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New to NetSuite | How to Track Inventory Balances After Every Transaction

edited Jun 2, 2025 2:38PM in Supply Chain Management

Scenario: For better analysis and tracking of inventory balances, users may need to create a report or search that will show not only the quantity per transaction, but also, the running balances after every transaction.

Solution: NetSuite has a standard Inventory Report available for this need named Inventory Activity Detail. However, this standard report does not include running balances. Users may customize this report to add the running balance column. To customize,

1.) Click on Customize

2.) Mark the Add Running Balance Column checkbox, rename the report and hit on Save

Below is sample Report after the customization.

With this, users can easily check the balances after each transaction.

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