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Amendation: What I wrote before: to_char({today}, 'MONTH') Will return NOVEMBER (as of this writing) Changing it to to_char({today}, 'mm') Will return 11 So, try replacing your first WHEN with WHEN to_char({custrecord_tran_customer.custrecord_tran_date},'mm') != to_char({today}, 'mm') To use the first version, you might…

Hi Greg, Typically, you would just need to fill in the Formula box with the field ID in curly braces ({revalue}), and then put something in the Formula Text area. In this case, I would suggest using "is" and putting T into the box. However, I gave this a try, and the field isn't exposed to formulas either (unrecognized…

No, don't think you can do that. You could do it if it was a search. . . Evan

Alas, no, that's not possible.

Hi Mike, Thanks for your pointers, very good suggestions. I had indeed selected Amount. Cheers, Evan

I don't think you can do this via customizing any of the standard reports. However you can get it via search. One thing to note: the expense info is line-level info on the bill transaction, so any bills with multiple expense lines will have multiple lines in your search results. This is presumably what you want, but just…

At first glance, I think the simplest would be: Create a record for every day that an item is out of stock (per item). So the scheduled script would look for all items where On Hand < 1, and create a record for each. Doing it this way, "In Stock" is defined as the absence of a record for that day. This makes it easy to…

I'd go with a custom record solution. What I don't like about simply using custom fields on the item record is that there's no visibility into the source data for the second field. After a few calculations there'll be no way to know if your values are correct. For what you want, it doesn't sound like you need to write your…

If I understand you correctly, you want: [LIST] [*]All on items on vendor bills from vendor xyz, [INDENT][*]Sorted by Special Order Yes/No[/INDENT] [/LIST] Can you get special order status off the PO (I don't recall)? If you can, then I'd just do a vendor bill or PO search, no need to involve the sales order. If you can't,…

Clay, You can also get last sale date by doing a summary search. If you're starting with an item search, scroll down to the bottom of the fields listing where you'll see a listing of joinable records, represented by the record name followed by an ellipsis. Select "Transaction fields", and then pick Date. Set the summary…

Short answer is you can't. If both fields were summary results, you could set the 3rd field at the detail level and summarize the results of the formula, but you get accurate results using a summarized and non-summary number. Someone may have a fancier way of doing it, but I've never seen a way around this. Evan

The sales order is non-posting so it won't appear. The fulfillment/invoice/etc should appear by default. Evan

Hi Mike, Add a text formula to the criteria and set {item} to is not "End of Group". Evan

Nope, not possible.

That's a big topic. The help documentation on searches and reports is pretty good. In general, you'll find more fields available via search. What field(s) did you get in a report that you couldn't get in a search? Evan

I think they built a report tool because, first of all, you kinda have to have one. It's primary advantages are the formatting, multi-level drill-down, and the Financial report builder. Also, I think there are some reports that provide joins you can't do via search. But yeah, it ****s in myriad ways. The search tool, on…

I agree, the reporting tool needs a lot of work. Other than the drill-down functionality, it has little to recommend it. This isn't obvious, nor explained anywhere, but what I've learned is that if you're looking for a field on one of the two primary records of which the report is composed (most reports basically join two…

Try {item.id} instead of {item}

Hi trimblee, thanks for your time. For example, 30 day total sales report. if I have sales reps A and B, I want to make this report available to both but they can only see their own sales orders, not the other person. possible? Definitely possible: --- Start with a Transaction search. On the Criteria tab, set: Type = Sales…

What type of calculation are you looking for? You can do a lot with formula fields in saved searches. Alternately, you can create and save individual reports for each rep, but that's a pain to do and a pain to maintain. Evan

I think the only way to do this is with a saved search as there's no me/mine filter available for reports. Have you worked with saved searches before?

You'll need to do a search join, starting off with another record, and bringing in the Message data. NetSuite represents search joins with the ". . ." after the record name in a list of available fields. If you're doing an employee search, in the drop-down list to add fields, you'll see all the available fields from the…

Awesome, that's a great idea, thank you. Gonna give it a try now.

It's beautiful, thank you. I just threw Journal Date in as a footer filter, and we've got exactly what we need.

I spoke a little too soon. The search works great for reporting on our amortization activity, but it doesn't work for one thing: reconciling to the balance sheet, which is kinda important. The issue is that when you report on amortization schedules based on those for which an amortization journal has been executed in a…

If you use sales orders, you can enter the full order, fulfill what you have, and close the back order. Then you'll have data on OOSs.

Can you give some more detail as to what you're after? For example, Do you want sales by item, by customer, or just by period/dept/class? You can change the grouping on the Income statement report. By default it groups by Account, but Customer and Item are also available, as well as others. It's true, as you've discovered,…

The only way to do it is to recreate your items, once you've picked a method for a given item record, I believe you're stuck with it.

NetSuite supports LIFO and FIFO, as well as Average and Standard. It's a setting on the item record, but. . .once you've saved an item with a Costing Method, it can't be changed. So to switch to FIFO you'll need to recreate your items.

We've been playing with Solution7's SmartView for NetSuite for about a month. It's really well done. Easy to learn, and they've been very responsive with the couple glitches we've uncovered (it's a new product). We're meeting this week to complete validations against prior reporting. If all goes well, we'll begin using it…