ANS-0173 · SAVED SEARCHES & FORMULAS
How to Include All Item Fulfillments in NetSuite Saved Searches?
Ensure comprehensive item fulfillment data in NetSuite Saved Searches by selecting the appropriate linking transaction fields.
Short answer
To include all item fulfillments in NetSuite Saved Searches, use the 'Applying Transaction' field. While 'Fulfilling/Receiving Transactions' may focus on shipped items, 'Applying Transaction' provides a broader link to subsequent transaction stages, ensuring comprehensive data retrieval for all related fulfillments.
Scenario
Users often encounter difficulties when attempting to retrieve a complete list of item fulfillments within NetSuite Saved Searches. The standard 'Fulfilling/Receiving Transactions' fields may not capture all fulfillment statuses, leading to incomplete data sets. This typically occurs when a search needs to include fulfillments that are not yet marked as 'shipped' or require a broader transactional link.
Solution
When creating a NetSuite Saved Search to include all item fulfillments, it is important to select the correct linking field. The 'Fulfilling/Receiving Transactions...' fields in Saved Searches may primarily list fulfillments that have been shipped. To ensure that all fulfillments are captured, regardless of their shipping status, utilize the 'Applying Transaction' field. This field is generally used to link to the next stage of a transaction, such as an item fulfillment from a sales order, providing a more comprehensive view of all related fulfillment records.
Expert NetSuite Support
Need help with this NetSuite issue?
Saved Searches & Formulas consulting and configuration support