Sometimes a user can open the “Purchase by Vendor Summary” report in NetSuite but runs into an error when trying to drill down into vendor details. In other words, the summary works fine, but the user can’t see the underlying vendor records. Why does this happen? This usually happens because the role assigned to the… Continue reading How to Fix Purchase by Vendor Summary Report Drill Down Access Issues
Tag: report
FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS
Suppose you have a field in a record which displays date for a perticular event/process. You are required to prepare a report using workbook in which one of the fields is days since the date given in the corresponding record. Say for example) In the sales order record, Order Date = 23-May-2025. I have to… Continue reading FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS
How to include Journal in Purchases By Vendor Report?
REQUIREMENT: Curious if anyone else has run into this and/or has a solution. I ran a Purchases By Vendor report and realized that Journal Entries were not included (I was looking at a particular vendor that I do not necessarily create Bills for, but know we have expense recorded through JEs). I also included the… Continue reading How to include Journal in Purchases By Vendor Report?
Show only child account on trial balance
Is there a way to show only the child account name on a trial balance report instead of the entire hierarchy? for example: “10411 GST Receivable” should be shown instead of “10410-Other Current Assets-10411-GST Receivable” SOLUTION: Unfortunately, this is not yet possible in a Custom Trial Balance. There is no field for Account Number found… Continue reading Show only child account on trial balance
Is scripting the only way to schedule a report to kick off on the last day of the month or period?
Problem Statement: Since you can not schedule a report past the 28th for a monthly report, how can this be achieved? Solution: we have noted that it is not yet possible to schedule a report setting it to last day of the month. There is a current enhancement request to have more flexibility in scheduling… Continue reading Is scripting the only way to schedule a report to kick off on the last day of the month or period?
Preferred Stock Level and Reorder point returning blank or no value in reports
As per BAU , the Preferred Stock Level and Reorder point will return blank whenever the item record doesn’t have any valid value in the Preferred Location field under the Purchasing /Inventory sub-tab. However, if the Preferred Location is set for an item which has multiple locations, the values will be picked only for the… Continue reading Preferred Stock Level and Reorder point returning blank or no value in reports
Budget v/s Actual report for balance sheet accounts
Since the standard Budget vs Actuals report gives the income accounts, we cannot customize this standard report for assets, liabilities and equity accounts since they lack balance forward in this standard report where the layout used is income statement layout. Therefore, we use balance sheet to customize this report. Goto Reports > financial > Balance… Continue reading Budget v/s Actual report for balance sheet accounts
EBITDA Report Overview
EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. An EBITDA report is a financial report that provides insights into a company’s operating performance by calculating its EBITDA. This metric is often used by businesses and investors to assess a company’s profitability and compare it with other companies, as it excludes the effects of financing… Continue reading EBITDA Report Overview
Current Inventory Snapshot Report
The Current Inventory Snapshot report provides a snapshot of real-time inventory data. You can use it to monitor inventory levels and determine ordering schedules. The Current Inventory Snapshot report can help you pinpoint which items are low on stock and place orders accordingly. For each inventory item, this report lists the item name, description, and… Continue reading Current Inventory Snapshot Report
Search Vs Report Vs Workbook
Search Vs Report Vs Workbook