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Hi @User_TXI1Z,

Upon checking, it is currently not possible to send an email based on the threshold of the KPI, this is a limitation under Enhancement 63397 Email Notification > User requesting to have email notification sent when KPI meets or exceeds a certain criteria.

Currently, there is a feature that will send you a daily alerts of your events, reminders, key performance indicators, and report snapshots. Please check SuiteAnswers Id: 8982 | Personal Preferences for Alerts

You can also create a Saved Search and have it emailed after the total of income accounts has hit a certain threshold.

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transactions

3.) Under the Criteria tab:

Account Type = Income

Period = March 2024 - You can select a different period for this or such as this period, or any other period

Posting = True

4.) Under Results tab, I have added:

Account Type | Summary Type: Group

Formula (Text) | Summary Type: Maximum | Formula: CASE WHEN SUM({amount}) > 15000 THEN 'HIT' ELSE 'MISS' END

5.) Go to Email tab

Send Email Alerts When Records are Created/Updated = True

Add Recipients:

Send on Update = True

Show Recent Changes = True (Optional)

6.) Rename and Save your Search

Sent Email

I hope this helps!

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Thank you!

Thank you Richard. I should have looked in SuiteAnswers first. Hopefully the developer resolves the issue.

Hi @User_TXI1Z,

Thank you for creating this thread. 😊

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

Hi Elychelle,

Thanks for you help, we will follow the instructions.

Best regards,

Rob.

Hi @Vernita,

While Core Administration Permissions aims to mirror the functionality of the standard Administrator role, the table below outline the differences between these two roles.

For more information, please see SuiteAnswers ID 82465 Core Administration Permissions

I hope this answers your questions. Thank you.

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! 😊