Hi @Dallas H, Here's the formula I came up with: (SUM(CASE WHEN {transaction.location} = 'Edmonton Warehouse' THEN {transaction.quantity} ELSE 0 END) + MAX(CASE WHEN {transaction.location} = 'Edmonton Warehouse' THEN {locationsafetystocklevel} ELSE 0 END) + MAX(CASE WHEN {transaction.location} = 'Edmonton Warehouse' THEN…

I think you don't need a formula for this. You can just add Transaction: Quantity as the field column, then set the Summary Type as Maximum for Highest order size and Average for Average order size.

Hi Dallas, Try this: SUM({transaction.quantity})+SUM({locationsafetystocklevel})-SUM({locationquantityavailable})

Hi @Dallas H, It's totally fine, as long as you are learning. That's what's important. ? And you're right, it is small this time. Almost too small that I needed to zoom in to your screenshots. ? Notice that in the formula for EDM Sold and CGY Sold, you used {transaction:quantity} for the field (with a colon ":") when the…

Hi @NetSuite4All, We do have the NS_CONCAT function which does exactly what you need. Try adding this formula in a Formula (Text) field: NS_CONCAT({item}) For this to work, the lines must be grouped, so make sure to group the lines by Internal ID or Document Number (or any other field that you need them to be grouped) By…

Hi @Dallas H, Just to be clear, Quantity Billed is usually associated with Purchase Orders, since this record is the one related to Bills or Vendor Bills. Since you have your transaction type set to Cash Sale and Customer Invoice, then I assume that you are referring to the quantity sold, or invoiced. If this is the case,…

Hi Nitin, You can create and run a report/search to get the information you need to be able to analyze and classify the inventory. But you would still need to do the analysis since there maybe a lot of factors to consider. I went over the article that you mentioned initially and it stated: You can use Microsoft Excel to do…

Hi Tom, Do you still need assistance on this one? Kindly provide the exact steps you did to encounter the error so we can further test and check this one out for you.

Hi @Dallas H, Try this Item Saved Search: Criteria tab Results tab Formula Used: SUM({transaction.quantitybilled})+MAX({locationsafetystocklevel})-MAX({locationquantityavailable}) I believe this should show the information you need, based on the initial screenshots that you provided. Let me know if this works for you, or…

Hi @User_RHKAB, Thank you for keeping this thread updated! I did further tests on my account and here's the revised formula that shows the expected results: Formula (Numeric) | SUM: CASE WHEN (ROUND(((TO_CHAR({actualshipdate}, 'J') - TO_CHAR({datecreated}, 'J'))) - ((((TRUNC({actualshipdate}, 'D')) - (TRUNC({datecreated},…

Hi @KNason76, If you notice in the Available NetSuite Fields in the Field Mapping step of the csv import, we can only update the header level information of the BOM record, and we can't update the Assembly sublist as this is not yet exposed on the csv import assistant. To be able to update the BOMs associated with…

Hi @KNason76, Can you clarify what exactly it is that you are trying to do? You previously said that you need to be able to delete Assembly Item Records. Are you encountering an error message when you try to delete these records in the UI?

Hi @User_RHKAB, When I tested this one on my account, it was excluding weekends. Can you send a screenshot of the results tab showing the following fields: Date Created Actual Ship Date Formula (Numeric) with the formula provided Formula (Percent) with the formula provided

Hi @Tom Dalton, Can you provide more details on what you are updating in for the Matrix Items? What exact fields are you trying to update? I am trying to replicate the error on my test account so it would be much appreciated if you can provide the steps you took to encounter this error.

Hi there @User_RHKAB, Were you able to test the solution I provided in my previous comment? Let us know if it was able to resolve your concern or if you need further assistance on this one. -Ivy

Hey there @Dallas H, Good to see you again here in our community! ? Regarding getting the results to show the quantity/amount sold per month, I have a related discussion which I posted: Although the title says "Items Shipped by Month, this can also be applied to get information like Quantity Sold, Received, Returned,…

Hi @Martha Hakes, I checked on this and noted that this functionality is not yet available in NetSuite. Currently this is logged under: Enhancement 68529 Price Levels > Allow users to create price levels that calculate based on an item's cost instead of your entered base (selling) cost. Currently, Price Levels in NetSuite…

Hi @sanimesa, Thank you for posting your concern here in our community! Allow us to check on your concern and we'll get back to you with our findings. Also tagging our Gurus who can help you out on this one: @Erick Dela Rosa-Oracle / @Mikko De La Fuente-Oracle, any insights you can share? To our other members, feel free to…

Hi @JohanvL, Thank you for posting your concern here in our community! We'll be checking on this and we'll get back to you with our findings. To everyone, feel free to comment your insights on this.

Hi @User_MC441, I agree with @John Griffin that the CSV Import for negative and positive adjustments should be done separately. Additionally, can you try using the Internal ID of that Inventory Status instead of the name? You can find the Internal ID by checking Lists > Supply Chain > Inventory Statuses. Then make sure to…

That is correct. Based on my testing, when I try to set the BOM to blank/null, I get this error message: Please enter value(s) for: Bill of Materials I did some further research about this but I could not find any documentation about unlinking or removing BOMs from Assembly Items by bulk. However, I tested it on my test…

Hi @KNason76, I think the one of the comments in your previous post is applicable to this one: Based on my testing, you would first need to disassociate the BOM with the Assembly Item. To do this, a CSV Import for the Assembly Item is needed to be done first. Here's my sample Assembly Item: Notice that it has only 1 BOM…

Hi there @User_RHKAB, I did some tests on my account and here's the formula I came up with: Formula (Numeric): CASE WHEN (ROUND(({actualshipdate}-{datecreated})/7*5 + MOD(ROUND({actualshipdate}-{datecreated}), 7)) - (CASE WHEN TO_NUMBER(TO_CHAR({actualshipdate},'D')) < TO_NUMBER(TO_CHAR({datecreated},'D')) THEN 2 ELSE 0…

Hi @NitinEOH, Per checking, there is currently no way to automatically calculate and update the Item Classification field. I did find an enhancement request related to this which you can vote for on the SuiteIdeas page: Enhancement # 610991 : WMS > Ability to auto calculate and populate the Item Cycle Count ABC…

Hi there @Jay Schwausch, Glad to have you back with us today and thanks for posting your question here in our community! You are right that there is a character limit in formula fields. There is an enhancement related to this one: Enhancement # 287420: Saved Searches > Formula Fields > Increase the character Limit…

HI @eleran, Did we help in your concern? If you have clarifications related to this, let us know. -Ivy

Hi @Tom Dalton, It is standard behavior of the system that 1 Work Order will be created per item line in the Sales Order. So if you have a dozen line items in the Sales Order, there will also be a dozen Work Orders created, even if it is the same item. However, if you only have 1 line item in the Sales Order, but for 12…

Here's the Criteria and Results tab of the search I tested: Results page: Note that if you run this search, it can only show the total completed quantity per Work Order. As mentioned, it is still an enhancement to get the value of the fields per Work Order Completion.

Hi @User_8P1E0, I tried this on my test account and was able to reproduce the same behavior. Upon further checking, it seems that this is currently a system limitation and is logged under Enhancement # 252217. You can vote for the enhancement on the SuiteIdeas page. If the search criteria has Type = Work Order Completion,…

Hi @jmack_admin, Does the Item Receipt have a GL Impact? If not, then this behavior might be related to the Generate Accruals Preference on Non-Inventory Items. You can watch this video to learn more about the behavior and how to resolve it: Hope this information helps! ? If it did. then we would greatly appreciate if you…