[Bonhomie Productions]

I need a report to compare units sold vs. units returned. For a give month I want to see for all items the following:

sku, units sold, units returned, return rate (returned/sold)

Any ideas where to get started? Thanks
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[WalterM]

Need a little more detail about your account setup:

Do you use sales orders with billing schedules? Or do you you simply invoice all of your orders?

To compare invoices and credit memos, you could use a transaction search and limit to orders and credit memos. From there you could create a simple case statement to Sum the Qty on your invoices grouped for a customer, than sum the Qty of credit memos for a customer. This would put it all in a search.

I would think you could also run a sales report and group customers. Add the created from column and then you have credit memos and invoices one over the other.

Good Luck!

[smurphy820]

I created a new Saved Search for Item

I set the the criteria to Transaction fields … Type = anyof Invoice, Return Authorization and get a list of all items on Invoices and RMA’s,

I then added the Items Internal ID and grouped the report by Transaction Type and Internal ID of the Item.

I think this is going to be close to what you want. I think with some minor adjustments we can get what you want.

If you would like I can discuss how I am doing this with you. you can email me at smurphy@bmicloud .com

We can then post the final results here so others can benefit from it as well.

[Bonhomie Productions]

I currently have a saved search with the following:

Criteria:

Transaction Type: Sales Order, Return Authorization

Results:

Item (Group by)

Formula Numeric (Sum) – CASE WHEN {type} IN (‘Return Authorization’) THEN ABS({quantity}) ELSE 0 END

Formula Numeric (Sum) – CASE WHEN {type} IN (‘Sales Order’) THEN {quantity} ELSE 0 END

This gives me the count of RMA’d quantity vs. Orders quantity. However I really need a fourth column to give me formula 1/formula 2 so I can quickly see the defect rate of an item.

[mushrush]

What I am looking for is a way to measure the quality performance of our products. I have heard this called either Service Incidence Rate (SIR) or Service Call Rate (SCR). It is usually measured in a percentage (e.g. 10%) or in PPM (parts per million) e.g. 100,000 ppm. The tricky part may be the timing aspect which could be either over the entire life of the product or during the first month or first year of its life.

The data needed to calculate this is relatively simple but may not be simple to extract from NetSuite.

What I need from Netsuite is:

o The number of Products Sold for a specific part number.

o The number of Products Returned from those sold.

o The elapsed time from Date Sold to Date returned for each individual part returned.

Example:

We have sold 100 widgets for Part Number 10001709 over the past 3 years.

We received 5 locators back as returns that were less than 1 month old. (They were returned within 1 month of the date we sold them.)

We received 20 locators back as returns that were more than a month old and less than 12 months old. (They were returned between 1 month and 12 months of the date we sold them.)

We received 25 locators back as returns that were more than 1 year old. (They were returned more than one year after the date we sold them.)

This would yield the following SCR or PPM rate calculations.

Description Calculation SCR PPM

1 month of life 5/100 5% 50,000

1 year of life (20+5)/100 25% 250,000

Total Life (3 years) (5+20+25)/100 50% 500,000

The example Bonhomie Productions gave in the previous thread gives (or would give) Total Life if we could get the “fourth” column added and calculating correctly. But unfortunately you cannot reference column values in the “search” like you can in a “report”. The Total Life calculation would be easiest since you would not need the date information to calculate it.

Is there anyway to pull the data out and report on it like we are wanting? Someone has had to have done this before now.

Any help is greatly appreciated.

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