SouthernSun · Senior Consulting Director · Silver Medal

We are now closing today’s session. We hope to see you in the next #AskAnExpertLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAnExprtLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a good one, everyone!

Hi Ivy! Nice to meet you! I'm so flattered you find that title. It was an encouragement that I gave to myself and all NetSuite consultants. I feel people like us who help our clients to identify issues, find solutions, are real "doctors" who diagnose and provide prescriptions!

You are correct that this is only possible with Saved Search. I have a client who had a similar request before. What is their final goal of that report? Are they just trying to show the file name with the transaction? Are they trying to send the list to someone else? If so, Saved Search will help fulfill these goals here.…

Another one that I still use is ns_concat({field}). This is a very useful formula for summary type of searches. It groups all lines' information into the main line you'd like to show in the saved search

Tip 3: Add Workbook pivot to your dashboard with colored results Most users think of Workbooks as just pivot tables and charts. But you can use Conditional Formatting on a pivot table to turn it into a color-coded KPI scorecard! Green/amber/red by threshold or by variance etc…And then pin the entire Workbook as a Dashboard…

Hello @M.Lisa Nice to meet you too! For on topic question, It was 16 years ago😂, I didn't know that Financial Report only have posted transactions, I spent a few days trying to pull pending approval records on a customized Income Statement report. For off topic question, my personal last name is in the user name, wanna…

Yes! Absolutely! I can tell you that I've been using concat(concat({field1},{field2}),{field3}) in the past for a long time, until I found this: {field1}||{field2}||{field3}. It was a game changer for me!!

Agree! For anything that I need to search in the system, I started from a Saved Search. I think this tool can satisfy 99% of the needs in general. I'd switch to Dataset and Workbook when I find that I need deeper information, as you know that Saved Search can only have 1 leve of joint but Dataset has unlimited level of…

Tip 2: Do you know you can schedule Report and send it to you automatically? NetSuite's Financial Report Builder reports can be scheduled to run and deliver as PDF or Excel attachments via email. This is perfect for month-end P&L packs, balance sheet snapshots, or board-ready reports sent automatically to leadership. Here…

Yes, I'd love to share some personal experience of how to familiarize oneself to these tools. I think it would be easier if one starts from the Financial Report. With the prebuilt layout, you can try to customize it with additional information you need. When you are comfortable with Report, then try Saved Search. Use…

Hello Dan, this is a great question! 3 tools all have their own specialty. Saved Search - a very powerful tool in NetSuite. You can almost to search anything in your database. You can use formula to joint information into 1 column, use it in Workflow automations, and send emails!! Report - very populate to finance and…

Tip 1: Do you use inline editing? Most users open each record to edit it from the saved search. But if you enable Show in List on any results column AND turn on Allow Inline Editing on the saved search, you can click any field in the results list and edit it on the spot. No record open required! This is a game-changer for…

Hello Robert! Nice to meet you! Great question! I've used the Narrative Insights on a few records already. eg. top 5 vendors that paid in the past. It is very helpful and I'm so excited to see these useful tools now applied to multiple areas of NetSuite. In general, I like to interact with all the new AI stuff, I'll…

Hi there! Thanks for the question! We help other companies to evolve their supply chain strategy! I guess the most important part is to be as predictive as possible and to embed smart technology whenever it can!

Welcome everyone! I'm so glad to be here today to meet you all! Please feel free to ask any questions you have!

@User_XM0JU can you try this on your end? TO_CHAR({postingperiod.enddate}, 'YYYY/MM') - this converts the transaction posting period to text format TO_CHAR({period.enddate}, 'YYYY/MM') - this converts the budget period to text format After this see if you can link them?

Hi @User_XM0JU , In my experience, you may need to use a formula to transform some data to be the same text field, then you can link them together. For example, The "Posting Period" in the Transaction dataset is a different type of record than the "Period" showing in the Budget dataset. You must use a formula to make them…

@nag_m I'm happy to share some experience with our recent implementation. GAM is a feature behind full Multi-book. It allows transactions to be posted to different GL accounts on different accounting books. This particular feature is more for reporting; you can use it with or without full multi-book, even though with full…

Thank you all for helping!

Hi, have you checked the "Bill in advance of receipt" checkbox on the Accounting Preference, Order Management, under Receiving?

@Andrii Siryi Understood. Unfortunately this is not available in NetSuite.

You can check the "NAME" field on the JE line and see what is the currency that entity record has. The SEK currency may have been assigned before but got removed from that entity record now. Thus, you can no longer create/update that old JE with the currency that the entity record doesn't have. If this is true, you need to…

What is the purpose to have multiple "due date"? is this for dunning?

Hi, sounds like you have the "Allow subsidiary hierarchy to be modified" enabled, if so can you try if it's possible to move Inc under Consolidate first, then move Singapore under inc and create the new India sub under inc.

@Wee Ming This is so helpful!

The <#if record.expcost?has_content> is not needed. You can print the billable expenses directly with <#if record.item?has_content>. All items and billable expenses will be shown on the same list.

Are you using SuiteCommerce or using NetSuite to host your webstore? It sounds like you need to create a coupon via SuitePromotion, once the coupon code is generated, you can give it to the customer to deduct the total from his/her next online order.

@iavorski since this is not GL-impacting, you may want to make the date and period match in order to get rid of these txns in that page. If both Date and Period information will be used on the real txn record in a later time, you can consider using custom fields to store that information, leave the native date and period…

I don't believe NetSuite allows attaching an existing VB to an existing PO. You'd have to create the Bill from the PO. I'd appreciate to know if there's a solution for this, though.

I believe this is native NetSuite behavior, the memo on IF is not directly copied from SO, it is meant to store a memo for the IF only. You can use a WF or script to inherit the memo from SO on the IF.