Discussions
Check out Oracle NetSuite upcoming events and conferences here
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!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Get ready to take on exciting new challenges and become the next SuiteMaster of the Month!
AI capabilities embedded across the suite help boost productivity and give leaders an edge by helping them analyze data faster and generate unique insights that drive better decision-making. Watch these on-demand webinars to see how our AI capabilities can help you.
Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
NSC | Monthly Revenue Saved Search that Matches the Income Statement Report
Customers want to replicate the Income Statement by creating a saved search. This is helpful in verifying the amounts between the report and the search and ensure that they’re aligned with each other.
Here's how you can do this:
1. Create a Saved Search
2. Navigate to Lists > Search > Saved Searches > New
3. Select Transaction
4. Enter a Search Title
5. On the Criteria subtab, add Period:
- Select desired Period for the search
6. Under the Results subtab, add Formula (Currency):
Formula = (CASE WHEN {postingperiod} = 'Jan 2021' AND {accounttype} IN ('Income', 'Other Income') AND {posting} = 'T' THEN {amount} ELSE 0 END)
- Note: Change 'Jan 2021' to your preferred period in Step #5
Tagged:
0