Hello @Shiela Marie Villaluz-Oracle, Thank you for reaching out. You are correct in saying that there is no "Total Amount" in the System Notes table. In our case, when you look at the System Notes for a DD type Payment File, the "Total Amount" is shown. However, after further investigation, and trying to retrieve literally…

Hello @Shiela Marie Villaluz-Oracle Thank you for taking the time to review my query and come up with a recommendation. This is very much appreciated. Having said that, might I request some additional clarification on your suggestion, please? The two outcomes based on my interpretation of your answer can be one of the…

@User_ZCWF3 - good catch. Thanks for the heads up. Your continued assistance on the subject matter has been greatly appreciated. I shall be marking the reply with the answer regarding the Customer (Main Line): Name/ID as the preferred solution, since ultimately, that is what initiated the resolution to the original query.…

@User_ZCWF3 - Indeed I have and there is not Customer (Main Line) Field ... in my case, only Customer Fields ... (which I am utilising). Unless mistaken, I do believe that this should be retrieving the correct transactions. The intention is to obtain a collection of all the Customer related payments entered in NetSuite,…

Hello @User_ZCWF3 Looking at the available fields provided by the interface in the Criteria section, I cannot seem to locate the one you have specified. The closest I could find was: The ultimate aim is that I am trying to retrieve Journal Entries, which do not have the Name field empty in the line entries, with the…

Hello @User_ZCWF3 Thank you for your suggestion. Let me try to locate the field, try it out and advise back. @Niks Blando-Oracle - Thank you for the rally! :) Best Regards, G

Hi all, As a quick follow up, regarding the issue where I mention that "I am only capable of retrieving transactions of type Bill and Bill Credit (NB: I have filtered out Bill Payments), but in the original report, I am also seeing transactions of type Expense Report, Currency Revaluation and Journal Entries, which despite…

Hello @Niks Blando-Oracle @Dominica Sevilla-Oracle, Good day and thank you both for your follow ups. In relation to my original query, the reply provided by @Angela Bayliss proved to be useful as a starting point. Both her original reply from SuiteAnswer #72814 and the video instructions from SuiteAnswer #1011618 contain…

Hello @Niks Blando-Oracle To be perfectly honest, I am still checking it out to determine whether I can use it to resolve my initial problem. I will update the thread accordingly once I have managed to arrive to some conclusion. Many thanks. Best Regards, G

Hello Angela, Correct, a saved search will be the way to achieve my original requirement. Noted with thanks and much appreciated. Best Regards, G

Good day Angela, Thank you for the prompt reply on the matter. It is very much appreciated. As a quick clarification, both your reply and the instructions listed in the SuiteAnswer provided are referring to the A/P Aging Summary Report. Am I correct in understanding that the same outcome also applies to the A/P Aging…

Good day Micah, Thank you for your query. Yes. Indeed it is a custom Expense Report form. It basically consists of the same exact default Expense Report form with the addition that the Department field is also made available at head/body level (to mention the same terminology as above). As was explained above by user…

Hello Everyone, Hoping you are doing well. I do apologise for commenting on a topic which had been discussed and answered almost 9 months ago. Based on the reply by user 3951833, I did find said reply useful. However, since my intention was to have a department field in the head/body of the custom form, which would reflect…

Hello CDuf, Thanks once again for your detailed explanation. Ultimately, it was the successful leveraging of the Workflow state, coupled with the additional calculation in the criteria which enabled the capture of the required transactions in my case. For completeness' sake, the only minor modification made from my end was…

Hello CDuf, Looking at your detailed example, I believe I can try to replicate something similar for other transactions. Let me attempt to generate something pertaining to Journal Entries, and if successful, I believe that I can extend it to other transaction types. Many thanks for your kind reply and the time taken to…

Hello all, Many thanks for the prompt reply. It is very much appreciated. @CDuf I have not tried your approach. I shall try to do so and see to which extent I can manage to achieve the same results I am after. Thank you for the guidance. Best Regards, G [Edit: Spelling]