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  • Hi Marv, We did put together some inventory count reports. Ours were mainly for inventory management to see, but we used transaction line type formulas to summarize each item (snapshot qty/count qty/adjusted qty) by line. It wouldn't be too much more work to sum the adjustments (or variances) to see which items were most…
    in Inventory Count Reports Comment by aworley May 7, 2018 5:59PM
  • Hi Marv, I wouldn't use the inventory detail if I were you. Here's what we put together to accomplish something similar. Criteria: Bin Number : Location = HQ-Davis Bin Number = Sales - Davis BIn On Hand > 0 Bin On Hand is not empty Results Item Display Name Bin Number Bin On Hand Available The only quirk about this method…
    in Search for items in bins Comment by aworley May 30, 2018 11:27AM
  • John is right -- a lock next to a field denotes that the field is part of a locked bundle. Has the field been bundled since you last edited it?
    in Easy way to find Field Dependencies Comment by aworley Nov 6, 2018 4:51PM
  • I've found that the custom GL segments were fairly limited in NetSuite, compared to the Department, Class, Location. My previous company ended up adding some custom financial segments, only to find out later that they couldn't be used in certain functions, such as commission plans. If you're going to use a segment for…
    in Enable Departments Purely For Permissions? Comment by aworley May 8, 2018 4:24PM
  • Can you provide a little more context on the situation?
    in Restrict certain employees to certain customers Comment by aworley May 8, 2018 4:26PM
  • There is a preference on the project record for 'Limit Time and Expenses to Resources'. Make sure all of your employees are resources on the projects they're working on, and then make sure that is checked on all of your projects.
    in Limit project list in weekly timesheet Comment by aworley May 8, 2018 4:28PM
  • When we were looking for duplicate transactions, we grouped by customer and by total amount, and then counted the internal IDs. Then you can add a summary criteria where the count of the internal IDs is greater than one. This should at least identify all customers that have multiple transactions of the exact same amount.
    in Saved Search Help - Find Duplicate Invoices and Cash Sales Comment by aworley May 31, 2018 12:14PM
  • We are looking at changing our current model because it hasn't been consistent over the past few years, it doesn't facilitate the correct kind of reporting for our products/product lines, and it causes a lot of problems for our customer service teams. For example,if we sell a website and software subscription to a company,…
    in Multiple Billing Addresses / Emails with Contract Renewals Comment by aworley Jan 18, 2017 2:54PM