Hello there, in answer to the earlier query re tax, have been informed by our Finance team that we are using Standard/Legacy tax, thanks.

Hi there, thanks for the suggestion, i tried this but couldn't really differentiate between that an the net amount of tax, plus it seemed to be mirroring invoice amounts, which would mean it was incorrect, as many have already been invoiced, i'm trying to isolate the figure for any totals remaining to be invoiced from the…

Apologies, I'm still waiting for a reply from the manager who oversaw Netsuite deployment, will get back to you as soon as he replies, thanks.

Apologies, re the Unbilled Sales order formula, this is still pulling the tax amount alone, as a minus figure, see below.

Hello there, thanks for the new formula, as regards the amount paid, would like to exclude the tax amount from any particular payment. So for instance, as regards the payments highlighted below, as it stands the search is indicating the invoice is paid in full and the Amount Remaining is functioning correctly at 0, but the…

Hi there, the type in this report is Invoice, but the created from field is Sales Order, see below, and i'd like to be able to expose the unbilled amount for the SO with no tax, as well as the Amount Paid on the Invoice with no tax, i've marked the two fields in red below, thanks.

Hello there, thanks for getting back to me, no problem, see formula in columns below, and this time it worked! Thanks ever so much for your help with this, is there a similar formula which can expose the net of tax amount paid and unbilled amount from the Sales order ? If so the report would be functioning just as we need…

Hello there, thanks to you both for getting back to me, unfortunately both solutions returned 'Unexpected Error' immediately. As regards your queries, our primary currency is GBP and our Subsidiary currency is USD, i'll have to get back to you regarding the tax type we're using. Thanks again for looking into this for me.

Hello there, i did try something very similar to that earlier and have repeated it using your exact formula (custom label: Amount Remaining), what i'm finding is that on some Paid in Full invoices it's showing the tax total, rather than showing zero, see the three examples in red, this is odd as other transactions appear…

Apologies, working on a lot of Saved Searches at the moment, you're right, i meant the remainder to pay, in this case, nothing paid as yet. Thanks for getting back to me.

Apologies, these are the fields being used on this search currently.

Hello there, thanks for getting back to me, below are the columns presenting the difficulty, the custom labelled column to the right is Invoice amount net of tax, but the amount paid and and amount remaining columns are not net of tax, so for instance in the second row we have a £102, 683 invoice and £123, 219.60 paid, so…

Hello there, thanks for getting back to me on the above, both have helped in some regards but my main aim is to get the amount paid and remaining figures without tax. I tried a simple {amountpaid}-{taxtotal} formula but this only isolated the tax figure, not the amount paid minus tax total, would be grateful for any advice…

Hello there, thanks for getting back to me, actually found a solution a few minutes ago, i used the Project (Main Line) fields rather than Project Fields and it's pulled all the requisite info through, cheers.

Hello there, thanks for getting back to me, we have Projected End Date rather than Calculated in the Project fields, possibly as a result of customization. I did try to do the same with that field beforehand but it's not pulling through the requisite info when i save and run, is there any way i could get around this, or an…

Hello there, thanks for the feedback, the suggested solution further back in the chain won't work i think, as there's a fair few SKUs to capture. Re the above feedback, i suppose the tricky thing is that the search would need to pull historic data from the Opp record, ie, recognise and pull any instance when these SKUs…

Hello there, thanks for getting back to me, the historic opps don't have any demarcation, hence my thinking along the lines of crtieria for the formula running as such: case when status = closed won and no invoice then 'historic/pre netsuite opp', this wouldn't obviously affect the opps at in progress or quote stage, and…

Hello there, thanks for getting back to me, it does, but i want to reiterate this in the custom field with the specific designation 'Historic Opp' (ie pre-Netsuite deployment at my company). The main criteria for the saved search is estimated completion date of the project pertaining from the Opp, so naturally there are…

Hello there, apologies, just a quick question, we have a few closed won Opps on here which given the formula used are demarcated as 'Open Opps' due to the Formula used, even though there are closed. This is because they are historical opps where no invoice was raised. Is there an additional line for the below formula which…

That is very ingenious! Have replaced the transaction column with your formula now and can filter by status for totals, thanks ever so much for your help, much appreciated.

Apologies, i do want to keep the individual transaction amounts, just would like enable the total field at the bottom of the field, i've seen in Suite Answers that totalling these when using the Maximum and Minimum summary types is impossible, but thanks for your feedback and assistance, much appreciated.

Hello there, i've tried a slight variation on the solution and apologies for my assessment above, it does indeed pull the data needed, the only issue is i can't pull a total for all transactions at the bottom (marked in red), i assume this is because i'm using 'Maximum' as a Summary Type. Is there anyway i can pull this or…

Hello there, thanks for getting back to me with the above solution, i have a feeling this will only show closed won Opps and expose whether they have been invoiced or not, but will not include Opps that have not been closed won, will give it a try though and get back to you.

Hello there, thanks very much for your help with this, i tried the solution detailed above and now pulling the correct information.

Hello there, thanks for your help with this, the solution you suggested has worked and now pulling all info needed, cheers!

No problem, but really i just adjusted the earlier suggestions made around our own commission schedule, see below.

Hello there, apologies, should've been in touch sooner, i've fixed the formula issue now and the search is working as needed, thanks for your help.

Hello there, hope you're well, ideally i need something in the criteria rather than the results, is there a way in can use those formulas or something similar to replicate what i'm trying to do with the two date expressions below? Would appreciate any help, thanks.

Hello there, thanks for this, tried on a couple of saved searches now and pulling the desired amounts, very much appreciate your help.

Hello there, thanks for getting back to me, i was aware of that and to be honest that isn't too much of an issue, the main stumbling block we are finding is the seeming inability of the system to calculate aggregated GP profit percentage, both as a whole and per Sales Rep.