Sure. Create a Custom Record to enter the Daily Shipment Goal. Create a Custom Field (List & Transaction) on this record to link the related transaction record. Select "Record is Parent" Select a related actual shipment transaction in #2. This is the value we would need to update daily via automation. Create a Transaction…

Not necessarily. If we update the single linked transaction daily, that would be sufficient. I know for sure we can do that via script. You can check if you can do the daily update via Workflow, Mass Update, or Field Sourcing. The other option is to have a "Daily Shipment Goal" field on the related transaction record and…

Hey @Vernita, The Estimated Landed Cost is recorded on the PO / Item Receipt and might be adjusted when the Actual Landed Cost is recorded via Vendor Bill. You can attach Landed Cost Templates to Assembly and Inventory Items. It is not considered as an overhead and is not included in BOMs.

Once the Custom Record is linked to the Transaction Record, you can run a search with a formula to do: If the date = today, then SUM all amounts of specific transaction type "minus" SUM (or Max) of the Amount/Goal from the Custom Record.

This is helpful. The missing piece is the link between the Custom and Transaction Records. Can you create a custom field on the Custom Record and make it a child of a Transaction Record? Then, you should be able to compare the Actual vs. Goal results via one Saved Search.

Please share the relevant screenshots (KPI, Search) to help with the troubleshooting. Right now, I am making some assumptions about how all this is set up, which might not be what you have.

Hey @Edwards_05, Yes, that should work. I used that method (e.g., last_day({today}) to show the Last Day of the given month) in the past for KPIs that refer to a single Custom Record. The "non-stored values" will show in a Saved Search if populated via a formula in a field. "Non-stored values" populated in a field via…

Hey @tech work, A few questions to troubleshoot the issue: What do you see in the "From" section when you open the sent email in NetSuite? What is the "From Address For Emailed Forms" under Setup -> Company -> Email Preferences? Do you have Domain Keys populated under Setup -> Company -> Email Preferences? Do you have a…

Thanks for the screenshot. Could you select the "Account (line)" under "Source List" and try again?

Hey @Sankar Ganguri, I recommend only using the "Payables" KPI, which matches the AP Aging Report.

Hey @RyanN, You can do that on the KPI Scorecard for Bank, AP, and AR GL accounts. You can't do it for other GL accounts as you need to include "Beginning Period" on the Transaction Search to calculate the Amount, which KPI Scorecard doesn't support. You should be able to do that via custom Saved Search and display it on…

Thanks for the screenshots; this is helpful. Did you update the "Sourcing" configuration on the Custom Segment? If yes, could you share that screenshot, too?

You should be able to do that via the "Sourcing" feature of the Custom Segment. Here is a screenshot:

Hey @Elina Kourouzidou, Please clarify what you mean by "How I can restrict any drop down list in transactions for cost category to the selected values in account record???". Are you selecting a GL on a journal (and other transactions?) and only want the related "Cost Category" to show up?

Hey @User_EKY01, Have you cleared the "Compliant" flag on Revenue Arrangements that you are planning to reallocate?

Hey @User_FSSYJ, Two Admins may get different Saved Search results if one of them is the "owner". You can set someone else as the "Saved Search" owner and try again.

Hey @NSPK, You might be able to do it with a Workflow that has two states. You would need to test it, though, as I am not 100% sure it will work. You can definitely do that via script.

Hey @esabis, You can input the Quantity On Hand via Inventory Adjustment CSV Import. I am unsure that you can do that via Item Import.

@Richard Appleford OB, You would need to create a NetSuite Portlet SuiteLet where you can display pretty much anything. It should be relatively straightforward. Here is an example: https://timdietrich.me/blog/netsuite-airtable-embedded-view-portlet/

Can you send the list of the Permissions under the Setup and Custom Record of the custom role? There appear to be other required permissions missing. Also, did you try any other custom roles? If you can see the sublist using any other custom role, you can then compare the role permissions to reveal the ones that are needed.

In that case, you might be missing these "Setup" permissions:

Can you again paste the link of the custom record using the custom role and see if you are now getting any different permission-related error message?

Could you check if the custom role has the "Setup -> Custom Record Types" permission? If not, that's what is causing the issue.

Can you check if the "Set Preferences -> Analytics" settings are the same for both Admins? Also, can you confirm the standard Income Statement is run with exactly the same filters?

In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Copy the hyperlink and paste it using the Custom Role. NS might tell you what the missing permission prevents the custom role from viewing the…

In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Copy the hyperlink and paste it under the Custom Role. NS might tell you what the missing permission is preventing the custom role from viewing the…

Hey @Nine-Oracle, You can add it to a Custom Search Portlet. Typically, the name of the Saved Search is "Weekly Cash Projection". It is part of a SuiteSuccess Bundle.

Hey @User_7NEDX, Are they using different roles? If yes, can you check if both have access to the relevant registers (e.g., Income Registers, Expense Registers, etc)?

Hey @User_7NEDX, To test this properly, you should select someone else as the "owner" of the Custom Record. When you are the owner, you get elevated permissions even when using a Custom Role. Did other users log out and log back in to check if they could see the sublist?

You can create a custom Saved Search and add it to the Order Allocation Schedule: More info here: https://suiteanswers.custhelp.com/app/answers/detail/a_id/87878/loc/en_US