How to get a report of quantities/amounts of trans...
# ask-stanley-ai
a
How to get a report of quantities/amounts of transactions per transaction type
c
AI generated answer (using internal Slack threads):
To get a report of quantities/amounts of transactions per transaction type, you can use NetSuite's Saved Search feature. Here's a step-by-step guide on how to do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of transaction you want to report on (e.g., Sales Order, Purchase Order, etc.). 3. On the Criteria subtab, you can set the filters for the search. For example, you might want to filter by Date, Subsidiary, or Department. 4. On the Results subtab, you can define what information you want to see in the report. For example, you might want to see the Transaction Number, Date, Amount, Quantity, etc. 5. You can also use the Summary subtab to group the results by transaction type and sum the quantities and amounts. 6. Once you've set up the search to your liking, you can save and run it to generate the report. For example, if you want to get the total transaction count and total dollar amount per subsidiary, you can add a column for Subsidiary in the Results subtab and then group by that column in the Summary subtab. If you want to see all transactions for a given account and a given period, you can use the General Ledger report (Reports > Financial > General Ledger). This report will give you the transactions listed for an account per period. If you're comfortable with SuiteQL, you can also use it to create more complex reports. For example, you can use a Suitelet to get a report of the quantity on hand per lot number per item as of any date selected. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835150898
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82831496
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82539314
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