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Hi tech work, glad to have you with us today and thanks for posting here in the NetSuite Support Community!
Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Update:

I was able to figure it out - correct formula is

CASE WHEN {trandate} BETWEEN TO_DATE('01/01/2023','MM/DD/YYYY') AND TO_DATE('06/30/2023','MM/DD/YYYY') THEN {totalamount} ELSE 0 END

The sample script linked (re: flat rate shipping) could be useful - we will be investigating this in more detail.

Hi @Tafranklin5

Regarding associating items with customers in NetSuite, there isn’t a direct equivalent to the Vendor subtab for customers. However, you can achieve similar functionality by using custom fields or other workarounds. some options I aware are:

Custom Fields:
Create custom fields on the item record to store customer-specific information. For example, you can add custom fields for customer codes, customer part numbers, or any other relevant details. Assign the custom field to the Item record type.
Once you’ve created the custom field, you can populate it with customer-related data.

Item Descriptions:
Including customer-specific information in the item description is an option. While it doesn’t provide a separate subtab, it ensures visibility within the item details.
However, relying solely on the item description may not be as efficient for searching or reporting purposes.

Workaround Using Sublists:
Although there isn’t a direct “Customer” subtab, you can use the Sublists section within the item record to associate customer-specific data.
For example, you can create a custom sublist called “Customer Associations” or similar. Within this sublist, you can add fields such as customer name, customer item number, and any other relevant information. While this approach won’t mirror the Vendor subtab exactly, it allows you to organize customer-related data within the item record.

Workflow Automation:
If you’re comfortable with scripting, consider using workflow automation to achieve more complex associations.

Thank you for the information. You are right, the issue was on their end.

Hi @Nayeem Rahman Shaik,

Thank you for creating this thread. 😊

Hi, Everyone! You are welcome to join the conversation and share your insights.

Glad you were able to resolve this. Thank you for sharing it with us! 😊

Hello @Dext3r,

Just a quick follow-up to ensure you didn't overlook my earlier message. If there's anything more, please don't hesitate to inform us. If not, please let us know by clicking the “Yes” button for “Did this answer the question?” below, you’ll be able to help the community members who might have a similar concern find the answer easier and you will also get closer to earning your next Answer Accepter badge.