Regarding a Gross Profit report

Question

Hi Everyone:

Is there a way I can generate a Gross Profit report that includes all the cost and sales based on a customized body field?

For example, under below job number(customized body field) BZ0013359, it has multiple sales and multiple cost, is there a way I can pull a report that includes total customer sales/customer credit and total vendor cost/vendor credit under this job number?

Tapendra Singh · Accepted Answer

Hi @Kevenale

A Transaction Saved Search might be right approach here. There is a NetSuite Answer ID 89639 that walks through building a GP saved search, but it will need a few adjustments for your use case:

* Transaction Types: Include all relevant types (Invoice, Credit Memo, Vendor Bill, Vendor Credit) not just Invoices
* Group By: Instead of Document Number, group by your custom Job Number field
* Columns: Add both customer-side (Amount, COGS) and vendor-side cost columns

Have you tried building it as a saved search yet? If you share what transaction types are involved, I can help refine the criteria.