Tag: Report customization

Exclude closed sales orders from Sales Orders by Sales Rep Detail Report

The Sales Orders by Sales Rep Detail Report includes all of the Sales Orders and Return Authorizations made during the date range selected and excludes only those with either Cancelled or Pending Approval Status. This customization allows a user to also exclude those with Closed Status. Solution Navigate to Reports > Sales Orders > Sales Orders by Sales Rep > Detail Click Customize Button Click Filters tab Click Validated Status Filter: Select not equal… Continue reading Exclude closed sales orders from Sales Orders by Sales Rep Detail Report

Customization on Sales by customer report

Client needs to get the report to compare the sales per customer this year VS last year As a solution we customize the standard report, or we can create saved search report to replicate the details. Standard report customization: We choose the following in the customization settings Alternate date range Type: Relative to today’s date… Continue reading Customization on Sales by customer report

Report creation: On-hand inventory per month

On-hand inventory values of items per month basis can be reviewed by customizing the Inventory valuation standard report. Open the Inventory valuation report by Report> Inventory/ Items> Inventory valuation Click Edit Columns Tab. Add the column Quantity On Hand: Quantity On Hand and set an Alternate Date range. To add another column for another month, repeat step 3. Uncheck the Add… Continue reading Report creation: On-hand inventory per month

PROPOSAL FOR INVENTORY AGING REPORT

Proposal summary JCurve Solutions would like to create new a report to retrieve data from Purchase orders and Item receipts with getting details from inventory item Lot/ Serial item that are still available on date recall report. In case an item in one purchase order has an item receipt more than one time, it will… Continue reading PROPOSAL FOR INVENTORY AGING REPORT

Proposal For Preload & Preapprove Report

Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from Sale order, Requisition, and project master data. This report will show the current status of the document when recalling the report. And print reports in Excel format. Requirement New report ‘Preload & Preapprove’ to retrieve data for data… Continue reading Proposal For Preload & Preapprove Report

A financial statement using the correct subsidiary layout

NetSuite provides specialized country-specific layouts for each subsidiary’s financial statements.When you customize a financial statement, the most recently used subsidiary context for that report is selected for your custom report. The selected subsidiary context and its associated layout displayed on the Edit Layout page in the Financial Report Builder. To customize a OneWorld financial statement… Continue reading A financial statement using the correct subsidiary layout