Hi, Does anyone know if there's a possibility of s...
# suiteanalytics
m
Hi, Does anyone know if there's a possibility of showing Serial Number, Supplier Name and Customer Name in one line on a saved search or report?
j
Probably not, since you'd have to do multiple joins to get from the transaction level to the item level to the supplier information. You could try starting with an item level search and reaching back to the transaction level and inventory detail, but you're going to be stuck with whatever supplier/customer information is displayed on the transaction level itself as you won't be able to do another join to that record. You could also try suiteanalytics workbook which doesn't have the single-join limitation. That or you would have to bring the supplier information into custom fields accessible on the item record itself, but that doesn't sound like a fun/stable/scalable solution to me.
m
Hi @James Morris thanks for the message. I tried SuiteAnalytics workbooks but had the same issues as I have on saved searches. Supplier and customer names don't sit on the same line. The only thing I can think of is to show customer and supplier names on serial number regards via script, then run an Inventory Items saved search. 🤔
n
Let me try to reframe this. What you want for each Serial number is the Vendor (Item Receipts) who supplied it to you and the Customer whom purchases it (Item Fulfillments). Start with a Transaction Search with Type of the two transactions. Initial Limit the dates so we can get some easy data. On results add the Date, Doc Number, Names, Qty and Inventory Detail. Now have a look at the output to see that you can see how you could match some Serials and see In and Out. Then on Results you use DECODE so you can group the results and get a useful display already matched. I’ll post a screenshot to show.
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This produces results of Serial Numbers with the Supply and Sale info
You can use the same DECODE method of course to display whatever vendor /customer names you want. I used Document Numbers for privacy.
As many of these items are high dollar value items coming in and out for sale, servicing, returns I give users a Saved Search which they can search by Serial Number and see all the relevant transactions by Serial.