Need help with a formula: Tracking state changes during a time period

Hello,

At my company we ship hundreds of expensive of items to lots of destinations. In netsuite we track the status of these items with a simple list value, (e.g. “In fabrication”, “Ready to pickup”, “Shipped”)

What I’m trying to do is run a tally of all the items that were marked “Shipped” in the past 7 days from list customlist369.

Can someone please help me hack out the formula such that I can run a saved search and return only items that shipped last week?

 

FYI this is using the “Projects” resource.

 

Thanks a lot!

Rookie Asked on September 11, 2019 in Projects.
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Hi, where do you list the items and set the status for each? Is the customlist369 shown on a custom body field or column?

Set the criteria to be “System Notes : New Value” equals “Shipped” & “System Notes : Date” on or after “a week ago”, plus the main line as you want it defined (related to my second question). Under Results, group by Status, group by Item, count by Line ID (or internal ID of the transaction).

Rookie Answered on September 11, 2019.

Thanks a lot for the reply!

 where do you list the items and set the status for each?

I’ve created entities for each component (generator, tank, filter, pump) and they all use the same customlist369 for status. I set the status using a saved search, “System component tracking”, that lists every project with each component’s status and a drop down.

 Is the customlist369 shown on a custom body field or column?

It’s a custom entity? Sorry I may not know enough about Netsuite to answer this. It’s used in a saved search.

on September 11, 2019.

OK, can you try with the System Notes’ criteria? The field seems to be a custom entity field, yes. If this doesn’t make any sense, send over the current criteria, type of saved search and results definition (not the results themselves, but the configuration) and I might be able to help you out. If not, just send me an email with more detail.

on September 11, 2019.

Ok, ok, I think this is working for me! I need to verify the data but I think I’ve got it running.

 

Thanks a lot!

on September 11, 2019.

Awesome!

on September 11, 2019.
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