[Solved] Pick List with Sub Report
Let me start by saying, yes this is an odd request and assumes many pieces of Acumatica functionality is not being used, but nonetheless, I am stuck with this odd requirement.
I have a need to show on the pick list any items that are on the order that are not available for picking. For those who are aksing why, we have a timing issue with production and the start of the picking process and we need a visual notification as a check and balance. So here's what I am trying to do:
1. Assume there is only a single sales order per shipment. We have linked the SO.ShipLine and SO.Order table in the pick list to provide some other info related to the order as opposed to the shipment, thus the SO.Order table is already in the master report.
2. We want to add a sub report that shows any items on the order where the quantity on shipments value is less than the ordered value. This would in theory display items they need to check with production on.
I have created a report that pulls the necessary info, and when run independently, is perfect. Adding this to to the pick list as a sub report and getting only details for the orders on the shipment is proving to be quite a challenge. I am not sure what i need to do in the sub report and/or the master report to have the SO.ShipLine.OrderType and OrderNbr link and pull only the specific items for that order on the sub report. Attached are both rpx files if anyone wants to look at these and has ideas on making this work as desired.
Thanks in advance for any input or insight you can provide.
Can you turn on the setting in SO preferences to 'Add zero lines for items not in stock' to push all items to the shipment? Then you will have all the items on the shipment screen and can use the Open Qty to show items not produced yet. You can even use add color to rows where the open qty is greater than zero.
@OlgaM You will need a customization to color a cell or line on a screen that is not a generic inquiry. Below is a link to a Stack Overflow post on the customization. There is also a link at the bottom to the original post a few years to the Acumatica Developers Blog that explains the process, as well.