RE: Doubled Amounts in Saved Search
I have been working on a saved search to display a listing of items (Inventory, Assembly, Kit/Package) that have sold/been fulfilled over the last 12 months at one location.
Specifically looking for the Item, Reorder Point, # of Fulfillments (12 mon), # Items Fulfilled (12 mon), #Items Fulfilled (over each mon), among other things. Using resources from classes, found online, etc. I have built the search. My criteria and results fields are shown on the attached images.
Am using Main Line either, as True or False both seem to remove items and change counts.
I am summarizing the results; although if there is a way to simplify it (e.g. via the use of SUM or COUNT type formulas) vs having to summarize the details down, that would be great too. I am grouping by item, counting the fulfillment records, and summing the item amounts for the year and months.
I am facing some problems. First, I am finding that some items are showing double the amounts on the Summary, as compared to the Detail of the item. Some items are not being doubled though. In a check of a few items, I see that 3 items being doubled are Inventory Items, measured in “each” and I see 3 items – a Kit/Package, an Assembly (“each”) and an Inventory Item (“yard”) not being doubled.
Second, we want to look at the reorder point too, but the number the system is displaying is double what it is set to for the location. I think the system is adding up the reorder points for two locations. I’m currently “fixing” this by dividing the RO by 2. And I’ve tried all location changes to criteria I can think of to fix.
I’ve tried every avenue I can think of or find online (have spent many hours thus far searching/trying) thus far to resolve the issues. Any help would be greatly appreciated. I’m only a month with this company and in using NetSuite, and my tasks revolve around these searches to help the business. So I still have lots to learn and refine. Thanks.
Hi Chris. Thanks for taking a look. I realize it’s hard to assess an issue, especially on something like this, w/out detail and information.
First, to be clear on my goal. It is to have a search listing of items with Name, RO Point, and some other info, but having something like what you get under Item 360/Historical Item Sales for the item as well. I originally was using Sale Orders, but changed to Item Fulfillments as the base, being that we having inventory items that are not sold individually, but are sold in groups as a Kit, or used in Assemblies that are then sold. As they all have fulfillments, that then made sense. There may be a far simpler approach than what I am doing currently, and that would be great.
In looking further based on your comment, I found this (http://www.netsuiterp.com/2019/01/items-on-item-fulfillment-saved-search.html) and tried it, but it does not work as the lines don’t always line up to the 0, 3, 6, 9 etc. as they say.
I added the Line ID to the search and will share a summary view and detail view for an item below. For the majority of IFs for Inventory Items and Assemblies there are three entries for each IF – 2 positive values, 1 negative. A core item used in an Assembly has 1 positive, 2 negative. And a Kit item just has 1 positive.
But…. here’s a kicker while I was making images for reference as you requested, I noticed something. And it is when the doubling occurs.
If I go to an item using the upper right hand drop down, the results do not look to be doubled in the Grouped/Summary of the items. To make things easier to use, I have a filter for Item and have been using that to go to items my boss was pointing out that he was looking at. If I filter by item the resulting Grouped/Summary numbers (the SUM’d values) are then doubled, with the exception of Assembly and Kit Groups; only Inventory Items. Strange, although I believe I saw the same thing occurring when filtering items by Vendor also. Pics below for reference. Thanks and appreciate finding this group and any help it will provide moving forward!
Item 1 – Non-Filtered Summary, Filtered Summary, Detail
Item 2 – Non-Filtered Summary, Filtered Summary, Detail