Hi @Red Atok-Oracle Sorry for the easter hiatus! So I still need ideas on this because the Null values only go away when I remove groupings, which defeats the purpose of my search. The search is intended to show total expenditure per supplier by period, hence the grouping. The transactions with the Null values have…

Hi @Patrick Fresnosa-Oracle {custentity_hw_revenuestream} is a List/Record type field that is using a custom list = 'Revenue Stream'. Store Value = T. This field is only on the Project record. {custevent_hw_resource} is a Free-Form Text field type, with default value = {projecttaskassignment.resource}. This field is only…

Hi @Kenny Wise Please see the following resource: Uploading Your Logo SuiteAnswer Id: 30537 It sounds like your logo works fine for other subsidiaries which means you already set the Company Logo Folder in general Preferences. Since the wrong logo is showing I also presume you have covered adding the 'logo' tag on the PO…

Hi @Red Atok-Oracle I might be wrong but I am thinking on the face of it NetSuite is designed to report both client and supplier names under the Name field within a saved search, but soon as you start grouping or using the Name field there is no intelligence to keep reporting right. As we know these are two different types…

Hi @Red Atok-Oracle I decided to do some intense testing on the whole saved search setup by building the report all over piecemeal, and found that another formula result column was causing the error. The formula column is meant to report on the revenue for each project on my results: Formula (Currency):…

Hi @Asher_123 Optionally you can use: TRIGGER ON = Before Record Submit CONDITION = Sales Order : Customer = CUS1015 Then: You won't be able to use the Triggering Client Fields with this config. Hopefully this helps.

Hi @Red Atok-Oracle Thanks so much for this. The formula throws an error on my project saved search. But I did try it on a project task saved search and it worked. Do you know why this would be? The field tags are correct as I have checked them over.

Hi @Vernita Try leaving the report back-end and use your 'Column' filter in the report UI to select 'Department' then hit 'Refresh. In my example screenshot 'Business Unit' is what we renamed from Department. When you choose that and refresh the report you should see the view you want.

Hi @adewage You may try mass deleting using Inline Edit. Please see a resource below: Mass Delete Records in NetSuite through Inline Editing SuiteAnswer Id: 26816 If you have someone good at scripting you have the option to mass delete via script: Using a Custom Mass Update Script to Mass Delete Records Suite Answer Id:…

You won't find a 'payment' transaction unless there is actually a 'payment' which is money leaving your checking account. So you could do a transaction saved search to show the invoices nd what transaction that were applied (credit notes or payments).

Hi @User_Q9SHI Thanks for the screenshots. So I think this is because all of the 'payment amount' is not actually a payment but credit notes. A payment would be cash coming out of your checking account. If your credit notes only amounted to e.g 2,400, then a payment would have been created with an amount of 100 which is…

Hi @User_Q9SHI Can you elaborate or provide some screenshots. Currently I'm lost at "After I saved the payment the credit memos were applied but a payment record was not generated ?". Are you maybe trying to undo applied credit memos to invoices, so you can then apply payments to those invoices?

Hi @Micah Timbol-Oracle Basically I am trying to show a project saved search of active projects and also a count of the active project task employees. I am currently able to report on both elements with two saved searches, a project search and a project task search. But I am trying to find a way to report it on one saved…

Hi @Camille Cagalingan-Oracle @Micah Timbol-Oracle Any thoughts on this?

Hi @User_Q9SHI You can achieve this via a custom transaction body field. I will post the SuiteAnswer below. Please note that the article refers to adding payment amount, so make sure to change criteria "Type: Select Payment" to 'Type: Select Document Number' Include Customer Payment Amount in Invoice Printouts using…

@CDuf I'm excited this worked for you. If you could mark the answer above as the Accepted Answer. If you don't find a way for this latest challenge then we can address it on a new thread for clarity of those searching community discussions for answers. Very glad we go there!

Hi @CDuf Apologies for the wait. I'm scratching my head on this one. As you say this might be best solved with a formula. Unfortunately I am not strong on formulas, I might ask someone in the community to step in on this one. But also while you wait for that, I tried a different approach which seems to be giving me what…

HI @User_Q9SHI , @Joy Noreen Magoling-Oracle If you do not wish to add a customisation, optionally you can use the Return Authorisation feature. The only thing is that the approval is not on the credit note, but on the RA record from which the credit will be created from.

@Sonics ahh, it's been 2 years since I last used inventory module so not sure if this has progressed in functionality. Back then our work orders were built soon as they were picked so if a stock check happened, the BOM was counted as in stock. This kept stock right. I know RF Smart has making headway in picking statuses…

Hi @Sonics It's sounding like your question is regarding best practice for inventory counts when you have released but not picked work orders. Is that correct?

@User_Q9SHI I believe those are from the payment record. I removed them from my templates, if you don't need them then remove them

@User_Q9SHI if that worked for you, remember to click yes to the post with the answer.

Hi @User_Q9SHI The field name you need is ${apply.refnum}

Thanks so much @Red Atok-Oracle

Hi @Red Atok-Oracle Thank you so much for that. I used the below and it worked: Formula = Case When TO_CHAR(SYSDATE,'IW') - TO_CHAR({custevent_hw_role_start_date},'IW') = 1 Then 1 Else 0 End Set: Value = 1 Before I can mark the answer can you elaborate on the following: "Another Note: This might only work for project tasks…

Hi @CDuf I can see you did include Type in both arguments and the expressions look ok to me but a couple of things. Type on the second argument does not have an 'AND'. Curious why you used a formula for the {applying transaction} criteria = credit memo? Please note this will look for an applying transaction number = credit…

Hi @Jyothi B I'm sorry I don't know any workaround to bring the payment join fields onto a custom report and cannot see a resource for it. I know you want to use existing report but if there is nothing functional stopping you from using a saved search then that route will be quicker and more flexible for future…

Hi @Jyothi B Is there any reason you chose the report route as opposed to the saved search route? If there is no particular reason then I suggest: Create transaction saved search. Criteria: Type = Bill, and anything else you need. Results: Applying Transaction Fields = Date, add any other result fields you need. The…

Hi @CDuf I'm a bit back and forth in how to get to your goal here. The challenge being that you're trying to look across independent invoices. I thought in addition to the good advice from @JohnCirocco maybe take a step back and ask if using expressions in your criteria would work as opposed to the formula? I might not be…

Hi @Vernita Try this setting: DUE NEXT MONTH IF WITHIN DAYS = 30 DAY OF MONTH NET DUE = 20 I'm also curious to know what result you're getting with the two screenshot scenarios you posted?