This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite.
- Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices. By specifying the desired transaction types, you ensure that the search retrieves open item lines from those transactions.
- Status: Filtering by status allows you to isolate open item lines. Include filters for transaction status, such as “Open” or “Partially Fulfilled,” to exclude closed or fully fulfilled lines. This step ensures that the search results only include open transaction items.
- Item Type: If you want to narrow down the search to specific item types, consider adding a filter based on item type. This filter allows you to include or exclude certain item types based on your requirements.
- Location (Item/Transaction): To analyze open item lines within specific locations or warehouses, incorporate filters for location. This can be done at both the item level and transaction level.
- Main Line, Shipping Line, COGS Line, Tax Line, Closed Set as False: To retrieve only the item lines that are not part of the main line, shipping line, COGS (Cost of Goods Sold) line, tax line, or closed line, apply appropriate filters. By setting these filters to “False,” you exclude such lines and focus solely on open item lines.
- Units of Items in Transaction: When generating a Transaction saved search, it’s essential to consider whether the client requires the quantity in base units or transaction units. Here’s how you can handle each scenario:
- Base Units: If the quantity needs to be displayed in base units, directly add the “Quantity” field to the search results. This will provide the quantity of each item in the base units of measurement.
- Transaction Units: If the client requires the quantity in transaction units, you should add the “Quantity” field to the search results but choose the appropriate display field. In NetSuite, there are separate fields to store quantity in base units and transaction units. Add the “Quantity in Transaction Units” field instead of the regular “Quantity” field to display the quantity in transaction units.
- Confirm Return or Inventory Transactions: Depending on your requirements, determine whether return or inventory transactions should be considered in the search results. If necessary, add filters specifically for return authorization or inventory adjustment transaction types. By including these filters, you can retrieve open item lines associated with returns or inventory adjustments.
- Memorized Transactions: To exclude memorized transactions in the search results, you can add a filter for the “Is Memorized” field and set it to “False”.