NetSuite Bundles

The following NetSuite application is available to all active Prolecto Resources clients without license charge. Click here to get back to the bundle list.

Prolecto Financial Saved Search Library

The accelerator bundle includes Saved Searches to produce challenging NetSuite financial summaries.

1) Trial Balance by Year
2) AR with Customer Deposit Aging
3) Days Sales Outstanding
4) Explain Inventory Received, Not Billed
5) Inventory Stock Ledger (with sublist)
6) Explain NetSuite's Last Purchase Price (with sublist)
7) Supply 1099 SuiteQL (requires NetSuite SQL knowledge)

We recommend copying saved searches when modifying them to help preserve definitions during upgrades.

Bundle ID

Ask for Bundle ID: 139314.

Version History

20240316.RC

Added support for 1099 SuiteQL as discussed at https://blog.prolecto.com/2024/03/16/true-netsuite-1099-reporting-using-suiteql-engine/

20230429.RC

New report addition to explain how NetSuite calculates Last Purchase Price by Location and by Date.  Due to saved search limitations, unit of measure and land costs components are considerations.

20230421.RC

Updating the sorting logic to line numbers and thus properly handling situations where multiple lines may be produced for a given item line (e.g. due to landed costs).

20211008.RC

Updated Stock Ledger report to sort for intraday to follow NetSuite's costing engine.  Confirmation of sequences from NetSuite Support

20210109.RC

Added a NetSuite Accounts Receivable with Customer Deposits Aging

20200805.RC

Included an Item Stock Movement and Cumulative balance report and sublist.

20200208.RC

Added NetSuite Days Sales Outstanding saved search.

20190710.RC

Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.

20170429.RC

Added Saved Search to explain Inventory Received Not Billed account with supporting article.

20160910.RC

First revision of the bundle.  Key Saved Search offered:
  1. Trial Balance by Year

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Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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