Dominica Sevilla-Oracle Blue Diamond

Hello @Dext3r, We're glad to have you here with us today. Thank you for starting a new thread. Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hello Rob, Good day! Apologies for the late response. I tried to play with formulas on Saved Search but was still unable to create the desired outcome. Kindly check if this approach will work on your end: Set Home > Set Preferences > Analytics > Reports By Period is Financial Only Then navigate to: Reports > New Report 1.…

Hello @User_DG15Y, Good day! If you found a comment helpful, please consider marking it as 'Yes' in the 'Did this answer the question?' section. Your feedback will help other users with similar concerns find the answer more easily. Thank you for your help. 😊

Hello @User_YZ498, Kindly create a Sales Order Saved Search first. Under the Criteria tab, add the following filters: Type is Sales Order Main Line is True Status is [select the status of the Sales Order you want to see] Under the Results tab, add the following fields: Field: Document Number | Summary Type: Group Field:…

Hello @User_JN952, Good day! If you found a comment helpful, please consider marking it as 'Yes' in the 'Did this answer the question?' section. Your feedback will help other users with similar concerns find the answer more easily. Thank you for your help. 😊

Hello Martha, Good day! Were you able to check this? Thank you! 😊

Hello @User_18AKJ, I consulted your concern on my end and I was advised that it is not required to customize the new custom roles if you are not using it. However, you are required to update and add the permissions to those custom roles you are currently using. I hope this clarifies your concern. Thank you! 😊

Hello Audrey, Good day! Kindly confirm the following: Is this encountered only on one Purchase Order? Is your SuiteApprovals customized? Is this working as expected before? When did you start noticing the behavior? Do Administrators encounter this as well? It would be appreciated if you can also send a screenshot of the…

Hello @User_DPOHC, Welcome to the NetSuite Support Community! 🎉 Thank you for starting this thread. Our Gurus will review your concern and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we encourage other users to join the discussion and share their insights. Thank you for…

Hello @User_DG15Y, Can you confirm what Report encountering this issue? Kindly customize this Report and check the Filters it had. It is possible that this is the cause of the reported behavior. Here's a sample Sales by Customer Report, and here's the Filter page that I am referring to and not just those on the footer of…

Hello Martha, Good day! I tried to recreate your Saved Search and add it to my Dashboard and the Date filter is available on my end. See screenshots for reference: Date filter on the Dashboard: Is this the one missing on your end? The only difference on our Saved Searches is the custom field you had on your Criteria.…

Hello @User_JN952, Per my understanding, when creating a Bill, an Account is not showing on the Account dropdown field. Kindly check if the Account you expect to see on this field is an Account Payable account. Thank you! 😊

Hello kmd_14170, Good day! Can you further clarify the Inventory Location field you are referring to? Is this a custom field on your end? I checked the Sales Order form on my end and I can see the Location field but not the Inventory Location field. Thank you! 😊

Hello @User_YZ498, I would just like to further clarify your concern. Based on my understanding, you want to have a KPI meter on your Dashboard that will display the amount of your open Sales Orders. Am I correct? Thank you! 😊

Hello Mike, Upon checking, this functionality is not yet available in NetSuite. There is however an Enhancement Request field for the ability to display cost and quantity information on Reports for Assembly items and to include Material, Labor, and Overhead cost. It's logged under Enhancement 15694 Assembly items > display…

Hello @User_W0XW1, Understand that the Current Status column does not follow the On or Before date set on the Open Purchase Order report. Per checking, this is logged under Enhancement 228627 Reports >Purchases > Purchase Order Register > to show Status (Pending Receipt, Pending Bill etc) as of a specific date. Hoping for…

Hello @User_HTKPF, Good day! If you found a comment helpful, please consider marking it as 'Yes' in the 'Did this answer the question?' section. Your feedback will help other users with similar concerns find the answer more easily. Thank you for your help. 😊

Hello @Rumaysa Mirza, Good day! If the solution provided worked for you, we would be grateful if you could mark it as helpful by clicking 'Yes' on the 'Did this answer the question?' option below the comment. This will assist other users who may have the same question in finding the solution more easily. Thank you for your…

Hello User_NG5TG, Good day! If you found a comment helpful, please consider marking it as 'Yes' in the 'Did this answer the question?' section. Your feedback will help other users with similar concerns find the answer more easily. Thank you for your help. 😊

Thank you @Tafara for sharing your insights on this! ❤️ Hello @Rick Cobb_2, please try what Tafara suggested and we hoped that this will work on your end as well. Thank you! 😊

Hello @AhmedM, Kindly scroll down more on the list. Joint fields are listed on the bottom part of the dropdown. Please see the screenshots for reference: I hope this helps. Thank you! 😊

Hello @User_2D608, We're glad to have you here with us today. Thank you for starting a new thread. Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hello @User_DATN1, We're glad to have you here with us today. Thank you for starting a new thread. Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hello @User_W0XW1, We're glad to have you here with us today. Thank you for starting a new thread. Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hello @AhmedM, The mentioned fields in Step 4.B. are showing on my end: Can you please further clarify what you are encountering? Thank you! 😊

Hello Rob, Thank you for the detailed response. Allow me some time to test this on my end. I'll get back to you as soon as I have updates. Thank you! 😊

Hello @User_2D608, On the Data Handling stage of the CSV Import process, kindly try this: Expand the Advanced Options drop-down and set the following: Overwrite Missing Fields = T Overwrite Sublist = T We highly advise testing CSV Import on one or a few records first to ensure you'll encounter the expected behavior. Thank…

Hello Liz, Good day! Did the above work on your end? Thank you. 😊

Hello Kedalene, Good day! Were you able to check this? Thank you! 😊

Hello @User_HTKPF, Good day! Per checking, I found the following SuiteAnswers articles that might be helpful for your concern: 68522 Saved Search of Actual Sales for Current Year vs Last Year Comparison 78160 Saved Search to Show Total Amount of Sales for Current and Previous Year I hope this helps and is feasible on your…