Sales Rep full Name: CONCAT({employee.firstname}, CONCAT(‘ ‘,{employee.lastname})) Month Wise Sort: CONCAT( CASE TO_CHAR({trandate}, ‘MM’) WHEN ’01’ THEN ‘a. ‘ WHEN ’02’ THEN ‘b. ‘ WHEN ’03’ THEN ‘c. ‘ WHEN ’04’ THEN ‘d. ‘ WHEN ’05’ THEN ‘e. ‘ WHEN ’06’ THEN ‘f. ‘ WHEN ’07’ THEN ‘g. ‘ WHEN ’08’ THEN ‘h. ‘ WHEN… Continue reading Workbook Pivot Formula
Author: Hormese Paul
basic mathematical formulas in Journal Credit and debit columns
Did you know you can enter amounts in a journal entry using formulas? When filling out the debit or credit columns, you can use basic mathematical formulas such as addition, subtraction, multiplication, and division right in the field. Just press enter and the total should be there! This feature helps reduce manual calculations and minimizes… Continue reading basic mathematical formulas in Journal Credit and debit columns
Email Size limits
Outbound Email Limits The total email size limit is 15 MB for outbound emails. This limit covers both the email content and all attachments. The limit leaves space for things like email headers and message encoding. Therefore, after NetSuite processes the email, the final message might be larger than 15 MB Attachment size limits can… Continue reading Email Size limits
Custom formula to set the amount based on account type
DECODE({accounttype}, ‘Expense’, (case when {creditamount} >0 then -1 else 1 end), ‘Other Expense’, (case when {creditamount} >0 then -1 else 1 end), ‘Cost of Goods Sold’, (case when {creditamount} >0 then -1 else 1 end), ‘Income’, (case when {debitamount} >0 then -1 else 1 end),’Other Income’, (case when {debitamount} >0 then -1 else 1 end),1)*{custcol_jj_amnt_usd}… Continue reading Custom formula to set the amount based on account type
Filtering the Budget Income Statement Report by Custom Segment
In NetSuite, Custom Segments provide powerful ways to classify and analyze financial data based on business-specific dimensions. When working with the Budget Income Statement Report, users often seek flexible filtering options to view results for multiple custom segments or to leverage hierarchical inclusions using the ‘Children of’ functionality. However, as of now, multi-select filtering for Custom Segments, as well as… Continue reading Filtering the Budget Income Statement Report by Custom Segment
Customer Inactivity Detection and Status Change via SuiteScript
Keeping your Customer database current is essential for maintaining accurate records and supporting efficient business operations. Over time, some Customers may become inactive, no longer placing orders, or engaging with your company. Instead of manually reviewing each record, you can automate this process using a Scheduled Script. This script uses the N/search and N/record modules… Continue reading Customer Inactivity Detection and Status Change via SuiteScript
Number of working days using a date field to get that months working day
CASE WHEN {date} IS NOT NULL THEN TO_NUMBER(TO_CHAR(LAST_DAY({date}), ‘DD’)) – (FLOOR( ( (TO_NUMBER(TO_CHAR(LAST_DAY({date}), ‘DD’)) + ( TO_NUMBER(TO_CHAR(TO_DATE(TO_CHAR({date}, ‘YYYY-MM’) || ‘-01’, ‘YYYY-MM-DD’),’DD’)) -1) ) / 7 ) ) * 2) ELSE 0 END
Ensure Sales Tax Applies After Adding New Nexus States
When expanding into new states, it is standard practice to set up additional sales tax nexus locations in your system. After importing the relevant state tax codes and groups (SAID: 8045 Importing the State Sales Tax Table), everything may seem correctly configured. However, if tax still is not applying on transactions, there is one commonly overlooked step: assigning… Continue reading Ensure Sales Tax Applies After Adding New Nexus States
standard numbering for the chart of accounts
Ensure the ‘Use Account Numbers‘ preference is enabled. This will automatically associate four-digit account numbers with existing accounts. (Go to Setup > Accounting > Accounting Preferences > General > Use Account Numbers box) Assign account numbers that are alphanumeric, with a maximum of 60 characters. The first digit should be any number from 1 to 8,… Continue reading standard numbering for the chart of accounts
RATIO_TO_REPORT() OVER () —- % of Total Function alternative
A workaround for this scenario is to use the RATIO_TO_REPORT() OVER () formula in the Formula column, and then select one of the Round functions from the Function drop down menu. The steps below show how to create a Transaction Saved Search to show the total sales per customer and the percentage related to the total sales of the company. The search results include… Continue reading RATIO_TO_REPORT() OVER () —- % of Total Function alternative