Here’s a quick tip if you’ve been using NetSuite for a while and have everything on autopilot.
It used to be that if you were doing a transaction search you couldn’t seem to get the status of individual line items on Sales Orders. The best I ever seemed to do was to search for the status of the order and create a dashboard custom search that showed the number of orders that were:
- Partially Fulfilled
- Pending Approval
- Pending Billing
- Pending Billing/Partially Fulfilled
- Pending Fulfillment
That search has served me pretty well and allows you to monitor the different “stages” an order goes through.
But, I think as of version 2008 you can search transactions and display, for individual line items the following:
- Quantity Billed
- Quantity Commited
- Quantity Fulfilled/Recieved
- Quantity Packed
- Quantity Picked
When you do your search you’ll want to eliminate certain items from your results with criteria but it’ll be fairly obvious depending on what you’re looking for.
So, if you haven’t looked at these fields to flag you if/when things get missed or become problems check them out.
Once you have your search set up there’s probably more work to do. For my searches I use with this stuff I need to export the list to excel or calc and filter the information.
For Example, I export all line items from open sales orders and include the quantities. Because you can’t do an if, then else, type of forumula in NetSuite I’ll do that in my spreadsheet. Ex. If Quantity Billed is less than Quantity, then “No”, else yes. Then I can filter on unbilled items. I do the same for fulfillments. Then I go and use some pivot tables to see different catagories of items.
Now I can easily see billed/unbilled, fulfilled/unfulfilled items, by class, by department, by location etc.
This is something that could be automated with a little scripting.
It’s a simple tip but I hope it helps at least one person out there.