Author: Hormese Paul

SQL Formula to Count Days Left Until Month End

Welcome to another NetSuite Admin Tip, where we will explore a deceptively powerful SQL formula that revolutionizes monthly tasks. This formula may seem mundane at first, but its applications are far-reaching, offering a significant boost in efficiency and productivity. A Real-world Scenario: As an Accounts Payable (A/P) Specialist, you sometimes miss invoice deadlines due to… Continue reading SQL Formula to Count Days Left Until Month End

Exclude Opportunities created from an Estimate in Saved Search

Companies exclude opportunities created from estimates in their reports as they may want to keep a clear distinction between different stages of the sales process. Some companies may also want data accuracy. It helps in creating more precise reports by filtering out the opportunities that are not primary leads but rather repeat buyers. Using NetSuite,… Continue reading Exclude Opportunities created from an Estimate in Saved Search

Retrieving Transaction Types in SuiteQL

In today’s fast-paced business world, easy access to transaction types is essential for making informed decisions and running operations smoothly. However, many businesses struggle with this due to technological limitations, data management issues, and organizational inefficiencies. In NetSuite, SuiteQL is a powerful query language used to retrieve and manipulate data within the platform. One task you might… Continue reading Retrieving Transaction Types in SuiteQL

Clustered Items (Kit, Assembly, Item Group)

Types of Clustered Items Item Groups An Item Group is a collection of items that are often sold together but can also be purchased separately. For example, a clothing retailer may create an item group for a specific outfit, displaying different sizes and colors as options. When an item group is sold, the quantities of… Continue reading Clustered Items (Kit, Assembly, Item Group)

Enhanced Validations and Defaulting suitesolution

Overview: Enhanced Validations is a solution bundle containing three separate but combinable parts: 1. Item Validations – Assigns Items and Customers to respective group categories, then allows the user to restrict which items are sold to which customers based on the overlaps of these groups as defined on the customer group record. These specified restrictions… Continue reading Enhanced Validations and Defaulting suitesolution

Administration and Controls Toolkit (ACT) suitesolution

Administration and Controls Toolkit (ACT) Overview: The solution will support several independent use cases in the areas of Administration & Controls. Customers can choose to deploy one or more use cases that are relevant to their account. They can enable more use cases at a later time.  1. Track Deleted Records -Track the details for Sales Orders, Purchase… Continue reading Administration and Controls Toolkit (ACT) suitesolution

What is the preferred order for importing data into NetSuite?

The following order is preferred for data imports: Chart of Accounts Note that you should enter opening balances as journal entries on “go live”, using the specialized journal entry import process. Classifications Departments, Classes, Locations – supported by Import Assistant Entities Employees, Vendors, Partners, Customers (including Leads, Prospects, and Customers), Contacts – supported by Import… Continue reading What is the preferred order for importing data into NetSuite?

Calculating the number of business days (excluding weekends) between two custom date fields in a NetSuite saved search

Calculating the number of business days (excluding weekends Saturday and sunday) between two custom date fields in a NetSuite saved search (CASE      WHEN {custrecord1} IS NULL OR {custrecord2} IS NULL THEN NULL     ELSE             (TRUNC({custrecord2}) –              (CASE                  WHEN TO_CHAR(TRUNC({custrecord1}), ‘D’) = ‘7’ THEN TRUNC({custrecord1}) + 2                 WHEN TO_CHAR(TRUNC({custrecord1}), ‘D’) = ‘1’ THEN TRUNC({custrecord1}) + 1                 ELSE… Continue reading Calculating the number of business days (excluding weekends) between two custom date fields in a NetSuite saved search

SQL formula Add dynamic number of days to a static date or today date excluding non working days Saturday or Sunday

TO_CHAR( (CASE     WHEN ROUND(NVL({timeremaining}, 0) / 8) <= 0 THEN {today} ELSE  {today} + FLOOR((ROUND(NVL({timeremaining}, 0) / 8) + CASE WHEN TO_CHAR({today}, ‘D’) IN (‘7’, ‘1’) THEN 1 ELSE 0 END) / 5) * 7     + MOD(ROUND(NVL({timeremaining}, 0) / 8) + CASE WHEN TO_CHAR({today}, ‘D’) IN (‘7’, ‘1’) THEN 1 ELSE 0 END, 5)+ CASE WHEN TO_CHAR({today} +… Continue reading SQL formula Add dynamic number of days to a static date or today date excluding non working days Saturday or Sunday