Not sure how to pull and insert a specific line item
Hello I am a fairly new admin for my company and I was hoping someone could help me.
I have to create a report that has to be formatted a very specific way with very specific information so that our vendors can approve rebates, this has to be be auto generated and sent every night.
I have created the report however, The only information that cannot be pulled into the report is the Purchase Order Number at the line-item level. The same situation for the other reports where we cannot bring in the Drop Ship PO (non-stock) or the Last Purchase Order (stock) number because, in NetSuite, there is no direct relationship between the invoice and the Purchase Order transaction.
does anyone have any suggestions?
Congratulations on your new role as admin! I’m happy to try to help you with your question.
It’s true that there is no direct relationship between the invoice and the purchase order transaction in NetSuite. However, there are a few ways to get around this and pull the purchase order number into your invoice report.
One option is to use a custom field. For example, you could create a custom field called “Purchase Order Number” on the invoice line item sublist. Then, you would need to manually populate this field with the purchase order number for each invoice line item. This is a time-consuming process, but it’s the only way to ensure that the purchase order number is always included in your invoice report.
Another option is to use a SuiteScript. A SuiteScript is a custom script that can be used to automate tasks in NetSuite. You could write a SuiteScript to automatically populate the “Purchase Order Number” custom field on the invoice line item sublist. This would eliminate the need to manually populate the field, but it would require some technical expertise to implement.
Finally, you could use a third-party application. There are a number of third-party applications available that can integrate with NetSuite and provide additional functionality for managing invoices and purchase orders. Some of these applications may be able to automatically pull the purchase order number into your invoice report.
Which option is best for you will depend on your specific needs and resources. If you have the technical expertise, you could consider writing a SuiteScript. If you don’t have the technical expertise, you could consider using a third-party application. Or, if you’re willing to put in the time, you could manually populate the “Purchase Order Number” custom field on the invoice line item sublist.
I hope this helps!
