its the same thing as buying an alternator for your car at a supply shop. You are turning in the old part so they can utilize it for refurbishing. In a weird way it is a physical inventory item just not likely to be a good candidate for kits.

Not the best solution but you could run the Transaction report for that Ledger account and see the debits and credits

What about the Amount Unbilled?

All shown columns will Export. You could setup a new view to handle repetitive changes

isnt vatregnumber only valid in Customer searches? it doesnt exist on vendors.

You do not need a formula. Create a search but add in the join for quotes. In the results column you should GROUP by the Opportunity and COUNT the Quote Column

I think this is 2 searches. For both though you want to refer to the "Created From" field in search. Use the Join (Created From Fields...) and refer to the TYPE as Purchase Order or RMA respectively.

This is a really simple process with Workflow. I've done this for automated statements and invoices.

Most negative searches are pretty hard. The absence of data is a pain. You might try looking up all employees and getting a total of time entries via joined records. Those in the summary results with zero and your usual suspects.

Doesnt sound like you are getting this. Simply type CUS: and the customer name / id you want to filter on and the global search results should come back with only customer records with that in its name

start with CUS: customer name and it will filter down to only customer records

This gets asked alot. I would swear we just saw this in the last two weeks. Querying the database for non-transactions is pretty tricky. You may have better luck seeking out Customers who have transactions other than a certain item. I have a lot of experience writing reports and i never found a good simple method for this

Reports>Sales>Sales by Customer>Customize Summary EDIT COLUMNS Lower right side shows alternate Date Range Type – Choose Relative to Report Date Below that shows Alternate Date Range – Choose Last Fiscal Year to Date Below that shows Range Segment – I chose Accounting Period SAVE and RUN the report When I run the report I…

Oddities like that I share with support. Too complicated an answer to get to without logging to your account.

I'll weigh in here too. This is ridiculously hard. I never got it perfect over the years. The recurring billing module used to store a last billed date and a next billed date on subscriptions to allow for some level of tracking. Due to some billing cycles being quarterly it we had to add some filters. You may want to start…

and I know you asked for a search but this will get the job done. Otherwise your search will involve a complex formula in each column to capture only the select data

Hey Karl I used to create searches like this and found the date criteria takes over the entire search result. It likely will need scripting.

A simple check box on the deposit record could do the job. The system would track the user that changed the field in the system notes as well.

Sounds like Expense Categories

It depends on how you set up your implementation of NetSuite. Date of first sale is tracked by the date of the first sale transaction in NetSuite. So if you have old legacy data from another system its fairly inaccurate. Assuming you have the right data you can just pull a list based on the search criteria. There is a…

I used to handle these kinds of transactions for my former employer...Guess what the solution was? If you guessed manual journal entries you win a prize! Whats the prize you ask? More NetSuite experience.

Does it have to be the Deposit Form? There isnt a Printable option for that Transaction Type? Can you share the use case in more detail? If you do I think the group can provide more options that will work.

Create a Saved search and Print it as a PDF. Have the depositor to sign the bottom. The Saved Search can include all the data you need and summarize totals at the bottom. Or You could script this. More work but may better suit your needs

I did this for our implementation. I had to build my own saved search and use that as the file upload

Are these fields on the Preferred Form? I think thats the wrinkle

Hopefully this helps but what is the trigger for the Set Field Value Action?

You cant add custom fields to shipping items. it sucks...

The Transaction Column would be within the Transaction line so no. You would need custom scripting to enforce the requirement if its conditional.

It doesnt appear possible in my accounts. To be honest I havent tried before today so I had to look. What is the use case for the custom transaction column?

John's right here. The system doesnt let go of its hold on the stored data by unchecking the box (boy I wish it did) so you have to perform some type of action to wiggle it free. I frequently restrict the role which will force the correct form.