Levi Pruss
10/09/2024, 2:36 PMCeligo AI
10/09/2024, 2:36 PMAI generated answer (using internal Slack threads):To create a SuiteAnalytics workbook that shows backordered items on sales orders and availability of the item in other locations, you can follow these steps: 1. Navigate to SuiteAnalytics Workbook from the NetSuite dashboard. 2. Click on 'New Workbook'. 3. Choose 'Sales Order' as the data source. 4. Add the following fields to the workbook: - Sales Order Number - Item - Quantity - Backordered Quantity - Location 5. Create a new pivot table. 6. Drag the 'Sales Order Number' and 'Item' fields to the Rows area. 7. Drag the 'Quantity' and 'Backordered Quantity' fields to the Values area and set the aggregation to 'Sum'. 8. Drag the 'Location' field to the Columns area. 9. Add a filter to only show rows where the 'Backordered Quantity' is greater than 0. This will give you a pivot table showing the backordered items on each sales order, and the quantity of the item available at each location. For the item's location availability, you can create a custom field that uses sourcing to get the available quantity. Create a new decimal number transaction line field where the source list is set to item and the source from is set to available. Please note that if you want to get the quantityOnHand from the inventory location, creating a line for every location is expected. If you need all locations in a single line, then a formula is needed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/09/2024, 2:36 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/09/2024, 2:36 PM