You have several options for recurring billing within NetSuite, each with their own level of customization. First, I would suggest you read the Basic and Advanced Software Renewals Automation whitepapers found on NetSuite Central. They're written specifically for software renewals, but even if your company doesn't deal in…

Hmm, may I ask then why you decided to use Standard Costing? It seems that if you're only going to use these parts once, there's not really any added value. Normally, Standard Costing is used on materials (or products) that you use or sell all the time, and you may want to revalue their cost every quarter. If you're not…

Hi bwertz, If you set an item to use Standard Costing, its first transaction must absolutely be an Inventory Revaluation. Otherwise the system doesn't really know its value. I'm just curious, what seems to be the problem with the revaluation step with your inventory items?

From the NetSuite Help Center: "Note: Once you assign a units type to an item, the item’s unit type cannot be changed. Also, once a unit type is assigned to any item, the units type cannot be edited except to add more units."…

How do you use such a formula on a Report filter? Indeed, formula fields can't be used in Reports.

When using the "greater than 0" filter, if you have fields that may be null instead of zero, I would recommend you convert those fields into a Formula Field (Numeric) and test your filter on NVL({yourfield}, 0). This will effectively convert all null values into 0.

I'm probably over-simplifying the process, but I can see two solutions: 1) Have a script that, when choosing an item on a Sales Order, verifies if the item is allowed based on the rules you specified above. The downside is that all your items will always be displayed. 2) Have a custom drop-down on the Sales Order which…

Great, thanks for the quick reply!

Hi Natalie, Regarding why it won't let you choose that field as an available filter, there are certain field types that are not accepted as available filters. I know Text Area is one of them. EDIT: Correction, it will let you choose it as an available footer but won't let you show it in the footer.

Although I haven't tried it in an email alert, you can create a Formula Field (Text) column in your search with a formula along the lines of: '<a href="https://system.netsuite.com/app/accounting/transactions/transaction.nl?id='||{internalid}||'">View Transaction</a>'

Also, a potentially simpler solution would be to check the "Include View Record Link" under the Customize Message subtab of the Email tab of your Saved Search. I'm not sure though if that will work if you chose to "Summarize Scheduled Emails".

If you have a List/Record of type Customer on the custom record, you can try filtering the search by "Customer" is "-Mine-" and that should only show the currently logged in customer's records.

Hi Bushra, How is your alert set up in your Saved Search? More specifically, did you check "Send Email Alerts When Records are Created/Updated" ? Did you check "Send on Update" in the Recipients sublist? You might want to try that.

Since formula fields are essentially Oracle SQL, wouldn't the CASE statement accept a LIKE clause?

If you want to limit the number of results that are updated, your best bet is to use a criteria or filter.

Yes, nlapiSendEmail() has a records parameter that allows you to attach sent e-mails to records.

Saved Search E-mail Alerts don't allow for record attaching. However, you can do it using scripting with nlapiSendEmail().

Normally you would get the last order date using a summary function in a search, but as far as I know summary functions are not available in Mass Updates, only in Saved Searches. Here are a few alternative solutions: - Have a simple User Event script store the Last Order Date in a custom field on the Customer. The script…

Did you trying using Expressions? If you check the "Use Expressions" checkbox, you can then choose And/Or beside each search criteria as well a grouping with parenthesis.

The SUM function should be available if you group your results.

The field is exposed (you can access it if you load the record in a script), but isn't available in searches. Check the SuiteScript Reference Guide; The field shows up in Customer Fields, but not in Customer Search Columns. Although I've never tried, since the field is exposed you should be able to set it through scripting…

Checking "Not" should work as long as the parentheses are entered exactly in the way you did in your post. Make sure the "Not" checkbox is at the very beginning, just before the double opening parentheses.

For anyone following this thread, I found you can find the ID's for each field by enabling Show Internal IDs in Home > Set Preferences > General Tab > Show Internal ID checkbox. When you view the field and click the field name to bring up the help box, the ID is shown in the bottom corner. True, but this method won't show…

Well, it's fairly simple to do when you know how, but if you've never done SuiteScript before, it would probably take you several weeks of learning first.

How about this: (Task Name is not A AND Task Name is not B) OR Status is not Completed In other words, as soon as the Task name is neither A nor B, the result will be kept. Same thing for if the Status is anything else than Completed. If both conditions are not met (i.e. Task Name is A or B and status is Completed), the…

The correct notation of the function is NULLIF({transaction.custbody_sales_order_county}, {custrecord_sc_vendor_id.custrecord56}). Functions are surrounded by parentheses, fields are surrounded by curly brackets.

You're right, {status}*is not available in Entity searches, since not all entities use that field. The SuiteScript Reference Guide has the list of all field IDs available in searches (filters and columns). At this point, depending on your needs, I'd suggest a custom script that would merge both search values together and…

Try making a single Entity search, and if you check "Use Expressions" in the Criteria tab, you can separate criteria with the OR operator. Edit: Olivier beat me to the punch!

Try using Formula Field (Text) and in the formula, put {type}. You can then filter based on entity type.

{status} will give you the entity's status, in the form you see on a customer record ("CUSTOMER-Closed Won", "Lead-New", etc.)