Serialized Inventory Items on Order

​Problem Statement:

I’m trying to generate a saved search of serialized inventory items on order. I created an item search using these filters:

Is Serialized item - true
On Order - is greater than 0 (Zero)

If I have the results returned with just basic information - i.e., name, on order number, and average cost, the report returns the correct number of items on order. However, if I add the serial number to the results columns, it shows all the serial numbers records we've ever had for that item type as on order.

Example: we have one of a particular type of machine on order, but we've had five of that same type of machine in the past. If I don't include serial number in the results columns, the report shows (correctly) that we have one of those machines on order. If I include the serial number in the results field (which obviously I want to do), it lists all six of those machines as on order and their individual serial numbers.​

Solution :

If you are using an item saved search and receive purchase orders in full, please add the following fields:

Under Criteria > Standard:
a. Transaction Fields... > Status > Purchase Order:Pending Receipt
b. Transaction Fields... > Type > Purchase Order
c. Transaction Fields... > Transaction Serial/Lot Number > is not empty

Under Result > Columns:
a. Transaction Fields... > Transaction Serial/Lot Number​