Preparing a New Inventory Aging Report Using NetSuite
Client Portfolio
A leading business management firm in Thailand approached us with a requirement to create a new report to fetch data from purchase orders and item receipts. The enterprise wanted details from inventory item Lot/ Serial item that are still available on the date recall report.
Problem Statement
The Thai enterprise wanted us to create a new ‘Inventory Aging Report’ to retrieve data from Purchase orders and Item receipts to get details from inventory item Lot/ Serial items that are still available on the date recall report. They also required an option for downloading the reports in Excel format.
A report on inventory age contains crucial information on inventory movement. It has details on the number of days a product remains in the storage area or warehouse, beginning with the day it was acquired.
A detailed inventory aging report can offer crucial information about slow-moving products and commodities that customers seldom or never purchase. It also assists the management in determining how much they are paying to keep particular products in inventory for longer periods.
Solution
Our experts achieved this requirement by creating a new report. We used the saved search to retrieve data from Purchase orders and Item receipts with details from inventory item Lot/Serial products that are still available in the date recall report. We restructured the data as per the client’s requirement and displayed it on a custom page.
We also included different date ranges and columns in the report as per the requirement. Our professionals equipped that page with pagination and filter options. The report first displays a detailed report based on the required filters, including the Subsidiary and As at date filters. Further, it displayed a summary of the total amount in the last row of the report.
To download the detailed report in Excel format, our developers added an Export button to the Suitelet page.
Result
Our team of professionals attained the requirements successfully. Now, the client can access a detailed report on the Purchase orders, Item receipts and inventory. They are also able to download the report in Excel format.
Experience the power of custom Netsuite solutions with Jobin & Jismi. Contact us at contactus@jobinandjismi.com to schedule a consultation.
