Author: Delna Domini

Create Saved Search for Revenue Recognition Journals. Navigate to Lists > Search > Saved Searches > New Select Transaction Title: Enter Search Title Click Criteria Click Standard Fields:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Type: Select Journal Memo: Select Contains       Rev Rec Destination Click Save Create Saved Search for Amortization Journals Navigate to Lists > Search > Saved Searches > New Select Transaction Title: Enter Search Title Click Criteria… Continue reading Saved Search for Journal Entries created from Revenue Recognition and Amortization Schedules

The Next Approver field is not available on CSV import as it is a standard behavior in NetSuite. Though we can still alter its value upon CSV import. The idea is to run a workflow that would set its value, this would run along with the CSV import. Here’s how we can achieve it: A. Create a… Continue reading The “Next Approver” field in the Journal Entry page is not available when they import a Journal Entry via CSV import

1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Click the Transaction link.3. Under the Criteria tab > Filters > add the following:  – Type = Return Authorization  – Applying Transaction Fields… : Type = Credit Memo  – Main Line = No/False  – Tax Line = No/False  – Shipping Line = No/False4. Under the Results tab > Fields > add the following:  – Date | Summary Type =… Continue reading Saved Search for Refunded Return Authorization

Applied To Transaction fields…. – for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields…. of a Sales Order or an Estimate is fields found on an Opportunity record. Applying Transaction Fields… – for example,… Continue reading Transaction Saved Search Join Fields

When a user creates a transaction, the Tax Period is based on the transaction date thereby when GST Reports are run; GST Amount will be based on the transaction date. The Balance Sheet report, however, is based on the Accounting Period. If the transaction date is outside of the Posting Period, there will be discrepancies in the GST amount between the two reports. Sample: A… Continue reading VAT amount in GST on Purchases Report does not match that of the Balance Sheet

To  create a Report that will show all Sales generated from Customers within a specific Category, customize a built-in report: 1. Navigate to Reports>Sales>Sales by Customer2. Click Customize on the bottom left3. Specify a Name for the report4. Click Edit Columns5. On the Add Fields section:    a. Click the Customer/Project folder    b. Click Customer Category and click Name6. Click Filters7. On the Add Fields section, click the Customer/Project folder then click Customer Category8. On the Choose Filters section, under… Continue reading NetSuite – How to create a Report for Sales by Customers from a Certain Category

This article gives examples on using some common string functions that can be used for NetSuite search formulas via UI or script, and custom formula fields. REPLACE : Replaces a sequence of characters in a string with another set of characters. Syntax: REPLACE(char, search_string[, replacement_string ]) Examples: REPLACE(‘123123test’, ‘123’); would return ‘test’REPLACE(‘123test123’, ‘123’); would return ‘test’REPLACE(‘222test’, ‘2’,… Continue reading Using REPLACE and SUBSTR for Formula functions

1. Navigate to Reports>Sales>Sale by Customers>Customize.2. Under Edit Columns, expand Sales > Add Amount (Gross).3. Add in five columns for Amount (Gross) and set the last column as: Alternate Date Range Type=Relative to Report dateAlternate Date Range = today 4. On the other Amount (Gross) Columns, use the following:Alternate Date Range Type=Relative to Report dateAlternate… Continue reading How to create a Daily Sales Report

There is no field on the Item Record that stores the Average Selling Price of an Item. Similarly, there is no standard Report / Search that you can use to compare this with the Average Cost. As an alternate solution, you can  a Saved Search: 1.    Go to Transactions>Management>Saved Searches>New 2.    Select Item 3.    On the Criteria tab add Transaction Fields : Type is Sales Order, Inventory Location is ‘specific location’, Transaction Fields… Continue reading NetSuite – How to Create a Report / Search to show Average Cost versus Average Selling Price

1. Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition