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Creating a Contact search to show Contacts from Sales Orders billed within a date range
How can I create a Contact saved search that returns Contacts associated with Sales Orders that had a status of Billed within a specific date range (e.g., August 2026)? My current filters are: Transaction: Type is Sales Order Transaction: Date is within 8/1/2026 and 8/31/2026 Transaction: Status is Sales Order:Billed…
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SuiteApproval vendor bill review
Hello, we are currently testing SuiteApproval for vendor bills in sandbox. Approvers are users with only employee access (employee center). The ultimate goal is employee approvers are able to receive notifications and approve using emails, but we ran into two issues: 1) employee's response email don't communicate back with…
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How to filter the Account of Parent Subsidiary?
Hi Guys, Now I need to create a saved search for Trial Balance Revenue. Here is my saved search Here is the running result: The account in the result are a parent subsidiary. My question: How to filer the Account of Parent Subsidiary? Does anyone know how to deal with this? Many Thanks Jet
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Saved Search of Item Receipts that are not billed
Here's my situation. We switched from using expense categories to items, and both are still available. And my Item receipt search broke. And this is a big reason I'm getting partial results now. I've looks in different areas of SuiteAnswers and google/AI to get answers and nothing works completely. Some say use the…
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Stock Ledger Report: historical per-lot balances don't reconcile — any working fix?
Hi all, This is a known issue with the Stock Ledger Report for serial/lot-numbered items, and I'm hoping someone here has landed on an accurate, reliable workaround. The issue (quick recap) When you run the Stock Ledger Report for a historical date: The Ending Inventory Qty on Hand for that date is correct. But the Item:…
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Running Total in Saved Searches
I needed a per customer rolling average of how late invoices are paid, below was the formula used : Formula(Numeric) : AVG /* rt */ (NVL({applyingtransaction.trandate}, {today}) - {duedate}) OVER (PARTITION BY {name} ORDER BY {trandate}, {internalid} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) You can also use SUM as…
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Multi-Book Transactions Search Results and GL Impact
Hi, We have a subsidiary with an Adjustment Book that copies transactions from the Primary Accounting Book. When performing a Multi-Book transaction search for the subsidiary, it will only show transactions in the result under the Primary Accounting Book together with any book specific transactions posted in the Adjustment…
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Search to show most recent "user note" on Opportunity Record
I am trying to create a search to show the most recent user note for opportunity records. I can show ALL user notes with multiple rows per opp using this, but how do I adjust it to show ONLY the most recent user note, and thus only report one line per opportunity?
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Create Revenue Recognition Saved Search Similar to Revenue Recognition Forecast Detail Report
Hi, I want to create a saved search to replicate the Revenue Recognition forecast detail report, as per SuiteAnswers ID 72276. But I am not able to locate Revenue Recognition Schedules or the transaction types mentioned in the article - c. Transaction Type = is any of Revenue Commitment, Revenue Commitment Reversal, Credit…
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Saved Search Not Sending Email Alerts
Hi Gurus, I have created a saved search on project which should send email alerts, as soon as the project status is changed to closed, however it is not sending email alerts. Checked bounced email address & sent email list, it hasn't triggered the email. Please suggest.