Thursday 20 October 2016

NetSuite - How to create a report that would show all estimates, open sales order, and billed sales orders for each item.

1. Navigate to Reports > Financial > Transaction Detail > Customize.
2. On the Edit Columns section, add a column for Item Name (Transaction folder > Item sub-folder > Name) and move it to the left-most side to make it the first column.
3. Check the Group box.
4. Move the Entity Name column next to the Item Name column and check the Group with Previous Column box.
5. Add a column for Transaction Status Description (Transaction folder > Transaction Status sub-folder > Description), move it next to the Type column and check the Group with Previous Column box.
6. Remove the unnecessary columns such as account, split, etc.
7. On the Filters section, add a filter for Transaction Type > Long Name, and set it to Sales Order, Invoice and Estimate.
8. Add another filter for Item Name (Transaction folder > Item sub-folder > Name) and set it to Not Empty.

9. Save. 
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