I'm working in a NetSuite instance where the Quantity On Order that is displayed on the item master in the "Location" sublist is not accurate for certain items only. The column for "Quantity On Order" is empty, but I have an open, approved Purchase Order in the system. Does anyone have tips for troubleshooting?
I've compared different items and can't find why one is working and the other isn't. There may be two items on the same PO and one item has a correct value for Quantity on Order and the other item does not. I've reviewed the Item Location Configuration records, and they're identical on the items I'm comparing.
Related
Our organization runs a daily transaction list (via saved search) to forecast our opportunity pipeline. For this saved search, we set the customer mainline to false to eliminate duplicate values in our search.
I've built a saved search text formula that references the customer sales team, which I understand is a sublist. This sublist doesn't play nicely with my transaction report and results in duplicate values.
What I want to have happen is for the transaction line item to pull in the name of the sales team member who has a sales team role of "team lead". If there isn't a sales team member with the team lead role, then I want the result to be blank. We do not have any sales teams where there are two team leads, so we will never run up against this.
The problem I'm getting is duplicate values. The report interprets my code to mean if a customer has a sales team member with the team lead role, then duplicate that line item as many times are there are sales team members. As an example, I have a customer with 8 sales team members. My code results in 8 duplicate line items and one line item has the name of the team lead while the rest are blank.
Thoughts on how to resolve? Thank you in advance. My code looks like this:
I cannot change customer main line to false, as this is makes it even more complicated. Leaving customer main line as false displays exactly what I need currently, with exception of the name of the team lead.
CASE
WHEN {customer.salesteamrole} = 'Team Lead'
THEN {customer.salesteammember}
ELSE NULL
END
What I'm looking for is one line item for each transaction and simply the name of the team lead on that transaction. Perhaps the answer is to create a custom field, but I'd like to think the solution can be accomodated in a transaction report.
You can set a filter in the Criteria tab to make sure only the lines that you want are returned. In the Criteria tab under Filter, select the Formula (Numeric) option, and set the Formula to be:
CASE WHEN {customer.salesteamrole} = 'Team Lead' THEN 1 ELSE 0 END
then choose 'equal to' in the operator field and put 1 for the value.
I am new to NetSuite. I have set up Calculated Inventory Counts and want to set up some reports based on the counts we have done.
I am attempting to set up a saved search for Items so that I can see which individual items were counted during a range of days, how many adjustments were made as a result, etc.
Unfortunately, I don't see a way to sort items by last count date.
I would be surprised if this has not come up before, but I have searched and not found any relevant answers
Any guidance is appreciated.
Thanks
Quick answer to get you started: in the Results tab, scroll down to the bottom of the Field drop-down and you will see entries that are followed by and ellipsis ("..."). These are the available joined tables. You can select fields from there that are not present on the record type that you are searching, but are present on linked records.
For example: the Last Count Date is not a field on an Inventory Count transaction, but is on the Item record instead. Scroll down (as per above) to "Item Fields..." and then select Last Count Date from the pop-up list to include that field on the search.
I want to exclude the Sales Order completely based on the InventoryItem I select in report parameter for Sales Order Summary report (Screen ID - SO610500). Meaning, if I select a particular InventoryItem in the parameter, the report should not include the entire Sales Order where I have the selected InventoryItem as one of the line item.
I have tried Additional Filter by adding SOLine.InventoryID, Does Not Contain condition but that seems to work when I have only 1 line item for the order which needs to be excluded but if there are more line items then it is not working.
I have also tried adding new additional parameter to exclude the select InventoryID but that also does the same.
Can anyone please suggest any better way to achiev this goal.
Sales Order 1 (Example) - Contains only 1 line item which I want to exclude from report.
Sales Order 2 (Example) - Contains 2 line items out of which 1 item I want to exclude from the report.
Sales Order Summary Report - Additional filter condition I have added
Sales Order Summary Report - The report itself, which do not list the first sales order but has second sales order.
Finally found the trick to achieve what I need.
To do this in Report Designer, the best would be to do a variable in the Detail section. It could be an IIf formula that returns TRUE if the InventoryID on the row is equal to the InventoryID that you are looking for or FALSE if not. Then you'd need to set the ResetExpr on the variable to reset to 0 when it reaches the next Order. Then you would need to move the fields from groupHeaderSection2 to groupFooterSection2 because the variable won't exist until after the Details section. Finally, you'd need to put the variable in the VisibleExpr field of groupFooterSection2 so the section does not print when the variable is false. You will have to adjust the group totals accordingly by declaring the variables in groupFooterSection2.
I am making a saved search to show all of the items in our inventory with quantity details, but when I preview the saved search many duplicate products are displayed to the screen. How can I eliminate the duplicates? Also, how would I eliminate any Kit/Package items?
It is likely you have multiple location inventory turned on but are not filtering by nor including a column for the Inventory Location. If you include the Inventory Location column you'll see that the lines are not duplicates.
If you don't have inventory in a number of locations you can filter on Location On Hand is greater than 0. The filters to use here depend on what you are trying to see.
You would eliminate Kits/Packages by filtering on Type == Inventory Part
To eliminate only Kits/Package items from search results you can use filter criteria - Type none of Kits/Package Item.
If you are using multiple locations and you do not want to see multiple results for same item - I would recommend writing a grouped/summary search by specifying summary types for fields in the results/search columns:
1) All Item details like - Name, display name , etc. with summary type as group
2) All inventory count field such as Location on Hand, Location Available, Location Back Ordered, etc. should have summary type as Sum
I have 2 lists, say, Fruits & Orders.
Orders has a number field FruitID that links to the ID field of Fruits.
Orders also has a number field OrderValue which stores the value of the specific order.
I want to find out the total sale for a particular fruit. I am doing this calculation in a workflow for the specific fruit. Is there an easy way (read 'no coding')?
See the list of standard workflow actions here:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
There is no select, or looping functionality.
I suggest writing a custom workflow activity, sand boxing should work
http://www.wictorwilen.se/Post/Sandboxed-workflow-activities-in-SharePoint-2010.aspx