in the Lot/Serial Numbers report:
For the Physical Count Sheet you’ll probably need to use INPIDetail.LocationID though instead of INLocation.LocationCD
Hi @BenjaminCrisman,
Thank you for the reply. I did have INPIDetail.LocationID for both the parameter and the Filters setting, but it would not pull out the info. I can’t think of anything else that needs to be map in order for the items to show.
I have attached the file of the report below for reference.
Kind regards,
Calvin
@Calvin For the Physical Count Sheets report the Warehouse and Location are not needed as parameters to filter by location, only a filter on the report printing screen.
Without any filters:
With the filter:
This filter can be chained to include several locations, but I think this might be easier to manage.
The issue with the parameter and filter is that I think one is using the LocationCD and one is using the LocationID, but I didn’t quite make it that far before I realized the location can be more easily filtered on.
Hi @BenjaminCrisman,
Sorry but I don’t quite understand what you are mentioning above. You mention only a filter on reporting printing screen. How would I be able to filter on the printing screen? Would you be able to elaborate on how to achieve that?
Ultimately what I am hoping to get from the report is that I am able to select 3 or more location at a time so my warehouse can conduct the count with the specify location. In Prepare Physical Inventory Count function, I do find that the heavy amount of setup require in Stock Item and the lack of multi-selection of location (Having to exclude location one by one instead of able to choose which one I need) takes a very long time just to complete what I want, resulting me to look for alternative method in the report itself.
I am hoping to be able to filter the location somehow in the report.
Kind regards,
Calvin
@Calvin I added captions for a couple of the images above to make it clearer what is being seen.
This is where you would add the filters:
You can change the operator at the end of the line to be OR and then chain multiple locations using the same logic
Hi @BenjaminCrisman,
I was not aware you are able to filter on the printing report section instead of the report itself. This should satisfy what I am looking for.
Thank you for your assistance and looking into this for me.
Sincerely,
Calvin
@Calvin This filter can only work with data which populates in a Detail section, it will not work on grouped data, just something to keep in mind for future report editing :)