Author: Delna Domini

This article gives examples on using some common string functions that can be used for NetSuite search formulas via UI or script, and custom formula fields. REPLACE : Replaces a sequence of characters in a string with another set of characters. Syntax: REPLACE(char, search_string[, replacement_string ]) Examples: REPLACE(‘123123test’, ‘123’); would return ‘test’REPLACE(‘123test123’, ‘123’); would return ‘test’REPLACE(‘222test’, ‘2’,… Continue reading Using REPLACE and SUBSTR for Formula functions

1. Navigate to Reports>Sales>Sale by Customers>Customize.2. Under Edit Columns, expand Sales > Add Amount (Gross).3. Add in five columns for Amount (Gross) and set the last column as: Alternate Date Range Type=Relative to Report dateAlternate Date Range = today 4. On the other Amount (Gross) Columns, use the following:Alternate Date Range Type=Relative to Report dateAlternate… Continue reading How to create a Daily Sales Report

There is no field on the Item Record that stores the Average Selling Price of an Item. Similarly, there is no standard Report / Search that you can use to compare this with the Average Cost. As an alternate solution, you can  a Saved Search: 1.    Go to Transactions>Management>Saved Searches>New 2.    Select Item 3.    On the Criteria tab add Transaction Fields : Type is Sales Order, Inventory Location is ‘specific location’, Transaction Fields… Continue reading NetSuite – How to Create a Report / Search to show Average Cost versus Average Selling Price

1. Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition

To concatenate 3 fields on the results of a saved search, do the following: 1. Create a saved search, List > Search > Saved Searches > New. 2. You may select any search type, for this example select Customer. 3. Navigate to the Results tab and add the field “Formula (Text)” and enter the following as the value of… Continue reading Concatenate 3 fields on the results of a Saved Search

In order to use the same column option for a New Report the option to use Matrix Report will show the similar information.For this example the report will show Transaction by Item that are posted to a particle account. The same concept can be used for customized reports. 1. Navigate to Reports >  New Report2. Select Transactions3. Metric = Amount4. Check Matrix for… Continue reading NetSuite – How to create a Sales Report by Month when column option is not available

Employees will see the – New – option in certain drop downs if they have the ability to create that type of record.  To remove this the permission to create that type of record should be removed from the role or the Level should be set to View.  This will also prevent employees with this role… Continue reading Remove the – New – option from drop downs for certain roles

A user with a custom role needs to create a new financial report. When the user navigates to Reports > New Financial Report, the user gets Notice: You do not have permission to perform this operation. The role already has the permissions for Financial Statements set to View and Report Customization set to Full under Permissions tab > Reports on the role. For the user to… Continue reading Permissions Required to Create a New Financial Report

Set field value action on the Before Record Load server trigger, you can set the value of a field during the creation of a new record as the entry form is loaded into the browser. However, you cannot set the value of a field when editing or viewing an existing record.

Here are some key things to remember when working with server triggers. Use before record load rather than before user edit when configuring actions that affect the display characteristics of form fields when loading a record. If you want an action to execute only once when entering or exiting a state, use the entry or… Continue reading Server triggers – Workflow