The client wants to see the actual amount of the accounts after the period closes. The amount should be filtered based on period close. The open period amount should not be shown in the search result. And the result should be shown based on months. Solution:- Create a transaction saved search Add criteria as the… Continue reading Saved search to show the total amount of accounts after the period close
Tag: saved search
Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders
Saved search steps, Navigate to Reports > Saved Searches > All Saved Searches > New Choose Transaction Modify the Search title On the Criteria tab > Standard subtab > set the following Filters: -Account Type is any of Cost of Goods Sold, Income -Posting is True -Created From fields…Date = set the date -Created From… Continue reading Saved search to get the Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders
Show line level Location field in Transaction saved search
In the transaction saved searches, the “Location” field displays the header level location value. There is no standard field available for the line-level location field. So to get the header level and line location, follow the below formula. For the Main Location value, Formula(Text) -> Summary function Maximum -> formula = case when {mainline} =… Continue reading Show line level Location field in Transaction saved search
PROPOSAL FOR INVENTORY AGING REPORT
Proposal summary JCurve Solutions would like to create new a report to retrieve data from Purchase orders and Item receipts with getting details from inventory item Lot/ Serial item that are still available on date recall report. In case an item in one purchase order has an item receipt more than one time, it will… Continue reading PROPOSAL FOR INVENTORY AGING REPORT
How to get the “Next Approver” field in transaction search System Note fields
On Saved Transaction Searches, the System Notes Field Next Approver is not yet available on the list of Fields Available for Use as a Search Criteria. As an alternate solution, a Formula (Text) with Description = contains Next Approver; and Formula = {systemnotes.field} may be used. However, this is an enhancement – 417924.
Extract Time From Date field
Use the below formulas to extract time from a Date-Time field in a saved search Formula(Text) – TO_CHAR({datecreated}, ‘HH:MI:SS’) Formula(Text) – TO_CHAR({datecreated},’MM/DD/YYYY HH:MI:SS AM’) Note: – Always make sure formula type matches the value you are returning. For example, Formate (Date) and Formula (Datetime) is not the same. – When converting to Date, value will… Continue reading Extract Time From Date field
Proposal for Creating a field on Bills with link to any of the attached Documents
Deliverables Client needs a field on Bill that holds link for each attached documents of that bill Solution As a solution, we could create a new Field Attachment Links which is a Rich Text field. We could use a Saved search for setting Dynamic default value for that field. The saved search will list all… Continue reading Proposal for Creating a field on Bills with link to any of the attached Documents
Adding ‘Week of Year’ Formula in Saved Search
When the function Week of Year is added to a saved search, it shows the year and week number based on the first day of the year as the start of the week regardless of the day. The Week of Year function shows the week number based on the first day of the year. Date: 01/21/2019 First Day of Week:… Continue reading Adding ‘Week of Year’ Formula in Saved Search
NetSuite Transaction Status Search Filters
Here are some internal ids of different NetSuite transaction statuses. Couldn’t find these on ‘NetSuite Help’, so adding these from a website.These values are really useful for understanding an already created saved search filters used inside suitescript. Note: Be aware that statuses of the transaction can change in the future so before using please make… Continue reading NetSuite Transaction Status Search Filters
To open the link in a saved search result in a new Tab
Scenario: Need to open the link in a new tab of the saved search result. Solution The links can be created using Formula(Text). We can specify the navigation using the <a> tag. You can add target=”_blank” along with the URL. This will make the link to be opened in a new tab when it is… Continue reading To open the link in a saved search result in a new Tab