Overview In the dynamic landscape of NetSuite Saved Searches, adept utilization of SQL functions is indispensable for seamless data exploration and manipulation. Among these functions, the INSTR function emerges as a pivotal tool for discerning the position of substrings within strings. Understanding the Syntax INSTR(string, substring [, start_position [, nth_occurrence]]) The INSTR function searches for the occurrence of ‘substring’… Continue reading INSTR Function Explained
Author: Hormese Paul
How to create an Income Statement Detail per period
Currently, when running an Income Statement Detail report it is currently not possible to set the report to accounting period per column since the Column footer in the report is not available: This is currently an enhancement under 199011 Reports>Financial>Balance Sheet Detail/Income Statement Detail – show Column filter at the footer of the report If users… Continue reading How to create an Income Statement Detail per period
Customize Income Statement to show department subtotals per hierarchy
Users can customize Income Statement report to have a subtotal per department group, here’s how: 1.) Navigate to Report > Financial > Income Statement 2.) Click Customize 3.) Go to Edit Columns 4.) Click on the Financial Sections (Account Sections) eg: Income, Cost of Sales, Expense etc. 5.) Set Then By to Department, then click Show Hierarchy By clicking the Show… Continue reading Customize Income Statement to show department subtotals per hierarchy
Adding a Customer Filter in A/R Aging Detail Report
Scenario User wants to have a Customer Filter in a custom A/R Aging Detail Report. Adding a Customer Filter to a custom A/R Aging Detail Report lets users easily see how much money specific customers owe. This helps them keep track of who’s paying on time and who might need a reminder. Solution 1.) Navigate… Continue reading Adding a Customer Filter in A/R Aging Detail Report
How to Add Login Failure in Reminders Portlet
Adding a “Login Failure” in the Reminders Portlet can be highly beneficial for various industries, especially those dealing with sensitive information and user accounts. By incorporating login failure reminders in the portlet, industries can enhance security, improve user experience, and proactively manage potential unwanted logins. This demonstrates a proactive approach to user account management, fostering… Continue reading How to Add Login Failure in Reminders Portlet
Uploading a file to an FTP server N/sftp
var connection = sftp.createConnection({ username: userName, passwordGuid: passGUID, url: URL, directory: ‘/’, hostKey: hostKey }); //if you have a xml content or json content, create them as a file and upload to FTP //Module: N/file :> file var FileToUpload = file.create({ fileType: file.Type.PLAINTEXT, name: XMLfileName, contents: soData, //here soData refers to a xml body });… Continue reading Uploading a file to an FTP server N/sftp
Using SuiteQL to Retrieve Time Zone Offset and Session Time Zone
In many applications, accurately handling time zones is essential for ensuring consistency across various regions. SQL provides straightforward methods for retrieving the time zone offset and session time zone, enabling precise time adjustments. In NetSuite, when working with time zones in SuiteQL, there are two key functions to understand: TZ_OFFSET and SESSIONTIMEZONE. These functions allow you to determine time zone… Continue reading Using SuiteQL to Retrieve Time Zone Offset and Session Time Zone
Unable to Create a Bill from a Vendor Record Using a Custom Role.
Allowing sales representatives to create bills directly from vendor records can significantly streamline the purchasing workflow, improve accuracy in financial records, and strengthen vendor management. Reasons a Sales Rep Might Need to Create a Bill from a Vendor Record: Direct Purchases for Vendor Orders – Simplifies the purchasing process. Expedited Processing – Reduces time by allowing immediate… Continue reading Unable to Create a Bill from a Vendor Record Using a Custom Role.
Allow Sales Reps to View Gross Profit Averages on Customers Dashboard
Granting sales reps the ability to view gross profit averages on their Customer Dashboards empowers them with valuable insights to make informed decisions. This visibility can enhance their ability to: Understand Product Performance – Gain insights into which products are contributing the most to gross profit, helping reps focus on high-performing products or strategize for those… Continue reading Allow Sales Reps to View Gross Profit Averages on Customers Dashboard
SuiteQL: Transaction Status
In business, effectively managing transactions is critical to ensuring smooth operations, maintaining accurate records, and providing excellent customer service. Transaction status monitoring allows teams to stay on top of each transaction’s journey from initiation to completion. In NetSuite, querying transaction status codes can provide useful insights into your transaction data. This simple SuiteQL query demonstrates how to… Continue reading SuiteQL: Transaction Status