Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @User_DPOHC, You can build a Saved Search that shows the Total Amount of Projects, Total Invoiced, Amount Invoiced, and Remaining Invoiced. Are you attaching projects to Sales Orders? The report might look like this: Best, Tigran

Hi @FazeprooF, One of the fields in the "Results" might be causing this. Although you see two decimals for the Unit Price, in the back end, each may have more, with slight variations in Unit Prices. You can do a few things to troubleshoot this: Export the list to Excel and see if there are differences in Unite Prices when…

Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client Executive, Account Manager, Sales Assistant, etc. Create a Saved Search for the Sales Assistant with the criteria "Sales…

Hi @User_1I8SP, You should be able to do that via Workflow with a "Go To Record" action: Best, Tigran

Hi @User_YMWNR, The most common approach to storing custom KPIs, such as "No. of Churn," is by creating snapshots through Custom Records. You can choose to do that daily/weekly/monthly, etc. You would need customization to do that. Some companies store that information outside of NetSuite by exporting KPIs via scheduled…

Hi @CDuf, How about use cases when an Invoice was partially paid by a Credit Memo and partially by Cash? Here is a Saved Search that would should all your invoices by payment method: Best, Tigran

Hi @User_NG5TG, The request you have will be best accomplished through customization. It can combine Saved Searches, Scheduled Workflows, and Custom Fields or Scripts. The main complexities of doing this via Saved Search are: Sales Order is linked to Opportunity via header. Items are on SO/OPP lines. The only field that…

Hi @Wildtype, What do you expect to see in the Expense Report line-level "Name" field? The "Name" field is available on transactions such as Journal Entry, as you can select various Entity records there, such as Customer, Vendor, and Employee. However, it is not available for Expense Reports by default, as all the…

I am glad it worked, @Preethi Kondur, Did you also try with "Store Value = True" and it didn't work? The potential downside of "Store Value = False" is that the field that has a value may show as blank on Saved Searches.

Hi @RichardMc, The field you are looking for might be called "Created From" on the PO form. In some cases, this field is natively disabled. If that's the case, you can create a custom "Created From" field on the PO to source the Project ID.

Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accounts for Roles (ID: 9913)" SuiteAnswers article.

An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.

To confirm, are you ok marking a current OPP as 'historic/pre netsuite opp' if the invoice hasn't been issued yet? What is the typical time gap between closing an OPP and issuing the first invoice?

I see what you are trying to do. With this approach, the status will temporarily be incorrect even for the current OPPs that were closed but an invoice hasn't been issued yet. Does that work for you? I assume the migrated/historic OPPs have some sort of identifier/checkbox (e.g., Historic - checked). If yes, you can do…

Hi @User_NG5TG, What field did you use in the results to show the OPP status? The status should show as "Closed-Won" (or "Lost", etc.) irrespective of the related invoice. Best, Tigran

Thanks for the clarification, @Preethi Kondur, Sales Order doesn't show the Base Price natively. To add it, you would need to: Create a custom Transaction Line field with "Type = Currency", "Store Value = True", and "Applies To" = "Sale Item". Under "Sourcing & Filtering," select "Source List = Item" and "Source From =…

@User_NG5TG, With the newly proposed method, you will still have individual amounts. Because the formula is "Numeric/Currency" with the SUM, you will now see the Transaction Total at the bottom of the column. You can try this on a new column to compare the results before overwriting the existing column.

No worries, @User_NG5TG - I am glad you can now get the list of required opportunities. Yes, it should be possible to sum the numbers. Instead of: Amount (Transaction Total) | Maximum You can try the following: Formula (Numeric) | SUM; MAX({amount}) Best, Tigran

Hi @Toanne Termeer - van de Ven, I was referring to "What we need on the invoice is the period of the invoice that is created." My assumption was that you wanted the dynamic text to appear on the invoice as an "item line description". Best, Tigran

I have done such updates with my team for other records (e.g., Revenue Arrangement) with fields that can't be mass updated. Your specific instance and configuration may impact the final design of the script. Most probably, for your scenario, you would need to use the following line of code: nlapiSetFieldValue…

Hi @Preethi Kondur, On your Sales Order Saved Search, you can try to: Set the "Main Line" = "False" in the Criteria section Choose "Item : Base Price (join)" in the Results section. Best, Tigran

Hi @Neo_Suite, There are a few ways to do that. Here is a sample Saved Search that should work for you: Feel free to add further tweak/modify the Criteria, Results, etc. Best, Tigran

@Andy Bruner, I misunderstood your question. Did you know that you can set a Default Vendor Payment Account as a Global Preference or on a Subsidiary Level? If yes, those will default on Vendor Payments even if the Default Vendor Payment Account is empty on the Vendor record that is being paid. Note that although the field…

Hi @Toanne Termeer - van de Ven, Do you have a specific identifier for customers that have quarterly invoices? For example, customers from specific industries or customers with a custom checkbox ticked. Alternatively, do you issue quarterly invoices to customers with specific items/products? Your request might be…

Hi @KR Mike, You can build a Saved Search that shows that information. In your RMA search, you can use the "File : Owner" and "File : Date Created" joins to show who attached a file and when. However, multiple factors may affect the Saved Search results and methods of retrieving the required information. For example:…

Hi @User_SN7F6, Typically, the Shipping Cost on the Invoice is sourced from the Item Fulfillment record. Several variables can affect the Shipping Cost appearing on the Invoice, such as: The number of Item Fulfillments. (i.e., does the SO have more than one IF?) The number of Invoices. (i.e., does the SO have more than one…

Hi @User_NG5TG, There are several ways to do that. Here is one of the options (you should change the "Amount" in the sample criteria to the required amount): Best, Tigran

Hi @JarebCoupe, Before building the report, you must be 100% clear on the business requirement. The Lead to Cash process is different from company to company. Typically, the process is Lead -> Prospect -> Opportunity (In-progress) -> Estimate/Quote -> Opportunity (Closed-Won) -> Sales Order -> ***". If you are building the…

Hi Eddson, (@User_D11U7) The downloaded workbooks should appear under Analytics -> Workbooks. Best, Tigran

Hi @Andy Bruner, You can add additional columns to CSV Import Templates. If the Vendor Payment Account is missing on your import template, you can add it as a new column and map during the import: Best, Tigran