Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @User_JED7G, If the main concern is invoicing, the Invoice Group feature might be a good fit. You can combine multiple invoices for the same customer and send them as one invoice.

Thanks for the update, @Ramkumar Natchimuthu, Could you please provide more context so we can assist you more efficiently? For example: Details on the Saved Search (e.g., is it a System Note search or an Item search with System Note join?) What is the criteria of the Search?

Hi @User_FL4CK, Do you have those reports ready and want to add them to the navigational path? Or would you like to know how to build those Reports/Saved Searches?

Hi @User_8E39J, Once you create a Sales Order with "For Invoice Grouping" checked and generated related Group Invoices, you won't be able to uncheck the "Group Invoices" checkbox on the Customer Record. If you want to exclude future Sales Orders and Invoices for that customer from invoice grouping, you have two options:…

Do you think that transaction should have been in NetSuite and isn't? If yes, it might be best to check the status with the Payroll Functional owner. If you are using SuitePeople, you might need to match the Bank Data to a Payroll Transaction. If you aren't using SuitePeople, then it would be a Journal Entry.

Hi @User_8ZIY6, That's a valid concern. Currently, you can unlock only Purchase Orders, Vendor Bills, and Expense Reports. NetSuite is releasing SuiteApproval enhancements on a regular basis and hopefully, Sales Orders will be supported soon!

Hi @User_RM2YQ, If there is a transaction in your Bank Feed that is missing in NetSuite, you can use the "New Journal Entry", "New Charge," or "New Deposit" options on the "Match Bank Data" page to enter the relevant transaction. Regarding the impact, it will be immediate if you don't have approvals process for those…

Hi @Ramkumar Natchimuthu, The error might be caused by the missing "END" at the end of the Case Statement formula. Can you make the update (...ELSE 0 END) and see if it works? Thanks.

No worries at all - I understand you are dealing with lots of various requests. Please continue posting your questions here and we will help!

You might not be able to build this from Sales Order as the Customer Payment record is "two levels deep," (SO -> Invoice -> Customer Payment), and you can get only to one-level Joins on Saved Searches. Regarding the Unbilled Amounts from your screenshot, my questions are: If one of the Sales Orders is for 2,195.50 and has…

Yes, you can Sum/Group them to show one line per JE if you don't need to see line-level information (e.g., line description, GL Account, etc.)

Also, when you are doing a Transfer Order, do you typically check the "Use Item Cost as Transfer Cost" checkbox? Thanks.

You are correct - NetSuite shows the auto-calculated amount in the "Lines" subtab. This is a calculated field and isn't editable on the form. For Journal Entry Saved Searches, I like using the "Amount (Debit)" and "Amount (Credit)" fields so that each line displays the relevant Debits and Credits. Let me know if you still…

@ER-Sree, Could it be the case that the Average Cost that you see on the Transfer Order is the Item Average Cost * Quantity? Please share a few screenshots to help respond more efficiently. Thanks.

Sure, once it is confirmed the workflow is required, I will share the steps. Could you please try using the native "Amount (Debit)" field in the Journal Entry View/List and see if it gives you the desired result?

Thanks for the analysis, @mark petzold, Your conclusion makes sense and is something I was suspecting, too. In my original formula, I used {customermain.internalid}, hoping that using the customer join from filtered/matching transactions would work, but it didn't. Let me look into a few more formula options and get back to…

Hi @ER-Sree, Sure - I will provide a couple of screenshots to help with the scheduled workflow. I went back to your original post and noticed you created a custom field to show the sum of Debits on the Journal form. If you are trying to show the sum on a Saved Search, instead of using the new custom stored field, can you…

I am glad it worked! If you think you may have more invoices with 0 amounts, you can use this formula, which shouldn't display the result as 0 instead of an error message: CASE WHEN {totalamount} > 0 THEN NVL((1-{taxtotal}/{totalamount})*{amountpaid},0) ELSE 0 END Regarding the Unbilled Amount, I asked a question in…

Hi @User_S8PAJ, It appears to be working for me with "Show Message -> Before User Submit": Can you try again on your side? Here are some reference screenshots: I get the message when Shipping Address on the Sales Order isn't United States. There is no message if the Shipping Address is United States:

Hi @mark petzold, The idea is to get the "Total Sum of the Donations for the Year" and divide it by the "Total Number of Unique Customers". That's how I interpreted your request. This formula worked for my NetSuite instance. However, it seems your configuration causes the "Total Number of Unique Customers" to show up twice…

Hi @User_E15G4, Yes, that's a valid concern. You cannot achieve that via Workflow. You would need a script for that.

Hi @User_S8PAJ, Can you try with: ..... Type: Show Message Trigger On: Before User Submit Condition: "Shipping Address" does not contain United States. If it doesn't work, Condition: "Ship To Address" does not contain United States. .... Type: Show Message Trigger On: Before Record Submit Condition: "Shipping Address" does…

The other formula shouldn't impact it, as the error is generated only when the new formula is entered. Can you add two columns with {amount} and {totalamount}, export to Excel, and see if any of the columns have values that aren't <0? Most probably, it is the division piece that causes the issue (...../{totalamount}.....)

No worries, we will figure it out. In your NetSuite instance, there might be a result that returns "blank", so the division formula generates an error message. Also, do you have any invoices with zero amount? Meanwhile, can you try this? NVL((1-{taxtotal}/{totalamount})*{amountpaid},0)

Could you please clear your browser cache and try again? The below formula shouldn't generate an error message: (1-{taxtotal}/{totalamount})*{amountpaid} If it still happens, try one of these: (1-{taxtotal}/{amount})*{amountpaid} (1-{taxtotal}/{grossamount})*{amountpaid}

Hi @User_B4GTN, You might be able to do it via Vendor Saved Search. Please try this reference search and let me know if it works: When the "Date Filter" is blank, you will see the sum of all Open/Unapplied Vendor Prepayments: Once you enter a date in the "Date To" field, you will see the "As Of" totals: You can also drill…

Can you try 'Minimum" instead of "Maximum" and see if an invoice number shows up?

Regarding the "Unbilled Amount Net of Tax", the issue seems to be caused by the Sales Orders that show 0 "Unbilled Amount" where there is an "Unbilled Amount". For example, the third row on your screenshot has a "Sales Order Amount" of 2,195.50 and a "Total Invoices Billed" of 742.50, yet the "Unbilled Amount" shows as 0.…

Understood about the formula for the "Amount Paid Net of Tax". Finance used the formula I was proposing but with a tax amount that wasn't on my example, which created confusion. For the "Amount Paid Net of Tax," can you try the following formula and let me know the results? (1-{taxtotal}/{totalamount})*{amountpaid}

Hi @User_NG5TG, You would need to group the Saved Search results to avoid duplicated lines. With your Criteria and Results, a few things, such as multiple Opportunity Lines, may cause duplicated lines. You would need to choose "Group", "Minimum/Maximum", or "Sum" as a Summary Type in the Saved Search depending on the field…