Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @Asher_123, Thank you for creating this thread. Here's a SuiteAnswers article: Voiding, Deleting, or Closing Transactions | Answer Id: 9077 that you might find helpful. I'm also tagging my colleague @Shamaine Chan-Oracle who has the expertise on this matter. Regards, Michelle Jabanes | Ask a Guru

It is showing $0, because the Credit Memo status is already Fully Applied. It fulfilled the total amount of $546.82. Try to look for an Open Credit Memo and use the same tags. You should be able to pull up the same amount in the Credit Memo's Unapplied field. Thanks, Michelle Jabanes | Ask a Guru

Yes, make sure to use the available date filters to automatically update the date range. Thanks, Michelle Jabanes | Ask a Guru

You can use a date range as filter as long as the other invoice will not meet the criteria you used in the saved search. In my example below, I have 2 invoices in one quote. I used the Due Date to filter the transaction. Only the Invoice #0254 returned in my search result as it matches the criteria. I hope this answers…

Hi Vernita, Try to use the following freemarkers. Amount Due: ${transaction.amountremaining} From ${transaction.createdfrom} See sample below. I hope this will work on your end. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as…

Hi @PaulFleetwood, This is currently filed under Enhancement # 103639. You may want to explore on a group email address as a workaround. Please make sure to add details on this feature you are requesting when voting the enhancement request at SuiteIdeas. Regards, Michelle Jabanes | Ask a Guru

Thank you for keeping this thread updated, Kanika. I am glad that this is now resolved. ? Thanks, Michelle Jabanes | Ask a Guru

Hi @user1689973, Welcome to NetSuite Support Community and thank you for creating a new thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Can this be done through a workflow? What do you think @Jack Daryl Espiel-Oracle @Pauline Joy Cac-Oracle? To any…

Hi Gregg, Please use below formula in your Task Saved Search. In Criteria tab System Notes: Field is Assigned In Resutls tab Formula (Text) Formula: CASE WHEN decode({systemnotes.field},'Assigned',trunc({systemnotes.date})) = trunc({systemnotes.date}) THEN {systemnotes.date} ELSE {completeddate} END Custom Label is…

Hi Tom, Are you using a OneWorld account? If so, the ability to customize a report/search header is filed under Enhancement # 195827. Make sure to add details on the feature you are requesting when voting the enhancement at SuiteIdeas. If you're referring to the column header, you can enter spaces in the Results tab >…

Hi Vernita, Can you try the following tags? Amount Due: ${transaction.amountremaining} Invoice # ${transaction.createdfrom} Please let me know how it goes. Regards, Michelle Jabanes | Ask a Guru

Hello, I'm glad to know that the tags worked on your end. ? Regards, Michelle Jabanes | Ask a Guru

Hi @User_HPB3I, Adding the following fields causes the multiple invoices applied to your quote appears in the result. Applying Transaction Applying Transaction : Date Applying Transaction : Amount We need to narrow down the criteria for it not to appear on the results. Look for a unique field to filter the invoice that you…

I am glad it finally worked, Kris. Thank you so much for your patience while working on this email template to be resolved. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Pete, We need to use an ItemList to pull up the Payment and Credit Memo details. Try using the tags below. For Payment: <#list transaction.links as listItem> <#if listItem.type?contains("Payment")> <p>Payment Date: ${listItem.trandate}</p> <p>Payment Amount: ${listItem.total}</p> </#if> </#list> For Credit Memo: <#list…

Hi @User_6Z1W1, The ability to drill down into Saved Searches where Output Type=Graph is currently logged under Enhancement #98300. The only workaround to get into details is to run the report on Normal Output Type. Please visit SuiteIdeas to vote for this request. Regards, Michelle Jabanes | Ask a Guru If you find the…

Glad it worked! ? Regards, Michelle Jabanes | Ask a Guru

Thank you for the update, Brandon. Per SuiteAnswers id 91071, the Allow Viewing checkbox is to allow users logged in with this role to see, but not edit, data for departments, classes and locations to which the role does not have access. However, this excludes employee payroll or commissions data and users cannot view…

Hi Amar, Try to use the formula below using Formula (Numeric) field. round(trunc(({custevent12}-trunc({date}))/7)*5 + mod({custevent12}-{date},7) - case when to_number(to_char({custevent12},'D')) < to_number(to_char({date},'D')) then 2 else 0 end) Expected result: I hope this will work on your end. I will wait for the…

Hi @User_6Z1W1, I would like to verify few information. Can you please confirm that you can view the results on the dashboard, however, it is not clickable? Is this a new search? Was it working before? Thanks, Michelle Jabanes | Ask a Guru

Hi @nag_m, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. To any members who has an insight on how to add Matrix Columns Trial Balance report, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

It's fine, Kris. I am checking if these are not custom fields and yes, the standard fields are the same on NFP account. Can you try these tags below? ${transaction.entity.firstname} ${transaction.entity.lastname} ${transaction.entity.category} Thanks, Michelle Jabanes | Ask a Guru

Hi Lily, I would suggest to submit a Support Case to further investigate on this issue. Regards, Michelle Jabanes | Ask a Guru

Hi Lily, Are these transaction searches? Filters and Inactive accounts can be the possible cause why some fields are not showing on the results when exported to CSV. Can you please tell us the searches you were trying to export? Regards, Michelle Jabanes | Ask a Guru

Hi @User_6Z1W1, What type of saved search is this? Do you have permission to access the record? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_Q9SHI, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. To any members who has an insight on how to undo the applied credit memo, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

What type of saved search is this? Regards, Michelle Jabanes | Ask a Guru

Hi Lily, As per further checking, there is no defined exact values for the limit of exporting the saved search results from NetSuite to excel as it depends on many factors like the size, number of rows or columns and records and the limitation of Microsoft Excel itself. As alternate solutions if you are exporting large…

I am thinking that you are using an NFP account and these fields might have different ids. Please send me the screenshots of the Client/DONOR ID and Name field ids. Thanks, Michelle Jabanes | Ask a Guru

Glad it worked, @User_6Z1W1! Thank you for keeping this thread updated. Have a good one! Regards, Michelle Jabanes | Ask a Guru