Hi All, I am trying to create a Inventory Aging re...
# general
n
Hi All, I am trying to create a Inventory Aging report and I am basing it off of Suite Answer 75940. I am wanting to change it though to an exact date to start counting the transactions, rather than the day the report is run. Here is the formula I am using, but the results are returning transactions after 2/8/19. I am by no means an formula expert, but this is what I found when trying to select an exact date for NetSuite.
b
im kinda confused, why is this a screenshot of the columns
i would imagine the filters are what you want to modify
n
By filters I am assuming you are referring to the criteria, and they are the same as the Suite Answer, no dates involved.
It is the formula from my understanding determining what dates of transactions to pull in for inventory movement/counts.
b
there is no date filter so the results should include all dates
filters limit the data shown in the results
if you only want transactions before 2/8/19 you would add the filter: Date is on or before 2/8/2019
n
Gotcha. Pulled that in my report and it looks like it works. I will have to look through the transactions and find out!
b
you probably want to put the formulas you changed back the way they were
n
I will have to look, but the buckets for the days will still matter right? Though with the criteria only pulling in transaction on or before a specific date, the buckets would still be based off of today's date if I don't change it to that same date on the formula. Right?
b
the changed formula buckets based on the number of days between 2/8/11 and the transaction's date
thas a fixed number that does not represent things like less than one month old
n
Isn't this saying, using today's date starts 2/11 - tran date(lets say 2/8) is = 3, but if I used my formula it would be 2/8-2/8 which would be = 0
b
yes
n
Okay. So in my situation if I want to run a inventory aging as Dec 31st I will need to use my formula and the criteria change for adding in a transaction date vs the Suite Answer formula and not using a transaction date. The suite answer as it stands without changes really only runs an aging report as of the day you hit run. Thanks for helping, just trying to talk myself through the steps making sure I understand it.