they don't have netsuite license. netsuite license is not cheap, so we are just sending reports to them, and they don't need to be a user

but they are not users for netsuite :)

You are right. Removed the extra }. and Jeez! Your code is right, and so is my code. I didn't realize the tasks were filtered to show mine only, so the others that all have been created just wasn't showing. Totally user error, I apologize. Thank you for all the help, really appreciate it!

yes, easy to put the total for each bucket, but is the % possible? total for each bucket ties to the standard aging report. for the % I tried sum, average, min for the summary type and the % still doesn't seem right.

thank you, like this?

I copied the codes as they are (removed some blank rows), so i can take a full screenshot with all the rows. please kindly see problems section referring to Ln39. if I delete Ln39, there is still error on Ln36.

Hi, Vernita, correct. and it doesn't have to be at the customer level, at a total level is fine also, just whatever is possible to show a %

so sad, task is not created :(

Added the debug line, and the log is displaying the info, but same result, task won't be created if I leave the salesRep in the code :(

got it, thank you for confirming

actually, if you don't mind, I was also wondering how can we pull an AR register for a particular customer on our end easily, just like what the customer is seeing on their end. The way I'm doing is to pull the AR register report and filter it for that customer. Is there any other way that you would suggest? I don't really…

Advanced billing is enabled. I added the fields you suggested and wasn't able to get the same forecast amount for each period for each line as shown in the prior report. could you enlighten me please? Thank you!

got it, thank you for trying

got it, thank you!

but the search would not include the billing schedule part, would it?

got it, thank you!

Thank you. I might need a little more guidance. Are you saying to create a custom report, that shows entity line, and share that report in the customer center? My question is the native AR register on the customer center limits the transactions to that customer. If I use this custom AR register report, how can I limit the…

After retyping the curly braces, It does allow me to preview. But when applying to the transaction form, and creating the statement, it still gives an error. I wonder if the issue is that the if statement somehow creates an extra column, and they are now not lined up with the header row. expanded to show the columns </th>…

could you help me with a saved search? I think I tried that and the forecast report would still pull the most relevant info. But if there is a way to use saved search and show more info, that would be great. thank you!

correct, the customer center

Correct, I think you and I are saying the same thing. "the Entity (Line): Name does appear if I try to customize the AR register report." The question is, how can customer see that on their end. We can't ask them "the user" to customize the AR register report, can we?

any update on this please? Thank you!

I believe this is the description that's set at the item level, instead of the one set at the SO transaction. Is it possible to pull the one on the SO? thank you!

yes, i did find that SuiteAnswer before asking in the community. I just hope there would be something more intuitive.

i just would like see if there is a quick list that we use as a reference. for example start of prior rolling quarter, is what day? given today is 11/3. Does Netsuite has a list like that? just a basic list, with example dates. What would be even better, is a place that the netsuite client can input today's date, their…

oh my goodness, it worked!!! this is so brilliant! thank you thank you so much! this is why i love NetSuite. been using it for over 10 years, and it still feels like a honeymoon, haha!

Hi Jervin Nicholas Teopengco-Oracle, thank you for the response. could you help me a bit with the workflow? i created another custom entity field Contact Emails store value, and here's the workflow. I have tried using From Field - Current Record - Contact Emails or using a formula to pull that field, neither worked :(

yes, standard accounts receivable register, and other JE are the same, with no name in the customer column.

and if this needs to be done via script, could you please provide a SuiteAnswer reference that I can try mirror - basically to set value on invoice, when that custom field on the customer record is updated. Thank you!

to schedule a CSV import still means we have to download the data from parent company then upload the data to the child company, correct? And if we have to write a script for it, is there a SuiteAnswer you would recommend that we can mirror? Thank you!