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Don't feel like an idiot. All of us are learning different pieces and modules of NetSuite all the time. At least you have an easy fix!

Have a great day.

~angela

Hi @gfriedman,

I hope you are doing well.

Based on your statement, I assume that you have Purchases with multiple Invoices against different dates.

For example, my dataset below shows 2 dates for the Bills created for Purchase Order #53

Note: I got the the dates in Related Transactions - Next > Transaction

If you already have the correct dataset, let's now create the workbook.

1.) Click Create New Workbook on the Dataset

2.) Select Pivot

3.) Drag the Purchase Order Document Number as Rows

4.) Drag Bill Date to Measures and set it to Max

4.) Refresh the data

You should be able to see the most latest date of billing.

I hope this helps! 🙂

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I feel like such an idiot!! I forgot about the submit button.🤦 You would think after five months, I'd get it by now.

Thank you all for jogging my memory!

Hello @User_4FS3T,

Under the Criteria tab of your Saved Search, kindly add the filter Item On Any Line then select the Free Sample Discount Item you are referring to.

I hope this helps and is feasible on your end. Thank you! 😊

Hi @User_TFDY9,

Thanks for posting your concern here! 😊

Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Veronica Steluta Mincior-Oracle Apologies for the delay. I'll need to make some edits to the HTML to enhance styling and ensure responsiveness, especially for mobile users. This involves modifying the entire HTML and CSS code of the form

Hi @ImeldaSanchez,

I'll test this out and get back to you once I have more information.

Regards,

Theo

@Veronica I noticed Midhun's response, and I approached the task differently by utilizing the "system note" saved search. In contrast, Midhun employed a formula that incorporated the "system notes" as a field, which appears to be a more effective approach. It's great to learn something new. Thank you for sharing this insight!

Hey @gbradley

The report below works for me

Criteria

Result

Thank you