Report/Saved Search Options to Show Transactions Where an Item is Committed To

Written by
Pamela Caringal
Published on
May 31, 2023 at 3:29:49 AM PDT May 31, 2023 at 3:29:49 AM PDTst, May 31, 2023 at 3:29:49 AM PDT

Scenario

For NetSuite users that are looking for report/saved search options to show the Transactions where an Item is currently committed to, they may:

Solution

NetSuite users have two options they may use, namely:

  • Use a Current Inventory Snapshot Report by navigating to Reports > Inventory/Items > Current Inventory Snapshot
  • Create a Transaction Saved search with the following steps:
    1. Navigate to Lists > Search > Saved Searches > New > Transactions
    2. Under the Criteria tab > Standard subtab, add the following:
      • Type = Sales Order, Work Order, Transfer Order
      • Quantity Committed = Greater than Zero
      • Main Line = False
      • COGS Line = False
      • Tax Line = False
    3. Under the Results tab > Columns subtab, add the following:
      • Date
      • Item
      • Location
      • Quantity
      • Quantity Committed
      • Document Number
      • Type
    4. Nominate a Search Name
    5. Click Save & Run