NetSuite Eliminate Duplicates from Saved Item Search - search

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

Related

Netsuite items sorted by last count date

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.

How to get Divisions and regions of customers in a saved search?

Can I create a saved search in NetSuite to display divisions and regions of customers?
I am trying to get division and regions off a saved search i.e. division and location of customer's transactions in a saved search.
You can write a search with following criteria
1) Customer : internalid anyof CUSTOMER_INTERNAL_ID
2) Mainline is T
3) Type anyof Sales Order, Cash Sale, ANY_OTHER_APPLICABLE_CUSTOMER_TRANASACTION
In the search column add
1) Department with summary type Group
2) Location with summary type Group
Remove any other search columns from the result as adding unwanted fields with incorrect grouping will lead to duplicate results
If you want to get departments and columns of all customers within a single search you can remove filter #1 and add a search column customer with summary type as group

Create Notes view for duplicate parent documents

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.

Add up values from matching fields in a linked Sharepoint list

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

Can I create a COUNTIF calculated column in SharePoint?

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).

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