Scenario: A report needs to be developed to identify all posting transactions that were created after the corresponding accounting period was locked (but not closed). This is necessary because certain users or roles with override permissions can still create transactions despite period locks (e.g., after “Lock A/R,” “Lock A/P,” and “Lock All” actions). The report… Continue reading Transactions created after period lock report
Tag: Customization of workbook
How to Retrieve Quota Details for a Sales Rep for the Current Month Using NetSuite Workbook
NetSuite’s Workbook feature is a powerful, intuitive tool that allows you to generate real-time reports and visualizations for your business data. One of the common use cases is to track and monitor the sales quota for a sales rep during the current month. This article walks you through the steps to create a custom workbook… Continue reading How to Retrieve Quota Details for a Sales Rep for the Current Month Using NetSuite Workbook
Data Visualizations of WORKBOOK
Making sense of a workbook’s source data requires the examination of the data from a variety of different perspectives. Accomplished through data summarization, aggregation, and visualization. There are three workbook visualization types: Table Views | Creating a Table View: Click on the Add + icon and select Table. No limit to the number of table… Continue reading Data Visualizations of WORKBOOK
Proposal For Customization of Workbook And Reports
Mycom OSI would like to add customization in reports of resource allocation and add this report’s summary in the dashboard. This document covers the solution for these pain points by making use of workbooks and custom dashboard portlets. Requirement Resource Grid: – They need to implement Resource chart/grid suiteapp in production environment. Mycom wants to… Continue reading Proposal For Customization of Workbook And Reports