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Customer Sales Report: Messes up when you add quantity? Please confirm.
Hello All, I have run into an issue when I'm running a customer sales report. For some reason the report gives back false data when you add quantity to the report. To reproduce, please try running the regular sales by customer summary report and look at the total sales number. Then customize the report to add quantity,…
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Saved Searches with Security
I would like to grant create saved search permission, but I am concerned that individuals can gain access to data they should not have access to. Is is possible to allow saved search creation permission, but deny searching of certain fields within the Customer record?
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Dashboard formula search
I have a custom field 18 characters long that need to search through. Users want to be able to search by last 6 chars of the field. The following will correctly display only the last 6 characters in search results when used in a Formula (Text) field: SUBSTR({fieldname},12,6) I'm having trouble incorporating this into a…
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Simple reports?
I am trying to create some basic reports- # of transactions related to sales, cogs, PO's, pmts, and receipts, ie- how many invoices billed, po's issed, ert, and their status (open or closed) this should be simple enough, but apparently my brain is not working this morning, and I can't seem to find anything related to…
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No results for report using expected close date
I have a report which uses the expected close date as a filter for the opportunities returned. However, no matter what values are input for the expected close date range, no results are returned. I can use other date ranges, including custom date fields on the opportunity. Has anyone run into an issue with using "expected…
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Custom Report formats
I've created a custom report format for my cash flow statement. However, everytime I run the report, the sections appear in different orders. Does anyone know what causes this and how to fix it? Thanks
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Search filter by role
I am looking to create a dynamic saved search of employees with certain roles. I can not find a filter selection however for 'role'. Is there a way to create a search that filters on employee's role? Thanks. -Steve
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Main Category for Customer not Accessible
Hello, I'm trying to run a sales report that is joined to the inventory table. This is because there are items that are used as placeholders for certain categories that we have created, and for the report format to show correctly for our needs the inventory table is the crux of the report. In my mind, I am thinking about…
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Show Zeros Does not show all rows?
Hello, I am in the process of creating a report that shows all of all inventory broken up by category, sub category, price range. All the data is already set for our items. Here is an example of what I want the report to show On Hand Quantity On Order Quantity Category SubCategory 1 Price Range 1 Price Range 2 Price Range…
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Creating a report with no headers
Can I have a report pull only the raw data; without headers for the columns, total lines (when applicable), subtotals and titles (ex. A/R Aging Detail)? I need to be able to schedule a report to run; but it needs to pull the data (only) so that it can be maniupulated in an external database.
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Filters on Published Saved Searches?
Hello, Is it possible to show the filters on published saved searches? This would be very helpful. Thanks
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Custom Search Questions
I have some very basic questions about creating custom searches: 1) How do you limit the results of the search to only show the "*" (transaction total) lines? 2) How do you show a total (for example, the total of the amount of the transactions shown on the search), without compressing all of the detail using the Summary…
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Sales totals without shipping
Hi there, We are starting a loyalty program for customers based on how much they spent w/ us the previous year. However, we don't want to reward them on shipping. In the customer dash board how can we get a KPI showing sales less shipping/handling? Any suggestions would be appreciated! Thanks, Lorna
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Activity Search, assigned = is me
Hello, My users want an Activity Search that shows "is self" or "is me" or "my team" The "created by" is available, but not really very helpful. The closest I can get is "system notes, set by, is mine" Any tips?
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Contact search - filter on Company field
Created a new search - chose Contact from the list of available searches. Clicked on Advanced Search check box. Company is a field listed on the Results tab by default. Would like to use this field when entering a Criteria to limit the search but Company does not appear on the list on the Filter drop down list. Is there…
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Main Line for Item Receipt do not contain "Created from" field?
I noticed that for item receipts, the "created from" field is empty although for each line item it is not. Looking at the invoice rows, both the mainline and item lines contain the "created from" field. I noticed the same issues for item fulfillments. If this is the case how should someone go about creating a saved summary…
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Inventory Adjustment Report or Search
I'm looking to create a report or search that will show me what items, the adjusted by qty, amount & memo of all of our inventory adjustments that went to a particular "Adjustment Account #". I can get some of the info, but I can't see where I can pull the Item or Item Description & the Adjusted by Qty. Any Suggestions?…
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Automating Custom Reports
I need to pull the following information from NetSuite: Orders (sorted by date, for a specific timespan) - ID - Time Entered - SKUs (including product name) - Amounts - Totals - Payment Types - Currency Used Customer Records - Referrer - Zip Code - Email address The basic idea is to run a weekly report that provides the…
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Controlling Access to Search Results
From the Help; Controlling Access to Search Results When you share information with different people, NetSuite knows security and control are very important to your business. Sometimes, you may want to share the results of a search, but not share access to the records or transactions that appear in the results list. This…
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Subordinate Search
Hello, It's very easy, on the Employee record to view a persons subordinate staff, however most of our users cannot view the Employee record, but they really need to know who is who's boss ;) Is it possible to have a search that has a drill down to that persons subordinates? or is there some other way to get this info to…
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SQL works in custom field but not in a formula search field
I have an SQL expression on a custom entity field (type Percent and value not stored) and it works well. However, when I include this field in a saved search it gives an "ERROR: Invalid Expression" As a workaround, I tried creating this field as a formula field (percent) in the search itself, but that gave the same error…
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Restrict Saved Search by Parnter
I have a saved search based on a custom record type where on of the fields is Partner. This aved search shows all vehicle details of installs perfromed by all of our partners. This aved search needs to be available to our partners via the Advanced Partner Centre but when it is viewed by our partners they see all partners…
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Return Authorization Report
I have not been able to find a report listing our RAs anywhere. I can find the list, and try and run a search, though the results with the exact same criteria can be different and/or not return everything it should. Is there a way to get an RA report? We would really like it to be broken down by month with a count on the…
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Leads don't show up in customer aging history
I am trying to run the Customer aging report to see the average amount of time that our contacts spend at each status; Lead-unqualified, Prospect-qualified, Prospect agreement etc. For some reason, there are a few hundred leads that are showing up in the prospect column. Any ideas as to why this would happen? I recently…
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BUG REPORT: Formula in Search is Truncated at 97 Chars AFTER Saving
OK, this is one for "Stump the Band"!! You can enter and save a formula in a custom search that exceeds 97 characters. SAVE AND RUN, and it appears to work fine, until you change users or reboot. But log in under a different user, or reboot your machine, and somehow, the formula is truncated at 97 characters, yielding a…
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customer search
for a customer search I want to find all customers who have purchased products that start with product code "IBM". I know I can click to add them individually, but cannot find if i can add them all without indivudually clicking each of the 500 items that start with "IBM" any suggestions? thanks Joe
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Inventory Profitability Report
We sell our items by the color & charge by the square feet. Is there a way to customize this report so when I add the column Square Feet, it shows the correct quantity for the correct square feet that was sold. Currently if we sold 11 Amarelo Slabs @ 59.1 sf & 2 @ 47.3 sf the report shows 13 @ 59.1 & 13 @ 47.3. How can I…
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Search for Subordinate's Activities
Try as I might I cannot seem to create an activity search which would display a users subordinates activities (except by actually entering each subordinates name - it needs to be dynamic) please, please help Something like "created by : is subordinate"? The idea is for my Managers to just go to a search which shows what…
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Report or Search that shows the last time someone logged in:
Is there a report or search I can create that will list all active users & the last time they logged in & with what role? Thanks Carrie
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Reporting on a Customer who has numerous projects.
Is there a simpler way to run a report, lets say a sales report, for 1 customer, but this customer has 100 different projects &/or sub-customers. Right now when I go into the report under filter I have to select each project/sub-customer so it's included in my report. Is there any easier way to choose the Parent Customer &…