It's possible using a Customer search. The tricky part is that you can't enter any standard criteria for transactions, otherwise it will exclude all customers who have no transaction. For example, you can't put "Transaction : Type is Opportunity". The solution is to instead create a formula for your opportunity count that…

The only thing I could think of is if the report is really, really too big. Regardless, it should work anyways since you've scheduled it. If you call NetSuite Support they can see what the true problem is in the background and help you sort it out.

Aside from voting on the Enhancement, Evan's suggestion is definitely the best one for now. I've created custom record reports using the Pivot Report Beta on a Saved Search and it worked quite well. The other option is a Suitelet, which would allow you to generate any type of layout you want in HTML, but of course requires…

Other than costing method, is there a link between your SO and PO? Ex: Drop Ship or Special Order. I'm pretty sure you can get this one to work. Worst case it would be a Saved Search and you could probably get the purchase price based on the COGS on the Item Fulfillment.

This could probably be done using a Suitelet, but the problem is that you'd have to load each file one by one, so you may have performance/metering issues, depending on how many CVs you're looking through.

Try this: go to one of the sales tax transaction detail page you mentioned, click Customize, go to the Filters section and remove any filter that was specific to the tax item you had selected and then Preview or Save the report.

Hi Carol, I'm not sure I understand exactly what you're trying to do. Has the Customer Deposit been applied to invoiced already? If so, it will automatically show up as a "Deposit Application" row on the Statement. Is the Deposit not applied? If that's the case, then I would have to ask why not just apply it to the open…

For Transfer Orders, you can check for Location, as you'll get non-posting negative lines for the location where the stock is leaving from.

I think the issue is not with the oracle, but with how NetSuite deals with text fields. In a Saved search, as far as I know, there is no way to fetch more than 1000 characters from a particular field.

Hi Alex, As you may have noticed, NetSuite only lets you drill down one level into another record. So if you need to report on 3 record types, you have to find the record type that is linked to both other types and start from there. For example, if you need to report on Sales Order, Item Fulfillment and Invoice…

"Simple" solution: create a brand new report of type "Pipeline", and choose "Matrix" as the format report, choosing Month as the field to summarize data across columns.

Hi Jean, How are your projects associated to your sales orders? Is there a field in the main body of the Sales Order, or is it on each line item? If it's in the main body, you can add a criteria "Transaction: Main Line is Yes" and it should get rid of the transaction line items.

I wonder if there is currently a way to do a mass-update with a formula that pushes sales volume data (totals for various date ranges) into custom ITEM fields. Mass updates don't support grouping/summarizing of results, so I doubt you'd be able to get sales results for items through it. However, it could definitely be done…

Hi thapakorn, What are you trying to do with your formula? You mention you're aiming for a desired price range but I don't see a price range anywhere. Is your price range 0 to 0 in this example?

Hi George, That formula is definitely more complicated than it needs to be for your needs. First of all, you said you wanted to report on billed sales orders, but your criteria mention both billed sales orders and paid invoices. Do you really need both types? If so, you might end up with duplicate sales quantities, as the…

Any ideas on how to make the - None - disappear from my search results? That's strange... care to share with us the exact filters and columns you've used?

Thanks, I'd guessed that was going to be the issue. Does anyone know whether there's a way to do a "Case When {Shipmethod} CONTAINS 'express' then {number} end" formula? Try something like: CASE WHEN {shipmethod} LIKE '%express%' THEN {number} ELSE '' END % is a wildcard that represents any number of any characters.

We've done something similar before. Try this and let me know if it works for you: Standard Criteria: - Type is Sales Order - Item : Can Be Fulfilled is true - Status is any of Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Fulfillment Summary Criteria: - Sum of…

As far as I know, there's no way to copy multiple customers into a filter all at once. One potential solution is to set up a keyboard macro on your computer to copy/paste the values into your filter one by one. You could then walk away from your computer for about 10 minutes and come back when it's done.

Hi Peter, If you use the Back Ordered filter as I mentioned in my post using summary criteria and group by order, it should eliminate orders that have backordered items.

Yes, the date you choose includes any transactions of that date.

If you want to match the month-day pair regardless of year, you would do it like this: 1) In the Filters tab, choose the filter Formula (Numeric). A pop-up will appear. 2) In the Formula text area, enter the following: CASE WHEN TO_CHAR({today}, 'MM-DD') = TO_CHAR({custentityftbenefitselegibilydate}, 'MM-DD') THEN 1 ELSE 0…

Did you consider re-creating it in a Saved Search? Open Invoices is a pretty basic report, so it shouldn't be too difficult to move it to a Saved Search, where you can easily access the Invoice's Project.

Try customizing the Sales Orders Pending Fulfillment under the Order Management section of Reports. By default, it shows qty ordered, qty fulfilled and qty committed for each order. You can also add the quantities at the Item level instead of the order level if that's what you need. Finally, you can add the Date Due field…

I'd appreciate feedback if there is a more efficient way to do this Nope, you got it just right!

Correct me if I'm wrong, but there's no actual link right now between your Bill Payments and Cash Sales, other than the Bill Payment ID being the same as the Cash Sale Batch ID, right? You would want to create a new Transaction Body Field: - Name is "Parent Bill Payment" - Type is List/Record - List/Record is Transaction -…

Did you consider making the Cash Sales children of the Bill Payment using a custom field? You could do it manually on creation of the Bill Payment or simply using an automated script. If that was the case, then it would be easy to fetch any Bill Payment information from the Cash Sale.

Try creating a Transaction Saved Search, filter with Type is Sales Order and use the Date Created field. It should give you exactly what you want.

Hi Robert, I'm not sure about reports, but for saved searches, the Location field is the same one used for the main line and each line item. So, for example, if you have a transaction with a header location A and two line items with locations B and C respectively, your saved search will give you one line for each of these…

HI Is it possible to create only selected item records on Inventory Activity report(100 items) as i have 50K. I tried but it takes only few records after that i doesn't work. Help. You just need to find a criteria that you can filter by that will suit your needs. Sometimes, if we have problems with too much data in a…