Best Of

Hi Benjamin Paul - USA

You can create a transaction saved search below :-

You can add more filter in the criteria is you want to filter only specific account type like e.g. Bank or for a particular Subsidiary if required

After that you can run the balance sheet as of the date same as SS to compare the figure to confirm your SS result is accurate.

Regards,
Wee Ming

Hi @Micah Timbol-Oracle - I also reached out to support regarding this issue. They asked the client to check the "Run server SuiteScript" checkbox when uploading. I have not yet received any feedback from the client again. Will get back to you on this thanks.

Thank you @User_ZCWF3!! You do have to use the company first and then you can link the opportunity.

I believe it has to do with the order in which you add the fields…I think you have to join the customer first (could be wrong it's been awhile).

Here is how I setup a task that gets auto created when a quote is generated:

Hi @Dext3r

Try to use the formula NVL({fieldid},0) you will get your result.
I realised this is the case for those numeric fields that has empty value and not 0, if we don't use NVL then will not be able to get the expected result.

On side note. If your account is One World and your item can be used by multiple subsidiary with different base currency, the Last purchase price & average cost field values are always in the parent company base currency. Its converted based on the latest trans price/cost value to the parent company base currency using the consolidated exchange rate.

Regards
Wee Ming

Stay safe. I took a direct hit from Ian a few years ago. My prayers are with you.

~angela

Hello

Yes, I agree

Feedback I can give

• I activated Sales, Order to cash and Procure to Pay in the Data Configuraiton→NetSuite Warehouse sections
• I enabled 'Order to Cash and Procure to Pay Functional areas in the Enable Features section
• Pipeline status is active and has been running for a while
• I did a full reset and reload through pipeline settings

Above steps did not produce the desired result

John, can you please paste some screen shots and the exact steps in which things need to be done to make this magic work

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Hi @Janakan

Gross Profit = Sales – Discount – Est. Extended Cost

You have a header discount of $1000 that applies to both line #1 & Line #2 and
also line discount of $500 which applies to line #2 item only.

The header discount $1000 is allocated based on item sales / total sales i.e
Line #1 Discount = 2000 / (2000 + 17500) X 1000 = 102.56
Line #2 Discount = 17500/ (2000 + 17500) X 1000 = 897.44

Gross Profit Calculation :-
Line #1 GP = 2000 - 102.56 - 1500 = 397.44
Line #2 GP = 17500 - 897.44 - 13500 = 3102.56

Regards,
Wee Ming

Yes, the process update makes sense.

This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored field should contain the field's Internal ID, not the Field Name.