Tip # 1: Location Quantity as Columns in Item Saved Searches
Normally, when you add the Location Quantity fields (Location On Hand, Location Available, etc) in Item Saved Searches, they would be displayed as multiple rows per location. If you want to view the Location Quantity per column, you can use a Formula (Text) fields with the formula:
CASE WHEN {inventorylocation} = ‘Location A’ THEN {locationquantityonhand} ELSE null END
Just replace “Location A” with the actual name of the inventory location.
Tip # 2: Getting Item Quantity in Searches and Reports
Aside from creating an Item Saved Search and using the Location Quantity fields (Location On Hand, Location Available, etc), you can also use the following to get the quantity of items:
- Inventory Balance Saved Search (Lists > Search > Saved Searches > New > Inventory Balance)
- Current Inventory Snapshot (Reports > Items/Inventory > Current Inventory Snapshot)
Personally, my favorite is the Inventory Balance Saved Search since I find it extremely useful when trying to breakdown the quantity of the items per location, per bin, per lot, and/or per status.
Tip # 3: Changing Item Accounts
When editing an Item Record to change any GL account such as Asset, Income, Expense and COGS accounts, it will have a retroactive effect. If there are transactions from closed periods, users will need to reopen such periods to make the necessary changes.
If the users do not want to re-open the period, they need to contact NetSuite Customer Support to discuss their other option.
The ability to allow editing of item’s accounts without having to reopen closed periods was previously tracked in Enhancements 171915 and 48012.
In 2021.2 release, NetSuite enables users to make changes to the item’s Asset and COGS accounts without affecting the item’s historical transactions and existing reports.
Income and Expense accounts are not yet included, and Enhancement # 605686 has been made for these other accounts