Extending Saved Search Dates with SQL

Finding Flexibility by Extending Saved Search Dates Have you ever wondered about extending saved search dates? You’ve seen NetSuite’s built-in date options on searches, where you can select something like “Today,” “End of Next Business Week,” or “Same Day Last Fiscal Year.” If you need some additional flexibility with those date options, try this simple SQL function in the formula box wherever… Continue reading Extending Saved Search Dates with SQL

Understanding the NetSuite Database and SQL

NetSuite at its core is actually just a glorified database with a user-friendly interface managed through SQL. Do you find NetSuite sometimes difficult to fully understand? Knowing the roots and foundation of NetSuite will give you super-powers in understanding, debugging, and using NetSuite! Databases You may not have realized this before, but NetSuite for the… Continue reading Understanding the NetSuite Database and SQL

BUILTIN.DF Not working on transaction.employee

Anyone have a clue as to why BUILTIN.DF is not returning the display value for the salesrep field on an Invoice? It is only retuning the internalid of the employee record, not the name. I added the LEFT JOIN just to see the side by side result. SELECT t.tranid, BUILTIN.DF(t.employee) as sales_rep, employee.firstname, employee.lastname FROM transaction… Continue reading BUILTIN.DF Not working on transaction.employee

Billing Transaction in Workbooks.

Billing transaction is a specific type of join (in saved search, it would be an Applying Transaction where the Applying Transaction Link Type is Order Bill/Invoice) You will have to do something similar in your workbook to get something like the billing transaction. You probably want to get familiar with the help at: https://system.na0.netsuite.com/app/help/helpcenter.nl?fid=section_1543418452.html. The join… Continue reading Billing Transaction in Workbooks.

Most Recent Sale in SuiteAnalytics DataSets

In SuiteAnalytics DataSets, it is not currently possible to directly return the most recent sale for a customer or find records based on the most days since creation, as features like Summary Types, Summary Criteria, and functions like MAX and DENSE_RANK (available in Saved Searches) are not supported. As a workaround, you can use Pivot Tables in SuiteAnalytics Workbooks to display customers alongside… Continue reading Most Recent Sale in SuiteAnalytics DataSets

Threshold per item inside the Bin

The ability to do this is not yet available in the standard NetSuite account. This is currently an enhancement request logged on Enhancement # 267711 Lists > Accounting > Supply Chains > Bins > Please have an option to set minimum and maximum quantities per bin You can go to SuiteIdeas page to vote for the enhancement. Apologies for… Continue reading Threshold per item inside the Bin

Get the Sales Order # onto Customer Statement PDFs?

printing Sales Order number in Statements is not yet available (see SuiteIdeas: 166706). I am seeing some users use custom fields instead. Some use workflow to copy the value from Created From to the field, then printing it via custom field. Make sure your custom transaction body field Applies To> Print on Statement is checked.… Continue reading Get the Sales Order # onto Customer Statement PDFs?