Ask A Guru

Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until March 26, 2025, 2:00 PM ET to comment your answers and earn rewards! Click here for more details.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!

Saved Search Summing Help

edited Jan 7, 2025 10:15AM in Ask A Guru 6 comments

I have a saved search that I'm trying to use to compare how much of an item was Estimated to a customer vs how much was actually put to Sales Orders.

When I drill down, here we can see the customer, the items and the related transactions they appear on. The quantities are all coming through correctly, but the issue occurs once I try to summarize the results.

From the consolidated view, there are three items missing which are the ones highlighted in the above image. So the items it's missing are the ones that were both quoted for and sold, so there is an issue with it trying to Sum/Group the results and I'm not sure what. It's the same item to the same customer, so the grouping should be fine, then it just needs to sum with the 63MR10 example, Qty Quoted = 1 + 1 + 0 + 0 and Qty Ordered = 0 + 0 + 2 + 2.

Sam Dainton

ERP Project Manager, MPUK

Mobile Power ltd - www.mopo.co.uk

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2025)

This Week's Leaders

Loading

More...

This Month's Leaders

Loading

More...

All Time Leaders

Loading

More...