Hi Jack Sorry for the delay I have been on annual leave. All I have put in the default value box for the new record is the field label of the piece of information I want to show: I wonder do I need to include the createdfrom tag in here to make this work? I tried several different fields and they all produced the same…

Thanks Patrick Just to update I have figured out that I need to create a custom Note form to display custom fields , which I have done, however how do I get the custom field to pull through the details from the parent transaction? I have tried setting the default value to several fields but they all show errors on the…

Hi Ivy Thank you for your answer. It is the second option that I am looking to implement "Or if you want it to show as separate numbers per sales rep, you can concatenate it so it will show in only 1 column: COUNT(CASE WHEN {salesrep} = 'XXXXX' AND {mainline} = '*' AND {type} = 'Invoice' THEN…

Hi Michelle Thank you for the update and the workaround, that's brilliant. I will take a look at the enhancements page. Have a happy Friday. Oliver

Solved - Sort of The probability percentages are categorised base on the Quote/Opportunity Status Field, you can use this field which is filterable and it will effectively give you the same filtering capability but using status terms like 'New' 'Committed' etc. instead of a numerical value. Thanks All Oliver

Hi Ivy and Steve, sorry for delays in getting back to you. In response to the point about having separate columns, although this is workable my directors would prefer to see the information neatly in one column for the finished article so I am committed to the large nested CASE WHEN statement if it is possible. On that…

Hi Ivy Yes, the transactions for all 6 sales team members are grouped and we wish to show separate results for each one. The numbers 20 and 30 represent the target number of unique customer accounts that each member of the team trades with. So for person A the target is 30, we then want to show what percentage of the 30 he…

Hi Ivy Thank you for coming back on this one. Here is a screenshot of when I use the formula: and this is the error I get We have 6 members in the team we want to calculate the percentages against, so I will need to include 6 statments, one for each sales rep, in the same column. But I do not know the syntax to get this to…

Hi Gaurav Both of these methodologies worked well and have enhanced my understanding of the OR condition. Thank you for your help. kind regards Oliver

Deepest apologies, it has updated, it just took about 10 minutes to do so. Anyone in the future who gets this, be patient and don't overact like I did. Oli.

Hi Gaurav Thank you for your answer, please bear with me, I will try this out and come back to you. kind regards Oliver

Hi Ivy Thank you for your ongoing efforts. That does work, however I cannot figure out how to chain these statements together, I have tried many combinations but they result in an error each time I add another line for another member of the sales team. I have tried putting the COUNT function at the start of each line but…

Okay it turns out I was just making it more complicated than it need to be, answer was: CASE WHEN ({type} = 'Sales Credit' AND {createdfrom.trandate} < '01/07/2022') THEN {custcol_pct_titan_cost} ELSE NULL END

Hi Ivy I hope you are having a good Friday. Thank you for your detailed answer and for your adaptation of the formula. This did indeed work however it has highlighted another issue. This search will show profit and revenue figures as well. In order to show these figures summarised as desired I need to have the Main Line…

Morning Michelle This worked perfectly. Thank you very much for your time, I am grateful for your wisdom and expertise. kind regards Oliver

Hi Michelle Okay I have had a chance to test this. It works exactly as you specified so thank you for your time. I believe we will be able to work with this until the enhancement is included in Netsuite. There is one small change I would like to request. The list populates with the contacts name preceded by the Company…

Hi Michelle Sorry for my slow response, Thank you for your reply. I will be implementing this today and will come straight back to you once it is live to confirm it has worked. Kind regards Oliver

Hi Mikko I got some outside assistance and in the end the solution was to use post sourcing instead of fieldChange and add in 2 more constants. It works perfectly then. function postSourcing(scriptContext) { const sublistVal = scriptContext.sublistId; const fieldId =scriptContext.fieldId; const rec =…

Hi Mikko I tried setting it to -1 but still no joy, the price level does not default to custom. The script now looks as below. Interestingly before the record has been saved the field explorer shows it as having these values: And after the record has been saved it shows these values: I don't know if this helps with the…

Just to update you I have removed the log module completely which has stopped the error from appearing. However I am now a the stage when even after entering a new item on item sublist the price level does not default to custom. Thank you Oliver

Hi Mikko Thank you for your answers. Price Value was the wrong field ID, it should be 'price level' and I have now changed this. I also disabled all other scripts running on the page but got the same error. Is it possible that Workflows with logging on would also impact on this script running as there are several workflows…

Thanks Mikko I have tried the below but am getting an error on the transaction page "JS_EXCEPTION TypeError log.debug is not a function" Have you got any advice here? Thank you /** * @NApiVersion 2.1 * @NScriptType ClientScript * @NModuleScope SameAccount */ define(['N/search', 'N/log'], (search, log) => { function…

Hi Mikko Thank you for your message. Link to the thread is below. The first part of the query is similar to my own. In my case I think my problem is simpler, I just want to set the default Price Level on all Sales Orders to custom, regardless of customer. Thank you Oliver

Hi Jack It worked perfectly first time. Thank you so much. Thank you also for the comment lines, this has helped me understand where I was going wrong and the actual process for this type of script. I am very grateful for your kindness and wisdom. Have an amazing day. kind regards Oliver

Hi Jack I have just read this. It looks incredible, and certainly enhances my understanding of how this script module is working. Please give me a bit of time to test this on the sandbox this morning and I will come back to you. Thank you so much for your help, it's really appreciated. kind regards Oliver

Good morning Joy Just to update you, this problem was a browser issue. If users start to report issues of this nature which seem localised then the answer is usually local. I instructed the users using the below to clear their browsers and cached data and this resolved the issue. The way in which it was identified as being…

Hi Jack Apologies for not signing this one off. Yes, this specific query is now solved and the newer thread relates to a similar topic but different issues. In relation to this question the error was caused by not having the correct functions in relation to a user event script. User event scripts always required an either…

Thanks Kristoffer, fingers crossed, this one is really putting me to the test :(

Hi Jack Thank you for coming back to me. The field was not a store value field, it was drawing its data from a multitude of sources including other non store value fields and I suspect the age old issue of data in dynamic fields not displaying in certain areas had come into play. I have created a Store value field and am…

Thank you very much Mikko, just to expand slightly here are a couple of screenshots, this is the inventory item page: And here is the saved search showing the same field on the same item: I am baffled