Scenario: To extract the time from a date field that returns both date and time on the Login Audit Trail.Solution: Navigate to Lists > Search > Saved Searches > NewClick Login Audit TrailClick the Results tabField:Add Formula (Text)Formula field: TO_CHAR({date}, ‘HH:MI:SS’)Name the Saved SearchClick Save & Run
Author: Anand Mohan
Create Rank of Items
Scenario The ranking of the item based on sold quantity. Please make sure that the ranking of the saved search is based on the criteria mentioned.The item is initially sorted based on the quantity sold.If the unit sold is same for few SKUs then rank them byThen it is sorted based on the quantity available… Continue reading Create Rank of Items
Missing Subsidiary on Fixed Assets After Upgrade to OneWorld Account
ScenarioUser needs to add Subsidiary to Fixed Assets after upgrading from a single Instance account to a OneWorld account, as the Subsidiary value will remain empty on all the existing Asset records.Subsidiary is a mandatory value in OneWorld account, therefore no Asset transaction can be done without it. SolutionUpdate Subsidiary values for all assets:Log in… Continue reading Missing Subsidiary on Fixed Assets After Upgrade to OneWorld Account
CSV Import of Company Bank Details
Scenario: CSV Import of Company Bank Details. SolutionNavigate to Setup > Import/Export > Import CSV RecordsImport Type: Select Custom RecordsRecord Type: Select Company Bank DetailsUnder the CSV Files section, select the file to uploadClick NextChoose the appropriate Data Handling option (could be Add, Update or Add/Update)Click NextMap the fields on the CSV file to the… Continue reading CSV Import of Company Bank Details
Saved search Formula: Difference Percentage Month to Date Sales this year in comparison to last year.
Scenario: Saved search formula to calculate the difference percentage of Month to Date Sales this year in comparison to last year. Solution: List> Search> Saved Searches Select TransactionsEnter Search TitleCriteria:Type: Sales Order, Return AuthorizationMain line: FalseTax line: FalseCOGS: FalseShipping: FalseResults:Field: Documents number, Summary Type: GroupField: Formula(Currency): Summary Type: (Sum): (NVL(SUM((((CASE WHEN {type}=’Sales Order’ AND TO_CHAR({trandate},… Continue reading Saved search Formula: Difference Percentage Month to Date Sales this year in comparison to last year.
Permission to access the Reallocate Items Page
Scenario: The user navigates to Transactions > Inventory > Reallocate Items, but is missing even if the user’s role has Items permission set to Full. Solution: Navigate to Setup > Users/Roles > Manage Roles Role: Click Edit Click Permissions Click Transactions Permission:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Sales Order Level: Select at least Edit… Continue reading Permission to access the Reallocate Items Page
Create a saved search to display the total of sales amount form current month to date last year and this year.
Scenario: Saved search to display the total of sales amount form current month to date last year and this year considering sales orders. Solution: List> Search> Saved Searches Select TransactionsEnter Search TitleCriteria:Type: Sales OrderMain line: FalseTax line: FalseCOGS: FalseShipping: FalseResults:Field: Documents number, Summary Type: GroupField: Formula(Currency), Summary Type: (Sum): CASE WHEN TO_CHAR({trandate}, ‘YYYY’) = TO_CHAR({today},… Continue reading Create a saved search to display the total of sales amount form current month to date last year and this year.
Creating a center tab to display the reports in addition to the home dashboard.
Scenario: Need to display the reports in addition to the one displayed in the home dashboard in NetSuite. Solution: Go to Customization > Centers and Tabs > Center Tabs > New. In the Label field, enter a name for the tab.Users click the name to view the contents of the tab.From the Center list, select… Continue reading Creating a center tab to display the reports in addition to the home dashboard.
Compare the sales location in sales order with a multi select location field in the employee record in Restriction search.
Scenario: Client needs to upgrade a restriction saved search where the sales manager and general sales manager needs to view the details of the Solution:List>Search> Saved SearchesEdit the transaction saved search.Criteria> Standard> Filter Formula: CASE WHEN ({custbody45.entityid} = {user.entityid} AND {userrole}= 1045) THEN 1 ELSE (CASE WHEN ({userrole} IN (‘1046′,’1088’) AND (INSTR({user.custentity_locations_available}, {custbody_aha_sales_location}, 1) >… Continue reading Compare the sales location in sales order with a multi select location field in the employee record in Restriction search.
Display the amount along with the transaction currency in the saved search.
Scenario: User needs to display the currency along with the amount in the report made using saved search. Solution: List> Saved search> NewEdit the transaction saved search. On the Results tab: Add the following Fields. Document Number Name Formula Numeric Summary Type: SumFormula: ((CASE {currency} WHEN ‘USA’ THEN ‘$’ WHEN ‘British pound’ THEN ‘£’ WHEN… Continue reading Display the amount along with the transaction currency in the saved search.