Automate Monthly Spend Report for Blanket Purchase Orders

We need to create an automated report in NetSuite that will be sent out on a monthly basis. This report should detail the spend against specific blanket Purchase Orders (POs).

• Navigate to Lists > Search > Saved Search > New
• Select the type as ‘Blanket PO’. Blanket Po is a custom record
• Under the criteria tab, select the customer
• Under the results tab, select the required fields.

1. Customer
2. PO#
3. Sales Order Total
4. Type
5. Transaction(Blanket PO) fields : Amount
6. Transaction(Blanket PO) fields : Currency
7. Transaction(Blanket PO) fields : Type
8. Transaction(Blanket PO) fields : Status
9. Transaction(Blanket PO) fields : Document Number
10. Transaction(Blanket PO) fields : Days Open

• Save and run the search
• Under the Email tab, go to the ‘Recipients from Results’ section and select the specified customer.
• Then go to ‘Customize Message’ section, provide the subject and introduction of the message.
• And under the schedule tab, we can schedule the Email as per the requirement