3953228 Newbie

You are correct. It is date based. As soon as you run the first revaluation, there is a cost established for the item. Once a cost is established, you can start transacting the item.

Those are no transactions at all. Just a flat file with customer, item, period, quantity, value fields. This record is then reported on. It does not have any other functionality behind it. The type of reporting can be just the data as is, or aggregated in different ways. Another use is to run sell in against sell through…

We are handling the same type of data. We just created a custom record at the item/location/period (week number or month) level, and upload those reports as we get them from the customers. Then reporting on this custom record.

Answer found. Netsuite does allow for a change of the name/ID field through a CSV. It was a Rootstock script that did not allow it. Un-deploying the script enabled that change. Thanks Alex

Hi; I am struggling with the same issue as well, and I think you may be right saying the only solution is a script. I had few similar needs in the past, but the example I have now may add some information to the discussion. I would like to have a transaction search with date filter. So far it is a regular filter that will…

Hi; Try this. Use criteria on start date to include on or after start of last month. Select coach and group it as you did. Add numeric formula that will return 1 (if you want to just count records) if the month of the start date is equal to the month of the system date. Then sum it and give it a summary label. Here is the…

Apart from old records, consider any source that may use hard coded form internal ID, such as integrations, scripts, work flows... I had a similar issue with an integration to another software and learned it the hard way:) Thanks Alex

The default is based on price level assigned to the customer record. The problem is that null value on the customer record defaults to base price. The way we are dealing with it is by adding a new level called Undefined with -100% discount from base price. Then make the undefined level the default on customer record and…

Yes, this is a bit tricky. You can do it using scripting where you can use variables. On a saved search, the closest I can think of (without customizations) is using the formula: CASE WHEN {linesequencenumber}=0 THEN {item}.. once then on the next line add another formula: CASE WHEN {linesequencenumber}<>0 THEN {item}.…

It is indeed {item} and not {assemblyitem} on work order's main line. When it is not the main line, the {item} is one of the components. If you want only the header level data of the work order, add a criteria that says Main Line = Yes. I am not sure if this really answers your question. If not, please add a bit more…

Yes, we had the same issue as well and used saved search for it. The idea is to group the fields that constitute duplication (at minimum customer and reference number. In our case I added ship to address as well since customer can use same number to ship to multiple destinations). So you group those fields and use count on…

After dealing with this issue as well, in our environment we decided to always close, never delete. First, as you say, it is easy to filter out in reporting. Having the record is always good for audit trail. Another consideration though is integrations. If you integrate to other systems, integration can detect a…

Can it be a permission issue? When logging in and running it you have your permissions, but when it runs scheduled what permissions are used? Probably report owner. Could that be the difference?

SuiteCloud Plus will help you in the following areas: 1. Web services integrations. You get one Concurrent Web Services User. If you have an integration that is heavy in web services calls, this license will give the opportunity of 10 concurrent sessions that will allow web services calls to run in parallel instead of…

You mentioned that "Also, "Provider" shows up as a List/Record type field on the Provider Address type screen". Is it also defined as "Record is Parent"? I think It needs to be checked in order to create the link.

There might be an issue of mixed data types in the formula. Try using the formula below: Case When custrecord_tran_customer.custrecord_tran_date>= LAST_DAY(ADD_MONTHS(sysdate, -2))+1 and custrecord_tran_customer.custrecord_tran_date<= LAST_DAY(ADD_MONTHS(sysdate, -1)) then…

Hi; IMO these kind of a search requirements are limitation in NS. There is one way I know you can get the results you need. It is not nice, but it will get you the result. Make an item search. Don't make any other filter (criteria) other than filters on items you want included. If you put any criteria on transactions, you…

It was a while ago, but I believe so. Maybe rounding level differences.

I did use date. In the case of invoice in one period and paid in a different period, the payment will be included under one of the other transaction types included. The idea is that anything that hits the income accounts will be on it, and that's why there is a match.

Hi; I struggled with a similar issue recently. The thing is that the report will include anything that hits income accounts in the G/L. Not only sales transactions. I created a transactions search that includes cash sales, credit memos, invoice, cash refund, ccard refund, check, credit card, customer deposit, customer…

Hi; Not sure if this will help, but for getting the specific day of the week (in this case always Saturday) here is a formula I am using: {date}-TO_CHAR({date} , 'D') +7. This is a week ending date for me so I place all transactions done in the week on the week ending date to have weekly buckets. Alex

Will do. Thanks Evan.

Hi Mathieu; Thanks a lot for your response. Yes, I understand that. But what I am saying is that no matter what I base my search on, I don't get more than one of the other files as related fields. Doing an item search as you suggested, I can drill down to the transaction from there, but not to the forecast demand. Doing a…

What type of costing are you using? There is built in functionality to do this for standard costing.

This is definitely what you would expect from a manufacturing system to do. Unfortunately it doesn't. The only option available to you is when you create a work order, there is a check box to define whether to build sub assemblies or not. All it does is define whether components will be one level BOM explosion or full…

Yes, we did that same transition about a year ago. It is almost all on the pro side since the marriage between Netsuite and Rootstock was really not successful. The separation process is quite a project where you really need to be detailed oriented, but once done, your overall performance will increase dramatically, and…

Looks OK here. We did the upgrade this weekend as well.

Count me in. I am not posting much, but would be happy to participate as well.

That's an interesting point Rafe, and I am in the same boat as well. So those independent contractors interested, you can contact me as well. Email: afast@speckproducts.com Thanks Alex

When you say you added the custom fields, is it custom fields on the item record or custom record with item as its parent record? Only the second option is a sub list that will have multiple records. If those are custom fields on the item record, what you can search on is the system notes, filtering on the specific field…