Monday, July 29, 2013

How to Handle Item Locations on Saved Transaction Searches in Netsuite

The Problem

We have a transaction search that is joined with items and grouped on item internal id. We want to know the stock on order and the stock on hand for a specific location, not all the locations combined. The real problem here is that it is not easy to understand what the global stock values are and what the individual locations values are.

The Solution

So here is what to do to single out a location.
  • Set up a saved transaction search with main line false.
  • In the result tab group the search on item internal id
  • In the results tab set the item:Location on order and set the aggregation to maximum this is possible since we will only ever get the quantities of a single location.
  • In the results tab set the item:Location on hand and set the aggregation to maximum this is possible since we will only ever get the quantities of a single location.
  • Now in order to isolate a specific location you need to use the filter item location and pick the location you are interested in. This is the real trick, it is very tempting to go looking for the fields starting with location but that will not work for this purpose.
  • Run the search and you will have a list of your items where you can aggregate sales data but at the same time indicate the state of the stock in a specific location. This is great when keeping an eye on stock of items in a sales for instance.
This all sound pretty logical and it is when you know what filters and columns to use.

Hopefully this will save someone a bit of time. I know for sure that I will look this blog post up in a couple of months when I need to do a similar search.




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