[Angelika]

I need a report that is “Sales by Transaction Detail”. Similar to

“Sales by Customer Detail”, but rather than sorting and totalling by customer, I want it sorting and totally by transaction (Sales) detail.

Such a simple basic report,

It is probably staring me right in the face, but after a few weeks, I’m still not seeing it.
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[chriscorcoran]

Could you use a transaction search instead? Try a search with a filter of this month to date, type = invoice or cash sale. Be sure to also add Main Line = T to the criteria.

Next, on the results tab choose date, number, name and Amount (transaction total). Sort it as you wish in the sort by area which is above the results.

This worked for me.

[Angelika]

Hello Chris,

I looked into it and couldn’t get it to work. I don’t see a Main Line=T.

Just assumed since there is a sales report: customer detail,

that it was possible to get a sales report: document # detail.

I had 3 big events, and needed sales reports, detailed, by sales receipt #.

[chriscorcoran]

Angelika, I was able to get this to work on my end. Are you starting off of a report or a saved search? Feel free to send me a PM with your contact info. I’ll be happy to walk you through it over the phone.

[jlarson@momentumbpa.com]

Angelika, did you get this resolved? if you need more help let me know.

[Angelika]

Hello John, Chris helped me to do a sales detail by customer (that included customer price and wholesale-cost), and moved columns around to get the report to organize by cash sale #. Unfortunately the report pulls the $s from the transaction #, and not from the item details. For instance, part of the items I sold were my teachers products, which were not “received” into inventory until after the actual sale. So the cash sale shows the product as zero cost, therefore the report pulled that zero cost. Did not matter that I had the item itself completely filled out with customer price and wholesale cost. Netsuite looked at the fact that I had zero items in inventory at the same of the sale, therefore, costed it at zero.

After I “received” those items sold (after my conference), and after we couldn’t get the report to pull costs,

I had edit each cash sale and re-enter each item so that netsuite would repopulate the cost field, then save. Then when I went back to run the report, the reports cost field would pull from the cash sale’sthe newly saved information.

We could not find the field that would pull cost from the item, rather than the cash sale.

So the answer is yes, it was resolved. Crazy, but resolved. Thank you.

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