Saved Search to Show Backordered Items in Sales Orders for a Specific Date Range

Applies To

Product: NetSuite 2022.1

 

Scenario

User wants to create a Saved Search to show items with backordered quantities in Sales Orders created within a specific date range.

Solution

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Search Title: Enter Title
4. Click Criteria
5. Click Standard
6. Filter:
7. Note: Always click Add or Set if prompted once Criteria is selected and adjusted as needed

• Select Type
• Type: any of
• Select Sales Order
• Select Status
• Type: any of
• Select Sales Order: Partially Fulfilled, Sales Order: Pending Billing/Partially Fulfilled, Sales Order: Pending Fulfillment
• Select Main Line
• Select False
• Select COGS Line
• Select False
• Select Shipping Line
• Select False
• Select Tax Line
• Select False
• Select Formula (Numeric)
• Formula: Enter {quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0)
• Formula (Numeric): greater than
• Value: 0
• Select Formula (Date)
• Formula: Enter {trandate}
• Formula (Date): is within Custom
• From: mm/dd/yyyy
• To: mm/dd/yyyy

1. Click Results
2. Click Columns
3. Field:
4. Note: Always click Add or Set if prompted once Field is selected and adjusted as needed

• Select Document Number
• Select Formula (Date)
• Formula: Enter {trandate}
• Custom Label: Enter Date
• Select Item
• Select Name
• Select Quantity
• Custom Label: Enter Ordered
• Select Quantity Fulfilled/Received
• Custom Label: Enter Fulfilled
• Select Formula (Numeric)
• Formula: Enter {quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0)
• Custom Label: Enter Backordered
• Select Item fields…
• Item: Select On Hand
• Custom Label: On Hand
• Note: This will show the total On Hand Quantity across all locations
• Select Item fields…
• Item: Select On Order
• Custom Label: Enter On Order
• Note: This will show the total On Order Quantity across all locations

1. Click Available Filters
2. Filter:

• Select Formula (Date)

1. Show in Filter: Enter Checkmark
2. Click Add
3. Click Save & Run