Hi @User_Y0RZ7, The PO Vendor field on the Sales Order line is accessible via a script. The script can copy the current value to a custom PO Vendor (stored) field to be displayed on Saved Searches. The script also allows copying of the selected PO Vendor when the Sales Order is being copied instead of populating the Item's…

Hi @Panadick, Can you please add "Main Line = False" to the Saved Search criteria and try again? Typically, when the "Main Line" is removed from the criteria, NS considers it as "Main Line = Is Any".

Hi @User_E15G4, I have several questions: Is the AUD a Foreign currency for all the employees entering Expense Reports? If yes, what is the primary currency? When you say "notice on every Expense Report", do you mean to auto-populate it? Would you like to make it inline / non-editable?

Agreed, this is item related. Whatever it is, Item #110015 has 308 of that, and Item #110023 has 216. Did you generate Price Lists for both of these items? Also, can you create a test item and see how many results you will get?

Hi @FazeprooF, Thanks for testing the recommended steps and updated findings. Please try two extra steps to narrow down the cause of the issue: Choose another Item with the current Customer Choose another Customer with the current Item Let's see how different the search results are for each use case. If we get…

Hi @Quatro, Sure:

Hi @User_D4XL9, When an Item with a selected Unit Type is used on a transaction, NetSuite creates back-end records and dependencies to enable required functionalities and calculations. This is why it won't allow changing the Unit Type as long as the Item is assigned to a transaction. If the item appears only on a few…

Hi @BM136, Are you using Advanced Taxes? If yes, you can do that. You would need to create a Tax Schedule with the "taxable" unchecked for all states where you don't want to calculate tax on Shipping Items. You would then select that Tax Schedule on the Shipping Item, so NetSuite would calculate the Shipping Tax only for…

Hi @BM136, Please set the following permissions under "Custom Role -> Permissions -> Lists" to: Perform Search: Level = View Publish Search: Level = View This should allow creating/previewing Saved Searches but not saving them.

Hi @User_DATN1, There is a chance you have some mandatory fields on the Item Form, which possibly had been customized. Can you check if all "Unit..." fields are shown? Note that some of the mandatory fields might be on other tabs. In most cases, NetSuite error message mentions there is a missing mandatory field when…

@User_REJ14, When I read the post's title, 'Is Report last ran date available in Saved Search?" I misinterpreted it as "Last Run" for Saved Searches. NetSuite doesn't give users access to Report's Execution Logs, which is why a Saved Search built for Reports can't display it. I see why you are trying to do it, which is a…

I was referring to something like this:

That's good. Do you have the NetSuite Field Explorer extension for Chrome? If yes, please go to one of those PO, click the extension icon, and search for that PO's Internal ID. Let's see what field references that PO. In this hyperlink example, the Internal ID of the Project is 112:…

Depending on your system configuration and the edition, some fields, their underlying records, and relationships might differ. Let's try a few things. When you create a Purchase Order Saved Search and choose the "Project Name" field from the "Project (Main Line)..." join, does the Project Show up?

Hi @CDuf, Thanks for the clarification. You would need customization to achieve the result you are looking for with one Saved Search. Here is why: Credit Memo (or Payment, etc.) are applied to an Invoice on the header level. To see Invoice items, you need to run the Saved Search on the line level. A Payment/JE/Credit Memo…

@Wildtype, What would be the purpose of having "Name" on the Expense Report line by default? The "Employee" entity is on the header, and the "Customer/Project" is on the line. NetSuite native functionality covers 80% of the use cases of most businesses - far more than any other ERP and non-ERP, such as QB. NetSuite built a…

Hi @User_REJ14, Yes, you can do that. You would need to build a Saved Search and choose "Saved Search" as the type. In the "Results" section, choose "Last Run By" and "Last Run On". Best, Tigran

Hi @User_DPOHC, You can build a Saved Search that shows the Total Amount of Projects, Total Invoiced, Amount Invoiced, and Remaining Invoiced. Are you attaching projects to Sales Orders? The report might look like this: Best, Tigran

Hi @FazeprooF, One of the fields in the "Results" might be causing this. Although you see two decimals for the Unit Price, in the back end, each may have more, with slight variations in Unit Prices. You can do a few things to troubleshoot this: Export the list to Excel and see if there are differences in Unite Prices when…

Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client Executive, Account Manager, Sales Assistant, etc. Create a Saved Search for the Sales Assistant with the criteria "Sales…

Hi @User_1I8SP, You should be able to do that via Workflow with a "Go To Record" action: Best, Tigran

Hi @User_YMWNR, The most common approach to storing custom KPIs, such as "No. of Churn," is by creating snapshots through Custom Records. You can choose to do that daily/weekly/monthly, etc. You would need customization to do that. Some companies store that information outside of NetSuite by exporting KPIs via scheduled…

Hi @CDuf, How about use cases when an Invoice was partially paid by a Credit Memo and partially by Cash? Here is a Saved Search that would should all your invoices by payment method: Best, Tigran

Hi @User_NG5TG, The request you have will be best accomplished through customization. It can combine Saved Searches, Scheduled Workflows, and Custom Fields or Scripts. The main complexities of doing this via Saved Search are: Sales Order is linked to Opportunity via header. Items are on SO/OPP lines. The only field that…

Hi @Wildtype, What do you expect to see in the Expense Report line-level "Name" field? The "Name" field is available on transactions such as Journal Entry, as you can select various Entity records there, such as Customer, Vendor, and Employee. However, it is not available for Expense Reports by default, as all the…

I am glad it worked, @Preethi Kondur, Did you also try with "Store Value = True" and it didn't work? The potential downside of "Store Value = False" is that the field that has a value may show as blank on Saved Searches.

Hi @RichardMc, The field you are looking for might be called "Created From" on the PO form. In some cases, this field is natively disabled. If that's the case, you can create a custom "Created From" field on the PO to source the Project ID.

Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accounts for Roles (ID: 9913)" SuiteAnswers article.

An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.

To confirm, are you ok marking a current OPP as 'historic/pre netsuite opp' if the invoice hasn't been issued yet? What is the typical time gap between closing an OPP and issuing the first invoice?