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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
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hi @Clarisa De Torres-Oracle it worked now that i added per-account instead of None. Thanks for your help on this.
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@Clarisa De Torres-Oracle unfortuantely this doesnt work. Thanks for your help. Kind regards, Eunice
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@Clarisa De Torres-Oracle is amount net of tax field the foreign currency amoutn net of tax? It is foreign currency net of tax that i am looking for.
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@Clarisa De Torres-Oracle sorry it seems my comment was nto posted. i still receive error message after selecting none. The customer name is now displaying correctly. Thanks. Please see saved searh set up below.
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@Clarisa De Torres-Oracle I receive an error message to say the 'Error:Field not found' Thanks.
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@Clarisa De Torres-Oracle also part of this report, i would like to show the customer name without the parent hierarchy. Currently on the report it shows as ID+ customer name : customer name e.g. C001 BADRO : BADRO. how Can i view as C001 BADRO only? I tried some suggested formulas but receive the error message ERROR:…
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hello @Clarisa De Torres-Oracle I am doing another report and have the same error message with the formula {netamountnotax}/{exchangerate}. I follow the same steps above but the error message still appears. this is a saved search for customer daily sales /credit notes consolidated to give just the daily total per customer.…
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@Clarisa De Torres-Oracle Thank you it worked. Just slight rounding issues. I wonder if it is possible to show the transaction subtotal on the report in the transaction currency whcih would also produce the net amount foreign currency? I would like to see if this would then match exactly the transaction, Thanks
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@Kristoffer Viray-Oracle it didnt work. It is not giving the total with this. I need to get the total value of the shipped quantities. I tried a formula but it doesnt seem to be pulling through to the field. The field remains blank. Please see screenshots below.
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@Niks Blando-Oracle I have managed to do some additional work on this and I am managing to pull the information from the saved search to a new body field on the IF. However the information pulling through to the IF is not correct. It is the value of the SO and not the value of the items shipped. It also needs to include…
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Hello @Niks Blando-Oracle Sorry for the delay. Please see screenshots below of saved search. How can I get the amount field to reflect on the Item fulfilment as a new body field? Thanks.
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@Niks Blando-Oracle thanks very much. Would I be able to pull this infor into a custom transaction body field on the item fulfilment? If so please advise how I could do this? Thanks.
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@Ivy Lopez-Oracle Thanks very much! That solved it!
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@Mikko De La Fuente-Oracle it is an item fulfilment search.
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Please see pictures showing the same role on different users with two different views.
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@Ivy Lopez-Oracle Thanks for your response.
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@Shamaine Chan-Oracle Thanks very much for yoru response. Kind regards, Eunice
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Thanks @Pauline Joy Cac-Oracle I will try this. :)
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@Pauline Joy Cac-Oracle Thanks. it seems we will need scripting to automate the fulfilment and invoicing process. Thanks, Eunice
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@Ivy Lopez-Oracle Thanks for confirming.
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@Ivy Lopez-Oracle Thanks for confirming.
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hi @Ivy Lopez-Oracle Netsuite team have implemented a suite script that pulls the base price from a saved search. this means that when we overwrite a base price by csv upload the script always overwrites the prices any time the document is changed or saved. This is a real nightmare and i wonder if there is a way to exclude…
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@Ivy Lopez-Oracle thank you very much. In this case we need to update the base price in order for it to show on our invoices which you have confirmed is not possible. Kind regards, Eunice
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@Jack Daryl O Espiel-Oracle @Michelle Jabanes-Oracle Thank you very much! It worked! ?
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Hello @Jeff Pineda-Oracle & @Michelle Jabanes-Oracle Are you able to help with my follow-up question? Thank you.
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Hi @Jeff Pineda-Oracle & @Michelle Jabanes-Oracle I checked out these options and since there are some roles working across various departments and locations this would not entirely work in this instance. I also found the suite answers article regarding a workflow to restrict viewing of transactions for private customers…
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Hello @Jeff Pineda-Oracle, To clarify: We have two business departments in our company. Wholesale & E-commerce. We have sales & operations roles that see all sales order transactions (fulfilment & billing), therefore I would like to restrict what transactions each department can see. If a role can be assigned to a…
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Hi @Pauline Joy Cac-Oracle I managed to add the ship address to the template. I have another query regarding lines that have been cancelled or closed on a sales order that are still showing on the printed Sales order document. How can these be excluded from the PDF file? Thanks. Kind regards, Eunice
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@Herdi Rana-Oracle Thank you very much. Kind regards, Eunice
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hi @Shamaine Chan-Oracle Thanks for above. When I add received date on the report it is showing dates on lines that have been closed. So I will create a saved search instead. Thanks very much. Kind regards, Eunice