JohnCirocco

We do a notification email sent to our different channel managers such that when the receipt quantity matches the on hand quantity the email is triggered. Not sure if that would work for a single daily report because if the item has fulfillments after the item receipt it would not report but you may be able to create a…

in Daily Item Receipt Report Comment by JohnCirocco Nov 5, 2012 7:47AM

Also inventory activity detail will also give you that. Not as easy as a saved search but we use it for that.

in Measure Out of Stock History Comment by JohnCirocco Jul 28, 2012 1:46PM

Reports --> Inventory/Items --> Inventory Activity Detail Gives you a running total of opening balance and the transactions against the inventory. But now that I look at it, you may have to do some excel trickery because it only displays transactions that affect inventory (receipts, fulfillments, etc)

in Measure Out of Stock History Comment by JohnCirocco Jul 30, 2012 10:58AM

I logged off (then went home had a beer, came back next day...) and logged back on. I have not found a single place that appears different and shows only child records. Must not impact the areas where we use matrix items (saved search results, sales order line item entry, global search)

in Name field: how do I get it to not echo the parent name in matrix items Comment by JohnCirocco May 24, 2012 9:38AM

I tried the preference setting but when I go to a sales order and enter the start of a matrix item it still displays the whole parent:child stuff.

in Name field: how do I get it to not echo the parent name in matrix items Comment by JohnCirocco May 23, 2012 12:02PM

Doh, I should have figured that out. Thanks for the answer and especially the original response!

in Name field: how do I get it to not echo the parent name in matrix items Comment by JohnCirocco May 23, 2012 9:09AM

Chris, Thanks for the formula. I slightly modified for us as I need the parent to display if the item is the parent so I ended up with: NVL(REGEXP_REPLACE(REGEXP_SUBSTR({name},': [^:]+*$'),': ',''),{name}) My question to you is, what does the [^:] do?

in Name field: how do I get it to not echo the parent name in matrix items Comment by JohnCirocco May 22, 2012 11:14AM

If you want to see the tax amount charged on each line item on a sales order: Mainline, Shipping Line, Tax Line and COGS line are all false this gets you the individual line items. the amount charged for tax is a field "Amount (Tax Total)"

in Sales Order saved search - taxable line items issue Comment by JohnCirocco Apr 13, 2012 10:00AM

What is interesting is that I changed my setting and in every place where I have the issue (including saved search results) I still see parent:child. So thanks again for the formula info.

in Name field: how do I get it to not echo the parent name in matrix items Comment by JohnCirocco May 23, 2012 1:11PM

I have been waiting a month for a response to same question... https://usergroup.netsuite.com/users/showthread.php?t=29885 I wwill be asking at SuiteWorld if nothing by then...

in Saved Search Multi Level Drill Down Comment by JohnCirocco May 4, 2012 11:38AM

Fran, Making a search public only allows users to run the search. If they do not have access to the Purchase Order records, then they will not be able to see the data. One option is to customize the Purchase order form to show only the fields you want them to see and make that form their preferred form as well as restrict…

in Saved Search has no results - what am I missing? Comment by JohnCirocco Mar 25, 2012 9:24PM

One other option (I have not tried my self yet) is to check the "Run Unrestricted" box on the results tab. I happened to see the help text associated with this the other day. "Check this box to make search results available to users who normally do not have permissions to see the underlying records. This option allows…

in Saved Search has no results - what am I missing? Comment by JohnCirocco Apr 18, 2012 7:39AM

sorry all, I forgot I had posted here. If you use field Division (No Heirarchy) then the error occurs but when you just use Division, it works fine. I was using the wrong ones...

in Saved Search Drill Down does not work for Division and Department Comment by JohnCirocco Mar 15, 2012 11:55AM

Is this on a saved search, KPI or report? On my KPI selections I have a Last Month (as well as Same Month Last Fiscal Year).

in Last Fiscal Month Comment by JohnCirocco Jan 12, 2012 8:02AM

Sorry so brief but on iPad. Summary criteria of Maximum on date and check if less than Jan 1, 2011

in Item Saved Search: No Item Receipts After 2010 Comment by JohnCirocco Dec 22, 2011 7:53AM

Should be simple search of either sales orders or cash sales, mainline=yes. Group by Type, Function Average for amount. Throw in a date range filter and you are set. Add another Count of Number and another Sum of Amount to get total sales records and dollars.

in Average sale amount? Comment by JohnCirocco Dec 13, 2011 7:40AM

John, Then just omit the Sales Order from the selection criteria of the search because when you start with a sales order you will always create a Cash Sale (when there is a payment method) or an Invoice (when there is no payment method).

in Average sale amount? Comment by JohnCirocco Jan 3, 2012 3:27PM

Run the same report but use fulfillments instead. When a kit is sold you are actually fulfilling the Kit member/component. You can retrieve sales order information by using the "created from" fields

in Include Kits in Sales History Comment by JohnCirocco Dec 7, 2011 8:31AM

Fulfillments do not follow "normal" saved search assumptions. 1) Do not use Mainline at all. Some fulfillments with 1 item have the detail on Mainline=yes, when more they then have on both 2) Make sure you add COGS Line=False 3) If you use Multi-Location Inventory you will get a result for each location so you need to…

in Include Kits in Sales History Comment by JohnCirocco Dec 7, 2011 10:08AM

Thanks for that. I did have the same issue with receipts and will go back and update that search also. I have to believe there is an as yet undocumented field (like COGS Line, Shipping Line, Tax Line) that is out there that we just don't know about.

in Saved Search over Transfer Orders Mainline=No Comment by JohnCirocco Sep 13, 2011 7:53AM

Item Search at its simplest assuming you do not use bins or multilocation inventory: Criteria Inactive=False Preferred Vendor Is Not NONE Results: Name Description On Hand On Order Available Preferred Vendor Additional Filter: Preferred Vendor (check show in footer) Hope this helps

in It's so simplistic- so why can I manage to do it Comment by JohnCirocco Sep 7, 2011 8:10AM

Interesting... When I do that it still repeats the lines with the negative quantity. Thanks for the thought though.

in Saved Search over Transfer Orders Mainline=No Comment by JohnCirocco Sep 12, 2011 5:06PM

Unfortunately at home so no access to notes but I seem to remember Evan reply to someone regarding this a while back where you create a saved search grouped by customer/item sum qty and date as max(?). Filter on customer so at run time select your customer and export.

in Exporting Item / Sales History Transations to Excel Comment by JohnCirocco Sep 17, 2011 7:23PM

I was hoping to use a saved search as I don't do a lot of scripting. I just need a csv file to feed label software.

in Qty of Line Item and Qty of all packages on order? Comment by JohnCirocco Sep 8, 2011 10:26AM

For what it is worth we ALWAYS use a search before a report. Much easier to design from our point of view. Report layout may be better in Reports but the data you can retrieve is much easier to get at in searches. We have 2 Transaction searches we run daily. On that brings back the Header Info only (MainLine=Yes) and a…

in Return Authorization report Comment by JohnCirocco Jul 28, 2011 9:41AM

Excerpt from old post: https://usergroup.netsuite.com/users/showthread.php?t=26475 Criteria: Type=Kit/Package, Assemblt/Bill of Materials inactive=false Results: Name Display Name Type Item Type Member Item Member Item : Description Member Quantity Member Item : Purchase Price Formula (Numeric)…

in Searching through components - Bill of Materials Comment by JohnCirocco Jul 26, 2011 8:25AM

Wow, such a simple solution... I created a formula(numeric) and forced the value to 1. Then summed that result. Perfect, Thank you. I need to remember that for the future.

in Saved Search with Fulfillment Number of Packages dilema Comment by JohnCirocco Jul 15, 2011 10:30AM

Awesome. Thanks. Not the first time nulls have hurt me. John

in CASE statement in Saved Search results field question Comment by JohnCirocco Jul 11, 2011 5:44PM

Olivier, yes I have used that but when sending the report using an email the restriction is ignored and the user gets the entire report.

in Ranking results Comment by JohnCirocco Jun 28, 2011 7:56AM

Thanks for trying. It's a sad, sad day when I have to use ms/sql...

in Ranking results Comment by JohnCirocco Jun 28, 2011 9:16AM

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JohnCirocco · Sr. NetSuite Administrator · Silver Trophy

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