Requirement: The client would like to create a guest login access for the role of Auditor. We can either create or assign guest access to one of the NetSuite ID The access should only have permission to view the Reports, Saved Searches, and Workbook. Solution: Create a new Center tab: Auditor Center Create a new… Continue reading Login access for Auditor
Author: Diniya A J
Discount Amount using Saved Search
Go to List -> Saved Search -> Saved Searches -> New -> Transaction Under the criteria subtab: Add field Item fields… -> Type -> Discount Item Under Results subtab: Add Amount column The summary Type is Sum If we want to use the formula for getting Discount Amount in the Results: CASE WHEN {item.type}=’Discount’ Then… Continue reading Discount Amount using Saved Search
Resolve Error: “INVALID_TYPE_1_USE_2” for Custom Date/Time Field on Suitelet page if get values from client script
Description An error occurred in the script while running the suite let page after adding the date filters to get the results. SOLUTION: Use N/format module *** Get the custom date using the data type Value *** var fromDateRecValue = context.currentRecord.getValue({ fieldId: ‘custpage_fromdate’ }); *** Change the value to date format *** var fromDateRec =… Continue reading Resolve Error: “INVALID_TYPE_1_USE_2” for Custom Date/Time Field on Suitelet page if get values from client script
Get Workbook Results on Suitelet Page
Code for Run workbook results: var myResultSet = workbookResult.runPivot({ id: ‘custpivot47_16764551250261633297’ }); var newResult = response.writeLine(JSON.stringify(myResultSet));
Load Workbook on the Suitelet page
Code for loading the existing workbook: var workbookResult = workbook.load({ id: ‘custworkbook_jj_sl_sales_ordered’ }); log.debug(“workbookResult”, workbookResult)
Profit/ Loss report By Month
Go to Reports -> Financial -> Profit/ Loss Report or Income Statement Report Make the Column filter as Accounting Period. Result:
GROSS PROFIT REPORT BY SALES REP
Go to Reports -> Customer/ Receivables -> Customer Profitability report Click customize button Remove Customer column Add Sales Rep Name from the Folder Customer/ Project. Check the Group field to show the report results grouped by sales rep name. Save the report
Date filter on Reports
In some reports, the date filer will be shown as As Of Date to specify the date range for the report’s results. To make the As of Date filter to include the FROM and TO date filters: Open the reports Click on Customize button Click on the Filter page Edit the date filter as Inclusive… Continue reading Date filter on Reports
Dataset & Workbook
Dataset Query NS data over new unified datamodel Multi-level joins Criteria builder Powerful formula builder Single source of truth Caching Workbook Summarize, slice and dice data Table, pivot and chart view Link datasets Save, share & export Add views on dashboard
Report and Saved Search
Report Saved Search 1 Standard reports for visibility into all areasof your business Filter and match data to answer all sorts ofbusiness questions 2 Easy-to-read, polished format Create custom list of real-time results,based on criteria and filters 3 100’s of pre-built standards reports Use it for yourself or others, as a list, aportlet or as… Continue reading Report and Saved Search