JMUnderwood Green Ribbon

I stand corrected! Evan and Mark are correct. The % Total function won't solve this problem.

Using a combination of the following filter fields you should be able to create a saved search of either ONLY companies or ONLY individuals: [LIST] [*]Is Individual [*]First Name [*]Last Name [*]Formula(text) = {companyname}[/LIST]For some reason Company Name is NOT shown as a filter field (while it is shown as a results…

I'm afraid this is not a good work around as I need it to be a report, not a saved search. There's already an ER for supporting Search/SQL type forumulas in Reports. Just do a search here on "Report SQL". It would be nice if someone could report the ER# for this so we can vote for it.

We are looking at a variety of ways of adding pivot functionality for saved searches within NS. ... We are also looking at adding excel web query for saved searches so you don't have to redo each time. Both of these are excellent ideas Evan. Any idea when they might be available?

Matt, I am surprised that the expression to_char({today},'YYYY')-1 works as a numeric expression, since the function to-char converts the date into characters. But I tested it and it works. Can you explain why? Is this an undocumented Oracle feature (char to numeric type conversion) that maybe we should not count on?…

Great, I'll try that. It would have been nice not to hard code the years but I can always stick 2008 in there as well. Then the search will be usefull for another year or so. Basilfawlty, I think you missed Matt's last suggestion: To make the formula more dynamic, you could include logic to derive the current year based on…

If you're doing it as a join from a customer search, you need to use {transaction.amountpaid} in the formula. Malin, I'm trying to create a custom Transaction Body field using a formula like {SalesRep.FirstName} but it doesn't work. Works in a transaction search, but not custom field. Any suggestions?

IMO, what we really need is the same powerful formula engine for reports that we have for saved searches. Any chance of this happening any time soon?

I think I can answer my own question. Just did an ER search and found this: ER#: 76804 PRODUCT AREA: Reporting/Search ABSTRACT: Formulas - Add search-like formula capabilities to report builder (report customization). Also allow sharing of user-defined formulas across reports. STATUS: Open - Accepting Votes RELEASE TARGET:…

If you're doing it as a join from a customer search, you need to use {transaction.amountpaid} in the formula. Malin, can you please list all of the names of the related records (like "Transaction"? Thanks.

{transaction.trandate}? Evan, I don't understand this. Wouldn't your expression return the DATE of the transaction? I believe he is looking for the AMOUNT of the last transaction. Best Regards, JMU

Great question Long Lam! We too are very interested in reporting of budget vs actual income budgets. The documentation is very scarce on this. More examples would be most helpful. Best Regards, JMU

<snip> Expended support for financial ratios is available in our 2007.0 release, as a customizable built-in KPI scorecard with the following metrics (which can run over any period you choose, default is this and last period): Current Ratio Receivables Turnover Days Sales Outstanding </snip> Evan, will we be able to display…

Will be released in our next major release which starts going to customers in June. Thanks, -e Are there any Financial KPIs that can be calculated now using saved search and formulas? For example: [LIST] [*]DSO [*]EBITDA [*]A/R > 90 (that works with historical periods) [*]others?[/LIST]

Check out the new feature when it is available. So I take it that that means no -- can't do it now with saved searches?

The nice thing is that in our Q2 release, there is a formula popup that lets you select fields and functions, including joined fields, and fills in the formula with the correct ID. Evan, this is great news! It will make use of formulas much easirer and more effective. When is the Q2 release due? Best Regards, JMU

So how can we use this KPI in a list (custom search)? What we need is a list of all customers that meet some criteria, with one of the columns being "Average Days to Pay". Even better, would be a DSO calculation. 02-06-2007, 09:29 AM Malin, You never did respond to my question last Feburary. Can you comment now please?

Since Average Days to Pay is a customer dashboard KPI and not a field, currently it's not accessible through customer search. In v2007, you can view DSO as part of the Financial Ratios KPI Scorecard which may be added to your dashboard. Thanks for the reply Malin. Great news about the DSO. Could you please add Average Days…

Average Days to Pay is available as a KPI on the customer dashboard. (The calculation is resource intensive so it is not included on the regular customer record.) So how can we use this KPI in a list (custom search)? What we need is a list of all customers that meet some criteria, with one of the columns being "Average…

How do I setup an Email alert on the Item record (Assembly Item) that is sent whenever a User Note is added whose Type equals a specific value? I have added all of this to the Item search criteria, but the email alert is NOT sent. What am I missing?

Records being attached does not trigger email alerts, only changes to actual fields on the record. User note creation/update does not currently trigger a user note email alert, please file an enhancement request and post the issue # here, it shouldn't be hard for us to add. Thanks, -e Thanks for the feedback Evan. Should…

It was fixed in our account as of today, after our upgrade to the 2007.1 release... Cecelia That's good to hear Cecilia. So how is Ver 2007.1 looking? Any issues? BTW, I've been reading your signature for some time now, and I need to check for clarity. Are you sure it isn't supposed to be:[INDENT][SIZE=2]"If the person you…

Saved Searches will do the job. You can create a customized list of just about anything in Netsuite, filtered and sorted the way you want. Much more flexiable and easy to use than report. To create a saved search, go to Reports | New Search. Look up "Saved Search" in the Help system for details. HTH. JMU

Call support.

I have heard that you cannot enable the bin function with items after they are created. I would like to utilize both Bin and serial # functions eventually, but I am unsure when I will be able to implement these features. Is there anything wrong with enabling both features and not using them during initial item creation? I…

I am trying to set up an alert that goes to a sales rep when an order for one of their customers has been shipped. Problem is that it sends the email when the order is marked as shipped and then again when I bill the order. How do I get it to only send the email once? On the Criteria tab, set Status = "Sales Order :…

If we cant import via CSV (our fields don't match either ) then how do we get fulfillment into netsuite. I dont code. Hire someone who does. ;) The only choices I know are 1. Manual entry 2. Web services

I tried to fulfill orders via .csv import. Received this error: "Failed- You must enter at least one line item for this transaction." . . . Angie, I don't believe NetSuite supports CSV import of Item Fulfillment records. If you were trying to import using the Record Type = "Sales Order", then that is the problem. That is…

Here's one approach, assuming that you have 8 cans in a case: [LIST=1] [*]Inventory Adjust OUT Item A which is 1 Case [*]Inventory Adjust IN Item B which is 8 Cans [*]When you get ready to send the samples, create a sales order with the Item B, and use a Price Level of "Samples", which has a zero for all sample items.…

It looks like Assemblies and Work Orders have been moved out of the main product into a separate Add On Module "Light Manufacturing". I would think that this only affects new accounts. Again, we really need a NetSuite person to jump in here and clarity.