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NSC | Creating a Transaction Saved Search Cumulative Balance from Beginning to a Specified Period
Scenario:
A Transaction Saved Search displaying the cumulative balance from the start to a specific period in NetSuite can provide valuable historical context that can be helpful in matching amounts in a balance sheet.
Solution:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) Under Criteria tab:
Select a Subsidiary (if you are using OneWorld)
Posting = True
Account = You can select a specific account or you can even use Account Type
4.) Under Results tab, you can add:
Account Name | Summary Type: Group
Formula (Numeric) | Summary Type: Sum | Formula: CASE WHEN {accountingperiod.startdate} BETWEEN TO_DATE('1/1/2016', 'MM/DD/YYYY') AND TO_DATE('3/1/2024', 'MM/DD/YYYY') THEN {amount} ELSE 0 END | Custom Label: As of March 2024
You can change these fields according to your account and reporting preference:
1/1/2016 - is the date the very first accounting period in your account.
3/1/2024 - is the start date of the reporting period or the target period
As of March 2024 - rename the reporting period
Users can also add multiple periods
4.) Rename the Search
5.) Save and Run
Compared to a Balance Sheet:
I hope this helps
Re: Data Migration
I see, thanks for informing us @JustinB_10664 🙂
You can also check SuiteAnswers Id: 49249 | Creating Revenue Elements from Journal Entries
Re: Permission for Access Token missed configuration
hi all, it's resolved.
- Permission > Setup > added "Log in using Access Tokens" and "Log in using OAuth 2.0 Access Tokens"
- Ensure my user assigned with the right role
one of my mistake was clicked on "Customize" in "System Administrator", i thought it will edit the role, by not noticed it auto create new role "Custom System Administrator X", the edited row never granted to my API user, which keep hitting the same error. Silly me :) Thanks the team for the support!
Wei Tat
Re: How to Add HSTS to the Header of a SC Standard Website?
NetSuite will have to update its terms of service, as scanning will be required to comply with PCI 4.0
I have support working on adding HSTS to our site right now, so that our SC site can pass the scan.
wwinters
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Re: Unit of Measure Edit/Create Permission
Thanks for putting out the word.
I figured out it's the "Units" list.
Have a great day!
Re: Opportunity Win / Loss Report
Thank you so much! I was using a "Transaction" search and criteria was Type=Opportunity. I was not using an "Opportunity" search.
Not sure the difference, but this worked!
Re: ACCESS to Invoice Sales Order Status Page
I found the access point!! YAY!
List > Bulk Processing Submissions permission
✨Jeannie
Re: P&L report access restricted to a location for a custom role
Hello Pallavi1903,
Could you kindly begin by updating the employee record and assigning a specific location with the desired access you want to give to that employee.
Then create a custom role. Under Restriction sub tab - Mark the all category as "own and subordinates only"
Now with that role employee can see a specific location only in P&L which was assigned to that employee.
Thanks!!!
