Add A Filter to Fulfillment Workbench

[timshuwy (Tim Shoemaker)]

SO… fulfillment workbench is “Special”… it doesn’t follow the rules because of the complexity of the data needed.

1. the data table used is the PartDtl table
2. the data RETURNED is the PartDtl.SysRowID

So… here is how you do it:

1. BAQ:
   • Create a BAQ that shows the data you want to show, but also include the related PartDtl record.
2. QuickSearch:
   • go in to Fulfillment Workbench, and onto the Order Fulfillment tab
   • do the standard search and recall at least one record to the screen
   • right-click on the Order Number field, and choose “Quick Search Entry” so you can define the quicksearch you want to use.
     
     

• create your new quicksearch using your BAQ… make sure that you have at least one new criteria, and you need to return the SysRowID:
  
  

3. TURN ON QUICKSEARCH:
   • There is a menu option in the ACTIONS menu of the fulfillment Workbench called “User Preferences”. Enter the name of your created quicksearch here.
     
     

NOW… you can use this new quicksearch for your orders.