Margin check for NetSuite.

Where NetSuite keeps it

A distributor’s file is many supplier lines, each with its own rule. These are the places NetSuite stores what the X-Ray reads.

The read-only pull

SuiteAnalytics Connect or SuiteQL, read-only by design

1. A role with SuiteAnalytics Connect (read-only by design) or SuiteQL access runs the queries below.
2. Filter transaction lines to item lines: tax, shipping, discount and subtotal lines live in the same table.
3. Quantities are signed and in base units in many contexts: export them as they are; the X-Ray keeps credits negative.
4. Save each result as CSV and drop them on the X-Ray; map the columns once, then keep the mapping.

SELECT id, itemid, displayname, itemtype, cost, averagecost, lastpurchaseprice, isinactive, saleunit, stockunit FROM item WHERE isinactive = 'F';
SELECT item, pricelevel, priceqty, unitprice FROM pricing;
SELECT item, vendor, purchaseprice, vendorcode, preferredvendor FROM itemvendor;
SELECT t.tranid, t.trandate, t.entity, tl.item, tl.quantity, tl.rate, tl.netamount, tl.costestimate, tl.units FROM transaction t JOIN transactionline tl ON tl.transaction = t.id WHERE t.type IN ('CustInvc', 'CashSale', 'CustCred') AND t.trandate >= ADD_MONTHS(SYSDATE, -24);

The traps the X-Ray handles

• Price levels, quantity pricing, customer pricing and SuiteApp pricing can all apply: reconstructing the price a customer should get needs to know which is installed.
• costestimate is an estimate, not posted COGS.
• Transaction lines include tax, shipping, discount and subtotal items: filter by item type.

The X-Ray reads these exports as they are: map the columns once (it suggests every match), then run. A recognized pack for NetSuite is on our list.