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Re: Custom role - restrict check box
Hi Shamie @tech work ,
Before the role can work with any entry form for the transaction type, the role must also have permission to view or use the transaction type. So the custom role should have Edit permission level for Sales orders, in order to be able to edit the sales order form. If you decide to give the permission level on Edit for Sales order, for this custom role, you need to restrict all the other fields you don't want the role to edit. Some of them might require a script/workflow to prevent editing. I hope these details help. Best regards.
Re: How to add a Billing Schedule filter to a Sales Report?
Hello, @BenjaminJ. Good day.
I have tested on my end and I can confirm that the Billing Schedule field value from the originating Sales Order of the Cash Sale cannot be exposed in the Sales by Sales Rep Summary Report.
Regarding the custom field that you have created, I will coordinate internally with our SuiteBuilder Gurus to help check why there are errors encountered when exposing it in the Report.
Re: Populating Custom Entity Field with Vendor number Only
Hi @Glory
I've never tried the following formula on a custom field but use it in saved searches. See if it works in your case:
Formula (text) = SUBSTR({vendor}, 1, 10)
Where: {vendor} is the field you are sourcing from.
1 = instruction to start at position 1.
10 = instruction to extract 10 characters.
Using my example, this is assuming your supplier ID's are consistently 10 characters.
Tafara
Re: What is the best way to connect SuiteCommerce and Google Merchant?
Yes, I submitted a case to be added to the list for the Product Feeds SuiteApp which it turns out is in early access mode. They have approved us but it is not yet implemented. I am waiting to hear back from NS Support.
Re: PowerBI and Tables in NetSuite
Hey @Pau PaulRipley ,
I'm not sure if the answer below will be helpful, but this process has been used in the past.
- You can extract the data from NetSuite using the ODBC and store it a different cloud server
- From the cloud dataset , you can build effective build BI reports
In the Connect Browser, you can list all the data tables obtained from the ODBC connection.
Thank you
Re: PowerBI and Tables in NetSuite
WHen I last worked with Power BI (3 years ago), the biggest issue was that the Power BI team will set up all reports for you from NetSuite. If you want any report changes, only Power BI support can update them. So you may not be able to customize anything on your own, if that hasn't changed.
~angela
Re: How to get last purchase price if there's no average cost in Analytics?
Hello @Mahmoud Alshami,
On the formula you provided in your original comment, please change the "=" sign to "is", the formula should be like this: CASE WHEN({item^item.averagecost} is null) THEN ({item^item.lastpurchaseprice}*{bomquantity}) ELSE ({item^item.averagecost}*{bomquantity}) END.
In addition, if there is a condition/requirement to look for a field with a null value, you can use this formula instead: NVL2(NULL, 'first is null', 'this is not used'). So for your desired result, you can use: NVL2({item^item.averagecost}, ({item^item.averagecost}{bomquantity}),({item^item.lastpurchaseprice}{bomquantity})).
I hope this helps :)
Re: How to get last purchase price if there's no average cost in Analytics?
Hi @Mahmoud Alshami,
Just checking if you were able to see my previous comment and if it helped clarify your concern. Thank you!
How to use the Custom Attribute Mapper (CAM)?
Custom Field on T-Type
A custom field defined on a transaction type “t-type” such as purchase, sales, opportunity, journal etc.
NetSuite Definitions are found under: Customization >Lists, Records, & Fields >Transaction Body Fields and Transaction line fields
· Body Fields names start with custbody_
· Line Fields names start with custcol_
Steps:
1. Determine all T-Types relevant to the field
a. In NetSuite the field will be defined at a higher grouping such as SALES
b. However, in NSAW it is required to define at the t-type level such as Sales Order, Purchase Order, Item Receipt etc.
2. Map the field to each relevant T-Type at Transaction (body) or Line level
a. Custom Attribute Mapper creates an extension table. The custom field is created in the extension table as a column with the same name as the custom field. The extension table joins back to the t-type fact table. Body extensions join with ID. Line extensions join with TRANSACTION AND ID.
Custom List/Record/Segment on T-Type
Same as above but based on a Custom List/Record/Segment.
Upon completion the Custom List is visible in the Subject Area in its own folder at the bottom of the model
The Custom List is visible in the Subject Area in its own folder at the bottom of the model.
Custom Field on Entity
Custom Fields assigned to Entities such as Customer, Vendor, Item.
NetSuite Definitions found under: Customization -> Lists, Records, & Fields -> Entity Fields and item Fields
· Entity Fields star with custentity_
· Item Fields start with custitem_
Upon completion entity fields are found under the corresponding entity folder
Custom List/Record/Segment on Entity
Same as above but based on a Custom List/Record/Segment.
Upon completion the field based on the Custom List is visible in respective Entity folder
Customization on Standard Record
A Standard Record in NetSuite that is neither an entity nor a t-type. Example Classification or Account.
These can be defined in Custom Attributes Mapper, Attribute Type -> Other Record
Configuring Custom Attributes Mapper
1. Click Data Configuration on NetSuite Analytics Warehouse Console >Custom Attributes > Create
2. Select attribute and source
3. Save and publish
4. Monitor queue by going into Request History on the NetSuite Analytics Warehouse console
Re: How to add a Billing Schedule filter to a Sales Report?
Hi @BenjaminJ ,
Glad to have you with us today and thanks for posting here in the NetSuite Support Community!
Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!