ANS-1099 · FINANCIAL REPORTING
How to Report on NetSuite Item Fulfillments in ‘Packed’ Status
Learn how to create a custom report to track Item Fulfillments that are in a non-posting 'Packed' status by leveraging Sales Order data.
Short answer
Item Fulfillments in 'Packed' status are non-posting and may not appear on standard transaction reports without specific configurations. To track them, create a custom report based on Sales Orders, then add joins to retrieve Item Fulfillment status and quantity details, ensuring visibility into these pre-shipping stages.
Scenario
Users attempting to generate a custom report to monitor Item Fulfillments often find that transactions in a 'Packed' status are not displayed. This occurs because Item Fulfillments only become posting transactions once their status changes to 'Shipped', leaving 'Picked' and 'Packed' fulfillments unrepresented in standard transaction views.
Solution
To accurately report on Item Fulfillments that are in a 'Packed' status, it is recommended to build a custom report using the Sales Order transaction type as the base. This approach allows for the inclusion of non-posting transaction stages and provides the necessary flexibility to join related records.
Create a new custom report or customize an existing one, selecting "Sales Order" as the primary report type.
Add necessary joins to include Item Fulfillment details. This typically involves joining from the Sales Order to the Item Fulfillment record.
Include fields from the joined Item Fulfillment record such as "Status" and "Quantity Fulfilled" to display the required information.
Filter the report as needed to specifically target Item Fulfillments with a 'Packed' status.
This method ensures that all relevant Item Fulfillment statuses, including non-posting stages like 'Packed', are visible and reportable.
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