We are also very interested in this. Can it be done? JMU

Could someone from NetSuite please respond? Thanks. JMU

Hi Neil! I apologize that you presently can't properly format solutions as you'd like. We understand there are several usability issues with the knowledge base and we are haoping to address them in an upcoming. As part of this effort we plan on supporting rich text and formatting on solutions which should address the…

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. . . To work around this, we decided to add ODBC to our account. This gaves us even more flexibility and is somehting you may want to consider. Chris, Many have reported that ODBC with NetSuite is very slow. What has been your experience?

The enhancement you mentioned is not ignored. There are long term efforts underway to combine more elements of search and reporting, including formula functionality. Since we can't implement all highly requested enhancements at the same time, we have to make strategic choices for each release cycle. Malin, Lack of even the…

We know this is an important enhancement. We'll be looking into it in 2009. Luke, thanks for the clarification. But this raises a major concern. The concern is how do customer requests get prioritized in NetSuite development? In Ver 2008.2 you released a major new Financial Reporting feature. But ER# 76804 seems to have…

No release target yet. It's high on our list. Luke, so how come the ER record shows a Release Target of "3Q 2008 Major Release"? IAC, is the development of this ER in progress?

Hi all, is it possible to generate a report that shows all customers that have bought from us before but haven't purchase anything for at least 3 months? Edwin, I believe you can acheive this using a Customer Search: CRITERIA [LIST] [*]Date of First Sale: Not Empty [*]Purchase Dates: NOT Within Last Rolling…

I would love date options such as "today" tomorrow" "yesterday" instead of specific dates I'm not sure I understand what you guys are asking for. :confused: On my reports, those exact relative dates are offered on the Date drop-down list at the bottom of the report. Is there a way I can filter a report to show projects…

Hey Oz, don't know what ver you're looking at, but the same date keywords are on my Filter drop-down when customizing as on the Date filter when viewing.

Jim - thanks for the feedback - a couple of questions.... I must be doing something wrong because when I choose "Between" and "one year ago" - I get a date range of 4/1/2006 to 8/21/2006. This would work if it was 2007 instead of 2006. What am I doing wrong?? You're RIGHT! I competely overlooked the year. Well, this date…

For example, when I customize the "Items pending fulfillment" report and try to filter the date to be before and including "today" as well as add a filter for the "Ship Date" to be the same (before and including "today") - "today" is not an option - it will only let me put in an actual date. There is somethng definitely…

I just want to see a customer total sales in a saved search. Start with something simple: This should show the TOTAL sales (from Invoices) for each Customer for the period of this fiscal year until today. Try entering the following for the Criteria > Standard tab: FILTER DESCRIPTION Type is Invoice Date is within this…

I'd just tried your example and it lists Amounts that are less than $500.00. Jim, This search is for customers whose TOTAL sales are > $500 for the time period. There can be individual invoices that are of any amount. If you want to restrict the individual invoice amount, add a filter to the Standard criteria tab.

Evan, This is very clear, and would be most helpful if one could find this in the Help system. You often provide very clear answers and examples that are NOT contained in the Help system. Have you ever consider having someone consistently review your posts and update the Help system accordingly? It would be a great help!

My data is still incorrect even with simple customer saved search using your recommended field. What do you see when you click on one of your customers in the list created? I see all the members of the saved search repeated 3 to 7 times depending on something I do not know. For instance; a customer have had only one…

Thanks; It is surprising. The only different line you have, and I can not find it to add it to my criteria, is "Main Line = True". Do you know what is the function of this line? I explained "Main Line" in my previous post. Are you doing a Transactions search?

I am trying to add the total annual sales of certain customers in a saved search. I added Transaction:amount to the resault and filter the transactions to invoice. The total still includes the sales order for the same invoice. Julian, Try entering the following for the Criteria > Standard tab: [code]FILTER DESCRIPTION Type…

The multiply option will be available after the next release targeted for late september/early october. Why can't the Report Formula fields work like the Search Formula fields? The Search Formula fields are much more powerful and flexiable. Best Regards, JMU

Currently NetSuite will only keep track of one search at a time, and running a new search in one tab of your browser will blow away all your searches in your other tabs. Miguel Miguel, This is NOT the behavior I have observed. The only limitation on number of searches that I know of is in executing the search. NetSuite…

Sales reports are based on sales transactions that hit the G/L, like Invoices, Credit Memos, etc. Sales Order reports show only Sales Orders. HTH.

OK, the search results on the results range displayed don't get blown away, everything else does. Specifically, the search definitions will get blown away, the ability to export multipage results is blown away, and the ability to change pages in multipage results is blown away. Sorry, I still don't see "everything else"…

Angela, Thanks for the explanation. I must be dense here -- I still don't quite understand the NetSuite formula for GP. In a brief, simple statement could you please state the NetSuite formula, and what specifically you find wrong with it? Thanks.

2) We considered providing a more automated migration path; our developer spent days working on a possible migration tool. But what we discovered is that a converted report could have multiple resolutions. Depending on the company, the result MAY have been correct but the likelihood was only 60-80%. A migration tool should…

Thanks for the additional explanation Angela. So, I see two major issues with the new Gross Profit calculation: [LIST=1] [*]The algorithm is in question. [*]This calculation is totally unrelated to the results shown on the Income Statement, which could lead to confusing and conflicting results.[/LIST]Having a real-time…

thanks Cecelia- always nice to confirm I haven't lost my mind. I'm so far past batty right now, it's not even funny. So, if I understand this, Netsuite uses a definition of Gross Profit other than an industry standard definition. (I checked wikipedia, says rev-cogs=gp) so is Gross Profit as a name a bit misleading- or am I…

I was playing with this as well, and did this: . . . Result: A report by account, that lists each customer's actual transaction amounts and the budget for that customer. . . . I found that leaving Section and Account columns, but moving them underneath the Entity fields worked best. It shows each customer, then each…

This is a DEFECT and should be treated as such. After two lengthy phone calls to Support, it was confirmed that it is not possible to create a report of Customer Actual vs Budget. The official response is to treat it as an enhancement: Enhancement 96772: - Reports > Banking/Budgeting > Budget vs. Actual: Report budgets by…

Darren, First of all, many thanks for replying here to help clarify this issue. This first version is completely about driving the sales cycle (giving you rough, but pretty accurate profitability numbers), not providing accurate financials. And is based on direct feedback from customers. OK, this sounds good. Would it be…