Any update on this topic?

Thanks Michelle for the answer. We were trying to avoid sending to Excel, but might be the only option to filter that info out. David

Thank you so much! This is the filter I will be using.

Hi Michelle, I think you were not able to replicate because the Actual column is empty in your case. Try it with data in the Actual column. David

Hi Shamaine, First of all thanks for the great insights on the saved search to get data related to received and billed quantity. About expired status message, I meant it worked on the transaction... but it did not solve our issue as I did not find a way to use that status on a saved search. Is there a way to filter out…

Hi Michelle, any update on this topic? We need a simple quota vs actual report where quota exists. For a manager to filter each time by a sales rep is inefficient. I believe there might be a bug in the quota reports, because the quota filters instead of working for the whole line, only works for the column. I will show you…

Any update on how to track only open Blanket Purchase Orders?

Thanks Shamaine! I have tested and the expired status worked. One idea we had was to set closed orders to status Expired and based on this filter lists and saved searches. However, Expired orders still appear as Approved. So it does not work as a filter in our lists or saved searches. This is the reason we added a checkbox…

It does filter by sales rep, but the goal is to see all the sales reps with quotas and filter all the informations that has no quota. I want to see quota vs. actual... I do not want to see: no quota vs actual. In other words I want a simple filter to not show lines with no quota assigned. How can I accomplish that?

Hi Michelle, Seems like I just found the issue... I think it is a small bug for your consideration. I have 3 roles linked to the "AL: Ventas Center". The 3 roles have permission of Create in Documents and Files. For those 3 roles the Documents tab does show up. For other roles with a similar condition it does not show up.…

Hi Michelle, In general, my understanding for quotas is that they offer a way to compare sales rep's quotas vs. Actual Results. So, if I have a Saved Search selected, I am assigning a quota based on that saved search. If I cannot quantify the Actual Result of that... What is the purpose in Quotas of having a Saved Search…

Thanks! I can see it there. I want to compare the quota vs. actual considering the saved search. (For now, I am not concerned about the forecast) Lets say my Saved Search is only considering Product X in the criteria filter... And I invoiced in the date period: Product X - $100 USD and Product Y - $200 USD. I would expect…

I have tried with a user... I set both: global permission of Documents and Lists to Create The role he logs in of Documents and Lists to Create (AL - Vendedor) The Documents tab still show up even though he does not have Full permission. Could there be a bug when it is a Custom Center?

The view more icon does not show up. I am using a custom center. Centro AL: Ventas

Thanks Michelle! I already did.

Thanks for the quick reply! This has been very useful.

Thanks Michelle! I did some tests... I did not have access to Reports - Saved Reports because I customized the Reports Tab from zero for this specific Custom Center. I manually added all its categories. Is there any way to add the Saved Reports Category that pulls down the saved reports? As a workaround, I can re-redisign…

Your formula works great. However, when I try to add a case statement around it, then I get an error message: CASE WHEN {type} = 'Blanket Purchase Order' THEN nvl(max({quantity}*-1),0)-nvl(sum({purchaseorder.quantity}),0) ELSE 0 END Best regards, David Levinson

To be clearer... i use the Sum Summary type.... But I get an error.

Thank you so much! The formulas are great. I think it should be Main Line = False. I am doing a saved search that includes invoices and blanket purchase orders types in the criteria tab... I am trying to use the fomula, but only for Blanket purchase orders (so it does not add up the invoice quantities...) :…

Thanks Camille. Today I got some helpful info from the Netsuite partner. Hope they will have some good updates soon for Mexico Localization.

Thanks Camille. Unfortunately, there has been very little updates for about a year and the localization is not functional without the missing features. This has delayed by many months our implementation process. Is there any way we can contact the Mexico Localization SuiteApp team or developers directly? Our in-house…

Do you need any additional info?

We currently generate customer payments successfully. The workaround we use is quite cumbersome as we do the following: 1. Create a customer refund applied to the customer payment transaction having the unapplied fund 2. We create a new customer payment transaction with the unapplied fund amount and we successfully apply…

I am having an issue with partially received orders and closing them before billing. Lets say I order 200 items and I receive 190. And lets assume we will not receive the extra 10 items. If I close the purchase order, I cannot longer bill the 190 items already received. My question is how can I partially receive a purchase…