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There is an Oracle function MONTHS_BETWEEN(DATE1,DATE2) The input must be acutal DATE type variables. And it returns fractions of a months, so you would need to use the Oracle ROUND function if you want to round up or down according to the normal .5 rule, or the INTEGER function to truncate the fractional part.…
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Create a custom field on the Customer record to temporarily hold a True value. Now run a saved search of all Customers with InternalID and email. Export that to Excel. Make sure it is sorted by Email address. That is your entire universe for lookup purposes. Now take your list of emails (which need to be in another…
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Are you referring to the credit card expiration date? If so, the CC expiration date is NOT stored as a date type variable. It is stored as a Char string. Furthermore, it only contains Month & Year separated by slash. So your first problem is that you have to parse the correct pieces of the string to extract the month &…
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Check out this link: http://www.dba-oracle.com/t_nls_date_format_sysdate.htm You want the TO_CHAR function and then put the correct mask to extract just the time portion in your desired format. Put the NetSuite field with the date in curly brackets: For example: TO_CHAR({trandate},'HH24:MI:SS')
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This is a tough one. You can use the sql count summary function to count how many matching records there are, and group by customer. But this will give you the total. So > 1 would mean multiple declines. But to analyze for 2 consecutive months in a row will be very difficult in NS. I don't think you can do it in NS. You…
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You actually have 2 different problems that you need to scan for: (1) Someone adds a new address record, and checks the "Default Billing" checkbox on that new address record. In this case the address record that is the default billing has changed. (The InternalID of the address record is different, and also the Label is…
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Hi Ashley. Evan Goldberg is the founder of NetSuite and he actively participates in this usergroup, so we look to him when we have a messy/complicated problem! As for your next question. When you implement NS, you have to make some very important fundamental decisions about data structure for your particular business…
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Jim, maybe try parenthesis around the entire blue expression so it is one unit ELSE (sum...)
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Yes, in your query, tick "Run Unrestricted" and then fill-in the "Max # of Records" with some value like 25 and that will return only the first 25 records from the query.
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Here it is with spacing, so you can see the logic... Yes, I think this will work as a nested Case stmt... [CODE]case when (condition 1 and cond 2 and cond 3) then case when A then $xxx when B then $xx when C then $xx else $0m end end[/CODE]
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Ashley, re-do your export and make sure to include the field "InternalID" in your Customer export. That is the field that the import will use to update the correct record. In your Contacts export, you need the InternalID of the parent Customer (not the InternalID of the Contact record) (go to "Customer fields..." at the…
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There is a feature called Mass Merge Duplicates that shows you all the duplicates in the entire account. Dunno if you can print or export that screen, but give it a tryi. In terms of doing a saved search, I think there is a field called called "Duplicate" in the saved search that you can use to show you if a record has a…
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<body><p><!-- [DocumentBodyStart:9801c0da-c043-44ac-9938-e0a3c71ee801] -->Hmmm...hopefully someone else on this UG can suggest how to do this within NS.<br/><br/>So for the comparison in the KPI you don't care about last year; you just want to see the last 12 months graphed so you can see the trend in revenue over the past…
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That is exactly the purpose of a KPI. Make your saved search into a KPI.
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Can you check it en masse with Direct List Editing?
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Steve, I believe in 2009.2 there is a new officially sanctioned method they added where you can manipulate the entries in a drop-down list. If not, you could certainly go unsanctioned and just modify the drop down entires thru the DOM using Javascript
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Yea cool idea. I'd like to be able to filter lists by Subsidiary for OneWorld clients.
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The Date critera on a Transaction Saved Search has a choice for "Last Rolling Year", which I tested and it gave me a rolling 12 full months (i.e., it rounds to include the full calendar month, e.g., 11/1/08-10/31/09). Will that work for you?
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Olivier, this is a really helpful formula to help folks locate weird-dated transactions that don't match the posting period
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Steve, I turned on Partner Management in our account. Then I tried a Saved Search > New > Partner record type On the Results tab, I can pick "Address 1", "Address 2", etc. Those will return all address rows on the partner record. (Whereas Shipping Address 1 will only return the default shipping row, and Billing Address 1…
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Should be a field available in a Saved Search on the Customer table
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See Harry's answer
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Kurt, sql does have a 'between' ranging command. Here is an example: CASE WHEN TRUNC ({today})-{duedate} BETWEEN 0 AND 30 THEN {amountremaining} END So yours would be: case when {custentity_lead_score} BETWEEN 0 AND 100 THEN '1' when {custentity_lead_score} BETWEEN 101 AND 200 THEN '2' when {custentity_lead_score} BETWEEN…
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Steve the Amount Paid and Amount Due are stored in the header line of the transaction (the line 0 if you have SQL). As you know, the Transaction records are one-to-many, with the header line being line 0 and then you have one-to-many line items. The totals are kept in the header line. In fact the SQL tables have the…
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Thanks Evan, that is good to know.
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Maybe Evan can help on this...
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Krish, there may be some weird arrangement where all the line items are changes from nothing to something...so they count as a change even when they are really a create. Try the main transaction (not the lines) and see if the change vs create works correct for the main txn.
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The searches on transactions are much more limited than searches on database tables. For non-transaction database tables, you can do a saved search on the System notes table. System notes logs all changes to all fields. HOWEVER, with transactions, you have to use the Audit Trail log. Transactions > Management > View Audit…
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I thought in the saved search, you can pick the Contact Record as a join, and then they expose all the fields for the primary & secondary contacts only. Used to be this way. You could at least get to those 2. If you are talking API, you have 'primarycontact' which is the concatenated name, right, can't you use the string…
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Well, you just discovered something very important and undocumented, which is that the standard SQL wildcard % percent character works in the footer as a wildcard!!!