Also, when you are doing a Transfer Order, do you typically check the "Use Item Cost as Transfer Cost" checkbox? Thanks.

You are correct - NetSuite shows the auto-calculated amount in the "Lines" subtab. This is a calculated field and isn't editable on the form. For Journal Entry Saved Searches, I like using the "Amount (Debit)" and "Amount (Credit)" fields so that each line displays the relevant Debits and Credits. Let me know if you still…

@ER-Sree, Could it be the case that the Average Cost that you see on the Transfer Order is the Item Average Cost * Quantity? Please share a few screenshots to help respond more efficiently. Thanks.

Sure, once it is confirmed the workflow is required, I will share the steps. Could you please try using the native "Amount (Debit)" field in the Journal Entry View/List and see if it gives you the desired result?

Thanks for the analysis, @mark petzold, Your conclusion makes sense and is something I was suspecting, too. In my original formula, I used {customermain.internalid}, hoping that using the customer join from filtered/matching transactions would work, but it didn't. Let me look into a few more formula options and get back to…

Hi @ER-Sree, Sure - I will provide a couple of screenshots to help with the scheduled workflow. I went back to your original post and noticed you created a custom field to show the sum of Debits on the Journal form. If you are trying to show the sum on a Saved Search, instead of using the new custom stored field, can you…

I am glad it worked! If you think you may have more invoices with 0 amounts, you can use this formula, which shouldn't display the result as 0 instead of an error message: CASE WHEN {totalamount} > 0 THEN NVL((1-{taxtotal}/{totalamount})*{amountpaid},0) ELSE 0 END Regarding the Unbilled Amount, I asked a question in…

Hi @User_S8PAJ, It appears to be working for me with "Show Message -> Before User Submit": Can you try again on your side? Here are some reference screenshots: I get the message when Shipping Address on the Sales Order isn't United States. There is no message if the Shipping Address is United States:

Hi @mark petzold, The idea is to get the "Total Sum of the Donations for the Year" and divide it by the "Total Number of Unique Customers". That's how I interpreted your request. This formula worked for my NetSuite instance. However, it seems your configuration causes the "Total Number of Unique Customers" to show up twice…

Hi @User_E15G4, Yes, that's a valid concern. You cannot achieve that via Workflow. You would need a script for that.

Hi @User_S8PAJ, Can you try with: ..... Type: Show Message Trigger On: Before User Submit Condition: "Shipping Address" does not contain United States. If it doesn't work, Condition: "Ship To Address" does not contain United States. .... Type: Show Message Trigger On: Before Record Submit Condition: "Shipping Address" does…

The other formula shouldn't impact it, as the error is generated only when the new formula is entered. Can you add two columns with {amount} and {totalamount}, export to Excel, and see if any of the columns have values that aren't <0? Most probably, it is the division piece that causes the issue (...../{totalamount}.....)

No worries, we will figure it out. In your NetSuite instance, there might be a result that returns "blank", so the division formula generates an error message. Also, do you have any invoices with zero amount? Meanwhile, can you try this? NVL((1-{taxtotal}/{totalamount})*{amountpaid},0)

Could you please clear your browser cache and try again? The below formula shouldn't generate an error message: (1-{taxtotal}/{totalamount})*{amountpaid} If it still happens, try one of these: (1-{taxtotal}/{amount})*{amountpaid} (1-{taxtotal}/{grossamount})*{amountpaid}

Hi @User_B4GTN, You might be able to do it via Vendor Saved Search. Please try this reference search and let me know if it works: When the "Date Filter" is blank, you will see the sum of all Open/Unapplied Vendor Prepayments: Once you enter a date in the "Date To" field, you will see the "As Of" totals: You can also drill…

Can you try 'Minimum" instead of "Maximum" and see if an invoice number shows up?

Regarding the "Unbilled Amount Net of Tax", the issue seems to be caused by the Sales Orders that show 0 "Unbilled Amount" where there is an "Unbilled Amount". For example, the third row on your screenshot has a "Sales Order Amount" of 2,195.50 and a "Total Invoices Billed" of 742.50, yet the "Unbilled Amount" shows as 0.…

Understood about the formula for the "Amount Paid Net of Tax". Finance used the formula I was proposing but with a tax amount that wasn't on my example, which created confusion. For the "Amount Paid Net of Tax," can you try the following formula and let me know the results? (1-{taxtotal}/{totalamount})*{amountpaid}

Hi @User_NG5TG, You would need to group the Saved Search results to avoid duplicated lines. With your Criteria and Results, a few things, such as multiple Opportunity Lines, may cause duplicated lines. You would need to choose "Group", "Minimum/Maximum", or "Sum" as a Summary Type in the Saved Search depending on the field…

Hi @Tybrneryan, You should be able to do it via "Accept Customer Payments". Once you select the customer, you should see their deposits that you can apply against their old overdue invoices:

Yes, @ER-Sree, the results will show for all JEs once you schedule the workflow. Although I mentioned the Scheduled Workflow, I linked a SuiteAnswers article, not realizing their example wasn't for scheduled workflow. The best is to set it to run every 30 minutes. You can create a simple "JE" Saved Search (list of all JEs,…

Regarding the "Paid Amount Net of Tax", something in your response doesn't add up. Here is my message: For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of Tax): 480 Amount Paid: 300 Would you like the "Amount Paid" to…

Understood. It seems the Saved Search ignores the {createdfrom.amountunbilled} field and treats it as 0. It then deducts {createdfrom.taxtotal} (the tax) from it and displays a negative amount. Can you create a new "Formula (Currency)" column and enter {createdfrom.amountunbilled} there? Let's see if it shows the related…

Hi @Dext3r, Thanks for confirming. Did you associate the new status with any item? Can you check if the custom Inventory Status is available on the "Inventory Status Change" page?

Thanks for checking, @User_NG5TG, You got tax amounts displayed negatively when you used: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) Could you advise if: Did this apply to all invoices? Did this apply only to some of the invoices? If #2, was it dependent on Sales Order status, currency, subsidiary, or…

Hi @User_E15G4, The "Average Cost" isn't typically stored on the "Transfer Order" record. Can you check if you can add it through the Item Join (Item: Average Cost)? Another field to try is "Location Average Cost". Thanks.

Thanks for the clarification, @Vernita, NetSuite Analytics Workbook doesn't have a copy function for visualizations within the same workbook. I agree that it would be a very useful feature saving lots of valuable time for end users.

Hi @CDuf, It would need to be a Map Reduce script that would run on a specific schedule and do one of the following (high-level): Capture line-level details (e.g., Max Expiration Date) on related transaction headers, so you can run a header-level search to get all the desired results. Capture header-level details (e.g.,…

Good to hear that the issue has been resolved, @User_E15G4! When you mentioned that "I have created a custom transaction body field that is stored on one of our custom purchase order forms", I assumed the "Purchase" checkbox was checked on the field. Typically, the field won't appear on PO forms if that checkbox isn't…

Hi @Ian_H, I haven't come across this before. NetSuite is very customer-centric, and they often do their best to ensure the customer is happy. In some specific circumstances (e.g., they offered previous discounts or concessions), they might not have options to change the signed contracts.