Author: Jasmine Jacob

Saved Search for Revenue Recognition Journal Details

To create a saved search for revenue recognition journal entry details, use the Transaction search type. Additional requirements are as follows: Criteria – Select Applying Link Type, and set its description to is Revenue/Amortization Recognition. Results – Make the following changes to the default fields: Change Type to Applying Transaction : Type. Change Document Number to Applying Transaction, and select Document Number from the Saved Transaction Search… Continue reading Saved Search for Revenue Recognition Journal Details

Calculate Total Gross Profit Percentage Based on Total Revenue per Item in a Saved Search

Navigate to Reports>Saved Searches>All Saved Searches>New Select Search Type = Transaction Navigate to Criteria tab>Standard subtab>Filter column: make sure that you set a filter for Posting = is true. To calculate for the Gross Profit percentage based by item here are the following settings that you need to have under Results tab>Columns subtab>Field column: a. Item | Summary Type: Group b. Formula (Percent) | Summary Type: Average | Formula: round(sum(case when {accounttype} in (‘Income’,’Cost of Goods Sold’) then nvl({grossamount},0) else… Continue reading Calculate Total Gross Profit Percentage Based on Total Revenue per Item in a Saved Search

USING FORMULA VALUES AS AVAILABLE FILTERS IN NETSUITE SAVED SEARCHES

Solution Add the same Formula type to the Available Filter tab on your Saved Search as on your Criteria tab. Note: You can use two different Formula Types as Available Filters, for example Formula (Text) and Formula (Date). If you add two Criteria with the same Formula Type, the Available Filter formula will apply to both… Continue reading USING FORMULA VALUES AS AVAILABLE FILTERS IN NETSUITE SAVED SEARCHES

Create Custom Record as a Child of Customer Record and Display it as a Sublist of Customer Record

This is possible by using combination of Custom Subtab and Custom Record. The Custom Subtab will be on the same level as Relationships subtab. It can contain some single fields. The Custom Record will show a custom list of information and it will be visible under this new subtab as well. Following is the procedure how to establish… Continue reading Create Custom Record as a Child of Customer Record and Display it as a Sublist of Customer Record

Saved Search Formula: Date/Time Difference in Days – Hours – Minutes – Seconds format

DAYS TRUNC({date1}-{date2}) HOURS MOD(TRUNC(({date1}-{date2})*24),24) MINUTES TRUNC(60*((({date1}-{date2})*24)-TRUNC(({date1}-{date2})*24))) SECONDS ROUND(60*((((({date1}-{date2})*24)-TRUNC(({date1}-{date2})*24))*60)-TRUNC(((({date1}-{date2})*24)-TRUNC(({date1}-{date2})*24))*60)),0) Create a formulae text field and then concatenate all the above formula using || as a result column.

Custom Field Not Visible in Edit Mode on Electronic Bank Payments

Solution Navigate to Payments > Setup > Payment File Templates Desired Payment File Template: Click Edit  Entity Reference Fields: Add your field using the below code in preferred location. <refField id=’FieldId’ label=’field label’ mandatory=’true or false’/>change the field ID and label according to your field settings. If it’s a mandatory field set value as true otherwise false. Click Save