Rachel_A

@Chelsea Jacobs How did you set up your Payment form to have the Invoice #(s) populate in the Memo (main) header field?

in How come the Deposit form does not show invoice numbers Comment by Rachel_A Sep 15, 2025 7:50PM

@Jam Amper-Oracle Yes, it does but if I remove it, it shows all the lines with negative amounts and zero amounts. We don't want to see those lines. Plus is makes the workbook with way too much lines of info. How can I remove those lines without affecting it?

in I created a Dataset that has both PO's & SO's but it only gives me detailed trans lines of the PO's Comment by Rachel_A Apr 23, 2025 4:58PM

No, our typical orders have PO's attached to most sales orders. The PO is the printing vendor of the shirts being ordered on the SO's. Here are the screenshots:

in I created a Dataset that has both PO's & SO's but it only gives me detailed trans lines of the PO's Comment by Rachel_A Apr 22, 2025 7:06PM

No, the Sales Order is not related to a dropship.

in I created a Dataset that has both PO's & SO's but it only gives me detailed trans lines of the PO's Comment by Rachel_A Apr 22, 2025 6:18PM

Here is the Sales order and the matrix subitem and matrix item.

in I created a Dataset that has both PO's & SO's but it only gives me detailed trans lines of the PO's Comment by Rachel_A Apr 18, 2025 11:53PM

@Judith Culanding-Oracle Hi, the item type on the sales orders are matrix subitems of Assembly/Bill of Materials. When I click on the matrix item, the income account is 4010 Income : Revenue

in I created a Dataset that has both PO's & SO's but it only gives me detailed trans lines of the PO's Comment by Rachel_A Apr 18, 2025 8:29PM

Thank you @Able Wilson that worked!! :) Do you know how I can eliminate the results for these three name types below. I can't figure out how to filter these out in the Criteria tab…. Vendor names Employee names - None - A separate question I have is when I tried to use the Report Builder to get this same info as a report,…

in Percent Formula of 2 columns on saved search (Est. Gross Profit divided by Income) Comment by Rachel_A Nov 5, 2024 7:23PM

Hi @Trixie Amora-Oracle , your formula worked a little bit….I'm trying to figure out why it doesn't calculate correctly on some of the lines? For example, please see the 3rd line: "A. Ray Hospitality" if you divide the Est. Gross Profit (Line) column by the Revenue column, you get 48% but your formula shows 58%…. So some…

in Percent Formula of 2 columns on saved search (Est. Gross Profit divided by Income) Comment by Rachel_A Oct 30, 2024 5:03PM

@Wee Ming THAT WORKS!! Thank you very much! I really appreciate it! :)

in Show remaining balance on Vendor Prepayment form Comment by Rachel_A Jul 2, 2024 6:49PM

@Angelica Mae Segador-Oracle I think this can work good enough (but not exactly correct)…because I noticed it displays the total amount of the vendor prepayment balance for all prepayments under that vendor. I'm realizing we can't use that vendor.prepaymentbalance field because of this. Do you happen to know how to make it…

in Show remaining balance on Vendor Prepayment form Comment by Rachel_A Jun 28, 2024 8:13PM

@Angelica Mae Segador-Oracle that does not give me the result I need since I need the remaining balance of each prepayment (per transaction).

in Show remaining balance on Vendor Prepayment form Comment by Rachel_A Jun 21, 2024 4:57PM

Yes, it's a native field that is found under "Vendor Fields…"

in Show remaining balance on Vendor Prepayment form Comment by Rachel_A Jun 18, 2024 7:12PM

It's from "Vendor Fields…"

in Show remaining balance on Vendor Prepayment form Comment by Rachel_A Jun 13, 2024 4:08PM

@Tigran Shahnazaryan thank you for your suggestion. It seems odd that Netsuite doesn't have a simple way to just display the last invoice data per customer with a simple search. I'm using this saved search to email the info to each customer so I don't believe I can use a different avenue like Reports or Analytics correct?

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Apr 4, 2024 4:21PM

@Able Wilson Ok, thanks….yes I don't know how it was created so it looks like I will have to create a new custom style list.

in Style List is not sorted alphabetically Comment by Rachel_A Apr 4, 2024 4:14PM

@Able Wilson but why does it show the lines from the invoice duplicated? How do I get rid of the duplicates without changing the Main line? See below:

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Apr 3, 2024 10:04PM

@Veronica Steluta Mincior-Oracle @Able Wilson This is not a custom list. I didn't create it as it was already in our account before me. When I click on edit on any of the styes, there are no options…see screenshot:

in Style List is not sorted alphabetically Comment by Rachel_A Apr 3, 2024 9:58PM

@Able Wilson I tried to change Main Line to True but there are no results with that. So here is a screenshot of the rest of my criteria. I think I set it to be False since I need to display the Item name and quantity for each line on the invoice.

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Apr 1, 2024 10:02PM

@Able Wilson Yes, that works thank you…but the only problem is that it is showing the lines duplicated.

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Mar 29, 2024 6:46PM

@Able Wilson Disregard my last comment….I was able to figure this out how to only show ONE (last invoice) by using the formulas below. But I couldn't figure out how to show all lines from that one invoice though. Hopefully someone know how to do this!

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Mar 29, 2024 3:20AM

@Angela Bayliss No, I don't see those options….maybe because I'm using "transaction" search….which search are you displaying? @Able Wilson I had to create a "customer" search in order for your formula to work. But when I pull data on the results tab: like Maximum of Invoice # and Maximum of Item the info displayed under…

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Mar 28, 2024 6:56PM

@M.Lisa Unfortunately it won't accept {customermain.lastsaledate} or {lastsaledate} on this transaction search and I don't know why. My formula right now has: CEIL({today}-{lastmodifieddate}) but the problem is that it will show all transactions for the past year instead of the last transaction (I only want to show the…

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Mar 28, 2024 4:35PM

Thank you Clarissa but those saved searches won't help as I need to show the "items" ordered in the results. That's why it is a transaction search (instead of a customer search). I am just needing a Date or Numeric formula to isolate the 4 months since the last order....I found this online but it doesn't work on my trans…

in TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date Comment by Rachel_A Mar 28, 2024 12:33AM

No, I don't believe it is a custom list...I previously put a screenshot to show you the type of list that it is. I've attached the screenshot of the online form below:

in Style List is not sorted alphabetically Comment by Rachel_A Mar 27, 2024 3:25PM

Rachel_A Red Ribbon

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