RE: Saved search: transfer order – no “To Location” data
The {location} field on an Inventory Transfer saved search seems to contain both the ‘from location’ and the ‘to location’ resulting in one transfer order search generating multiple lines
- the first line {location} results with the ‘from location’ data and
- the second line for the same transfer ID {location} results in the ‘to location’
If filtered with ‘main line’ true then you get one line per transfer but only ever the ‘from location’, never the ‘to location’.
Need to get a saved search to produce, in one line, both the ‘to’ and the ‘from’ locations. Looking at the transfer in GUI the ‘transfer from location’ is: [Field ID: location] and the ‘transfer to’ field is: [Field ID: transferlocation].
The issue is that putting {transferlocation} on a saved search always returns -none-.
Closest Answer Id: 32418 sort of addresses that this is an issue but the suggested use of:
Formula (Text) | Formula = case when nvl({quantity},0) < ‘0’ then {location} else null end | Custom Label = From Location
Formula (Text) | Formula = case when nvl({quantity},0) = ‘1’ then {location} else null end | Custom Label = To Location
–> Does not get both data points on one line.
Looking for Transaction saved search
Critera =
- Type is Inventory Transfer
Results=
- Date, Group
- Document Number, Group
- Amount (Credit) , Sum
Need (on the same line, could then be concatenated)
- Transfer from location
- Transfer to location
Ok, I think we are down to:
inventory transfer -vs- transfer order
Chris your solution is elegant and works for ‘transfer orders’, Thank you!
My company uses both ‘inventory transfer’ and ‘transfer order’ for slightly different purposes.
On ‘inventory transfer’ type, NetSuite is unable to connect/join the data in ‘to location’ and it always produces -none- result even though the form for ‘inventory transfer’ uses that field. I have a support case open and will update this thread on what NetSuite says.
Glad you’re happy with the solution for Transfer Orders and hope you get a speedy response to the case!