Inventory Searches


Financials Unlocked

Inventory Searches



Have you needed to pull the exact inventory quantity, value or average price out of NetSuite at a historical point in time?  It’s easy in the user interface – go to the “Inventory Valuation” summary, enter the date and find the item(s) needed.  If you need to pull this detail via integration or script, the saved search details are included below.  You can also complete using a SQL query, although I haven’t included it here.

Criteria:

  1. Posting = true
  2. Date on or before (date)
  3. Formula (Text) is “incl”
    1. Formula = CASE WHEN {account.name} = {item.assetaccount} THEN “incl” ELSE “excl” END

Results

  1. Item (Group)
  2. Location (Group)
  3. Quantity (Sum)
  4. Amount (Sum)
  5. Currency (Group)

Available Filters

  1. Item : Name
  2. Location
  3. Date

Notes

  1. If the inventory asset accounts have a summary account, the formula will have to be adjusted as the {account.name} field will include the parent account and {item.assetaccount} will not.
  2. If your instance is OneWorld and utilizes consolidated exchange rates, then set the “Consolidated Exchange Rate” type on the Results tab to “None”.
  3. Average cost can be calculated from the quantity and amount columns.
  4. This search assumes that the feature “Group Average Costing” is turned off.

 

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