Prolecto Labs

Prolecto Labs' mission is to drive continuous innovation to solve NetSuite.

Our mission is to drive continuous innovation to solve NetSuite.

Prolecto Accelerator Templates are pre-built to solve tough NetSuite problems. Our consultants tailor them to fit your business - bridging gaps, streaming workflows, and enhancing system capabilities.

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.


 
 

Request Accelerator Template ⟶

https://840889.app.netsuite.com/core/media/media.nl?id=7306623&c=840889&h=7zBW_ojyGbD2icD_Tjv6v-xqkQgtrx6VZmilyY98_7aguEak&_xt=.svg-Prolecto Financial Saved Search Library


What It Does

The Prolecto Financial Saved Search Library includes Saved Searches and SQL 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)

Why It Matters

Offered to any NetSuite customer, the bundle accelerates the reporting and lookups that may be otherwise difficult to overcome. The tool is offered without transaction or recurring license charges.

Implementation Details

Led by practice: Accounting

Other Data

Build ID 102

Accelerator Versions

Version: 20250607.RC

Added a mechanism to explain Undeposited Funds as a pattern to help understand balance sheet account explanations.    See related article: https://blog.prolecto.com/2025/06/08/learn-how-to-fix-netsuite-undeposited-funds-without-breaking-system-logic/ 

Version: 20250222.RC

Added a new sublist to drive a detailed explanation of accounts receivable, customer deposits and cash as a sublist from the Customer's financial tab. 

Version: 20240316.RC

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

Version: 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.

Version: 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).

Version: 20211008.RC

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

Version: 20210109.RC

Added a NetSuite Accounts Receivable with Customer Deposits Aging

Version: 20200805.RC

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

Version: 20200208.RC

Added NetSuite Days Sales Outstanding saved search.

Version: 20190710.RC

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

Version: 20170429.RC

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

Version: 20160910.RC

First revision of the bundle.  Key Saved Search offered:

  1. Trial Balance by Year

All Accelerator Templates are available exclusively to the Prolecto client community.