1. Order Management
  2. Order Fulfillment and Shipping
  3. Order Fulfillment Automation
  4. Automation Overview
  5. Automation Capacity and Usage Fees
  6. Viewing Automation Usage Data

Viewing Automation Usage Data

Usage data about automated sales orders is readily available in your NetSuite account. You can view the data in several ways:

Viewing Automation Usage Data with a Saved Search

Create a saved search of type Transaction to view the number of automated sales orders in your account. The AOM Automated field on a sales order indicates if the order was automated by the system.

To create a saved search that shows automation usage data:

  1. Go to Lists > Search > Saved Searches.

  2. In the list of searches, click Transaction.

  3. Enter a name for the saved search.

  4. On the Criteria subtab, add the following criteria:

    • Main Line: Set to True.

    • Type- Set to Sales Order.

    • Date created- Select the start and end dates of the date range you want to view in the saved search.

    • AOM Automated- Set to True.

  5. On the Results subtab, include the AOM Automated field in the list of columns. Add or remove other fields as required.

  6. Save your search.

Viewing Usage Data in a SuiteAnalytics Workbook

You can create a SuiteAnalytics workbook to show the number of automated sales orders in a given period. To view data according to the billing period of your account, filter data by date range. Set the start date to your NetSuite account's anniversary date. Set the end date to today or any day between the anniversary date and today.

Note:

In contrast to the Billing Information page, SuiteAnalytics workbooks can display the total number of automated sales orders processed on the current day.

Workbook Configuration:

The following table describes the components of this workbook. You can customize it further by adding fields from the root record, removing fields, creating criteria filters, or creating your own pivot tables and charts. See Custom Workbooks and Datasets for more information.

Root Record

Joined Record(s)

Custom Formula Field(s)

Data Grid

Criteria Filters

Pivot Tables and Charts

Transaction

Not Applicable

Not Applicable

Keep the default record fields and include the following record field in the workbook source data:

  • AOM Automated

Include the following criteria to filter the workbook source data:

  • Type is Sales Order

  • Date Created specifies start date and end date of your subscription

  • AOM Automated is True.

You can create pivot tables and charts from your workbook source data and add them to the Analytics portlet of your home dashboard.

See Adding an Analytics Portlet for more information.

Related Topics

General Notices