[eleran]

I need to write a search that shows items with on hand >0 but has not been shipped out since 12/31/2015. I can get it to show items that only have invoices older than that, but it does not show items that have been on the shelf with no invoices at all.

Any suggestions are appreciated. Thanx
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[khultquist]

Use summary search criteria of MAX of invoice date is less than 12/31/2015

[eleran]

I did that already, but like I said it does not capture parts that have no invoice activity. I found an item on my own that has been on the shelf since the migration to Netsuite. Not a single unit has been sold since then so there is no transactions other than inventory counts and bin transfers. Those are what I need to find. Maybe I have to do 2 searches and merge them?

[pcutler]

If you want to show all items, make an item search and join to transaction fields as opposed to a transaction search.

[khultquist]

Sorry I misread that…

I created something like this once, and I believe I joined for transactions as pcutler says, but then limited it to invoices, receipts, inventory adjustments, etc. (basically any transaction that can have an effect on inventory), then set a date criteria for <12/31/2015.

The logic here is that in order for there to be stock, there must have been a transaction. And if there is a recent receipt but no invoices yet, you don't want to include this in a slow-moving stock report. That might not be your exact use case but it worked for me.

[Dew]

If you use a date criteria of "on or before 12/31/2015", then it will omit any items that have no transactions. To include those items, instead use criteria of "not after 12/31/2015".

[eleran]

I was able to get it done by defining the transactions I was looking for. To isolate the items that had been in the system but not sold since migration I had to include Bill transactions, since that is how they were migrated into Netsuite before go live.

Thanks for all your suggestions.

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