*** Edit *** Ignore this :rolleyes: See Roberts response below about SuiteAnswer 61543 Not missing anything (unfortunately). Supposedly SuiteAnalytics Workbooks will (eventually) solve this but in the mean time I have a couple of custom fields derived from a saved search and then Stored versions of each that are updated…

I believe the problem is the "-" within the Display Name. I have items with dashes that force you to type all including the dash

Yes, same here. Once you save the Saved Search CSV for all the tables, you would Microsoft ODBC them to tabs with VLookup OR do the joins within MS Query itself (No limitation on how far you do the joins out either)

Robert, Thanks for that. Didn't even know those fields were there as I do not see them on any of my forms. Are they part of LSA bundle?

You could use a CASE function So if you wanted to see records where internal id is between 1 and 1000 OR 2000 and 3000 "case when {internalid} >= 1 and {internalid} <= 1000 then 1 when {internalid} > 2000 and {internalid} < 3000 then 1 else 0 end" is equal to 1 (see attached)

The NEW Analytics Workbook function "should" allow for that kind of join but not sure.

My first guess is the it is a Locked Bundle (not just that field).

I just found that if you set the Output Type to "Report" it also removed the links.

This might be a stretch but how about: 1) Create a test customer with a shipping address to the location you want 2) CSV import a quote/estimate for each item on its own quote and specify the shipping method you want to use. Not sure if the calculation of freight will occur but worth a shot. If it works you could just…

Group the lines by Document Number and Item with a Count of LineID. On the Criteria, SUMMARY tab, use Count of LineID greater than 1

Did that from memory so the join names may be wrong...

I'll be darned. Just imported a test quote into my demo account with UPS Next day and it matched exactly shipping amount from a manually entered quote. In hind site I would date the quote with an expiration in the past if you currently use quotes so as not to make the sales manager crazy or screw with your analytics. This…

In criteria Formula Numeric Case when {transaction.item} <> {transaction.displayname} then 1 else 0 end Is equal to 1

i ALWAYS have to futz with it...

On results, how about: Name Summary type GROUP Formula (Currency) - Summary type SUM, formula= nvl({memberitem.averagecost}, {memberitem.cost})*{memberquantity}

We actually created a custom checkbox field that we populated on the memorized transaction that we then used to report. Short of that, the Context of a memorized transaction is "usually" Bulk Processing. If it is an automatic memorized transaction the user is -System- but if it is set as a reminder, the user is whoever…

Using Summary Criteria will do it: Main Criteria Type = Sales Order Main Line=False COGS Line=False Shipping Line=False Tax Line=False Summary Criteria Count LineID Greater than 1 Results Document Number Summary Type=Grouped Line Sequence Number Summary Type=Count You can add a date filter if you need it on criteria

I am assuming you are doing a Customer Search? For Criteria If you go down to the Joins, you will see Billing Address... Under that Join you should see "State/Province" As a side not, are you using the Sales Territories? (Setup -> Sales -> Sales Territories). You can set up the rules by State (or many other fields like…

Under Communications tab, you should see "Messages" usually as the first tab. As for saved searches, unfortunately they are different tables. You could create a Customer Search for Messages, Activities or events but a single Customer search has joins to all of what you normally see under the communications tab.

Not sure at all if this might be it BUT... Do you have a custom Address Form that might possibly not be showing the State/Province? I am not at a location to check NetSuite but I have seen stranger things

It is definitely something that could be done via scripting. Had this at a previous place I was at.

Something like SUBSTR({zipcode}, 1, (LENGTH({zipcode}-3))

Never mind, I found the "Is Lot Coded" field. Doh...

Interesting, I JUST posted almost the exact same question. I thought this used to work also.

Darned, knew it would be easy... Thanks! I don't do summary criteria nearly often enough.

Thanks... ya I was actually considering trying that, just making sure I wasn't overlooking some more obvious solution. Might try it with a closed PO to keep the transaction joins the same type of record, then criteria would be Open POs OR this one closed PO. I'm no expert on what is best for load time of report....will…

The formula went something like: DECODE({transaction.type}, 'Purchase Order', CASE WHEN NVL({transaction.quantityshiprecv}, 0) < {transaction.quantity} THEN {transaction.quantity} - NVL({transaction.quantityshiprecv}, 0) ELSE 0 END)

That's exactly what this search should do. (The last row in the results). That rocked! I am not sure why I could not get the Applied To working before (unless I was starting at the SO?) but it is exactly what I needed. Thanks again and sorry for the confusion.

Sorry, I was not paying attention. I will give it a shot...

John, yes, finding out both...