michoel

You should be able to use Custom Transaction Item Options to do this, as they can be applied to Kits. https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N2828730.html

in Matrix Item Group or Kit Comment by michoel May 20, 2016 12:23AM

As a workaround you can use scripting to create an Advanced PDF form, similar to what is described in the documentation here: https://system.netsuite.com/app/help/helpcenter.nl?fid=section_4259402776.html I've used this in a couple of places where forms are not natively supported. The basic idea is to have 3 scripts - a…

in Emailing Vendor Return Authorizations Comment by michoel May 5, 2016 9:55PM

Might be easiest to export your stock on hand list to CSV and create the labels with a "Mail Merge".

in New Netsuite user...need to print many item labels for current stock Comment by michoel Mar 30, 2016 7:10PM

Sure, my report looks like this: Search Type - Transaction Criteria: [LIST] [*]Account is <Stock On Hand Account> [*]Posting is true [*]Quantity is not 0 [/LIST] Results [LIST] [*]Date [*]Main Line Name [*]Document Number [*]Type [*]Formula Numeric (Label = Running Total, Formula = "SUM /* comment */ ({quantity})…

in Item Availability Running Total Comment by michoel Apr 18, 2016 9:04PM

michoel - is there a way to have this group the results by day? I tried a couple things but could not get it to do this. Maybe with enough Oracle wizardry, but keep in mind that using analytical functions in NS is already a hack, so combining that with aggregate functions is a double challenge. I tried a bit as well but…

in Item Availability Running Total Comment by michoel Oct 13, 2016 7:29PM

See this article: http://blog.prolecto.com/2015/05/26/solving-the-netsuite-cumulative-saved-search-tally-challenge/ I have successfully used this technique to create a SOH running total report, as follows SUM /* comment */ ({quantity}) OVER(ORDER BY {trandate} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) Note that the…

in Item Availability Running Total Comment by michoel Dec 13, 2015 5:39PM

You can add a Summary type criteria to the search, for more info see here: https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N647835.html

in Search Inventory Transfers Comment by michoel Nov 25, 2015 11:28PM

This was one thing I really missed from our old system, and added to NS similar to above, though our solution is more like a "Pivot Table" style. Happy to share the Saved Search if anyone is interested. [ATTACH=CONFIG]n412741[/ATTACH]

in Show Quantity sold on Item Record Comment by michoel Jun 23, 2016 2:07AM

If you still have this saved search handy, can you send it along? Formula fields: DECODE(TO_CHAR({today},'MM') - TO_CHAR({trandate},'MM') + 12*(TO_CHAR({today},'YYYY')-TO_CHAR({trandate},'YYYY')),0,{quantity}) [ATTACH=JSON]{"data-align":"none","data-size":"full","title":"Image 18.png","data-attachmentid":428429}[/ATTACH]…

in Show Quantity sold on Item Record Comment by michoel Nov 28, 2017 5:22PM

This can be done pretty easily using a Saved Search. In the results tab, add a Formula (Percent) column and in the formula field enter ({price}/{cost})/{price} [ATTACH=JSON]{"alt":"Click image for larger version Name:\t2018-06-01 11_45_33-Saved Item Search - NetSuite Australia (Melbourne Office Supplies).png Views:\t1…

in List GP% for Items Comment by michoel May 31, 2018 9:48PM

It looks like this is in fact possible. Every item in a Fulfillment record actually has three result rows in a Saved Search (see SuiteAnswers # 27017 for more details). In order to get both the information from the line that links back to the Sales Order and the COGS line, you need to group the results by increments of 3…

in Fulfillment Search to retrieve the Line Item's Unit Selling Price on Fulfillment line Comment by michoel Sep 4, 2017 12:00AM

Thanks. If you look at initial question, I am trying to get the Sales Amount from the Sales Order so I can calculate actual Profit at time of fulfillment. That's exactly what this search should do. (The last row in the results).

in Fulfillment Search to retrieve the Line Item's Unit Selling Price on Fulfillment line Comment by michoel Sep 5, 2017 7:15PM

You could do this by using Summary Criteria. You would need to Group the results by Sales Order in the Results tab, and then in the Criteria tab, click 'Summary' and add two conditions, fixing the exact formula expression per how your custom field is set up Summary Type = SUM Field = Formula (Numeric) Formula = CASE WHEN…

in Sales Order saved search limiting results by item attribute Comment by michoel Jun 14, 2017 1:59AM

Slight improvement LEAST( NVL({custrecord307}, 9999999), NVL({custrecord13}, 9999999), NVL({custrecord15}, 9999999), NVL({custrecord17}, 9999999), NVL({custrecord19}, 9999999), NVL({custrecord21}, 9999999), NVL({custrecord23}, 9999999) )

in Search Minimum Value across multiple custom fields Comment by michoel May 24, 2017 9:19PM

it's awesome and worth the price! Thanks for the feedback, though I hope you are not paying for it!

in SQL Case When statement Comment by michoel Jun 19, 2018 8:34PM

This part looks suspicious to me - you have a different style opening quotation mark to the closing one. In general I don't think you can use curly style brackets in SQL. ‘discontinued' Try this version: CASE WHEN {quantityavailable} = 0 AND {outofstockbehavior} = 'Remove item when out-of-stock' THEN 'discontinued' WHEN…

in SQL Case When statement Comment by michoel Feb 21, 2017 9:45PM

It always says ERROR: Field 'quantityonhand' Not Found. "quantityonhand" is a search field not a record field. The record field is undocumented, but it's called "totalquantityonhand". Also you are missing curly brackets around the type field. CASE WHEN {isdropshipitem} = 'T' OR {type} = 'Kit/Package' OR…

in SQL Case When statement Comment by michoel Jun 18, 2018 7:39PM

You need to surround the string literals with quotation marks - CASE WHEN {isdropshipitem} = 'T' THEN '50' WHEN {custitem_call_for_price} = 'T' THEN NULL ELSE {quantityavailable} END

in Help with Item Quantity Search Comment by michoel Feb 2, 2017 5:54PM

You could do this by making your the column types 'inlinehtml', and then for your total row, wrap the text in HTML tags '' and ''..

in How to bold text for specific row in a List Comment by michoel Jan 9, 2017 5:15PM

Looks like the "Sales Order" field is only available on the Main Line which you are filtering out. Try changing the criteria to Main Line is true.

in Open Customer Deposits Comment by michoel Nov 17, 2016 8:10PM

You could also look into the Pivot Reports SuiteApp. It has many limitations but may do what you need. https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N711412.html

in Customer Saved Search Question - Customer Status Field Comment by michoel Nov 28, 2016 5:44PM

I don't think this is possible at present, which I find particularly annoying when searching for a customer and all their past statements come up in the search. If you get an enhancement request submitted, please share the number here and I will add my vote.

in Excluding Files in File Cabinet from Global Search Comment by michoel Sep 8, 2016 8:39PM

Is there documentation on all the formula functions? Netsuite has some documentation here: https://system.netsuite.com/app/help..._N2833020.html Because Netsuite uses an Oracle database in the backend, referring to the Oracle documentation is helpful, as is putting the keyword "oracle" into your search queries..…

in Sort Empty on Top Comment by michoel Sep 6, 2016 7:25PM

This should be achievable using "Summary Criteria" https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N647835.html Search Type: Customer Criteria - Summary [INDENT]Summary Type: Sum Field: Formula (Numeric) Description: is greater than 0 Formula: CASE WHEN {transaction.type} = 'Opportunity' AND…

in How to evaluate a search based on all sublist records, not just look for 1 in the list Comment by michoel Oct 19, 2016 8:53PM

No, this won't work - it's not going to give you a monthly average, just the average value of invoices for the given customer. To get monthly averages try something like: Field - Formula (Currency) Summary Type - SUM Formula - {amount} / 12 Also keep in mind when going…

in Saved Search for Monthly average sales Comment by michoel Aug 3, 2016 12:36AM

I can't test this, but I think something like the following could work - Criteria - Standard(Use Expressions = T) [LIST] [*]( System Notes : Field is Document Status AND [*]System Notes : New Value is Approved for Posting ) OR [*]System Notes : Field is JE Creator [/LIST] Criteria - Summary [LIST] [*]Count - System Notes :…

in Filtering Saved Search on System Notes Fields Comment by michoel May 25, 2016 8:41PM

dmashburn3, I am no Oracle expert but I would assume this technique could be used to access other analytic functions. It looks like the RATIO_TO_REPORT function may be what you are after. https://docs.oracle.com/cd/B19306_01/server.102/b14200/functions124.htm…

in Help needed to show 80/20 of the business Comment by michoel Jul 26, 2016 3:27AM

https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N2832369.html Using Foreign References in Formula Fields When creating a formula field, you can reference data contained in fields on related records. For example, if you created a custom entity field to apply to customer records, you could add a formula field…

in What does NetSuite call the formula dot notation for accessing a fields id or name? Comment by michoel Jul 29, 2016 12:13AM

I believe the field you are after is the one labeled 'Memo' in Saved Searches.

in SEARCH to return DESCRIPTION OF NON STOCK ITEMS within SALES ORDER Comment by michoel Jun 30, 2016 1:31AM

If the Sales Order is complete and there is only one Fulfilment against, that should indicate that it was shipped complete. Something like this should give you a list of all completed Sales Orders from the previous month, and how many shipments they were sent in: Criteria [LIST] [*]Type is Item Fulfillment [*]Main Line is…

in Ship Complete % Comment by michoel Apr 5, 2016 11:27PM

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