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Item Receipt (GRN) Summary Box

Customization improves the Item Receipt process by automatically calculating and displaying Subtotal and Tax Summary values based on the items received

  • SKU :PDNSIRSB01
  • Last Update :June 2025
  • Published :26 Jun 2025
  • Support for :NetSuite
  • Implementation time :1 Days

Item Receipt (GRN) Summary Box

Overview

Real-Time Subtotal and tax Summary for Item Receipt record

The Summary Box for Item Receipt feature simplifies financial visibility in NetSuite by dynamically calculating item-level tax, subtotal and total values. This customization improves the Item Receipt process by automatically calculating and displaying Subtotal and Tax Summary values based on the items received. It eliminates manual calculations, reduces user error, and enhances transparency in total amount tracking, ultimately streamlining the receiving and accounting workflows in NetSuite.

Features

Dynamic Tax Summary and Display

This feature automates subtotal, tax calculation and summary generation on Item Receipts, improving user efficiency and accounting precision.
Automatic Subtotal Calculation

Automatically computes the subtotal of item lines (excluding tax) on the Item Receipt based on quantity and rate.

Real-Time Tax Summary Display

Each item line displays the relevant tax rate fetched from the Purchase Order, enhancing line-level clarity. This customization generates a summarized view of tax amounts by tax code or rate as items are added or modified.

Improved Financial Accuracy

Ensures consistency with Purchase Order values and supports accurate landed cost tracking and tax reporting, reducing manual effort and errors.

Dynamic Edit Mode Support

Instantly updates subtotal and tax summary fields when item quantity, rate, or tax codes change—no need to refresh or save the record.

Conditions Apply

Setup & Configuration Requirements

  • Custom fields used for displaying Subtotal and Tax Summary must be present and visible on the Item Receipt form.
  • Tax calculation is based on tax codes and rates defined at the line level of the originating Purchase Order.
  • This feature is applicable only on Item Receipt records created from Purchase Orders.
  • Scripts are triggered on standard user interface actions and may not run during CSV imports or third-party integrations unless specifically extended.
Benefits

Why Choose Summary Box for Item Receipt?

Improve the accuracy and speed of financial processing with dynamic, in-record tax summaries.
Accuracy
  • Reduces calculation errors in tax and totals
  • Ensures correct application of tax rates per item line
Efficiency
  • Automatically updates values without manual recalculations
  • Saves time during item receipt reviews
Visibility
  • Summary box provides at-a-glance financial information
  • Tax rates clearly shown for each received item
Seamless User Experience and Edit Support
  • Works in both view and edit modes
  • No manual trigger or refresh required
FAQ

Frequently Asked Questions

Will the summary box update if I change item quantities?

Yes, the values recalculate dynamically when quantity, rate, or receive status is modified.

Does this support Return Authorizations?

No, the feature is currently designed only for Item Receipts linked to Purchase Orders.

Can I see the tax rate for each item?

Yes, a custom field displays the tax rate next to each item line, pulled from the Purchase Order.

Is the summary visible in both edit and view modes?

Yes, the summary box is supported and functional in both contexts.

What happens if I remove the tax rate field from the purchase order?

The system relies on that field, so missing data may result in calculation errors or null values.