Intercompany Inventory transfer process

There should be a Destination Subsidiary and Source Subsidiary in this process. Destination subsidiary is the one which buys inventory from other subsidiary. Source subsidiary is the one which sells inventory to other subsidiary. Destination subsidiary should create an purchase order and generate a vendor bill for this transaction. Source subsidiary should create an sales… Continue reading Intercompany Inventory transfer process

Set Multiple Item Names as a criteria filter in an Item Saved Search

Set Multiple Item Names as a criteria filter in an Item Saved Search Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Item as Search Type 3. Assign a name on the Search Title field 4. On the Criteria tab > Standard sub tab> Filter column, add the following:             a. Formula (Numeric) is equal to 1 then              b. Formula = Case when {name}=’XXXX’ OR {name}=’XXXX’ then 1 else 0 end… Continue reading Set Multiple Item Names as a criteria filter in an Item Saved Search