Author: Diniya A J

Default today – Due Date in open purchase order report

Create a Late Shipments Report in NetSuite that dynamically displays all Purchase Orders (POs) with a Receive By Date earlier than today and are not fully received. SOLUTION: We are currently unable to set the Receive By Date filter to today in the provided report. As an alternative, we can enter ‘T’ in the filter… Continue reading Default today – Due Date in open purchase order report

Canoe Invoice Report

REQUIREMENT: We need a new report created. Name: Canoe Invoices Data columns Invoice Date Invoice Number Customer Name Canoe Contract Order (this is a custom field check box that we have created and we only want invoices with this box checked to show on the report) Pre-Tax Invoice Total We want to be able to… Continue reading Canoe Invoice Report

Make shopify account by default in customer deposit

Make account field in the customer deposit by default from undeposited funds to the following:- Shopify EB (1117-1) – entity brands(website) Shopify CW (1117-2) – chefworks(website) To effectively mass update the current accounts that contain undeposited funds. Solution: Based on the preferences, we are unable to automatically set the Account in the Customer Deposit record… Continue reading Make shopify account by default in customer deposit

Count of Months based on the least transaction month between the current month

MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)) Avg Qty Sold Per Month SUM(ABS(   CASE     WHEN {transaction.type} IN (‘Item Fulfillment’, ‘Assembly Build’)     AND {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today}     THEN {transaction.quantity}     ELSE 0   END ))  / NULLIF(MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)), 0)

Alert on Sales Order for Item $0.00

Limitations of Standard Workflow Possibilities: NetSuite does not provide a Confirm (Warning) action for sublist items after adding each item or before submitting the record. If we use the Return User Error action before submitting the record, all entered details will be lost since the error message appears in a new tab. Additionally, it is… Continue reading Alert on Sales Order for Item $0.00

Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search

Communication Messages – Need to include all communication messages, excluding invoices and service order emails. Communication Activities – Need to include all activity types (calls, events, etc.). Sales Email Messages ST – Should fetch all email messages under Sales. Sales Email Activities ST – Should fetch all email activities under Sales. Provide a solution to… Continue reading Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search

Created By field Setup in Sales Order

For new transactions, create a new workflow as mentioned in the description. Navigate to Customization > Workflow > Workflows > New On the Workflow setup page, click the set the fields below: Name: <Set your Workflow name here> Record Type: Transaction Sub Types: <Select any transaction type> Execute as Admin: Yes Release Status: Testing/Released Keep… Continue reading Created By field Setup in Sales Order

The Planned Shipping Date should be calculated as: Current Due Date to Customer – 10 Working days

Formula is: {custcol_jj_ee_duedate} – CASE WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 1 THEN 13 — Sunday WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 7 THEN 12 — Saturday ELSE 14 — Other weekdays END How It Works Sunday (1): Subtract 13 days Saturday (7): Subtract 12 days Monday to Friday (2–6): Subtract 14 days