While I was at NetSuite, I had multiple customers with Incentive Comp module and remember building such Saved Searches. The key is to have the Commissionable Item included in those transactions, so you can include them in Saved Searches. Currently, I don't have access to NetSuite Accounts with Incentive Comp and won't be…

Sure. Quotes with the following statuses are included Open Sales Orders with the following statuses are included Partially Fulfilled Pending Billing Pending Billing / Partially Fulfilled Pending Fulfillment RMAs with the following statuses are included: Partially Received Pending Receipt Pending Refund Partially Received /…

Quotes fall under Quotes Sales Orders and RMAs fall under Unbilled Orders Invoices and Credit Memos fall under Actuals.

Hey @Jagdish_Chamat, I recall that the maximum is 500 items. The best practice is to use up to 200 items in sublists. More than that may negatively impact system performance.

Hey @Vismay Barot, Do you have the NetSuite Incentive Compensation / Employee Commissions module? If yes, you should be able to create such a Saved Search with the proper configuration and by using the "Commissionable Item".

Hey @User_ZSBAE, You would need a workflow and a custom "Customer Form" to achieve that. Create a custom "Customer Form" with the required fields Create a workflow to set the custom form when the Customer Record is viewed by the Sales Role(s).

Thanks for the additional information. Questions: Can you check one or two "On Order" items and confirm the criteria don't unintentionally exclude them? Can you confirm the "Customer Type" is a custom field on the Item Record? For your second question, you have to incorporate a custom field into the Saved Search similar to…

@Anco Distributors, If the "Current Inventory Snapshot" shows the On Order amounts, then it must be the "Planning Horizon" or Filters that exclude those POs. What is the Saved Search criteria for the Planning Workbench View?

@mardel, Can you check if: Did any related routings change after the WO Completion and before the WO Close? Is there any GL impact on WO Close? Were any changes made to the WO Completion after the WO Close was saved? Thanks.

The script doesn't need to supersede the ALN script. It can run its own action of hiding the Expiration Date field. I haven't done this exact customization for my customers and am unsure how easy/hard it it will be. I know that it is possible to build such a script that won't interfere with the SuiteApp scripts. You may…

Hey @Anco Distributors, The "On Order" being blank might be due to the Date Range or filters. Can you confirm that the "Planning Horizon" and related filters are accurate on your Planning Workbench? Also, do you see "On Order" amounts correctly populated when you run the "Current Inventory Snapshot" report? For your second…

Hey @User_JJC0O, Natively, a Custom Segment can only be added to Allocation Schedule lines. Did you try to achieve the same Allocation by having the Custom Segment on the Line? You may need to create several Allocations to achieve the required results.

Hey @User_2LD8N, Natively, you can't add the "Inventory Status" field to the Inventory Snapshot Report. The workarounds are: Create a Saved Search to mimic the Inventory Snapshot Report and include the Inventory Status field Create a custom field on the Item record to populate the Inventory Status (e.g., via Scheduled…

Thanks for the answers. The GL Account change may happen when the default GL Account is updated on the Item. Your case appears to be different, as it does that randomly. Native NetSuite doesn't have such back-end logic. I can think of only two reasons it happens in your instance: A SuiteApp/Bundle/Script changes the GL…

Hey @mardel, Could you share a screenshot or clarify which quantities are shown as 0 (e.g., Built quantity on the WO header, Used in Build on the WO line, etc)

Thanks for the responses. Questions: Do you have the "Amount" or "Quantity" variance between PO and Bill for Items that were posted to GL 5000? Do you click "Bill" from the PO or the Item Receipt? What is the GL impact for the same items on the Item Receipt, GL 5014 or GL 5000? Do you have both GL 5014 and GL 5000 set as…

Hey @JonahMc, The SuiteApp adds a record called Lot Number Record. See if you can hide the "Expiration Date" field there and if that would resolve the issue. If this doesn't work, then you will need a script.

Hey @Baz Steele, Yes, you can do that via CSV update by marking the "Close" checkbox on all Sales Order Lines for the required Sales Orders.

Sure. On a high level: Create a Custom non-stored field on the WO header that would populate the Lot # value (e.g., via Saved Search or field sourcing) Create a scheduled Workflow that runs every 30 minutes (or nightly) to populate the Lot # (the same field that you have on the SO) field based on the value from the WO…

Thanks for the provided information. Because the item on the SO line is only populated on the WO / Assembly header, you need a workflow or a script to add the custom Lot # field value to the WO / Assembly lines (BOM Revision Items). You can't achieve that without customization.

Hey @kvidyasreddy, When you say "unapplied payment date, applied payment date", are you referring to the "date the payment was applied" and "date the payment was unapplied"? If yes, then you can't get that via Saved Search, as NetSuite isn't natively tracking "Apply / Unapply Dates". You would need a script for to capture…

Thanks for the screenshots. Questions: Do you have Amortization Schedules attached to lines with a different GL impact? Do you issue one Bill from the PO or multiple? Do you have an "Item Receipt" step for any of the PO items? Do you process PO Prepayments? Can you share the "System Note" (the "History" link on the…

Natively, a custom field value from Item Fulfillment won't get populated on the Sales Order and Invoice record. Furthermore, there is no 1:1 relationship between Item Fulfillment and Invoice record. For example, Sales Order # SO123 can have two Item Fulfillments, IF22 and IF33. The same Sales Order can have 3 invoices:…

Got it. Could you please share a screenshot showing: Transaction with Item A and a related GL impact to 5015 Transaction with Item A and a related GL impact to 5000 Thank you.

Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to switch the required Quotes from the "old" form to the "new" form.

Hey @SeamusMon, Can you double-check if you have any SuiteApps (e.g., Transaction Line Distribution), Workflows, or Scripts that affect the GL Impact of Vendor Bills?

Hey @Curtis Beene, A few questions to better understand your specific use case: Do you store the custom field value on the Item Record? Is the Lot # value auto-sourced on the SO or selected by the user? Can you share the Custom Fields screenshots for the relevant field pages?

Hey @bpaulette, I suspect the General Preferences for "Maximum Entries for Dropdowns" were updated by Admins, affecting all employees. Your controller can override it by changing account preferences via Home → Set Preferences. Here are the recommended settings:

Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was created: This report will also combine the Payments / Credit Memos into one row when multiple transactions are applied to one invoice.…

It would be customization, then.