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Cannot expose Customer on A/R Aging Report in SuiteAnalytics
I would like to know how to show the Customer on the A/R Aging that I created on Analytics. I used the Entity field but it displays them as Coumns, see the attached. Alos I would like to know if I can use filters on this report.
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How to expose Customer on A/R Aging Report in SuiteAnalytics
I would like to know how to show the Customer on the A/R Aging that I created on Analytics. I used the Entity field but it displays them as Coumns, see the attached. Also I would like to know if I can use filters on this report. I would want to see it as a standard A/R Aging Report.
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NPSB & Suite Analytics
We use Suite Analytics to run custom queries and replicate some Netsuite data into our data warehouse that we need to merge with other data sources. Our finance team wants us to get some data out of NPSB into the same data warehouse as we have real-time marketing spend there. Is there a way to have NPSB sync data back into…
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NSC | Retrieving Unit Type Multipliers for Items
Scenario: The user wanted to retrieve the unit conversion multiplier used by an Item’s Stock Unit (for example, a Gross unit equal to 144 Each units) within a Saved Search. The goal was to compare quantities such as Quantity On Hand and Quantity On Hand Base using the underlying unit conversion multiplier. Solution:…
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NSC | Displaying Created From Fields in Saved Searches Filtered by Shipping Items
Scenario: The user created a Purchase Order saved search filtered by specific shipping items but noticed that fields such as Created From and Created From Shipping Cost were not appearing in the results. This occurred because the search was only returning the shipping item lines, while the desired values existed on the…
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NSC | Why Item Saved Searches Cannot Show Pricing for Items With No Pricing Records
Scenario A common reporting requirement in NetSuite is to display multiple price levels and currencies for items in a single Saved Search row. For example: Item Retail CAD Dealer CAD Retail USD Dealer USD Item A 100 90 75 65 Item B 120 110 95 85 The challenge appears when some items have no pricing records at all,…
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Saved Search Formula Tip: Create Button-Style Links in Saved Searches
In this article, we will discuss how to create button-style links in NetSuite Saved Searches using Formula (HTML) fields. This technique helps make Saved Searches more interactive and easier to use by turning plain text links into visually styled action buttons. Solution: Using Formula (HTML) Field By combining HTML links…
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Saved Search Formula Tip: Create Clickable Email Links with mailto:
In this article, we will discuss how to create clickable email links in NetSuite Saved Searches using the mailto: hyperlinks. This technique allows users to launch their default email application directly from a Saved Search result, making it easier to contact customers, vendors, employees, or leads without copying email…
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Saved Search Formula Tip: Create Clickable Phone Number Links with tel:
In this article, we will discuss how to create clickable phone number links in NetSuite Saved Searches using the tel: hyperlinks. This tip is especially useful for support teams, sales representatives, and customer service users who frequently call customers directly from search results. Solution: Using Formula (HTML)…
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Portlet Type: Custom Search
The Custom Search Portlet is one of the most flexible dashboard components available in NetSuite. It allows users to display the results of a Saved Search directly on a dashboard, giving teams quick access to operational data, exceptions, reminders, and actionable records without navigating through menus. Unlike…