Scenario: The field with no value or the record/ form without the field has been eliminated while calculating the desired result. Here within the formula the {item.custitem_aha_parent_class} field is applied to all items except discount item and there are items with no values in the field. NVL(SUM(CASE WHEN {type} IN (‘Invoice’, ‘Credit Memo’) AND {item.custitem_aha_parent_class} <>… Continue reading NetSuite Saved Search Tips: The field with no value or the record/ form without the field has been eliminated while calculating the desired result.
Tag: saved search formula
Using LIKE function in SQL Statement for Saved Search Formula
User wants to compare three Custom Item Fields to ensure that Custom Item Field #1 contains both Custom Item Field #2 and Custom Item Field #3. In example: Custom Item Field #1 Value = Sales, Purchase (internal ID = custitem_componentglaccts) Custom Item Field # 2 Value = Sales (internal ID = custitem_customeglincome) Custom Item Field #… Continue reading Using LIKE function in SQL Statement for Saved Search Formula
Issue with saved search formula having a checkbox as a condition
Issue: Saved Search Formula > When having a checkbox as a condition {field} = ‘Yes’ is not working. Solution: When doing a Formula on a Saved Search having a checkbox as a condition, use ‘ T ‘ instead of ‘Yes’.
How to Extract a Specific Substring from a String Using Saved Search in NetSuite
Introduction: When working with NetSuite saved searches, extracting specific values from strings can be a common requirement. In this article, we’ll explore how to fetch a particular substring using a saved search, focusing on retrieving the file ID from an item’s thumbnail URL. Scenario: Consider a scenario where you need to obtain the file ID… Continue reading How to Extract a Specific Substring from a String Using Saved Search in NetSuite
Change date format in a NetSuite saved search result column
In NetSuite, the TO_CHAR() function can be used to convert a date object into a text representation of it. Here are some examples of date/time format values that can be used with TO_CHAR(): ‘YYYY’: 4-digit year‘IY’ or ‘IYYY’: ISO Year‘M’: Month2‘DL’: Long version of the date including day of the week, month, day, and year‘YEAR’:… Continue reading Change date format in a NetSuite saved search result column
Client needs to create saved search to cumulate the sales order amount column.
Scenario: Client needs to have a saved search to cumulate the Sales order amount separately for each location. Solution: List> Search> Saved Searches Select TransactionsEnter Search TitleCriteria:Type: Sales OrderMain line: FalseTax line: FalseCOGS: FalseShipping: False Results:Field: IDField: Location Field: AmountField: Formula(Currency) SUM ({amount}) OVER(PARTITION BY {location} ORDER BY {internalid} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT… Continue reading Client needs to create saved search to cumulate the sales order amount column.
Saved Search Shows Identical Values in Multiple Formula (Numeric) Fields
Issue When using multiple formula fields with numeric values in a saved search, you may encounter an issue where the search results display the same value in all these fields, even if they should be different. Solution: Use Labels with Numeric Formulas To resolve this problem, use different labels for each of your numeric formula… Continue reading Saved Search Shows Identical Values in Multiple Formula (Numeric) Fields
Saved search formula to exclude not only the lines but the entire record.
Requirement – In the saved search, the purchase order records need to be excluded if any of its line items satisfies a condition. When adding the condition, only the item line is excluded from the search, not the record. Solution – The condition should be applied as the summary condition. CASE WHEN item.class =’labor’ THEN… Continue reading Saved search formula to exclude not only the lines but the entire record.
Ranking Items with Multiple Sorting
Sort the items based on the following order: Qty Sold -> Descending Qty Available > 2 -> Descending Qty Available <= 2 and Status = A,B -> Descending Qty Available <= 2 and Status = S -> Descending Brand in the following order: Bosch LG Appliances GE Appliances GE Profile Cafe Samsung Thermador Monogram Other… Continue reading Ranking Items with Multiple Sorting
Saved search formula to be applied when the date is provided as a string in a static format.
When value of trandate is in ‘YYYY/MM/DD’ format.