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Hi @"Shamaine Chan-Oracle", Thanks for response. Actually I just want first two purchases of the customer. So date is not fixed. Example, customer A might have join in Jan 2005 , and made purchase in Jan 2005 and again in Feb 2005 and say again in Jan 2010. Customer B might have join in Jan 2010 , and made purchase in Jan…

in Purchase trend of customers Comment by Sadi20 Sep 15, 2020 9:42AM

Hi @"Shamaine Chan-Oracle", Thank u for response. I tried this, (getting error while uploading image) Reports > Sales > Sales by Customer Added these fields, Customer/Job > Internal ID Item > Display Name Sales Transactions > Date Sales Transactions > Document Number I can get item names that customer have purchased using…

in Purchase trend of customers Comment by Sadi20 Sep 14, 2020 3:22PM

HI Jack, Thanks for reply. While waiting for your response, I figured it out and did it, forgot to update here . Thanks a ton.

in Re: Create a workflow to copy saved search results field to another field Comment by Sadi20 Sep 9, 2020 10:08AM

Hi Jack Daryl Espiel-Oracle , Did u get chance to look on it. Is this limitation or I am missing something. I cant do add operation oh those two fields whose values are generated using WF. Thanks, Sadi

in Re: Create a workflow to copy saved search results field to another field Comment by Sadi20 Sep 3, 2020 9:51PM

Hi Jack, Thank u so much. Got what i was missing. Very helpful. Doing some testing, so far so good. Have a Great Day!!!

in Create a workflow to copy saved search results field to another field Comment by Sadi20 Sep 1, 2020 4:17PM

HI Jack, 1. Yes the results of the Summary Saved Search varies with time (for above saved search it is last year but for other saved search there is condition like this year to date, so it will be different each day if customer makes purchases). What we can do at most is scheduled the event early in the morning everyday,…

in Create a workflow to copy saved search results field to another field Comment by Sadi20 Aug 31, 2020 8:43PM

I created workflow based on, https://netsuite.custhelp.com/app/answers/detail/a_id/76655/kw/summary%20search%20custom%20field There is no value in the newly created custom field. There is a note in suite answer above: Note: The update of the Value in the field with Store Value checked will be performed when the record is…

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 31, 2020 12:15PM

Thank u, I will check that way as well.

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 31, 2020 11:15AM

Hi Erick, I modified some search criteria and now I have around 700 records from saved search. I can see values are added in custom entity field once script is run. But I am still getting error, Error: SSS_MISSING_REQD_ARGUMENT {"type":"error.SuiteScriptError","name":"SSS_MISSING_REQD_ARGUMENT","message":"Result.getValue:…

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 28, 2020 3:10PM

Hi Erick, Got this error with new code, The saved search result has around 8300 records.

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 18, 2020 4:42PM

Hi Erick, I checked the result no missing id. Just wondering if the summary type is causing any issue, (Overall Total) Thanks, Sadi

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 18, 2020 2:08PM

HI Erick, Thank u for reply. I have updated my profile today, but its not updated yet. I have added the code u suggested and run the script, I am getting this error, Its the same error that I was getting with the code that I have attached in the discussion. Thanks, Sadi

in Write a script to add customer sales from saved search in custom entity field created in customer re Comment by Sadi20 Aug 17, 2020 8:40PM

Hi Shamaine, I dont know why I am getting this error:

in Create a saved search to display the sales of customer from the date customer was created to today Comment by Sadi20 Aug 14, 2020 10:57AM

Hi Shamaine, Thank u for suggestion. I have created saved search based on transaction and used this CASE WHEN TO_DATE ({trandate},'MM/dd/YYYY')>=TO_DATE({customermain.datecreated},'MM/dd/YYYY') AND TO_DATE({trandate},'MM/dd/YYYY') <=TO_DATE({today},'MM/dd/YYYY') THEN 1 ELSE 0 END I am getting error. Can u please send me…

in Create a saved search to display the sales of customer from the date customer was created to today Comment by Sadi20 Aug 13, 2020 3:00PM

HI Shamaine, I want the range for the date ,like customer created to 12 months. Also customer A has partner record in the system. Say customer A was created on Jan 01, 2010 and his partner record was created on Mar 01, 2012. I need to do calculations for date range. Example, sales of customer A from the date customer A was…

in Create a saved search to display the sales of customer from the date customer was created to today Comment by Sadi20 Aug 7, 2020 6:06PM

Hi Cali, Thanks for the response. I have added saved search i have created.

in Create a saved search to display the sales of customer from the date customer was created to today Comment by Sadi20 Aug 5, 2020 1:24PM

Hi Grant, What I want to get in partner sales is sales of X and Y in example below, Here A is our customer, X and Y are also our customers but they are partners of A. If X purchase goods of $50 and Y purchase goods of $30 , I want to have $80 in partner sales of A. Customer record of A, ID -> 1234 Name -> A Partner record…

in Linking Saved Search to custom entity fields. ERROR: Field value cannot be derived from search with Comment by Sadi20 Jul 28, 2020 2:35PM

HI Grant, But for this I need sum of the sales of partner and group by customers, so it is mandatory . Yes for customer sales only, I have just transaction: amount as sum which shows in custom field. If i remove partner, then it will show customer sales amount.

in Linking Saved Search to custom entity fields. ERROR: Field value cannot be derived from search with Comment by Sadi20 Jul 28, 2020 2:18PM

Hi @"Shamaine Chan-Oracle", Looks like we can achieve this through suitescripts, it will be a great help if you can also consult your suitescripts team, if they can give any suggestions. If I can know the record name and field name where that partner sales is stored, I can write a script to get that value and have it in…

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 22, 2020 1:13PM

Hi , Thank u so much, Waiting for your suggestion. I am also trying on my end. Have a Great day!!

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 22, 2020 11:40AM

Hi, What I am trying now is create an entity field in Customer record labelled Partner Sales and Their Sales. And defining this search in search of Validation and Defaulting tab of custom entity field. I can get customer own sales from above search but still need a way to get his partner sales. I can get access to partner…

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 21, 2020 4:10PM

Thank u so much. Currently we can generate those reports separately from Reports-> Sales->Sales By Customer Reports-> Sales->Sales By Partner We want to have this in one saved search.

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 17, 2020 2:04PM

Hi @"Pauline Joy Cac-Oracle" @"Shamaine Chan-Oracle", Good Day!! Any update on my query? Thanks.

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 17, 2020 11:46AM

Hi Shamaine, I tried this at my end and got error in the result. May be we are missing something. Here is the scenario: Mr. A is our HP Customer and he is also our partner. He made $100 purchase in last month. Mr. X and Mr. Y are our customers recommended by Mr. A. In Customer record of X and Y, There is a field partner…

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 16, 2020 11:15AM

Hello, Thank u so much both of u. I will test at my end and let u know. Have a Great day !!

in Create a saved search to display the sales of certain category customers: Comment by Sadi20 Jul 14, 2020 9:57AM

Thank u Jack for information. I will follow up with NS Team. Have a Great Day !

in Create Advance Template for Item Fulfillment based on Standard Item Label PDF/HTML Template Comment by Sadi20 Jul 6, 2020 11:39AM

Thank u so much

in Mass update of customer and lead price level Comment by Sadi20 Jul 2, 2020 1:26PM

Hello Jack, Thank u for those links. I have started designing template from scratch using Standard Item Label PDF/HTML Template. Now for this arrow part, how can I pull item details from item fulfillment record, I want item name, quantity, weight and value and total amount. This is the sample from Standard Sales Order…

in Create Advance Template for Item Fulfillment based on Standard Item Label PDF/HTML Template Comment by Sadi20 Jul 2, 2020 11:04AM

Hi @"Herdi Rana-Oracle", Thank u so much. Can I achieve same using workflow? How can I create a workflow to map online and blank price of customer and lead to base price? Thank u.

in Mass update of customer and lead price level Comment by Sadi20 Jun 29, 2020 9:45AM

Hi @"Jack Daryl Espiel-Oracle", While waiting for your response, I get second part of having discount amount as item amount - discount amount done. I did <#assign amtafterdiscount=0> Set condition as <#if item.amount gte 0> <#assign amtafterdiscount = item.amount> </#if> <#if item.amount lt 0> <#assign amtafterdiscount =…

in Change discount format in Custom Sales Order PDF/HTML Template Comment by Sadi20 Jun 11, 2020 9:01AM

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