False

Thank you @Jam Amper-Oracle @Divya Unnikrishnan

D. Advanced Numbering

True

C. 250

B) Demand Planning 

Hi @Ivy Lopez-Oracle Looking forward to the article when you have it ready. Thank you

@Ivy Lopez-Oracle Followed the article and got the results as expected. Thank you very much Is there a good documentation with explanation and various examples with these complex functions and tags. It will be helpful for non-developers to make use of such functions within saved search. Appreciate your help.

Hello @Clarisa De Torres-Oracle Thank you for the useful information. This worked exactly as expected. Corrections from my original formula: I was using REGEXP_SUBSTR instead of REGEXP_REPLACE. Good to learn this technique. Is there a explanation on how to use REGXP_SUBSTR or REGEXP_REPLACE. I am trying to understand how…

Hello @M.Lisa Yes that was the original intent, however SOs could have multiple lines, so we wanted to display unique SO numbers and associated amount. Here is the scenario: PROJ01 SO01 (2 lines) with total amount 1000 RPOJ02 SO02 (3 lines) with total amount 1000 When you use DISTINCT and NS_CONCAT for SO number separated…

Thanks @Ivy Lopez-Oracle for the response. Our users are aware of this trick. The objective is more for users to download the data and use as is, to eliminate more formatting on the data in excel. Appreciate your quick response. Any other way we can achieve this result for Projects both with SO and without SOs.

Hello @Ivy Lopez-Oracle After trying multiple combinations, it seems <br> works on NS results and when downloaded to excel or csv, it shows tag as <br>, which is not helpful. So decided to switch back to keep the search simple with summary criteria as 'Group' and with formula: CASE WHEN {transaction.type} = 'Sales Order'…

@Ivy Lopez-Oracle That's correct. I do not have Admin role. Will request our Admin to provide the permission for the same. Thank you so much for your help. Appreciate it.

Strange to notice that <br> works good with Fomula(Numeric) as I am also displaying SO amount in the results, and it works. The exact same logic does not work with Formula(Text) and it displays <br> instead of line break.

Hello @Ivy Lopez-Oracle, Thank you for quick response. Good to know CASE statement works within NS_CONCAT. It works now. One question <br> does not seem to work within Formula(Text) and do not see the option for Formula (HTML) anymore. If I use line break to replace comma, here is the result I see: SO1Test01<br>SOTest02

Hello @Ivy Lopez-Oracle Formula is NS_CONCAT ({transaction.number}) The objective is to list projects with the associated SOs (if exists and one or more) and also list projects with no SOs. The other related transactions (Invoice, Journal) should not be part of this report.

Thanks @Angela Bayliss Agreed. It seems there is no one step process.

Thanks @Angela Bayliss for the quick response. This is what currently we are doing and would like to explore option to do this in one step. Basically while posting customer payment if there is an option to add bank fees is what we are looking for. Match Bank Data option is what Netsuite Standard suggest. In this case the…

Hello Angela Bayliss, I have a similar scenario and the objective is to record customer payment along with bank fees in one transaction. As our item on customer invoice has deferred revenue account, the Bank Charge item does not have Deferred Revenue account. When I create customer Payment for the invoice and and add Bank…

Thank you @Red Velasco-Oracle will reach out to our technical team to try these workarounds. Will post the feedback, could take until next year given the holiday schedule.

Hello @Dwight Schrute We have same requirement and in my experience I have voted for so many enhancements in the past 5 years and have not seen any update/timeline on these pending enhancements. Also adding {today} {now} to the report header option are not preferred by users, as they do not want to modify anything while…

On a similar note, can anyone share the feedback of you are using Cash 360 dashboard and how the user adoption is for this tool. Thanks

Thank you @Ayitah Tallada-Oracle

Thank you @Patrick Fresnosa-Oracle for detailed explanation. This is very helpful.

Hello @Ayitah Tallada-Oracle , Here is a sample screenshot For columns D and E, the View Detail option will display the document details. Column F is the formula as (D - E) and would like to see if there is a option to show similar details for column F as well. Thank you

Hello, We have a Standard Report for Transactions which include information: Column 1 - Amount for current month Column 2 - Amount for previous month Column 3 - Column 1 - Column 2 For first 2 columns the View Details option is linked to detail report with document numbers and account information. Is there a standard or…

@Patrick Fresnosa-Oracle Thank you for the response. The alternate solution is not acceptable for the audit team, as the data needs to be in Excel and not pdf.

Thanks @Able Wilson for the response. This is helpful. On another note, if we customize any standard report in Netsuite (Financial or standard reports), is there an option to customize the report title to include 'Run Date' of the report. This is normally requirement from Audit when we generate reports there is no option…

Let me rephrase the question. In the available filters when added shows all possible values in dropdown. Is there a way to restrict the dropdown list by certain criteria (like for GL accounts filter dropdown, restrict the values available by certain type or account starting with specific number?)