Scenario User needs to creating a Report for Invoices and/or Cash Sales showing Est. Extended Cost, Est. Gross Profit, Est. Gross Profit Percent and other fields for each line item. Solution 1. Navigate to Reports > Sales > Sales by Customer > Customize 2. Under Edit Columns tab, expand the Sales folder > Item subfolder > Click on Name to display the Item Name 3. Still on the Sales folder, select Est. Extended… Continue reading Creating A Report Showing The Est. Extended Cost, Est. Gross Profit, Est. Gross Profit Percent And Other Fields For Each Line Item On Invoices And Cash Sales
Author: Allwin Antony
Create Custom Body Field To Show Total Amount of Estimated Gross Profit on Invoice
Scenario Some companies require to display the Estimated Gross Profit using a Custom Transaction Body Field on an Invoice record where the value is being sourced from a Saved Search. Solution Create Saved Transaction Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Example: Estimated Gross Profit Click Criteria Filter: Note: For every required field use the drop-down menu to select it and… Continue reading Create Custom Body Field To Show Total Amount of Estimated Gross Profit on Invoice
Show the Total Gross Profit and Total Gross Profit Percentage on Invoice
Scenario Show Total Gross Profit for Invoice Item Lines in the Invoice. Solution 1. Create Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Line Field > New Label: Enter Label Example: Purchase Price ID: Enter purchaseprice Type: Select Currency Store Value: Remove Checkmark Click Applies To tab Sale: Enter Checkmark Click Sourcing and Filtering tab Source List: Select Item Source From: Select Purchase Price Click Save 2. Create Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Line Field > New Label: Enter Label Example: Gross Profit… Continue reading Show the Total Gross Profit and Total Gross Profit Percentage on Invoice
Creating Conditional Criteria in NetSuite Saved Search for Spiff Calculation
In NetSuite, Saved Searches are a powerful tool for extracting and analyzing data based on specific criteria. By leveraging advanced formulas, you can customize your saved search results to meet specific business requirements. In this article, we will explore how to set up a complex conditional formula in a NetSuite Saved Search to calculate spiff… Continue reading Creating Conditional Criteria in NetSuite Saved Search for Spiff Calculation
Managing Discounts in NetSuite Using a User Event Script
This article explains how a User Event Script can be used in NetSuite to automatically apply volume-based discounts to sales orders. The script works by preventing manual modifications to discount fields and ensuring that the correct discount is applied based on the order’s total value. Here’s a detailed breakdown of how the script functions and… Continue reading Managing Discounts in NetSuite Using a User Event Script
Automating Discounts and Field Behaviour in NetSuite
When managing sales orders in NetSuite, automating field behavior and applying discounts dynamically can streamline operations and reduce manual intervention. Here’s an overview of how you can achieve this using a user event script. Field Behavior Management To ensure data consistency and prevent manual errors, key fields like “Discount Item” and “Discount Rate” can be… Continue reading Automating Discounts and Field Behaviour in NetSuite
Limitations of beforeLoad in NetSuite
The beforeLoad entry point in NetSuite user event scripts is primarily used for modifying a record’s appearance or behavior during loading. However, it has notable limitations when compared to other entry points like beforeSubmit or afterSubmit. 1. No Persistent Changes Changes made to record fields in beforeLoad do not persist when the record is saved… Continue reading Limitations of beforeLoad in NetSuite
Using Nested Conditions in NetSuite Freemarker Templates
In NetSuite Advanced PDF Templates, you may need to evaluate multiple conditions to generate dynamic content. Freemarker supports nested conditions, allowing for greater flexibility. Here’s how to use them effectively. What Are Nested Conditions? Nested conditions are conditional statements inside other conditions. They are useful when a decision depends on multiple criteria. Syntax for Nested… Continue reading Using Nested Conditions in NetSuite Freemarker Templates
Handling Null Values in NetSuite Freemarker Conditional Statements
When creating Advanced PDF Templates in NetSuite, dealing with null values is a common challenge. Null fields can break your logic, especially in conditional statements. Here’s how to handle null values effectively in Freemarker. Why Null Values Cause Issues Freemarker will throw an error if you try to perform operations (like comparisons) on null fields.… Continue reading Handling Null Values in NetSuite Freemarker Conditional Statements
Handling Conditional Statements in NetSuite Freemarker Advanced PDF Templates: Avoiding Errors with > and Other Operators
Handling Conditional Statements in NetSuite Freemarker Advanced PDF Templates: Avoiding Errors with > and Other Operators When working with conditional statements in NetSuite Advanced PDF Templates using Freemarker, improper use of comparison operators like > can lead to errors. These errors often occur because Freemarker may misinterpret symbols like > as part of HTML tags.… Continue reading Handling Conditional Statements in NetSuite Freemarker Advanced PDF Templates: Avoiding Errors with > and Other Operators