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Transaction Saved Search to link Item Fulfillment lines to Sales Order lines
There is a Suite Answers article about this: 33986 I've been researching this for days trying to figure out the best way without having to write a script. Solution Navigate to Reports > Saved Searches > All Saved Searches > New Select Transaction link Set the following Filters under Criteria Tab > Standard Subtab: Type =…
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Formula (Text) Field in Custom Record Saved Search
I have a saved search on a custom rental ticket record that includes a Formula (Text) field that uses an NVL function to replace the asset type field value with the rental ticket item if the asset type field value is null. However, when I run the search, I get an "ERROR: Field Not Found". I suspect that maybe there is not…
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Run Unrestricted Suddenly Causing Permission Error
Hello, I am experiencing an issue with a saved search and would like to understand whether this is expected behavior. Environment A specific role is assigned to users. In the saved search Audience tab, the role is selected and the following options are enabled: List Form Results Dashboard Sublist Because of these settings,…
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NSC | Understanding Public vs Private Saved Searches
Overview When creating Saved Searches in NetSuite, administrators can control whether the search is available only to themselves or shared with other users. The Public setting determines whether other users can access the Saved Search based on their permissions and roles. Understanding the difference between Public and…
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Custom Segment Filter by Subsidiary still showing all custom segments
Hi! I have a custom segment that uses the Filter by field and we've selected Subsidiary. We have roles that are restricted to the users subsidiary. When we add a filter to an Income Statement for this custom segment, the user can still see all custom segments in the list even though they are not in that users subsidiary.…
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Saved Search for Shipped Item Fulfillment
Hi, Is there a way for Saved Search for Shipped Item Fulfillment with expected results count of sales order shipped, sum of qty shipped, and packed by? We`re struggling to show the correct sum of qty shipped from item fulfillment. Thank you.
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NSC | Saved Search > Difference of Purchase Order and its Bill
Here's a sample Saved Search that will show the difference of the Purchase Order and its related Bill. Navigate to Lists > Search > Saved Searches > New Select Transaction Rename the Saved Search Under the Criteria tab, add the following filters: Type is Purchase Order Applying Transaction : Type is Bill Main Line is false…
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Currency Percision
Hi, We need to be able to import CSV files for transactions with currencies set to 0 decimal places (currency precision). For example, IDR, VND, JPY, KRW, LAK. This is crucial in our line of business because we handle many money transfers and need to calculate commissions precisely. How can we change this setting on the…
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Update Currency Exchange Rate Using REST API
Hi, I'm trying to update the exchange rate using a Postman. I created the following Post request: Endpoint: https://{accountID}.suitetalk.api.netsuite.com/services/rest/record/v1/currencyrate { "exchangeRate": 30.897668997062, "externalId": "FX271225-13-1", "effectiveDate": "2025-12-27", "transactionCurrency":{"id":"13"},…
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Saved Search Display Number of Line Items per Order
We would like to know what should be the right criteria for creating search display number of item lines per order? Daily, weekly, and monthly. The count of item lines should match for all three searches. Below is our current criteria. Thank you.
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Saved Search display Vendors with no Purchases for the last 2 years
Hello we are trying to create a saved for Vendors with no Purchases for the last 2 years. Please help us with the correct criteria. Thank you.
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Is Inline Editing Supported for a Custom Sourcing Field?
Hi, What I mean is that I can enable inline editing for other field types, and in most cases it works. However, for custom fields of type Select, especially when they have a Source List configured in the Sourcing & Filtering section, the inline editing for those fields does not work. Is that correct? I already…
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AMEX corporate card
Hi, Does anyone use the AMEX SuiteApp and map employees by NetSuite ID? If so, can you tell what exactly should I do to make it work?
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Solution to Tax Adjustment in Bill records
Dear Community, I’m sharing how our company successfully addressed the tax adjustment issue in Bill records. Problem Statement: We encountered minor decimal rounding differences between our Bill and the vendor’s invoice, typically around 0.01 to 0.03 cents. To correct this, the Finance team previously had to manually add a…
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Imported Employee Expenses
Hi, Is there a way to select all expenses in a bulk (mark all checkboxs at once) in this page:
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I thought I was Keeping Saved Searches Private but it appears others are executing it?
I have a Case Saved Search that goes after the System Notes to identify any "Re-Opened" Cases. I am the Owner, Administrator and the Search is not set to Public, has no Audience defined, and no boxes on the Roles tab are checked. The Results tab does not have Run Unrestricted checked. The Audit Trail Search Options have Is…
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Restricting - Saved Search / Quick Search / Global Search
I have restricted the Customer/Vendor/Employee Search for users to a limited number of columns by creating and assigning a saved search with role-based restrictions. This works correctly for the standard/customized saved search I created and assigned on the User Roles as below: However, users still have the option “Return…
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Profit and loss report grouping
Hi, We have implemented an updated hierarchy in our chart of accounts: But in the P&L it's doing some odd grouping: I think this should be sitting as per the hierarchy in the CoA but looks to be grouping by the subaccount around the parent? What have I done wrong?
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Export Financial Report to File Cabinet or SFTP location
We require a way to schedule a financial report in NetSuite to export to either File Cabinet folder or SFTP location. This was previously asked in the below forum but there are enhancements are still pending:…
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Publish workflow to production environment
If there are too many associated records in the workflow, the function of copying to the account will not be available. I don't want to use bundle functionality. Is there any other way
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Report to see if any roles have been added or deleted from my NetSuite envrionment
Looking to create a report (i.e, saved search) that shows any roles that have been added or deleted from our netsuite environment.
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On a report, can I display the item name without the parent
On a search, I can use the formula to display only the child segment on an item. (all after the colon). Can I do the same on a report? My users want to see 10-001-025 not 10-001:10-001-025
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What's the best report for monthly sales for filing WA B&O taxes?
Hello! I'm looking for advice on the best report to run for monthly sales, filtered by Washington State service/shipping addresses for the purpose of calculating WA B&O taxes. I'm finding different options, but need some additional details reflected and I'm not having luck with the exact right report. We use Projects &…
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Australian Business Activity Statement - Cash Basis
Hi, I'm trying to generate the Business Activity Statement using the cash basis method. I marked the Tax Reporting Cash Basis on the Set Up Taxes page, but transactions still reported in the Business Activity Statement as soon as they are created, not only when they are paid.
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Email Sent Failed
Hi everyone I need some help In undelivered emails, the reason for failure is displayed as Not sent: Blocked by mail filter.We have tracked the sender's email and found that the email was not sent. Confirmed that the Netsuite system intercepted the sending of this email .How to handle this issue.I saw some answers said…
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This record cannot be deleted, because it is referred to by other records - deleting a saved search
when trying to delete a saved search (tidying up x-employees' "left overs") I keep getting the following message: This record cannot be deleted, because it is referred to by other recordsThe x-employee was NOT an administrator or similar, but an accounting intern that created a saved search that I am now unable to…
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Phone number country code
Hi One of our user see a customer's phone number with the country code even if the phone number was entered without the country code. For example, on the following customer record, the user sees the number with +972 and I see it without the +972 Anyone know why is that?
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Revenue by Item Detail
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Multi-Book - Accounting Books History
Hi, Where can I find changes that have been made to accounting books? I need to know all the details about the books that were deleted or inactivated. Where can I find it? I need to know if changes have been made to the currency of the secondary accounting book.
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Auto generated GL transactions
Hi, Could a rule be set in Match Bank Data to create a Journal Entry automatically when transactions matching the criteria are entered? As an example, I have a lot of recurring payment fees in the same amount. Can I automate the creation of a journal entry and matching each time this fee appears in the Match Bank Data…