NetSuite has a native field that tracks the First Order Date (and Last Order Date), which you can use in your formulas. For a transaction search, you can use the {customermain.firstsaledate} With your formulas and this field, you should have pretty accurate information. Note that you may need to use appropriate groupings…

How about ${transaction.appliedtotransaction.tranid} or ${appliedtotransaction.tranid}?

Hey @Varonis inc., You can't do that natively. There is a tool called "Netwrix Strongpoint" that builds a back-end database of all custom objects in NetSuite using XML data and allows running Saved Searches that show field "Help" and "Description" values.

Hey @Yee Yie, Could you clarify what you mean by We wanted to auto populate the value from the PO line level standard field "Drop Ship" or maybe from the Item record, but couldn't find a way to do this. It would also help if you could share a screenshot. Thanks.

Hey @A K M Farid, Yes, you can build a custom PO Approval Workflow per subsidiary that follows subsidiary-specific rules.

Hey @PaulRipley, If you are building a Saved Search based on Expense Report, you have to use the "Applying Transaction" join to get to the related Bill Payment. If you are building a Saved Search based on a Bill Payment, you have to use the "Applied To Transaction" join and specify in the criteria that you need only…

Hey @US Water Systems, Inc., What would be the criteria to identify a "new customer" and an "existing customer" in your company?

Hey @Connor Fiederlein, Try entering the {appliedtotransaction.tranid} and see if it works

Hey @Martine Lavoie, I am not aware of a native functionality to do that. I know the Mobile App can be customized to achieve what you need.

Hey @Benjamin Paul - USA, Yes, you can do that for most "stored" fields. To add a custom Item Field to the transaction Item Lookup Search, you need to edit the custom field and select the "Show In List" checkbox.

Hey @User_4TMZA, You can't achieve that natively. The best option is to create a custom "EFT - Bill Payments" page with additional filters that allow you to exclude specific vendors. We have done that for our customers, and it works great.

I can help to resolve this issue if I can see all the related transactions, fields, and mappings. Without that, it is hard to know what exactly is done incorrectly. I am 95% sure it is a user issue. There is a small chance it is something else. At this point, perhaps the best is to open a Support Case and ask NetSuite to…

No, 23 components won't be an issue, as CSV can handle 25,000 per import. If the manual process was successful, then the issue might be with the CSV mapping. For example, if you are using "Name" to match the BOMs, try to use "Internal ID" and see if that helps. Using names sometimes causes issues because of "spaces" and…

In your original post, I didn't notice any conditional criteria on whether a tracking number is available. As you requested, I reformatted what you had to display it correctly. Did it work?

Hey @User_S8PAJ, Were you receiving other emails previously related to payroll? There is a chance this email was sent from your payroll company, which also uses NetSuite. If they didn't set up the DKIM properly, you will see the "system@sent-via.netsuite.com" in the "From" section. There is still a chance this is a fishing…

Hey @RobSpector, Try this code instead: <p>Dear <#if transaction.entity.firstname?has_content>${transaction.entity.firstname}<#else>${transaction.entity}</#if>,</p><p>We're pleased to inform you that your order has been shipped!</p><p> Order Information:<br /> PO #: ${transaction.createdfrom.otherrefnum}<br /> Ship Date:…

Because the Bill Credits come via CSV, you need a script that will store that information in a Custom Record and then run a process to create Bill Credits against related Vendor Bill. The CSV should have a "key" that would help to match the Bill Credit with the related Vendor Bill.

Most probably, NetSuite can't access the reference BOMs. Try to create one of the POs manually. If you are successful, then you can do the same via CSV. The manual process will help with the troubleshooting.

I see what you mean. In that case, in the same formula, you need to get the ratio of the Net and Gross, and then multiply the Amount (Foreign currency) by that ratio to get the required value.

Hey @User_ZCWF3, Do you have a shared Tracking ID or another "key" that links those Item Fulfillments? If yes, then you can group them together in a Saved Search. For example, I have a customer who uses ShipHawk, and we group Item Fulfillments via a common "ShipHawk Shipment ID". We also have a field where we show all…

You won't be able to do that via Saved Searches, as it is not designed to support what you are trying to do.

Hey @Kumi Brown, Please check the SAID 68497, which might help.

Hey @User_8LGY2, Yes, we can do that via a formula. Try Formula (Text) = REPLACE({your-email-field-ID}, ',', ';')

Hey @User_7OJGA, You can try a formula, such as: Formula (Currency) = {grossamount} / {exchangerate}

Hey @User_4TMZA, You can't credit Vendor Bills via CSV imports. Instead, you can build a scheduled workflow with the required Saved Search criteria that can run in regular intervals and credit Vendor Bills.

Hey @Chandanesh, In NetSuite, records relate to each other via three Join types: Inner, Outer, and Cross. Most tables are connected via an Inner Join. This is the only join type that Saved Searches support. When a Pricing Record has a value, it is linked via an Inner Join. However, when it is empty, it becomes a Cross…

Got it. They probably have to hit "Tab" to commit the field value first and then hit "Enter".

Hey @User_Q3A12, What type of Saved Search is that? Sometimes you can use the "Document Number/ID' instead to use as a filter.

Hey @dle_35705, The SAID article is about "custom roles". The Employee Center is not a "custom role". It is a native role that gives restricted access to NetSuite. You can't use Employee Center to access Customer records.

Hey @Toni L, In theory, you should be able to do that. First, add the values you are trying to concatenate to separate fields/columns and see if they are displaying correctly on the report. There is a chance some fields are empty or are calculated values, so you may need to do a few extra things to get those values first.…