Is it possible to run a report of inventory quanti...
# general
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Is it possible to run a report of inventory quantities ON HAND in NetSuite from a historical date? I am a CFO and looking for an inventory rollfoward report. For example: 1/1/2020 Inventory Quantity on Hand by Item January Receipts January Sales January Inventory Adjustments 1/31/2020 Quantity on hand by Item
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@Ann M Dumais I am not certain from a report perspective. I think this will be possible via a saved search. Key is understanding that "Quantity on Hand" changes with transactions related to the item: Inventory Adjustment, Item Fulfillment, etc. So getting the appropriate transactions and the respective date along with quantity should help.
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Thank you. New to NS so now working on how to create that search. If you have any guidance, please let me know.
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No problem. This is a little more advanced but try: Reports > New Search > Item > click "Create Saved Search" Criteria: Filter: Transaction Fields... > Type > (any transaction that affects inventory) Transaction Fields... > Date > (whatever date range you want) Results: Formula (Numeric) > Group = SUM CASE WHEN {the items which affect inventory/Quantity on Hand negatively} THEN ({quantity}*-1) ELSE {quantity} END This is somewhat advanced. You should consult your NetSuite partners for help if you get stuck.
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Thank you! Who/how do you find your 'NetSuite partners' if I need help?
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Who helped you import the data/go live on NetSuite?
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We did it ourselves. Sounds like I need to find a NS consultant for some training. Agree?
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There's a few articles out there if you Google that explain how to make searches with "running quantity" which it seems like you are asking. It's definitely handy