JMUnderwood Green Ribbon

Evan, Any chance you can work some magic to show the invoice and the customer payment on the same line? It's a monumental pain not to be able to get this on a report (per line): Sales Order -- Invoice -- Customer Payment And while I'm at it, this would be even better (remembering that customers do make partial payments,…

This has been requested several times in the past. I agree -- it would be most helpful in reducing report clutter and help all users more quickly find the report they need. This would also be useful for Saved Searches.

Jeff, This looks promising... Although I'm not seeing the entity, record_id or rectype fields exposed in the search and those are the fields I needed to search with ;) Steve, Did you click on the "Create Saved Search" button? The Criteria > Filter dropdown shows Entities and a number of other fields. HTH.

Does anyone know if there is a global setting/preference that will exclude inactive employee records from NetSuite's standard reports? Example: Jimmy's sales rep employee record is set to inactive. View the Sales by Sales Rep Summary report, we want to see only active employees without customizing each sales report. I…

Hopefully someone from NetSuite can confirm. I hate to be the one to tell our Sales Manager she has to customize each report just to exclude employees no longer with our company. The reports will show ONLY those sales reps who have transactions in the period of the report. So, next month, Jimmy will NOT show up on the…

You know, I was just thinking that it must sound to you and your colleagues as if we all complain incessantly here, so I hope you also know that we do appreciate the feedback and assistance that you provide in the user group. I can't speak for everyone, of course, but my sense is that most people do understand that you're…

WOW! This should really get NetSuite's attention! This thread is only 3 days old, and it already has 16 replies with 220 reads. And virtually all are negative! :eek: When I first used NetSuite reports over 2 years ago, I was extremely disappointed! I had not seen such a limited, counter-intuitive report designer like this…

Currently, alerts are sent when a record is created or edited. The sales order is not being created or edited. Its status is changing as a side effect of the creation or edit of another record. Thanks, -e Hmmm, changing the SO status sounds like editing the SO to me, albeit by an automatic process. Seems like the clear…

Okay, let me try to be clearer. Alerts are sent out when a transaction is created or edited DIRECTLY, not when there may be a change to the transaction as a side effect. So does this mean Alerts are sent ONLY when a USER manually creates or makes a change to the record? IOW, no Alert is sent if the change is by…

E-mail alerts aren't triggered on that status change. What you can do is instead alert on the invoice/cash sale and check created from : type is sales order. Evan, This is the first I have heard of this. I thought an alert could be sent for anything one could create a Saved Search for. Questions: [LIST=1] [*]What's the…

Sometimes, you have to wonder if Netsuite uses the same reports we do to run our business. Actually, an interesting question... does Netsuite "eat their own dog food" and use their own product for accounting and financial reporting? I have been told they do, but sometimes I have to wonder. ;) One would expect NetSuite to…

Got it! Thanks! This sounds like an excellent ER. It's got my vote.

Job profitability is also a concern, but I don't know if this relates to your issue. Please file a case to make sure we get your problem addressed. Could you also elaborate here as well what you're seeing? Thanks, Darren Darren, Have you made any progress on correcting the problems with the Customer Profitability Report?

Some weird things still pop up. I have FedEx listed as a shipping item, and with that item I have a $5 handling fee. When I run the profitability report and then drill down on the cost detail for one of my dealers, I still see FedEx in there as a negative cost. Rick, I think the problem may be with the "drill-down". When…

Report have a "Group with Previous Column" option. Is there any way to replicate this in a saved search? Thanks... Delko Simply select "Group" in the Summary column for another field in the Results tab. Be sure to set the sort order to make the output appear as you would like.

Well, I got close but there is one oddity happening... On some PO line items' where none of the item have been received, the value in the {quantityshiprecv} field is zero and the "{quantity}-{quantityshiprecv}" formula works fine. On others, the {quantityshiprecv} is NULL and the formula does not work - it appears to…

Is this a bug with the report builder? Has anyone solved this another way?. Blair, If you created your custom field AFTER the POs and Receipt records were created, it will be null for all those records. HOwever, you can achieve your objective with a saved search, and by changing the custom field to uncheck "Save Data" so…

Nevertheless, we are considering removing them from the roles that could ever see the saved search, even in its filtered form. Thanks, -e I don't think I understand this. Would we still be able to create searches that can be viewed (selectively) by Customers, Vendors, Partners, and/or Adv Partners?

What's odd is that NetSuite exposes formulated fields in the filter section of the report writer. Its unclear why they would expose formulated fields in the filter section if they can't be used for filtering? I noticed this. It's a bug. Notice that the icon for custom formula field in the Filter section is that of a…

Please vote.... Enhancement 141479:Customer Profitability report link on Customer Dashboard Done! Excellent ER. Let's hope it get's implemented very soon.

I'm trying to create a report / search that will give me a list of items along with what percentage of sales orders (within a specified time frame) contain that item. I don't see a good way to do this offhand. You can easily create a search that shows for all items what # of sales orders they were in, but the total sales…

You would think Netsuite would want to merge into one engine instead of maintaining two... Yeah!!!! Big time!! This lack of consistency is one of my most serious pet peeves with NetSuite. And what I just don't get is exactly what you said: Where the same feature is used in different areas of NetSuite, it would save…

You can't filter a report using either a report forumula, or a custom formula field. That's why your only option is a saved search.

Would anyone else find these useful? Has anyone got an ER going for any of these already? All of these sound like excellent ideas to me, and would have my vote.

yes - the field is "Customer/Project: Company Name" note that on some reports you have to use a more indirect field, from the transaction record etc, e.g. on this report you could also use "Sales - Customer/Project: Company Name" Ben, Thanks for the suggestion, but I can't get it to work for me. Note that I have Advanced…

I agree, this is sorely needed. The only workaround I have found is to create a custom tab. Then you can organize your custom reports any way you want.

Teddy, This is basically a Cross-Tab or Matrix type report. Here are the basic steps: [LIST=1] [*]Create a NEW Report, Metric = "Sales" from the list of report types [*]On the New Sales Report page, set the following:[LIST=1] [*]Field to report on: Quantity [*]Format of Report: Matrix [*]Subtotal the Report:[LIST]…

Here's another approach I just tested, and it's quick and easy: Customize the existing Reports tab [LIST] [*]Display the Reports tab [*]Click on "Setup Custom Tab" in the upper right corner [*]Add a new Report Category [*]Save [*]Edit the new category to add the links to the custom reports[/LIST]Note that this modifies the…

You can set the Customer Saved Search Criteria tab with a filter for Is Individual.

The enhancement number is 76804. Thanks June for the ER#. Wow! This is a really OLD ER. It has an SLT Age of 1014, which is about 2 yrs 9 months! [COLOR=black]At this point it has 37 votes. If you would like to have this capability any time soon, please vote for this ER now[/COLOR]. You can vote online or call NetSuite…