Hi @User_SP0KO, Can you try these Formula (Numeric) values instead? DECODE (to_char({today},'MM') - (to_char(to_date({postingperiod}, 'MM.YYYY'), 'MM')) + 12 * (to_char({today},'YYYY') - (to_char(to_date({postingperiod}, 'MM.YYYY'), 'YYYY'))), 1, {amount}) DECODE (to_char({today},'MM') - (to_char(to_date({postingperiod},…

Hi @User_YYMQK, Can you confirm if the 'GLOBAL SEARCH AUTO SUGGEST' is enabled on your Set Preferences page? Also, can you try the following parameters and see if it works for "J J Construction"? a. cus: j%j b. cus: j% c. cus: j j% Thanks, Red

How about adding the Applied To Transaction: Printed Picking Ticket = True on the criteria? Would it lessen the results?

Hi Martha, I am thinking if we get the result from the Item Fulfillment instead of the Sales order since the System notes of the status: Picked, Packed, Shipped will reflect on the Item Fulfillment record. Kindly try this solution below and see if it will address your requirements: Criteria tab > Add: 1. Type = Item…

Hi @User_64GWH , Can you try ${customer.companyname} ? Hope this works ? Thanks, Red

Hi @DanDeHaven , I am thinking of using the DENSE RANK function. Please see sample below for your reference: To Pull the Sum Total Qty of the Latest Month End Date: In the Results tab > add: Field: Formula (Numeric) Summary Type: Sum Formula = SUM({internalid of the Total Qty field}) KEEP(DENSE_RANK LAST ORDER BY…

Hi there Debbie @djg05478, Can you try to add Address Label only as the criteria, not Address : Address Label? Per checking, Address Label is also an available field in Contact search. Please see sample below: Hope this works for you ? Thanks, Red

Hi @Kyle_Lautzenhiser-Oracle , You may try to add these to your Transaction search: Criteria tab: a. Posting = True b. Account Type = Cost of Goods Sold, Income, Expense, Other Expense, Other Income Results tab: a. Account Type = Summary Type = Group b. Account = Summary Type = Group c. Amount (Net) = Summary Type = Sum…

Thanks Jeong, With your 'Custom Bin/Status On Hand' search, can you add this formula below and remove the existing one under the Criteria tab: Add: Formula (Numeric) Formula = case when {onhand} < {available} then 1 else 0 end choose Equal To Value: 1 Please advise if the Bin Number: 01-23-A will be shown on the results.…

Hi Jeong, I may help with the saved search to pull values of Bin: On Hand which are less than Bin: Available, but for your question on how to fix these issues, I leave that to our Supply Chain Gurus to answer. Meanwhile, can you send the screenshot of your 'Custom Bin/Status On Hand' search. You can pull this on the Global…

Hi Jeong @User_92YNP , You can try these steps below to create a saved search to show items with Bin On Hand which are less than Bin Available.. 1. Navigate to Lists > Search > Saved Searches > New 2. Select Item 3. Enter Title 4. Click Criteria tab 5. Click Standard subtab > Add: a. Use Bins = Yes/True b. Formula…

Hi @User_MQQI5, If the User is unable to do a Self Reset, you need to submit a ticket to Customer Support to perform a Password Reset for the User. For Users associated to multiple accounts, NetSuite Support can assist. Note that Password Reset has high security policies we have to follow and a verification will be done to…

Hi @User_FZNHI , You may try to add this formula below for your requirements: Formula(Numeric) Summary Type = Sum Formula = CASE WHEN (TO_CHAR({today},'MM') - TO_CHAR({trandate},'MM') + 12*(TO_CHAR({today},'YYYY')-TO_CHAR({trandate},'YYYY'))) IN (0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12) THEN {quantity} ELSE null END Hope…

Hi @CDuf , Can you try this Formula below? case when {case.createddate} > TO_DATE('01/01/2019', 'DD/MM/YYYY') then {case.timetoclose} else NULL end Regards, Red

Hi @CDuf , Is it also the same if you use Formula (Text) instead of Formula (Numeric)? Can you also try to add a row for Formula(Text) = TO_CHAR({case.createddate},'DD/MM/YYYY') and see if it pulls the correct case creation date? Do you have other fields added on your Criteria tab? If yes, can we also see it? (Kindly hide…

Hi @JohnCirocco , To use the REGEXP_REPLACE function for your custom entity field, please try: REGEXP_REPLACE({customfieldID},'[^0-9a-z]','') **this will replace all non alphanumeric characters on the field Hope this helps, Red ?

Hi @Grant B @User_N55OM , Glad to have you with us. Please see below ?: For example: - You create a customer search under Reports > New Search > Search Type = Customer > and you click Create Saved Search button. Then under the Criteria and Results tab of your search, you added the fields needed per your requirements. -…

Hi @CDuf , That is strange checking on your sample case: 42916. Let me also test it on my side and will get back to you. Regards, Red

Welcome, @CDuf . Glad it worked on your side as well. :)

Hi @CDuf , To confirm, were you creating a case record search? Can you try to use this formula below and see if it will work? If not, please replace the {createddate} with {case.createddate} and {timetoclose} with {case.timetoclose} depending on the type of your saved search: Formula (Text) = Case When…

Hi @Ralph Thrun, Yes, maybe we can try from the Work Order and use the Item: Member Item field. Kindly refer to the sample below: Thanks, Red

Hi @Deepak Joshi, You may try to create a new custom role under Setup > Users/Roles > Manage Roles > New. On the new Role page, you may select our custom center under the Centre Type dropdown. Then under the Permissions tab below, you can then assign the permissions based on your requirements. I hope this helps, Thanks, Red

Hi @Ralph Thrun , I agree with @Shamaine Chan-Oracle .. Alternatively, you may also group your Applying Transactions fields as: Applying Transaction: Item = Group Applying Transaction: Quantity = Sum Please see sample below... Hope it helps.. :) Thanks, Red

Hello, You can add a formula on the DataSet and use at as your Column value instead: Sample formula below: TO_CHAR({date},'Month') This will pull the full month of the date field. Hope this helps Red?

Hi.... Red here from Support

Hello In a transaction search, it has a column criteria called: Item On Any Line. This will pull all items on the given sales order even if one item is satisfied. However, I do not think you can use it in a formula. You may try to use it as a standard criteria field to check if it will provide you your business…

Hello, I am not sure if it is possible to source the logged in employee information, using an online form. Online forms are in the context of WebStore/Customer Center and assumes that the User is not logged in via UI. You can try to use: &email={useremail}&custevent_ns_employee={nluser} But this would only pull an Online…

Hello , You can use a formula to convert the field: TO_CHAR({datecreated},'Month') This will pull the full month of the date field. Hope this helps Red

Hi Dan, Under the Sourcing & Filtering tab of your Custom Entity field > you can try: - Filter Using = Entity - Compare Type = Equal - Value is = Current Record Hope this helps Sincerely, Red

Hi Gokhale, Per our documentation, both the Employee and the Vendor records share the same user access Email Template. Therefore to configure the Vendor center new access email notification: I. Customize the Standard User Access Email. 1. Navigate to Setup > Company > System Email Templates. 2. Edit Standard User Access…