we recently connected to our NetSuite using ODBC so we can navigate tables and query the database. I'm having difficulty determining how NS calculates inventory levels.
I noticed the table "Item_Location_Map" has quantity on hand which seems accurate, but I don't see a way to specify at what point in time. I figured maybe it calculates real time based on all transactional data but ran into another issue. All the details for a transaction are on the Transactions table and Tranaction_Lines except for...oddly enough...the quantity.
If I look up a say invoices and pull in the quantity field, it is always empty. Some invoices have a quantity_packed or quantity_picked value but that doesn't really help.
Any thoughts on what I might be missing?
A couple ways.
Stock Ledger and Inventory Valuation reports (not saved searches), which you can use through N/query.
Inventory Activity Detail saved search, which you can best use by setting the "Is Inventory Affecting" column criteria to true.
As for how that looks in the database, I am not certain, unfortunately. Also, I highly advise against using ODBC for something like this. A restlet or suitelet would be infinitely faster and more helpful.
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We are having an issue with our team members entering completions for the wrong lot number. Does anyone know of a way to have the inventory detail sub-menu check against a lot number value assigned when creating the work order?
Lot number does not seem to be a native field when generating work orders, so I created a custom field for it, which seems to work okay and will propagate through the rest of the document chain, however, I do not have a guess at how to check inventory detail values against this field.
How do I get transaction data based on an item filter for journals with null ITEM_ID? I'm a database guy not a finance guy and my finance people can pull a report from NetSuite that shows each transaction with posting period, filtered by item. I'm unable to do the same because the Transaction_Lines table has null ITEM_ID's for the entries I'm looking for, presumably because they are journal entries. This particular ITEM_ID is not in the Transaction_Lines table at all so I'm assuming that's because it's always handled by journal entries. Any help would be appreciated.
It appears that you're referring to the NetSuite.com Data Source querying via ODBC. If this is correct, I believe that you're looking for the "Posting_account_activity_pe" table, which should contain all journal transactions, whether or not they have an Item_ID associated with them:
More details can be found on the Connect Browser:
https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2020_1/odbc/record/posting_account_activity_pe.html
The answer ended up being to point to the Revenue_Plans, Revenue_Plan_Lines, and Revenue_Elements table but I had to be careful to join to the posting period rather than the planned period. Then I could do two select queries, one for journals and one for all other income types.
I'm making an Excel sheet that helps me fill in my oursheet. To accomplish this I create a Power Query that takes data from my Outlook Calendar. However, I have noticed that recurring events only appears once. Also, there is nothing in the query that helps me figure out which events are recurring?
Can anybody help me get the recurring events into Excel through the query?
This is a bit of a conceptual shot in the dark from me, but if you're connecting to Exchange Online (from New Query -> Online Services -> Exchange Online) then you should see a column named Attributes, with records in it. If you look within those records, you should see each record has a field named AppointmentType--that might help you. There is also an IsRecurring field--which might be even more helpful. Further, there is a field called Recurrence, with a record in it that provides info about the recurrences, if any. Lastly, a FirstOccurence field and a LastOccurence field are also included, and might help you in some way as well.
I would think to first identify the recurring records (maybe based off the IsRecurring field, then get their attribute info related to each recurrence (most of which seems to be in the Recurrence field for each record) to construct the single entry items for the recurrences.
I have two view, one is sorting 2011 data and the other one is sorting the 2012,
2013 is coming and I think, create another view is not good. Then I tried to code a formula to call the data in my database and send to view but it's not working .
please help me :)
I think your best option is to create another view. Notes doesn't do well with dynamic view selection formulas.
Another alternative to consider is to use categories to group data by year. You could then set up an embedded view that shows only a single category, which could be determined by a drop-down field that shows the available years.
A solution I have used when dealing with weekly or monthly date is to use an agent to create a new folder every week and to put the correct documents in the folder. But this is a lot of work and if there is a high volume of data you can run into problems with some of the internal limits of the Notes database structure. Someone with expert level knowledge of Notes can probably manage this, but I do not recommend it as a general solution -- and certainly not for yearly data.
Adding a view once a year is really not that bad. It's two minutes of work every 12 months, just copying and renaming the previous year's view and changing the selection formula.
i am looking to create an invoice in either MS-excel or MS-word. This invoice will contain several fields like invoice no., customer name, product info, quantity, Amount, Date, Address of customer, phone no. etc. The function of the invoice will be, to generate a unique invoice number, every time i open it, and then the vendor will mention the customer's info, product's info and click on submit button or save it. The info mentioned in the invoice will automatically be saved in the MS-Access database whenever submit button is clicked or the document is saved.
Thus, All the records of the customer will be saved in the MS-Access database. whenever i need to search for a particular customer, i should be able to search it from either invoice no. or any unique field for that particular invoice. I hope my query is explained clearly. please let me know the easiest way to do it. I do not have the vast knowledge about this subject, so give me suggestions that are understandable by a Novice.
I think you are starting from the wrong end. Use an Access form to get the data and then run a mailmerge, the easiest way is to output a text file from Access as the data file and use a Word template for the merge.
An autonumber may suit for invoice number as long as all you need is a unique number. If you need documented sequential numbers, you will have to create then yourself. How you do it will depend on the number of users working at the same time.
I can tell you now, generating Word files with Access is a bit of a pain in the ass. If you really want to do formatting it gets hard (is my experience).
I ended up generating HTML files in which I could control everything, and opening them as .docs. But if you are really new to this, I suggest you start with some VBA tutorials, where they explain to you how you get records from you database and loop through them to generate output. And then you can start looking at file writing functions in VBA.
Can't find any tutorials real quick (my girlfriend is getting angry as we speak), but here is a sample:
http://www.access-programmers.co.uk/forums/showthread.php?t=25354
Just look around in fora, look for file generation and looping through records.
Hi just reading your post, like Remou l would strongly suggest you use Access to enter and store the data. It is possible to get a user to enter data into a spreadsheet and write the data back to Access DB. Not something l would recommend for the novice, here is a link to some code on how it could be done
Returning to your first question, of creating the invoice have you considered generating the invoices from Access using a report? They can be printed to PDF, or exported to various electronic formats. Or is there specific reason to use Word/Excel? If are going down the route of using Word to generate the invoice then use a template as Remou suggested. See this link for some samples see the section titled Access > Word. I have used the examples as a basis for Access to Word. A number of the examples though use a tecnology called DAO, which l understand will not be included in any operating system after Windows 7. Just something to be aware of.
Searching for a record in a database table this link has one possible solution . Also the author has included a example database.