What is the best way to get a list of all the lines where the LINE TYPE = Inventory Item and the Estimated Quantity is not equal (<>) to the Estimated Quantity as below? This was an example where 2 grinders should have been taken our of stock but only 1 was, I need to know how many other lines are affected in the same way. I will then have to compare this to the appointment notes and the actual quantity billed. From what I can gather it will bill the actual quantity.
Best answer by Brian Stevens
I think you mistyped that request as the picture seems to indicate that you want to see Actual Quantity <> Estimated Quantity but you said Estimated Quantity is not equal (<>) to the Estimated Quantity.
In this screen (Appointments - FS300200), the Line Type is a predefined list where the Line Type of Inventory Item is “SLPRO” in the database. You can make your GI as complex as you like, but in the most basic sense the GI would need to set 2 conditions. One for Line Type and another to compare the 2 fields.
It seems you would want to create a Generic Inquiry of FSAppointmentDet records where FSAppointmentDet.LineType = “SLPRO”, and EstimatedQty <> ActualQty.
To do this:
I did this in 2023r1 and wrote the instructions as I completed each step, but my sales demo data does not have inventory items to return the list. It contains only Line Type of Service, but Sales Demo does contain records where your two fields do not match, so I’m pretty confident the instructions above will get you what you need. Once you have a working GI, you can continue to adjust it to fit your needs.
I think you mistyped that request as the picture seems to indicate that you want to see Actual Quantity <> Estimated Quantity but you said Estimated Quantity is not equal (<>) to the Estimated Quantity.
In this screen (Appointments - FS300200), the Line Type is a predefined list where the Line Type of Inventory Item is “SLPRO” in the database. You can make your GI as complex as you like, but in the most basic sense the GI would need to set 2 conditions. One for Line Type and another to compare the 2 fields.
It seems you would want to create a Generic Inquiry of FSAppointmentDet records where FSAppointmentDet.LineType = “SLPRO”, and EstimatedQty <> ActualQty.
To do this:
I did this in 2023r1 and wrote the instructions as I completed each step, but my sales demo data does not have inventory items to return the list. It contains only Line Type of Service, but Sales Demo does contain records where your two fields do not match, so I’m pretty confident the instructions above will get you what you need. Once you have a working GI, you can continue to adjust it to fit your needs.
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