I was making it way harder than it had to be, thank you again @Ivy Lopez-Oracle

Oh my gosh Ivy, Is it really that easy?? I will try it shortly, but I will be some kind of embarrassed!

Hi @Ivy Lopez-Oracle & @Tiru Chembeti, It worked just as we hoped! Thank you so much and I apologize for the delay in letting you know.

@kastnerd how does your suggestion work? Would you please elaborate?

Hi All thank you for replying. Here are the screenshots of a current example. Please let me know what you think, hopefully there is a way to link or automate this that I am unaware of. It just seems so strange that there is such a defined way to link other transactions but nothing for this.

You are so awesome Ivy!! Thank you again!!

Hi @Ivy Lopez-Oracle , Thank you for that; it would help with the email. I do hope to still have March and February in this case. However, if there is a way to enter a date in the filter "as of this date" then we wouldn't need the email at all. Is there a way to enter the date for the search to reference instead of…

Hi Ivy, I referenced the wrong previous thread... Wow. This is the correct one, How to create a Saved Search for the average number of items per Sales Order? — Oracle NetSuite Support Community

Hi John, I replicated the search, and it worked, but I am trying only to show items that have been received for the first time. We want to identify when a new item is received so we can set up the replenishment and demand plan parameters upon arrival. I tried adding a date created to the criteria, but it shows me the…

Hi John, Thank you very much; that makes much more sense. I will try it now! Warm regards, Dallas

It works perfectly!, thank you so much!! I have to ask, where did you learn all of this??

Wow M.Lisa thank you so much!!! I am not able to try this yet, but I can’t wait to try!! I will let you know asap! Thank you again.

M.lisa, You are fantastic, I was totally overthinking it!! Thank you so much!! This is what I have so far, it is just for last month and has the count of Doc # and Items. I am hoping to have it show the average number of items per sales order. Then compare this month vs last month. Do you have any ideas??

Hi Dominica, Please see the below screenshot. I imagine I am looking for a case when formula, but I am struggling to figure out what parameters to enter. Thank you, Dallas

Hi Joy, Thank you for your reply. I did not make any customizations in the smart count, it would work if I changed anything about how it works. Here are the screenshots, the last one has an example of two adjustments in the same shot showing the fields that are missing:

Hi Dominica, I finally got a chance to try this and it is perfect! Thank you!!! Dallas

Hi Dominica, Do you have any other ideas about this one?

Hi Joahnna,, Thank you for replying. I do not need to update the order items screen; I already did that. I need to make the formula in the customer field on the item record work. I hope that clarifies what I am trying to do.

Hi Dominica, It isn't an issue of them not showing in the app; they are not showing on the inventory adjustment. Please see the examples of adjustments today. The ones with location and Branch are manual adjustments done in Netsuite. The Smart Count App has completed the rest. I used the top one as an example. The…

Hi Dominica, yes that is correct, but it isn’t just that because I had that part too. Please read my post from the 8th as I got close but it wasn’t quite there yet. December 8, Hi Dominica, Thank you for sending this through, it seems like this could be the start of what I am looking to do. There are a few things that I…

Hi Dominica & @Ivy Lopez-Oracle , Thank you for replying. However, I was not very clear on what my issue was. The formulas you sent I have working on my search already. The things I am missing are: Sales Orders count - BY EMPLOYEE for December 2019 (or for any year/ month, that part I have working. It is the by-employee…

Hi @Ivy Lopez-Oracle I hope you are well. Since you have always been so good at finding creative ways to help, would you happen to have any ideas about how I can accomplish this? Thank you, Dallas

Hi Nicole, I am not sure why I couldn't find that. Thank you and sorry for wasting your time. Dallas

Hi Dominica, Do you have any ideas about what might work? Thank you, Dallas

Hi Dominica, Thank you for sending this through, it seems like this could be the start of what I am looking to do. There are a few things that I still need or to change. First, it is a list of the customers instead of the employee that makes the sale. We are using Employee (custom) instead of the sales rep. It would be…

Ivy, you are all kinds of awesome! Thank you so much again!😀

Hi Ivy!! I am so happy to have your assistance again! The source of the info is the part I am struggling with, if I look in Item 360 for the top item and change the dates, it gives an average sales number. That is what I am looking for:

Hi Jack, that worked like a charm!! Thank you so much!!👋

Well that was embarrassing LOL, Thank you again Ivy!!

Hi Emil, I tried mapping to the account instead of the expense account and they worked!! Thank you so much!!