Possible to get a list of all Unlinked Inventory Numbers to a Delivery Order?

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  • jeffreysgrossman
    Senior Member
    • Jan 2025
    • 140

    #1

    Possible to get a list of all Unlinked Inventory Numbers to a Delivery Order?

    The request is to have a way to print out a picklist of the possible Inventory Numbers that could be matched to a Product on a Delivery Order. Ideally from the Print to PDF on the delivery order or a report with the filter to filter to just that delivery order. The intention is give someone a list of possible packages to grab to fill a delivery order. Ideally by providing in the printout the Room Name that sits on the Inventory Number itself with a custom field. Each Inventory number is loaded into ESPO with the Room that it sits in. This is a custom field on Inventory Number called Room. Ideally the Print to PDF would be able to be called and select a picklist template and have it print out a list of each possible inventory number per row that could be used, with the additional column of the room its in. I have tried several times but am not able to get this to work due to the fact that the links are not yet established. Once established the PDF engine can easily print out the ones that have been selected.

    If the Print PDF is not going to work that is fine. I just need someone who really knows it well to tell me that its not possible. If the reports will not be able to get this done thats fine. Again would just be helpful to hear that I can stop trying. If this is something that can be done with a workflow button and some extra development that is also fine. I am just looking for some guidance on how this actually can be done or not.

    For visual reference I am trying to get the list of auto fill drop downs to show up in some type of printed version that the team can print out and use while trying to go find the packages in the warehouse.

    Essentially is it possible to get a pdf or report that would show these two Inventory Numbers grouped by the Product Variant they are under on any given delivery order and only the products on that delivery order. But only show these two as these are the only two that work. A printed picklist.
    Click image for larger version

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  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9485

    #2
    Maybe it's possible with a Formula script.

    1. Workflow button on Delivery Order.
    2. It runs a formula script that iterates over the items, then performs searches for inventory numbers for each. (v9.2 is recommended)
    3. Stores the result somehow in a new record of a custom entity type. This entity will serve as the source for PDF printing.
    4. Generates a PDF with a pdf template which is feeded with the entity created before.
    5. Stores this PDF in the entity.


    It's the first what I could come up with.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • jeffreysgrossman
      Senior Member
      • Jan 2025
      • 140

      #3
      Thank you yuri. I will give this a go. I am also assuming from your answer to stop trying to do it with PDF Print or Report. We will see how this goes! appreciate you taking time to help!

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9485

        #4
        You might need to use a where item filter. It's a new feature in v9.2.

        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

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