We are recommending users to use the transfer order feature if there are any needs to utilize more advanced functionalities related to the transfer of items between two locations. Peter Peter, We would like to use the new Transfer Order feature, but cannot because it is not available via web services. When will access via…

Curious Tim. Under the above synopsis of manufacturing and if I am understanding you correctly - you stated that "you can add service items for any labor". If you do that and assemble it and then sell it; it will appear on cogs. Now when you actually run payroll (internal or external) - it will double book your labor…

In order to get the cl*** to calculate on a schedule I had to expose the cl*** in the transaction form as a column. The cl*** does appear and defaults to the cl*** ***igned to the item just fine. Exposing the cl*** as a column field, however, allows a rep to change it for any item, even items that are un***igned to a…

you could try this: use a formula(numeric) description 'is 1' formula: CASE when {field1}= {field2} then 1 else 0 end I don't think that will work since it is simply comparing two fields on the SAME record. The OP is asking for a link/comparison of two (or more) different records. The only possible way I can think of is…

In SQL you could use a UNION to create the query you are asking for. But I don't believe NS Saved Searches support UNION in any manner. So you will have to probablly create 3 Saved Searches, and then do the UNION in Excel. If this is an ongoing report, then you might consider normalizing the custom table/record to have…

I am trying to generate a few saved searches that will help us identify slow moving inventory. Have you tried using the Inventory Turnover Report?

Thanks Jasvir. That did the trick. I searched the Help system but could not find any definitions of the fields or related records available on a Transaction Search. Help did provide a list of 51 Related Records, which was helpful. But we really need a definition of all of these. Some appear to be obvious, but it is good to…

Hi Jim, Qty. Ordered field on the invoice is linked to the sales order. You can add Applied To Transaction : Quantity field under the Results tab of your invoice search. This will display the qty ordered on the sales order. I hope this helps. Thanks, Jasvir Javsilr, it helps. It solves one problem, but creates another.…

Here's a technique I have used to customize and/or highlight a specific row/column based on the contents of that cell. Use a Formula (text) combined with a little HTML code. EXAMPLE: Make the Transaction Date be bold when year = 2010 CASE WHEN ( TO_CHAR({trandate}, 'YYYY') = '2010' ) THEN '<B>' || {trandate} ||…

Unfortunately the list views for transactions are currently all shared. Perhaps this could be an opportunity for an internal enhancement requrest? ;) The current behavior has long caused a lot of confusion among many users. We may design 2 or 3 views for each transaction type that are really only useful for one type. Even…

We just don't want to have to add unnecessary fields to the orders that only one or two of us will be using. It is more for a purpose of transactions that are pulled in a search and we want to note something in the search about a transaction without having to actually open the transaction. Does that make sense? I've done…

Is there any way to trigger a custom saved search to send an email alert when a sales order line changes? Miguel, I don't think this is possible without some customizations:[LIST] [*]ADD a custom Trans Column field to record changes to line [*]ADD a small script that detects changes to the Line and records desired info to…

ns_concat works for this. group by if and then add a formula ns_concat({value}) with summary type=max. Thanks, -e Evan, you wrote "group by if". Did you mean "group by ID" ? Thanks.

No, not global search... just using a Transaction Search to filter by Type: PO to look for a specific PO number Number: POW0010. There are two fields associated with the Transaction Number: [LIST=1] [*]Number [*]Number/ID[/LIST]You probably want to use the 2nd and specify the complete PO# including the prefix.

If you are taking about Global Search, try entering the compete PO#: "POW0010"

Kelly, Thanks for the suggestion. I'll give it a try and see what happens.

I'm trying to pull up all customers that have been set as CUSTOMER-Closed Won, that have not made an actual purchase with us. Have you tried: Is Individual: is true Status: is Customer-Closed Won Date of First Order: is empty

Issue #2 I need a column that displays the same value at all times with no conditions. Basically, I need an additional column on my Item Search to say 'instock' next to every line item. How do I create this static column? Julie's method will work, but the simplest method is already stated in your question: Formula(Text) =…

That sounds like something we should fix - please file a case with support. Evan, This sounds related to Case# 952486, Defect# 171400, that I submitted well over a year ago. NetSuite severely restricts the number of HTML characters that can be sent in a email alert. I think it's something like 3,500 characters, which as…

. . . so employee record comes out as one row and supervisor comes out as another row. I don't see any way of doing this. What's worse, the Supervisor join is not exposed, which means you can't even add columns with the Supervisor's employee data. NetSuite, why is the Supervisor join not exposed? There is a "User" join,…

. . . formaula (text) = '<a href="https://system.netsuite.com/app/common/item/item.nl?id=' || {internalid} || '&e=f">' || regexp_substr({name},'[^: ]*$') || '</a>' Thanks for the great formula. Unfortunately it seems to return only the LAST WORD in the Child Name. We need it to return all characters AFTER the last colon,…

. . . We could add the notion of using summary functions in formulas as part of the documentation, but it is not as simple as just adding max (and min, sum, count, and avg) to the list of functions. All the more reason we need this documented in Help.:)

Formula (Text) 'Valid until ' || TO_CHAR({today} + 30, 'MM/DD/YYYY') Of course you can adjust the "valid unitl" string and the format of the date. HTH.

I am trying to search for a list of Customers that purchased in 2008 but not in 2009. I have tried multiple scenarios but always end up with customers that have both. Any posts you could direct me to or criteria help would be appreciated. JR Have you tried a Transaction Summary Search, where on the Criteria Summary tab you…

Did you try grouping by date with a function of calendar week? Evan, Thanks for the suggestion, but that doesn't work for averages. Here's the formuation: [LIST=1] [*]Sum all invoices for each week, [*]Average Weekly Total for all weeks.[/LIST]So, for example, I might have: SUM INVOICES FOR EACH WEEK WEEK 1 ------- Inv 101…

I don't know a way to get sums in all columns but an average of sums in the total row. Thanks, -e Actually what we need is one row for each customer that shows the average sales for a week during a larger time period, like month or quarter. So in my earlier example, the $103 would be the average weekly sales for Customer A…

Thanks for the suggestion Nick. Unfortunately, I have already tried putting the blue expression in parenthesis, and it doesn't help.

Steve, I had the same problem a few months ago, and reported a Defect. I'm not sure what the status is. But this is very frustrating. :(

I am using a Formula(Numeric) field and want to simply divide {quantity}/{custitemcaseno} but I get an unexpected error. Perhaps it is caused by division by zero. Try this:[INDENT]CASE {custitemcaseno} WHEN 0 THEN 0 ELSE[COLOR=blue] [FONT=Verdana]{quantity}/{custitemcaseno} END[/COLOR][/FONT] [/INDENT]

Re: Defect 172618: Can't use formula for Name fields on Custom Record Mass Updates. For others experiencing the same problem, try the following workaround: . . . Thanks for posting this workaround. It works! :D