megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Don't miss out on our Question of the Week! You only have until tomorrow, May 5, 2026, 8:30PM ET to comment your answers.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.

Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.

CASE WHEN and formula issue applying transaction type used.

edited Jun 2, 2025 2:42PM in Search / Reporting 21 comments

Hello there, i'm currently building out a saved search which is using applying transaction types. When pulling a saved transaction search i normally use a formula to calculate actual GP % on Sales orders, the formula is SUM({tranestgrossprofit})/SUM(NULLIF({amount}-NVL({taxtotal},0),0)). I'm trying to write a CASE WHEN formula which incorporates this but having difficulties. The formula is basically CASE WHEN {applyingtransaction.type} is 'Sales Order THEN SUM({tranestgrossprofit})/SUM(NULLIF({amount}-NVL({taxtotal},0),0)). I'm aware that this probably needs adjusted or added parentheses and end statement but have tried a number of combinations with no luck, i's be grateful for any advice of how to adjust the formula to pull the info correctly, thanks for your help.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders