Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

A unique identifier, such as External ID or Document Number, is required when creating a new record. If you populate External IDs (e.g., 1001, 1002, 1003, etc.) and map on the import, all records will get created with the "Add" option.

Hi @PeteLawson, If you are creating new records, it is better to do the import using "Add" instead of "Add/Update". Could you try that and let me know how it went? Thanks.

Thanks for the clarification; I was thinking about the Saved Search when I made the recommendation. Standard Reports don't have access to the "Created By" and "Posting Period" fields. You can display them if you add them as custom fields on transaction records and populate them via Workflow. Here is an example of a custom…

Thanks for confirming. I looked into this closer and realized that the "Vendor Bill" appears as a "Sublist" to the "Vendor Payment" record, as you can pay multiple Bills with one Vendor Payment. This is why the Custom Field value isn't copied from Bill to Vendor Payment. You would need to create a Workflow Action Script…

Hi @User_0HHAM, You need to use the "Created By" field in the results to see who created/initiated the transaction. You would need to use the "Period" field in the Saved Search results to see the posting period.

Hi @MichelCA, Could you change the field display type to 'Normal" on the Bill Payment and see if you can manually select the project? Also, could you double-check that you have the exact same field on PO, Bill, and Bill Payment?

There is a chance the user working in the RACG may miss the overlapping allocation when going back and forth from project to project, Day/Week view, etc. I found the prompt helpful. How about replacing the "Resources" subtab on the Project Task and adding a custom "New Resource Allocation via RACG" button? Clicking the…

@User_HPB3I, I built a sample report for combined allocations that I meant to share but noticed that in some instances, where there are multiple overlaps of the allocations, the result might get "weighted down" below the threshold for the alert. To make it 100% reliable with a Saved Search, we would need customization with…

Hi Helen, You can definitely ask ACS to help with that.

For #4, are the values selected manually by the user? Also, do you have cases when the field value of these fields is blank?

Good point. You still should be able to leverage that field. For multiple allocations, you could sum the "Total Percentage" per employee per day and set the triggers when the total is more than 100%.

Hi @Paul Salkeld, I have a few questions: Do you have "Store Value" checked or unchecked for {custrecord_envaspectsimpactlikelihood}? How the value of {custrecord_envaspectsimpactlikelihood} field is populated? (e.g., UI, Field Formula, Saved Search, etc.) Do you have "Store Value" checked or unchecked for…

Hi @User_HPB3I, You can create an Email Alert/Reminder or a Workflow Pop-up Message based on the Resource Allocation Record and "Percentage of Time" field:

Thanks for the screenshots. It seems you have a total of 2,897 across all bins:

You mentioned that some of the items were committed from the report. It means the criteria need to be updated to include all items. As I don't know how the items are created, I need your help. If you go to one of the items that aren't on the report but should be there and check the "System Information" subtab, you will see…

Thanks for the screenshots, @dylanvv, Is this your main goal? "I'm trying to replicate this so I can figure out within the results of a search what the total # of "new" customers are within that time-frame." If yes, you can create a custom field on a Customer Record and populate the date of the first applicable…

Did you mean to say, "I'm now trying to create a saved search..."? If this is a different question, I recommend posting it separately to avoid confusion. That way, other users would find their answers easier. Thanks.

I can't think of an easier way although it might be possible.

You could do that via: Create a "File Name" custom record Create a List/Record custom field and select #1 Create a script to create a custom record for each new file in the folder.

Hi @Dirk Nieuwkamp, Try this formula: CASE WHEN {recordtype} = 'invoice' THEN {fxamount} - NVL({taxtotal},0) - {shippingcost} ELSE 0 END

Hi @Paul Salkeld, You would need to replace the double quotes with single quotes. For example, "High" should be entered as 'High'.

Got it. Would you like the custom field to show the file names as "text", or do you want to select the document to be attached to a record?

Got it. Then it has to be something more sophisticated, such as opening the page in a suitelet, parsing the XML, and converting to a CSV. Hopefully, NS will add this page to native Saved Searches or give us an easy export option.

Can you send me the screenshot from the System Information of one of the items that is missing? That will help to identify the criteria that exclude that item. Thanks.

Hi @Rick Cobb_2, NetSuite doesn't support that natively. You should be able to do that via script (N/task module).

Hi @User_VD7L5, Tax fields will show if the selected subsidiary is configured for that specific tax. For example, if you have VAT configured for the UK, once you select the UK subsidiary, the related Tax field will show up.

Hi @Paul Salkeld, You can create a Document Saved Search to show Word Documents in your File Cabinet with the dates the files were edited. Would that work for you?

Hi @Honey Soe, The Average Cost of an item is calculated by dividing the "Total Value" by "Total Quantity on Hand". The "Total Value" is based on Item Receipts, Inventory Adjustments, Assembly Builds, etc. You can't update it directly on an Item or a Transaction. If you need to do that for 5,000 items, you can use a CSV…

Hi @User_RK9OD, You can do that using the SuiteAnswers Article #75824. You can't natively schedule the CSV import on a specific date. You would need to run the imports for each customer on the required dates. You will need a script to run each CSV import on a specific date.

I am glad it worked! The "Inline Text" option is very useful. The main use case is when the field value is auto-populated via sourcing/workflow/script and you want it to be visible, not editable.