Best Of

Just to update this thread, the only way to do this is:

1. Create an Account Center Tab where you can add any report you requiere. However this will duplicate the reports for those roles under the classic center interface.
2. Have the users with the accountant center that want to see the report, change their user preferences, in the tab Appearance, to check the box USE CLASSIC INTERFACE. Although, just make them aware that this will change their current view.

Thanks!

Hello @Nicole Mendoza-Oracle

All right!! I can understand!!

Thank you so much!!

regards.

@Elychelle Gulen-Oracle Hello!

I have reviewed the suggestions above. They are not exactly what I needed. Based on my task and the suggestions provided by @Tigran Shahnazaryan, @Elychelle Gulen-Oracle, I implemented SuiteSQL that selects the fields I need.

To find the last purchase date, I used a subquery to find the newest transaction date in the transactionline table for each item in the table.

In this subquery, I selected the item column from the transactionline table and the maximum transaction date (maxtrandate) from the transaction table for each item.

I have attached the query, perhaps someone will need it for solving their own tasks.

Thank you all for your help!❤️

Issue resolved.

It ended up being due to how the PDF header had been declared. After I made some changes to the header and to the body of the document that issue is no longer happening.

Basically, the height of the header was set as 10%, which was insufficient for the content of the header. The issue never manifested itself on the first page of the PDFs because there was an explicit <br> tag at the very beginning of the body.

Thank you very much for your complete and detailed answer @Patrick Fresnosa.

Greetings and great week!😄

Hi @Gustavo_VM,

To answer your questions:

1.) When making a report, the department filter always shows all departments in the system and not the departments of the selected subsidiary (is this normal Netsuite behavior?)

Upon checking this is normal behavior, despite restricting a department to a particular subsidiary:

Users (with Administrator and with view mode on that department) can still see and select the department in the report:

This is normal behavior. If you select a Subsidiary and an unmatched department, there will be no matched result since the condition in NetSuite report filter is AND meaning in this context: Department and Subsidiary.

2.) When viewing a report, after selecting a parent department, the report does not display any data. (Shouldn't it theoretically bring the balance of the child departments?)

The ability to roll up the Departments in reports to their Parent Departments is still an enhancement under 108496 Ability to roll up sub-departments/locations/class under their parents on Summary Reports (similar to Consolidated Subsidiary context), so you need to select its child one by one.

Apologies for this limitation.

Hi all,

This is why it was confusing, because it WAS changing the status from a Lead to Prospect when I was creating an opportunity, so I assumed it would change a Customer back to a Prospect if I lost the opportunity.

Tested and confirmed.

Confusing, but we got there in the end.

Thank you for all your help!

Hello Yisgav!

Also saw this table but it's only for Asset Lifetime in years. Let me double check on what we can do.

Thank you Patrick. As usual, you are able to find the SuiteIdea that I cannot.

That enhancement is just what I was asking for but was unable to find.

It sure would be fun to sit in with the decision makers who have ignored this enhancement for 10 years and try to understand their reasoning. The fix seems so simple and would help so many in small & big organizations.

Thank you again.

Amazing! Thank you, Nicole Mendoza!