Hi @mark petzold, The idea is to get the "Total Sum of the Donations for the Year" and divide it by the "Total Number of Unique Customers". That's how I interpreted your request. This formula worked for my NetSuite instance. However, it seems your configuration causes the "Total Number of Unique Customers" to show up twice…

Hi @User_E15G4, Yes, that's a valid concern. You cannot achieve that via Workflow. You would need a script for that.

Hi @User_S8PAJ, Can you try with: ..... Type: Show Message Trigger On: Before User Submit Condition: "Shipping Address" does not contain United States. If it doesn't work, Condition: "Ship To Address" does not contain United States. .... Type: Show Message Trigger On: Before Record Submit Condition: "Shipping Address" does…

The other formula shouldn't impact it, as the error is generated only when the new formula is entered. Can you add two columns with {amount} and {totalamount}, export to Excel, and see if any of the columns have values that aren't <0? Most probably, it is the division piece that causes the issue (...../{totalamount}.....)

No worries, we will figure it out. In your NetSuite instance, there might be a result that returns "blank", so the division formula generates an error message. Also, do you have any invoices with zero amount? Meanwhile, can you try this? NVL((1-{taxtotal}/{totalamount})*{amountpaid},0)

Could you please clear your browser cache and try again? The below formula shouldn't generate an error message: (1-{taxtotal}/{totalamount})*{amountpaid} If it still happens, try one of these: (1-{taxtotal}/{amount})*{amountpaid} (1-{taxtotal}/{grossamount})*{amountpaid}

Hi @User_B4GTN, You might be able to do it via Vendor Saved Search. Please try this reference search and let me know if it works: When the "Date Filter" is blank, you will see the sum of all Open/Unapplied Vendor Prepayments: Once you enter a date in the "Date To" field, you will see the "As Of" totals: You can also drill…

Can you try 'Minimum" instead of "Maximum" and see if an invoice number shows up?

Regarding the "Unbilled Amount Net of Tax", the issue seems to be caused by the Sales Orders that show 0 "Unbilled Amount" where there is an "Unbilled Amount". For example, the third row on your screenshot has a "Sales Order Amount" of 2,195.50 and a "Total Invoices Billed" of 742.50, yet the "Unbilled Amount" shows as 0.…

Understood about the formula for the "Amount Paid Net of Tax". Finance used the formula I was proposing but with a tax amount that wasn't on my example, which created confusion. For the "Amount Paid Net of Tax," can you try the following formula and let me know the results? (1-{taxtotal}/{totalamount})*{amountpaid}

Hi @User_NG5TG, You would need to group the Saved Search results to avoid duplicated lines. With your Criteria and Results, a few things, such as multiple Opportunity Lines, may cause duplicated lines. You would need to choose "Group", "Minimum/Maximum", or "Sum" as a Summary Type in the Saved Search depending on the field…

Hi @Tybrneryan, You should be able to do it via "Accept Customer Payments". Once you select the customer, you should see their deposits that you can apply against their old overdue invoices:

Yes, @ER-Sree, the results will show for all JEs once you schedule the workflow. Although I mentioned the Scheduled Workflow, I linked a SuiteAnswers article, not realizing their example wasn't for scheduled workflow. The best is to set it to run every 30 minutes. You can create a simple "JE" Saved Search (list of all JEs,…

Regarding the "Paid Amount Net of Tax", something in your response doesn't add up. Here is my message: For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of Tax): 480 Amount Paid: 300 Would you like the "Amount Paid" to…

Understood. It seems the Saved Search ignores the {createdfrom.amountunbilled} field and treats it as 0. It then deducts {createdfrom.taxtotal} (the tax) from it and displays a negative amount. Can you create a new "Formula (Currency)" column and enter {createdfrom.amountunbilled} there? Let's see if it shows the related…

Hi @Dext3r, Thanks for confirming. Did you associate the new status with any item? Can you check if the custom Inventory Status is available on the "Inventory Status Change" page?

Thanks for checking, @User_NG5TG, You got tax amounts displayed negatively when you used: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) Could you advise if: Did this apply to all invoices? Did this apply only to some of the invoices? If #2, was it dependent on Sales Order status, currency, subsidiary, or…

Hi @User_E15G4, The "Average Cost" isn't typically stored on the "Transfer Order" record. Can you check if you can add it through the Item Join (Item: Average Cost)? Another field to try is "Location Average Cost". Thanks.

Thanks for the clarification, @Vernita, NetSuite Analytics Workbook doesn't have a copy function for visualizations within the same workbook. I agree that it would be a very useful feature saving lots of valuable time for end users.

Hi @CDuf, It would need to be a Map Reduce script that would run on a specific schedule and do one of the following (high-level): Capture line-level details (e.g., Max Expiration Date) on related transaction headers, so you can run a header-level search to get all the desired results. Capture header-level details (e.g.,…

Good to hear that the issue has been resolved, @User_E15G4! When you mentioned that "I have created a custom transaction body field that is stored on one of our custom purchase order forms", I assumed the "Purchase" checkbox was checked on the field. Typically, the field won't appear on PO forms if that checkbox isn't…

Hi @Ian_H, I haven't come across this before. NetSuite is very customer-centric, and they often do their best to ensure the customer is happy. In some specific circumstances (e.g., they offered previous discounts or concessions), they might not have options to change the signed contracts.

Hi @ER-Sree, The "Default" view can be customized and will show the next time you come back to that page. I see you are using the edited version called "ER Default". Can you temporarily show the "stored" field on the JE form and see if the values are populated? If yes, they would show on any Saved Search, including the…

Hi @Pallavi1903, The "Specific Recipient = Group" portion of the "Send Email" Workflow Action has a few limitations and can be confusing to use. You can select a Group in the "Specific Recipient" field if: The Group is Static (Dynamic Groups aren't supported) The "Email" field on the Group is populated The idea is that the…

Hi @Dext3r, When you created the new Inventory Status, did you check the "Make Inventory Available For Commitment"? If the checkbox is unchecked, the on-hand inventory associated with this status is excluded from the available count.

The "Unbilled Amount (Net of Tax)" formula works for my NetSuite instance, but yours might differ and have different fields. Could you please respond to my previously asked question so it is easier to assist you? Thanks. "Are you using Standard/Legacy Tax, SuiteTax, or a third-party solution?

Thanks for clarifying, @User_NG5TG, For "Unbilled Amount (Net of Tax)", you can use the following formula: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of…

I am glad it worked, @Curtis Beene, That setting is quite useful as "On Create" logs help resolve issues and conduct reviews on all sorts of records across the platform. I agree that it is best to consider all Pros and Cons before proceeding with one of the options.

I am glad it worked, @User_NG5TG, Could you clarify what you mean by "can expose the net of tax amount paid"? Payments aren't linked to Sales Orders. Also, if you share some screenshots, that would help with the resolution. Thanks.

Hi @Curtis Beene, Could you please check the "Setup -> Company -> General Preferences" and confirm "Log System Notes on Update Only" is not checked? Clearing that flag should start generating system notes "On Create".