megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Custom Trans SS for Revenue Subtotal on Customer Record

edited Jan 3, 2020 1:06AM in Search / Reporting 1 comment

I have reached a point of impasse and could use a fresh set of eyes..
I created 3 Custom Entity Fields (Type = Currency) on the Customer Record.
They are named:
2012 Revenue, 2013 Revenue Jan - Jun & 2013 Revenue Jul - Dec.

We went live 7/1/13, hence the 3 separate Fields.

I populated the 1st & 2nd Fields easily enough through a CSV import using legacy data. My Saved Search is working but I cannot get it to populate the 3rd Field. Here is how my search is set up:

Criteria -Type = any of Cash Sale, Invoice, Cash Refunded, CC Refunded &
                      Credit Memo

            Main Line = True

            Date = On or after 7/1/13

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders