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Bill in advance of receipt saved search

Daniel V
Daniel V Member, forum_userscommunity_users Posts: 23 Newbie

Hi all,

How do I create a saved search that displays vendor bills for item that have not been received.

(we have 'Bill in Advance of Receipt' box checked under Receiving in Order Management - Accounting Preferences).

Thanks

Daniel

Best Answer

  • JohnCirocco
    JohnCirocco Member, forum_userscommunity_users Posts: 1,393 Silver Badge

    When you add a new result field, scroll WAY down to the end and select "Applying Transaction ..." and that will get you to the join of the vendor bill.

    Here are the additional result fields:


    John Cirocco

    Sr. NetSuite Administrator

Answers

  • Emilia Ironov-Oracle
    Emilia Ironov-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 703 Gold Trophy

    Hi Daniel,


    Thank you for creating this thread!

    I'm tagging my colleagues @Dominica Sevilla-Oracle and @Shamaine Chan-Oracle who have the expertise on this matter so we can collaborate on how we can help you out.  

    To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread.  

    Kind regards,

    Emilia Ironov - Oracle | Ask a Guru

  • JohnCirocco
    JohnCirocco Member, forum_userscommunity_users Posts: 1,393 Silver Badge

    If you start with a Transaction Search on Purchase Orders, that transaction contains both the Quantity Shipped as well as Quantity Billed

    Criteria:

    Results:


    If you need more data from the vendor bill, the Applying Transaction join will get you there

    John Cirocco

    Sr. NetSuite Administrator

  • Dominica Sevilla-Oracle
    Dominica Sevilla-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 364 Bronze Trophy

    Hello Daniel,


    Good day! Thank you, @JohnCirocco for sharing your insights on this. 😊

    This is to confirm that what John provided works.

    1. Navigate to Reports > Saved Searches > All Saved Searches > New

    2. Select Transaction as Search Type

    3. On Criteria Tab, Standard Sub tab, set the following filters:

          -Type = is Purchase Order

          -Quantity = is greater than 0

          -Quantity Billed = is greater than 0

          -Quantity Fulfilled/Received = is equal to 0

      4. On Results tab > Columns Sub tab, add the following fields:

          -Document Number

          -Status

          -Quantity

          -Quantity Billed

          -Quantity Received

          -Applying Transaction

    Like what John said, If you need more data from the Vendor Bill, use the Applying Transaction join fields.

       5. Enter a Search Title and hit on Save &Run


    I hope this information helps and will work on your end. Thank you very much! 😊

    ---------------

    If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies.


    Dominica Sevilla - Oracle | Ask a Guru

  • Daniel V
    Daniel V Member, forum_userscommunity_users Posts: 23 Newbie

    Thank you @Dominica Sevilla-Oracle and @JohnCirocco 👌

    Could you show me how to display the vendor invoice number and item amount. I need to display the total amount (to explain why our AP is higher than AR - as we don't invoice until items are received).

    I'm not sure how to reference the Applying Transaction Field in Results.

    Much appreciated.

    Daniel

  • JohnCirocco
    JohnCirocco Member, forum_userscommunity_users Posts: 1,393 Silver Badge

    When you add a new result field, scroll WAY down to the end and select "Applying Transaction ..." and that will get you to the join of the vendor bill.

    Here are the additional result fields:


    John Cirocco

    Sr. NetSuite Administrator

  • Dominica Sevilla-Oracle
    Dominica Sevilla-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 364 Bronze Trophy

    Hello Daniel,


    Good day! Thanks again. @JohnCirocco. 🙌

    And John is right.. again. 😍 To display Vendor Invoice Number and Item Amount, scroll down to Applying Transaction Fields... then you can select:

    • Transaction Number
    • Amount
    • Item Rate


    To learn more about Transaction Saved Search join fields, you can check these SuiteAnswers articles:


    I hope this helps. Thank you so much! 😊

    -----------------------

    If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies.


    Dominica Sevilla - Oracle | Ask a Guru

  • Daniel V
    Daniel V Member, forum_userscommunity_users Posts: 23 Newbie

    Thank you so much @JohnCirocco and @Dominica Sevilla-Oracle 🤓. This is great.

    Much appreciated 👍️

    Daniel