Thursday 20 October 2016

NetSuite - How to create Saved search to show total quantity sold against items per transactions in one line

Problem:
Customer needs to  a report to compare quantity sold per item per transaction. This should only show all in one line on the report.
Solution:
 a search which pulls a specific set of transactions (e.g. sales orders, invoices, cash sales) and present the total sum quantity of item A and the total sum quantity of item B sold against each sales order as a single line item record with a field for each item.
eg: SO Id, Sales Person, Total Red Widgets, Total Blue Widgets
 a saved transaction search and set the following on the results tab:
1. Navigate to Reports>Saved Searches>All Saved Searches>New
2. Click Transactions
3. Under the Criteria tab, set type to certain transaction type (e.g. Sales Order, Invoice, Cash Sale)
4. On the Results tab, set the following:
a.
Field : Number
Summary Type: Group
b.
Formula (Numeric) : case when {item.id} = XXX then {quantity} end
Summary Type: Sum

Note: XXX is the internal ID of the various items.  as many Formula (Numeric) fields for each item you are selling.
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