O/E Document Filter - Complete Status of Orders

We have created a filter in O/E to only show completed orders. This is working fine.

What we are having an issue with is on those orders where the quantity ordered has been fully shipped. Since we have the switch "Default posting to order" checked we consider the order "Complete" even though it has not been invoiced.

Long story short is there any suggestions to add to the existing OE Completed order filter to not only include Invoiced orders but also include orders that have been fully shipped but NOT invoiced.

Thanks in advance.

Hi Scott,

Filters for OE transactions are based on Header field information, not Details. So you would need to base any filter on available Header fields in order to select the orders that meet your critera.

There are no quantity total fields stored on the order header level. About as close as you could come that I can see is to use the Total Dollar Value - which is calculated from the Qty Shipped times Unit Price of all items plus tax - and compare to the Total Order Value. This is not perfect because for taxable orders then these amounts are not equal, and it's possible to have a Total Dollar Value greater than the Order value yet not 'complete' if outstanding item amounts are less than the tax amount.

So you could try criteria Total Dollar Value Greater than or equal to Total Order Value, but this is not perfect.

Thanks again support figured that was the case.

I thought I could compare the Total Order Value field to a subtotal and go that route but unfortunately there was no subtotal field in the filter I could compare it to.

But just wanted to make sure I hadn't missed anything which in my case sometimes happens;)

Thanks for confirming.