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NSC | Unable to Calculate Sales Order and Item Fulfillment Amounts Using Formula in Item Fulfillment

in Accounting / ERP

Scenario

A user created an Item Fulfillment Saved Search and attempted to use formulas to calculate Sales Order rates and Item Fulfillment amounts using fields sourced from the related Sales Order transaction. Although the formulas were configured correctly, the results returned 0 in the search preview. The user needed to determine why the formulas were not working and how to correctly retrieve the related transaction values.

Solution

Based on testing, the Created From Quantity field cannot be sourced correctly using an Item Fulfillment Saved Search.

To retrieve the required data successfully, create a Sales Order Saved Search instead.

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Judy Culanding | RPM | New to NetSuite

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