Hi @BM136, Please set the following permissions under "Custom Role -> Permissions -> Lists" to: Perform Search: Level = View Publish Search: Level = View This should allow creating/previewing Saved Searches but not saving them.

Hi @User_DATN1, There is a chance you have some mandatory fields on the Item Form, which possibly had been customized. Can you check if all "Unit..." fields are shown? Note that some of the mandatory fields might be on other tabs. In most cases, NetSuite error message mentions there is a missing mandatory field when…

@User_REJ14, When I read the post's title, 'Is Report last ran date available in Saved Search?" I misinterpreted it as "Last Run" for Saved Searches. NetSuite doesn't give users access to Report's Execution Logs, which is why a Saved Search built for Reports can't display it. I see why you are trying to do it, which is a…

I was referring to something like this:

That's good. Do you have the NetSuite Field Explorer extension for Chrome? If yes, please go to one of those PO, click the extension icon, and search for that PO's Internal ID. Let's see what field references that PO. In this hyperlink example, the Internal ID of the Project is 112:…

Depending on your system configuration and the edition, some fields, their underlying records, and relationships might differ. Let's try a few things. When you create a Purchase Order Saved Search and choose the "Project Name" field from the "Project (Main Line)..." join, does the Project Show up?

Hi @CDuf, Thanks for the clarification. You would need customization to achieve the result you are looking for with one Saved Search. Here is why: Credit Memo (or Payment, etc.) are applied to an Invoice on the header level. To see Invoice items, you need to run the Saved Search on the line level. A Payment/JE/Credit Memo…

@Wildtype, What would be the purpose of having "Name" on the Expense Report line by default? The "Employee" entity is on the header, and the "Customer/Project" is on the line. NetSuite native functionality covers 80% of the use cases of most businesses - far more than any other ERP and non-ERP, such as QB. NetSuite built a…

Hi @User_REJ14, Yes, you can do that. You would need to build a Saved Search and choose "Saved Search" as the type. In the "Results" section, choose "Last Run By" and "Last Run On". Best, Tigran

Hi @User_DPOHC, You can build a Saved Search that shows the Total Amount of Projects, Total Invoiced, Amount Invoiced, and Remaining Invoiced. Are you attaching projects to Sales Orders? The report might look like this: Best, Tigran

Hi @FazeprooF, One of the fields in the "Results" might be causing this. Although you see two decimals for the Unit Price, in the back end, each may have more, with slight variations in Unit Prices. You can do a few things to troubleshoot this: Export the list to Excel and see if there are differences in Unite Prices when…

Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client Executive, Account Manager, Sales Assistant, etc. Create a Saved Search for the Sales Assistant with the criteria "Sales…

Hi @User_1I8SP, You should be able to do that via Workflow with a "Go To Record" action: Best, Tigran

Hi @User_YMWNR, The most common approach to storing custom KPIs, such as "No. of Churn," is by creating snapshots through Custom Records. You can choose to do that daily/weekly/monthly, etc. You would need customization to do that. Some companies store that information outside of NetSuite by exporting KPIs via scheduled…

Hi @CDuf, How about use cases when an Invoice was partially paid by a Credit Memo and partially by Cash? Here is a Saved Search that would should all your invoices by payment method: Best, Tigran

Hi @User_NG5TG, The request you have will be best accomplished through customization. It can combine Saved Searches, Scheduled Workflows, and Custom Fields or Scripts. The main complexities of doing this via Saved Search are: Sales Order is linked to Opportunity via header. Items are on SO/OPP lines. The only field that…

Hi @Wildtype, What do you expect to see in the Expense Report line-level "Name" field? The "Name" field is available on transactions such as Journal Entry, as you can select various Entity records there, such as Customer, Vendor, and Employee. However, it is not available for Expense Reports by default, as all the…

I am glad it worked, @Preethi Kondur, Did you also try with "Store Value = True" and it didn't work? The potential downside of "Store Value = False" is that the field that has a value may show as blank on Saved Searches.

Hi @RichardMc, The field you are looking for might be called "Created From" on the PO form. In some cases, this field is natively disabled. If that's the case, you can create a custom "Created From" field on the PO to source the Project ID.

Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accounts for Roles (ID: 9913)" SuiteAnswers article.

An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.

To confirm, are you ok marking a current OPP as 'historic/pre netsuite opp' if the invoice hasn't been issued yet? What is the typical time gap between closing an OPP and issuing the first invoice?

I see what you are trying to do. With this approach, the status will temporarily be incorrect even for the current OPPs that were closed but an invoice hasn't been issued yet. Does that work for you? I assume the migrated/historic OPPs have some sort of identifier/checkbox (e.g., Historic - checked). If yes, you can do…

Hi @User_NG5TG, What field did you use in the results to show the OPP status? The status should show as "Closed-Won" (or "Lost", etc.) irrespective of the related invoice. Best, Tigran

Thanks for the clarification, @Preethi Kondur, Sales Order doesn't show the Base Price natively. To add it, you would need to: Create a custom Transaction Line field with "Type = Currency", "Store Value = True", and "Applies To" = "Sale Item". Under "Sourcing & Filtering," select "Source List = Item" and "Source From =…

@User_NG5TG, With the newly proposed method, you will still have individual amounts. Because the formula is "Numeric/Currency" with the SUM, you will now see the Transaction Total at the bottom of the column. You can try this on a new column to compare the results before overwriting the existing column.

No worries, @User_NG5TG - I am glad you can now get the list of required opportunities. Yes, it should be possible to sum the numbers. Instead of: Amount (Transaction Total) | Maximum You can try the following: Formula (Numeric) | SUM; MAX({amount}) Best, Tigran

Hi @Toanne Termeer - van de Ven, I was referring to "What we need on the invoice is the period of the invoice that is created." My assumption was that you wanted the dynamic text to appear on the invoice as an "item line description". Best, Tigran

I have done such updates with my team for other records (e.g., Revenue Arrangement) with fields that can't be mass updated. Your specific instance and configuration may impact the final design of the script. Most probably, for your scenario, you would need to use the following line of code: nlapiSetFieldValue…

Hi @Preethi Kondur, On your Sales Order Saved Search, you can try to: Set the "Main Line" = "False" in the Criteria section Choose "Item : Base Price (join)" in the Results section. Best, Tigran