Creating Saved Searches for Task Lists

Saved searches are used to specify which items appear in your count task lists.

Important:

When creating custom saved searches, remember these points:

• Use the Smart Count - Default Item Saved Search as a template for your custom searches.

• To filter items by next count date, add the Location Next Inventory Count Date filter in search Criteria and set it to is before tomorrow.

To create a saved search for an item count list:

1. Go to Lists > Search > Saved Searches > New.

2. Select any of the following search types to create a saved search:

   • Inventory Balance

   • Item

   • Transaction

3. After creating a saved search, set it to Public.

4. To identify specific bins:

   1. In the Criteria subtab, from the Filter list, select Formula (Text).

   2. In the Saved Item Search popup window, set the following fields:

      1. In the Formula field, enter {binonhand.binnumber}.

      2. In the Formula (Text) field, select a criteria.

      3. Click Set.

      4. Click Save.

   3. To identify bin-specific criteria in a saved search:

      1. In the Criteria subtab, from the Filter list, select Bin On Hand Fields....

      2. In the Bin On Hand Filter field, select a criteria.

      3. Configure the criteria based on the results you require. For example, to exclude bins with zero quantity of an item from the task list, set Bin On Hand filter to On Hand is greater than 0.

      4. Click Save.

Related Topics

• Working with Smart Count SuiteApp
• Creating Custom Count Configurations
• Creating and Managing Count Configurations
• Managing Count Configuration Records

General Notices