I created a saved search to send an email to a specific person (me, for testing purposes) when a sales order's status changes from Pending Billing to Billed but I did not receive any email notification. I verified the criteria: I set the EMAIL: Specific Recipients to my user account. I set the Updated Fields to Field:…

Here is an example: ABC Company is authorized to sell 120 items. We set up a Pricing Level that contains these items at the price they can buy them for. We now want to send them an inventory saved search using the email automation within the ITEM saved search for just those 120 items. The results should display the…

Thank you!

Sorry for the delay in response. I've been working on other projects and just now had time to revisit this user request. After further discussion with the user, he just needs to see a total count of sales orders received/entered, and how many of those records contained changes. So I believe the formula should be modified…

I added this formula to the results, assuming that is where you suggested I add it. I also selected SUM as the summary type, but it resulted in an invalid expression error:

I have a similar search where I've been asked to count the number of changes made to sales order records where a USER has made a change (context = UI). Management wants to see the document number, the Set By, and the number of changes this person made to the record. I am using Saved Search type = Transactions. In the…

That worked!! Thank you so much!!

Still lists every RMA twice:

Sadly, Betsy's response was too vague and I was unable to work on this any more last week. Kindly explain what "use a summary query" means. Is this something set up in the criteria under the Summary tab, or is it assigned within the Results tab to specific fields?

Thank you! I appreciate the assistance on this. Now, however, every line is duplicated - I want both the CM and the IR to display on the same line so there is only one line per RMA. Why does it not work that way?

That did not work, either. Results:

We have made no changes to the sales order forms. This field has always been mandatory.

I did not have to do that the last time I had problems with the CSV Import, so I don't understand why the address record must be included to cancel the line items, as cancelling the line items cancels the sales order (or so I've been told).

We had a similar problem with someone who had no experience with data migration who insisted we needed to upload contacts from each sales rep's Outlook contacts file. It was a real headache. To mitigate this, we exported all contact records and cleansed the duplicates using Excel's Conditional Formatting to identify the…

The Ship To Select field on both sales orders is set to CUSTOM, which is typical for our eComm customers. Please see screen shots below:

Hello. I just tried this same CSV import using the same field mapping as above, and now I received an error message:

Where are you located? Findlay, Ohio What kind of work are you currently doing? Sales Support What NetSuite product areas do you primarily use (ERP, SuiteCommerce, OneWorld, Analytics, etc.)? OneWorld Share one fun fact about yourself! (this could be a favorite movie, favorite food, a fun hobby, etc.) I'm a twin!

THANK YOU!!! This worked perfectly!

Sorry, I wondered why I hadn't received a response and noticed that I failed to "submit" my response.

All other subtab sections are blank

I have a similar error on what should be a simple formula on a Transaction/Sales Order saved search. Results fields to display: Quantity Container Quantity I want to create a formula(percent) that will display the % of a container. wouldn't the formula be this:

I gave up and manually edited an exported Excel file to get what I needed. Thank you anyway.

This now leaves these two fields blank. Also, while perusing the raw data with no formulas, it appears I need to use a different criteria for the {salesrep} result within my CASE statement. What are the system field names for "Primary" and "Contribution %" shown below?

Yes, this is a customer saved search type. Here is the screen shot you requested:

Results example

FANTASTIC!!!! That solved the problem. Thank you so much!!

Here is a larger sampling of backordered items and how the results populate:

Hi there. Related to this, I need a formula to calculate the dollar value that applies to the quantity backordered. Here is my formula, but it is not producing the desired results. What did I do wrong?

Hello, and thanks for your response. I realize the Item: Location field pulls from the Item Record. I just included that to see what, if anything, would populate out of sheer curiosity. I deleted the previous Saved CSV Import and started from scratch, leaving off the lines that are not inventory related. It worked fine, as…

It is not always moving all orders from one warehouse to another; sometimes I need to mass move one group to warehouse A and another group to warehouse B. Would like to do this without having to break down the saved search results into multiple files.