Luis, I congratulate you for your ability to get this running. I, however, failed miserably. My Standard Criteria look exactly like yours My Summary Criteria look exactly like yours. My Results tab looks exactly like yours. But I still get the "Uexpected error" message. I've got many hours into this as do you and others.…

Thank you for the quick response. As I mentioned, during this testing, I am only posting one time entry record at a time so that I can verify that there are no mismatches. So I do not think it is a mismatch. I did not think that opening a support case would do any good because we do not have paid support. They usually blow…

Attached is a screenshot of the Criteria that I entered based on SuiteAnswer 88039 You asked for "… screen shots of the different criteria…" This is the only Criteria that I have

Thank you Chelsea, I'll wait a few more days and then do as you suggested. Thank you Luis, I carefully checked all 3 formulas and they all contain spaces after the "then 1" as you recommended. There must be another issue. Again, thank you both.

Thanks for the tips I did as you suggested on 5.1 & 5.2 For 6&7 I tried both SUM and MAXIMUM with no success. Still getting that error message. Just out of curiosity, it looks like you did some of the setup. Were you able to get the search to work? If not, don't waste any more of your time. There must be an issue with the…

Could NetSuite have made that any tougher? Whew. Thanks for the detailed explanation. You ought to suggest that NetSuite add a RIGHT function capability. Sure is a heck of a lot easier. Thank you again. I'll close this thread.

And I keep forgetting to add this to this thread. As I mentioned, I stink at NS formulas. So when I started this, I did the obvious…. Asked CoPilot. https://copilot.microsoft.com/chats/NzT1ASiTtSiX12z6jZxfy Unfortunately, it hallucinated badly telling me that NS did have a RIGHT function. CoPilot has a long way to go.…

I have to say, NEVER would I have figured out that formula, but it worked like a charm. And your 3 links improved my NS education, thank you. One question: When you used "Length({title})-8,9), why did you use "-8" instead of "-9"? It seems like you went back 9 characters from the end, and then chose those 9 characters.…

Have not had time to test. Hopefully tonight. Will get back to you ASAP. Thanks for the thorough response. One question. You wrote: I have linked the articles I wrote explaining each of these functions in detail, in case you want to further understand what each of these does. Unfortunately, I do not see those links. Am I…

Sorry for the delay in replying. To answer the 3 questions: In the title of this post I wrote "Saved Project Task Search". Is there another name that you need? I tested with {AltName} and {EstCost} but unfortunately, the result was the same error message. I have a Saved Project Task Search with multiple result columns.…

How frustrating that this apparently simple enhancement to make "Global Search" truly more "global"; That will impact so many users, has not been implemented for over 14 years. And yet, when one reviews the 2025.1 enhancements, you have to wonder who decides to implement the many complicated improvements that only impact a…

We setup NetSuite with what we thought was a common practice with ITEM records. The ITEM NAME/NUMBER is either an internal company SKU or a Manufacturer's Part Number. You can buy an item from multiple vendors, many of who have their own Vendor Part Numbers for that item. We typically leave the VENDOR NAME/CODE field blank…

That is disappointing. Thank you for the timely response.

Created a Saved Timesheet Search that is emailed weekly to PM's for time entry checking. It does not have the Inline Edit toggle switch and I can't find any help information to see if it is possible to add that switch. The initial Timesheet search does not appear to include the switch. The switch does not appear in Admin…

I used your RESULTS suggestions and my SS worked perfectly. I guess that I do not understand properly when to choose which item for Criteria and Results. It sure is confusing. I have 9 different attempts at this search and I tried a myriad of RESULTS mixtures using all the related fields. But I guess that I never tried the…

As you recommended, I used an Inventory Balance base saved search type. The two additional columns that I added were the base On Hand and Available. Here's what my current RESULTS submenu looks like. Those are the 2nd and 4th rows that have a SUMMARY TYPE of "SUM".

Sorry for the late reply, I had to get some sleep. Your suggestions have helped me make progress, but the SS is still not completely fixed. I removed my LOCATION criteria and added your suggested formula. It didn't really help as it added the LOCATION criteria for other locations that we need to exclude. I removed your…

I have tried the Inventory Balance search. As I wrote in my original question, I have tried all 4 types of Inventory Searches, Inventory Balance being one of them. I also tried the Item search type. You asked for Criteria and Results. I have tried the same Criteria and Results on all 4 types of Inventory searches and the…

Thanks for responding, Here's what my Criteria looks like And here are the Results As I mentioned earlier, I've tried the Criteria with and without the Main Line option. I've tried the Results with and without the Group & Sum Summary Types. There are no Highlighting or Available Filers. Thank you again for any advice that…

Thank you very much

Sorry, yesterday was super busy. I've read your suggestion to enable the Team Selling feature. Of course, that always makes me cringe as you never really know all the impacts caused by a new feature. We cannot afford a sandbox, so we typically wait to enable any major new features until a Release Preview becomes available…

Thanks for figuring this out. I don't know enough about NetSuite to understand why being "non-editable" means that a field can't be passed to the NetSuite UI. I was not planning on editing the fields, just having them in the NetSuite UI where they could be referenced. Thanks again.

Our Opportunity form looks slightly different from yours Here is ours. Therefore, we do not have any employees assigned to a Sales Team. Might we not have a feature turned on? However, we do have a Sales Rep field in the Main section of the Opportunity. Although we do not focus on differentiating sales by sales rep, I made…

Thanks for your patience as I just got to do more testing on this. I followed your guidance to " select the dates between today's date and the end of the month." No luck. Here is my test Opportunity Here is what the Pipeline by Status Summary report looks like What could I be doing wrong? Sorry, we do not do Estimates at…

Sorry for the delayed reply. I wanted to give the process a few days and see how it was working for us. So far, so good. Our PM fields are populating nicely. Please allow me to go back to the above directions to clarify a few things for non-experts like me: Jervin writes "Create a Custom Field". but he does not…

Sorry, I have another community issue that I'm working on that is taking a lot of my time. I'll get to this soon. Thanks for your patience

Jervin, That workflow was so far over my head, it's not even funny. Thank you for the detailed steps. It took me a few tries to make it all the way through your procedure, but now I think that your solution will work for us. In trying to go back and update the first week of June's timesheets, not all of the entries on an…

Tigran, I was following your guidance. The Transaction Line field is created. Then I got to: To overcome this Time Record limitation, you can populate the value of the custom field on a Time record via Workflow. In this case, you will "store" the value of the custom field, so it can be shown on a Timesheet Saved Search.…

Veronica, Thanks for all the good suggestions. Here's my outcomes: I set the Pipeline date from 4/1/2000 to 6/30/2025. Yes, we have Advanced Forecasting turned on although it does not appear that our Business Development people are using it. Just to ensure that I followed your guidelines completely, I created a brand new…

Thanks Patrick. As usual, you really know your stuff and gave me the solid, even if undesirable, answer that I needed. As you recommended, I submitted a SuiteIdea. Probably not much chance of it getting prioritized enough to get into Production. But it will hopefully save others the same frustration that I went through…