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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

Subtracting Specific Discount Items in NetSuite Saved Search Formula

in Search / Reporting 13 comments

Hello! I have a transaction saved search built that gives me every Sales Order with our company margin and revenue information.

I need to have a column for Revenue that shows Revenue for each Sales Order. This should be equal to the {amount} minus a specific Discount when it is present. The item's custom name is 'Discount Item' and internal id is 14001. The discount is variable and is set on the Sales Order Line item level.

I need to have a column for Margin that shows Margin for each Sales Order. I need for our margin to be equal to {amount}-{item.cost} and also minus a specific Discount when it is present. That item's custom name is 'Trade-in Discount' and internal id is 14059. The discount is variable and is set on the Sales Order Line item level.

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