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Is there a limit as to how many KPI Scorecards can be on a dashboard?
KPI Scorecard is grayed out when personalizing dashboard
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NSC | Saved Search > Compare Daily Sales Month by Month
Kindly follow the steps below if you want to create a Saved Search Report to compare your daily sales month by month: Go to Lists > Search > Saved Searches > New > Transactions Create a name for this Custom Transactions Saved Search Under Criteria tab > Standard tab, Add Filters: Type | any of | Cash Sale, Invoice Date |…
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How to add item sales quantity to a view or report.
In a report I have created, the fields being used are Item Type, Item, Item description, Reorder Multiple, On hand quantity, Commited, Backordered, On Order, Available, Cost, Sold Quantity. See screen shot. Filtered fields are Item Vendor, Item Manufacturer, Date range. My problem is the report only show items with sales…
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NSC | Saved Search > Customer Payments with a Specific Payment Processing Profile
Here's a sample Saved Search that shows all Customer Payments with a given Payment Processing Profile. Navigate to Lists > Search > Saved Searches > New Select Transaction Rename the Saved Search Under the Criteria tab, add the following filters: Type is Invoice Main Line is true Payment Event Fields.. Payment Processing…
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Increase decimal place on exchange rate
Dear All, I want to increase the decimal place limitation on exchange rate, system can fill 8 place, but we need to fill 9 or 10 place at the make deposit transactions. Thank You, Honey
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Invoice reporting for commission
Hello, My organization pays commission on very few customer sales, because of that we opted out of the additional commission/compensation module. To calculate commission I have created a save search that using a custom field on the customer record returns a commission code invoice number and total invoice amount. My issue…
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QM Work orders build fail > quarantined the item
Hi gurus, I need to send automatically the items that fail QC in production build to a specific bin in quarantine and it's not working properly. If I do the same for IR it works perfectly fine, not for WOs. pls advise if this is supported in NS. thanks!
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Saved search with a criteria depending on the result...
Hello, I am shipping some items to customers everyday. When a shipment to customer is below a certain amount ( 150Eur in my case), we apply some extra shipping charges. I am basically trying to figure out a way to know which customers should be charged that extra cost. I created a saved search that would sum the item…
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Saved search: total opportunity, total invoiced and pending invoice.
Hi, good day. Currently, I am working on a saved search that shows the opportunities that have invoices in this year (2022) and these invoices have to be paid in full or pending and in case they are paid in full they have to have a payment applied. And the information has to be displayed as: -Name of the opportunity -Total…
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Sales Order Saved Search > Invoice Date Closed Blank
This discussion was created from comments split from: How to Create a Report/Save-Search for list of Sales Orders with fully paid Invoices.
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Saved Search Formula: Dividing Two Columns: Debit Amount/Quantity
Hi all. I am trying to divide the Total Debit Amount by the Total Quantity on Item Receipts over a period of time to compute the Average Cost/Unit. I am using the Total Debit Amount because we have landed freight. I am adding the cost of material plus the freight cost and dividing it by the quantity to get the true landed…
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Show Vendor Name in Requisition Saved Search
My client wants a Saved Search showing the Items and Vendor Names from Purchase Requisition which are pending Purchase Order Processing. I am unable find the field name to display the Vendor Name select by Requestor while creating the requisition. Please help.... Regards Ajantha
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Custom Balance Sheet-Showing Prior quarters
hi team can the native balance sheet be customized to show the balances as of report date and succeeding columns to be added to show prior balances by period of at least 8 previous quarters. Attached is an excel file for the columns.
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Is there way to show line items in Customer Profitability report?
Hi, I want to show line level items of expense report and invoice in Customer Profitability report. Also there is any way to show time entry bills in this report. Thank you.
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Work Order Item Summary with the Earliest PO Vendor Confirmed Date
Good morning! I have a Saved transaction search that shows Parts not issued to work orders based by sales order. What I would like to see is the earliest purchase order per part with the vendor confirmation date and the quantity on order. Is this possible? this is how my search is currently set up: Transaction search Main…
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How to determine the customers in the standard Generate Statement page
We would like to update the email template of the bulk customer statement (Transactions → Customer → Generate Statements). But the email template is not customizable. So as a workaround, we have tried to recreate the Customer Statement. But the number of customers in the standard customer statement and our custom customer…
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Incorrect Transaction amount balance on saved search.
Hello, I have a Transaction Detail saved search, very similar to what NetSuite offers in the reporting. This saved search was created to show the balance of base currency (which in this example is UK) and the balance in USD. When it comes to showing the intercompany journal entry lines, the amount in USD is NOT what is/was…
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How to get all sales orders amount in the forecast/quota reports?
I have someone that pays their sales reps based on All open sales orders, not just those that have been invoiced. Is this possible.
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Hello-Saved search question
How to get aging difference between Item receipt date and PO created date by using saved search in days? Thanks in Advance
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Custom Field in Not an Option in Search Criteria after 2022.2 upgrade
I have a custom field (transaction body field) on a sales order that was created after completion of the 2022.2 upgrade. I can add it to the body of the search, but it will not find it as a criteria option. It is identical in construction to a custom field created prior to the upgrade, which is available as a criteria. It…
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Operation Run Times in Saved Search or Workbook
It looks like that operations run times still are unavailable in saved searches. Has anyone been able to find the field to gather the data in analytic workbooks? I can't find anything obvious and it feels like I am in a rabbit warren of fields!
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How to Search for Invoices with no Revenue Arrangements?
Is it possible to have a search of invoices with no revenue arrangements? I can find invoices WITH revenue arrangements by starting from the Revenue Element record and searching on the Source, but I want the inverse without having to export out to excel and removing invoices with rev arr from a full list of invoices. Thank…
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How to confirm if FIFO or Average is the Cost Accounting Method being used?
We have our inventory costing method default set to FIFO. However, when I look at the stock ledger or the transactions, it appears to be using an average cost, with advanced receiving. How can I best confirm the accounting method being used?
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How to Customize sublist for Bill of Materials Inquiry?
I want to have two fields added on the sublist for all users that use the bill of materials inquiry. How can I set a default custom view to the sublist of the bill of materials inquiry so that it shows item type and display name as well as what is currently shown as the default?
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How to display the quantity on the form of the Fixed Asset?
On the list view of the fixed asset, quantity is appearing but not found on the form. How to display it?
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How the Sales report could be sorted by Quantity?
Hi there, I like to make a report to show item sales sort by quantity. There is two fields only, 1. Item, 2 Qty. In sorting page, only has Qty field sort Descending. When the report show by total, sorting is no problem. When the report show by month, sorting pick the largest quantity on each month and sort. If the report…
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How to view reports where roles/employees was granted ACCESS?
Hi! Is there a way to know the list of reports for which access was granted to users/roles/employees etc using the ACCESS subtab to override the role permissions? Thank you! Maria
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How to filter Dashboard Portlet by year?
HI, I created a save search to provide the graph of the customers status by year but I want to be able to select the Year. right now i am able to select 2019-2020 or 2020-2021 and 2021-2022. I would like to be able to select, 2019 or 2020 or 2021 or 2022. This is my criteria on the Customer save search: This is the…
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How to compare inventory values in two locations in summary search?
I have a summary search that looks at total inventory on hand, available, committed, etc. across multiple locations. I want to build a flag to identify an item that is backordered at our primary location, but is on hand elsewhere. I have tried a decode and case when function to look at the criteria of location, but end up…
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How to trim a field to delimiter in a Saved Search?
Please suggest an expression to remove the text to the left of a ‘:’ so for example I want to change this string from “LED Lamps : GU10 LED” to “: GU10 LED” Then I want to replace “: GU10 LED” with "   GU10 LED” This is being some in a saved search so I need to use "FORMULA (text)" to achieve this. Ultimatly I…