Hello people, is there any native way in netsuite ...
# generala
Anas Jakwani
09/11/2023, 11:45 AMHello people, is there any native way in netsuite to analyze line items. I want to know how much is the expense and revenue for each line in a transaction?
👀 2
m
MGBC
09/11/2023, 2:04 PMLike a saved search or report?
a
Anas Jakwani
09/11/2023, 2:05 PMThe criteria for that saved search would be very complex to get results of something like that. Is there any reports which shows the analysis of the revenue and expense for each items by analyzing the financial transactions related to them?
m
MGBC
09/11/2023, 5:26 PMoh i see...yes' i've created a saved search that looks at both Item Fulfillment and Invoice, then uses the "Applied to Transaction" join to combine the 2 together by Sales Order and SO Line.
It's not perfect because there are a lot of variables. For example if the IF date is 8/31/23 and the invoice date is 9/2/23 then your month to month comparison will be off.
Also if you have Lot Numbers or Partial Fulfillments it can skew the data as well
MGBC
09/11/2023, 5:26 PMHowever, if you have a more standardized/simplistic process it could work for you
MGBC
09/11/2023, 5:26 PMOr at least worth a shot to try and see what the data comes out like
a
Anas Jakwani
09/12/2023, 6:27 AMI'll give it a go. Thanks 👍