Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

An Employee search using the Roles...join fields appears to return all permissions assigned, without distinguishing the which are global permissions. We are tracking this in Enhancement Request 200544 - Lists>Search>Saved Search>Employee>Expose Global Permissions on Criteria and Results tab. Thanks,

Hi Brett, The "Role fields..." join on an employee search includes Role : Permission, Role: Permission Change, Role: Permission Change Date, and Role: Permission Change Level. Thanks,

Here's a search to Generate First Sales Order per Customer 1. Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Transaction as search type 3. Assign a name on the Search Title field 4. On the Criteria tab> Standard subtab> Filter column, add the following: a. Type is any of Sales Order b. Main Line is…

A similar solution was posted in the thread titled, Filter Saved Search by Custom Form. It looks for the custom case form but may work for custom records as well. Thanks,

I understand how to find the YTD sales in a seperate search. But I need to include this, on a customer by customer basis, in a customer search that is also displaying other data. Or are you saying to do it as a transaction search and choose all those other fields for display purposes? Duh! Thanks I think that is what Felix…

A few Help articles also include examples of search formulas and their uses. In SuiteAnswers, search for topics, "Search Formula Examples and Tips" and "SQL Expressions". SuiteAnswers is available from the Support tab in your account. Thanks,

You could try adding these formulas to your Results tab: 1. Formula (Numeric), Summary Type = Sum, Decode (Case WHEN (ROUND({today} - {createddate})) >= 01 AND (ROUND({today} - {createddate}) <= 30) THEN '1' ELSE '0' END, 1,1,0) Add a Custom Label, "1-30 days" 2. Formula (Numeric), Summary Type = Sum, Decode (Case WHEN…

We are tracking this feature in Enhancement Request 26233 - Reports>Execution/export audit trail/log for reports. Feel free to vote for this in your NetSuite Account Center. Thanks,

The Sales Orders by Item Report should allow you to add the Preferred Vendor found under the Vendors sublist of the item record. See SuiteAnswers Answer Id: 14852 for details.

Answer Id: 25112 has a similar formula:https://netsuite.custhelp.com/app/answers/detail/a_id/25112/kw/business%20days%20between%20excluding%20weekend/related/1

Here's the original Answer Id: 26585 - Formula that counts number of business days between two date fields excluding weekend: Sales Order Search that compares Date and Actual Ship/Receipt Date 1. Navigate to Reports > New Search. 2. Select Transaction type 3. Click Create Saved Search button. 4. Under Criteria tab,…

A date field can be converted to show the day by using a formula(text) field in your results: Try Formula (Text) --- to_char({createddate}, 'day') --- for the text day Thanks,

This might be due to a divide by zero error. Can you try adding NULLIF to your formula? Thanks,

You can make a search available to specific employees or roles under the Audience tab and marking it as 'Available as Dashboard View'. Those users could then add it to their dashboard by clicking the Personalize Dashboard link and adding the Custom Search portlet to their dashboard. Alternatively, they can copy the search…

You could build out a dashboard for your users that only shows the portlets and shortcuts you want to display. You could then publish this custom dashboard to specific roles. See the Help topic titled, Publishing a Dashboard for detailed steps. Thanks,

In order to display sales for a specific previous week, I use this formula. decode(concat(to_char({trandate},'IW'), to_char({trandate},'IY')), concat(to_char({today},'IW')-4, to_char({today},'IY')), {netamount}, 0) This uses week numbers, in order to avoid having to determine the start of the week etc (thus avoiding issues…

You need add the role to the Audience or make the search Public and check the Allow Audience to Edit check box on the Audience subtab. Thanks,

Does the role have at least Edit level permission for Report Customization? Thanks,

This may be related to the Advanced Receiving feature at: Setup > Company > Enable Features > Transactions > Advanced Receiving. Thanks,

I don't think the All Saved Reports list offers a detailed history, but searches do. You can list all searches and sort by the Last Run On column. Lists > Search > Saved Searches. Thanks,

Unfortunately, the 'Only Show Last Subitem' preference does not apply to search results. The above suggested formula is required in this case. Thanks,

Here's a thread dedicated to formulas - 100 Ways to Use Formula Fields: https://usergroup.netsuite.com/users/showthread.php?t=5889&highlight=101+formulas Thanks,

Here's an alternate solution I came across recently but haven't tested yet - Set a Criteria filter for the Formula (Text) field which will provide the default setting for the corresponding filter set in Available Filters tab of the saved search. In this example, we are going to use the formula {message} to pull out data…

Customize the report > Under More Options, make sure to check Show on Reports Page. The saved custom report should be listed under Saved Reports. Thanks,

I also don't have last fiscal month, but you can enter a custom date range using the From - To fields. Thanks,

This should work: substr({custentityX},0,1) Thanks,

4) Formula (numeric) sum decode({custrecord_pr_process_step},'Created',1,0) / nullif(decode({custrecord_pr_process_step},'Package Sent',1,0),0) Yen 4) Solution: SUM(decode({custrecord_pr_process_step},'Created',1,0)) / SUM(nullif(decode({custrecord_pr_process_step},'Package Sent',1,0),0)) Thanks,

We are tracking this via Enhancement Request 125071 : Saved Search > Support multiple levels of join or subqueries (without using ODBC driver and 3rd party application). Thanks,

If you know which employees created the calls, you could list all phone calls and filter by Organizer. Activities > Scheduling > Phone Calls. Thanks,

A Transaction Audit Trail is available at Transactions > Management > View Audit Trail. The audit trail provides information about the transaction, who entered the transaction, and when the transaction was created or modified. Thanks,