Search to display Total quantity of sales order and work order for created for each item on each month/year

Need to create a search to  display  Total quantity of sales order and work order for created for each item on each month/year.

Related search : https://8273537.app.netsuite.com/app/common/search/searchresults.nl?searchid=2490&saverun=T&whence=

SOLUTION

  • Generate a transaction saved search.
  • Include criteria for Transaction Type, location, Item type, and Date.
  • Include item, document number, On Hand, Available, BO fields from the item record, and quantity in the results.
  • Apply an available filter for the Item and Date.
  • Verify if the results in this search match the original search when using the date filter.

FINDINGS
By standard, in a saved search if we add the quantity column. Will display the quantity of items in the base unit. And then if we add the transaction you unit also in the saved search, then the meaning of that saved search would be wrong. To get the value of the quantity in a transactional unit, we need to add the quantity in the transaction unit field to get the corresponding quantity based on the units. The next solution would be from the item join you will be able to fetch the base unit, so add that base unit, then use the normal quantity field. Then we can interpret it in such a way that in the base quantity, this much quantity in base units has been sold.

Also when we add the available and on-order from the item join, it will consider all the locations, to sum up these corresponding values and it will not be based on individual item inventory locations.

2 comments

  1. Generated a transaction saved search.
    Included criteria for Transaction Type, location, Item type, and Date.
    Included item, document number, On Hand, Available, BO fields from the item record, and quantity in the results.
    Available filter for the Item and Date is added.
    Verified the results in this search match the original search when using the date filter.

  2. By standard, in a saved search if we add the quantity column. Will display the quantity of items in the base unit. And then if we add the transaction you unit also in the saved search, then the meaning of that saved search would be wrong. To get the value of the quantity in a transactional unit, we need to add the quantity in the transaction unit field to get the corresponding quantity based on the units. The next solution would be from the item join you will be able to fetch the base unit, so add that base unit, then use the normal quantity field. Then we can interpret it in such a way that in the base quantity, this much quantity in base units has been sold.

    Also when we add the available and on-order from the item join, it will consider all the locations, to sum up these corresponding values and it will not be based on individual item inventory locations.

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