Question/Problem:
A.) Navigate to Lists > Search > Saved Searches > New > Transaction, Status is available but this field will only show the transaction status and not the status value coming from the Status field on the opportunity
B.) Navigate to Lists > Search > Saved Searches > New > Opportunity, Opportunity Status is available but no item fields to get the item details
Answer/Solution:
Navigate to Reports > Financial > Transaction Detail > Customize > Edit Columns--Remove unnecessary columns like Account, Clr, Split
---Click Transaction folder > Status folder: select Name
---Click Transaction folder > Item folder: select Purchase Price (or select any field you would like to show)
--Under Filters > Transaction folder > Transaction Type subfolder, click either Abbreviation or Long Name=equal to OPP(Opportunity)
A.) Navigate to Lists > Search > Saved Searches > New > Transaction, Status is available but this field will only show the transaction status and not the status value coming from the Status field on the opportunity
B.) Navigate to Lists > Search > Saved Searches > New > Opportunity, Opportunity Status is available but no item fields to get the item details
Answer/Solution:
Navigate to Reports > Financial > Transaction Detail > Customize > Edit Columns--Remove unnecessary columns like Account, Clr, Split
---Click Transaction folder > Status folder: select Name
---Click Transaction folder > Item folder: select Purchase Price (or select any field you would like to show)
--Under Filters > Transaction folder > Transaction Type subfolder, click either Abbreviation or Long Name=equal to OPP(Opportunity)
I am trying to find items qty on opportunity records. If I look in the records browser or netsuite UI, I can see that "items" is a sublist on opportunity records. Yet in report builder, I cannot find items or item-related fields in the opportunity fields folder. Any suggestions on how to add items qty to an opportunity report would be greatly appreciated. Thanks!
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