@Fabss The above referenced screenshot was view (not edit) of an item card. I was pointing out the fact that the fields I want (reorder point and safety stock level) already show on the item card view. That is why I'm confused as to why they cannot be shown on a line item when it is entered on a purchase order.

@Fabss The main purpose for this is to determine how many of an item we might need to purchase when creating a purchase order. We are using it as a bit of a cross check to verify the item supply plans we have setup are calculating properly. If something came up short, we would like to put in another PO to get the correct…

@Fabss As an example, we have a custom transaction line field created named "Safety Stock". It is setup as type "Decimal Number" and it applies to Purchase Item. The Store Value box is not checked. On Sourcing & Filtering, it is set to Source List "Item" and Source From "Safety Stock Level".

Not sure why a field that displays on an item cannot be shown on a purchase order without a script. If the field is already showing on the item card... ...why would it not be available to display as a custom transaction line field using the field that is already on the item?

@Wee Ming THANK YOU!!! I have added your recommendations, and it appears the saved search is showing exactly the data we need to see now. I have spot checked several of the results and they all add up exactly as the results of the saved search show.

@Fabss Thank you for this comment. Scripting is not our strong suit in NetSuite. Can you elaborate a little more on what might be needed to accomplish this? Both of these are already fields on the item itself. We just need to be able to pull that data that already exists and display it on a purchase order line. We have no…

Thank you @User_1IIJT ! You are getting us closer to where we need to be with this report. We have made some slight modifications to your suggestions. They are below... Standard Criteria: Summary Criteria: Results: As for the changes made, we are looking for any customers that have purchased either Item A or Item B over…

This is not quite what we are looking for. We would like to show the total amount of purchases of all items for any customer that has purchased item A over the 90-day period. If they purchased item A during that time, we would like to see the total amount of items A, B, C, etc. they have purchased during the 90-day period.

It's always those mundane little tasks that cause the problem. I didn't even notice that box was checked. Unchecking it allowed the data to flow properly and it is now showing on our purchase orders properly. Thank you.

There are two custom transaction line fields we are trying to add to the PO. One of them is named Back Ordered and the other one is named On Order. Both of these exist on the item card. We just want to be able to display that data on a purchase order so we do not have to open a bunch of reports to view all available data.…

Apparently, I just needed to use this as a sounding board. We were finally able to figure out the correct syntax to make this work. CASE WHEN {type} = 'Inventory Item' THEN {purchasedescription} ELSE {description} END That is displaying the proper description for each item whether it is an inventory item, assembly item, or…

It looks like Suite Answer ID 66552 finally got us where we needed to be. We needed to add Applying Transaction Fields->Type->none of sales order. After adding that into the criteria of the saved search, estimates that had sales orders created during the workflow no longer showed up.

You are correct. We were originally working with opportunities and switched to estimates instead. Opportunities required the Ship Via field be added for transforming. Estimates send the data over without that mapping. Thank you.

That change would work globally, but that is not exactly what we are looking for. We just want to be able to change the return address for sales order confirmations. We do not want all communications from customers to go through our customer service department. If an estimate is emailed to a customer, we still want the…

Your method worked as well. The good news is, whichever criteria I used on the saved search, it prevented another sales order from being created from the opportunity. As a bonus, if I delete the sales order it created, it resets the opportunity from closed-won to another status, so it can be switched back to closed-won to…

It looks like changing the saved search to include criteria Workflow History: Workflow is not "Name of Workflow" removes the opportunities that have already had a sales order created from them from the search. That should resolve the issue with creating multiple sales orders from the same opportunity. I still need to test…

Ship Via did in fact resolve the problem. I added the field on the workflow action and it successfully created the sales order. Thank you for the assistance on that. I will look into the duplicate creation problem as well. If you come up with a resolution, please let me know. I will do the same.

Here are screenshots related to the workflow that has been created. I'm trying to figure out how to get the Shipment Method field to transform from the opportunity to the sales order since that is a required field on our custom sales order transaction form. I have also included a screen shot of the custom transaction body…

After checking the log file, I discovered that the recommendation does work properly. I found another issue I haven't been able to figure out, though. We have a mandatory field on our sales order named Shipping Method. The sales order will not create from the opportunity because this field does not get transformed. I have…

This is getting me down the right path it looks like. I only want to create sales orders from opportunities that have been marked as closed-won, though. Am I correct in assuming the saved search criteria you showed needed to be changed to any of closed-won instead of not closed-won? I created my saved search based upon the…

This must have been a temporary hiccup as we have not experienced again. Not sure what was causing the issue, but it does not appear to have been a permanent problem.

It looks like this will get me down the right path. I have some customizing to do, but this report allows me to verify that it is showing all inventory items consumed in assembly builds as well as sent out by themselves on item fulfillments. Thank you.

NetSuite support was finally able to find the answer to this. I never would have guessed this to be the problem. The resolution was to add Employees with view permissions to the list settings. Not sure why that was necessary, but that allowed the search feature to start working.

I setup a simple item search with no criteria entered and only standard data points on the results tab (Name, Display Name, Description, Type, Base Price). I verified I could view the results of the search when logged in as a user with the role. I went to the suggested URL and then attempted to open search in a different…

I attempted to set the preferred form and results on the roles using a saved search the role has permissions to. A user on the role is able to open the saved search without any issues. It displays the results just fine. When going to do an item search through Lists->Accounting->Items->Search, though, it still gives the…

Thank you for this information. This was a piece I was missing. Unfortunately, after searching through all 93 saved searches that showed up when filtering upon item, none of them were set as the preferred for these roles. I only found one of these 93 searches that was setup as preferred for any role, and that search was…

I'm not sure if this will help track down where the problem comes from or not. I created this custom role (role A) from another custom role (role B). I just did an edit of role B and did a Save As with the new name of role A. I noticed if I login as a user with role B access, it, too, is unable to perform a search. It gets…

I have no idea where to find the preferred search result. The search page will not pull up for a user with this role to even display what the preferred search being used is.

I ran that link and got the same results. It shows the entire items list, but still gives the unexpected error when trying to perform a search.

Yes, I ran the solution, and it did not affect the issue. Still getting the same generic unexpected error.