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.
Related
I am having an issue with showing last value.
I have a source table, where is every single day (once) and for each day I have for item 1 total amount in stock.
I put it in pivot table. Column for total item in stock, for each day in month July for example, shows me balance for every day. When I group the month, it shows cumulative amount - which is wrong. I need to show last value.
Therefore I searched for a solution, I found on webpage ExcelJet this.
But when I tried it, for some reason, the date 31/07/2020 shows value 0 on top first, and on top second place the correct value for the last day of month.
Does anyone know why that happens? In source data there is 31/7/2020 with only 9.546.
You are applying the filter in the wrong field. You must apply it to your AMOUNT field, and you are applying it to your ITEM field (the field that holds the value VEL).
This is happening because you are working in the compact view of Pivot Table, and I think it's easier to work in tabular design.
Design the layout and format of a PivotTable
My Pivot Table is like this:
As you can see, ITEM and AMOUNT field are in the rows section. And DATE field in the Values section, set to MAX DATE and renamed as LATEST.
The filter is applied in the field AMOUNT.
I know what you mean, but actually the filter is applied on the correct field/row. See the prtscrn.
For the references, I attached the source table too.
btw, if I tried filtered out the column Note it still doesn't work properly
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
We have an Xpages application and recently discovered an issue where there are several Notes documents that have duplicates but the duplicates are PARENT documents too and NOT response documents. Is it possible to create a Notes view that will show duplicates where all the duplicates are parents? I know the formula for showing conflicts is the following but what about where they are all parents?
SELECT #IsAvailable($Conflict)
Expounding on my comment:
Create a view which is categorized on the first column
In the first column formula, put in criteria that you would use to determine a duplicate. This may be the Document Unique ID, or maybe another field or combination of fields.
Add a second column that contains the number 1. Then enable column totals on this column.
Now look at this view you created. With the view categories collapsed, look for any number greater that 1 to determine which documents are duplicates.
I think what you are asking is not how to identify the duplicates - but how to find out which of them are parent documents. So basically you would create a view as Steve suggests - but instead of putting a constant of 1 into the second column I would suggest putting either #DocChildren (for immediate responses) or #DocDescendants (for all responses and responses to responses).
If I understand your logic then all the ones returning 0 (zero) are child documents and those returning 1 or higher would be parent documents. Of course you could also use an item on the document in your view formula - if it only exists on the parent doc (or its value can tell that it is a parent doc)
View selection formulas act on only one document at a time. They cannot perform lookups. They have no way to compare two documents. There is therefore no possible way for a view to identify duplicates.
A view can, as per the other answers, categorize documents based on common values. If there is a single field that is supposed to be unique across all documents, you can categorize on that field. That will give you a visualization of the duplicates, but it won't filter them in or out.
The only way for a view to filter duplicates - either to show only duplicates, or to exlude duplicates - would be if you run an agent that reads all documents, looks for those that are duplicates, and marks them with a special field value - e.g., IsDuplicate = 1. Once you do that, you can create a view that selects all documents with IsDuplicated = 1, or a view that excludes IsDuplicated = 1.
I have spent a couple of days (no joke) trying to get a filter to work. I have two calculated fields in a list query. They are called totalFY and countFY, respectively. Here are the expressions for the fields:
totalFY: total ([Hard Credit] for [Constituent ID], [Date of Record Fiscal Year])
countFY: count (distinct [Date of Record Fiscal Year] for [Constituent ID])
When I drag totalFY to the detail filters panel, and set a threshold (let's say, >5000), my list query turns out the expected results, which would be customers whose total purchases for each year are greater than 5000.
But when I add the countFY field to the filter panel, it is completely ignored by the filter threshold I set (in this case, >2). I've tried several things over the past couple of days and am really stumped.
If I filter with only one or the other, each works fine independently. I've tried setting one to "apply filter after auto aggregation" but I get the same results.
Any thoughts would be greatly appreciated!
Thanks so much.
Solved. What I ended up doing was creating a new query and adding countFY from the previous query as a data item in the new one. Now I can filter effectively on countFY, and adjust the totalFY amount filter in the previous query. Hope this helps someone else out there.
Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).