Unfortunately, the ability to add ‘To Subsidiary’ column in the journal search is logged as an enhancement in the voting stage [#327120]. Also, the ability to add the Due to/From Subsidiary in the Advanced intercompany journal search is also logged as an enhancement [#471651]. For accounts using the feature ‘CENTRALIZED PURCHASING AND BILLING’ in Enable… Continue reading Create journal saves search with “to subsidiary” field
Tag: transaction saved search
Track Transaction Age from Creation in NetSuite (Days & Hours) vs Current Date
Administrators may require information regarding the duration of time since the creation of a transaction. For instance, if a journal entry or any other transaction has not been processed within a specified timeframe, it may require attention. Administrators can promptly identify delays and guarantee that all operations are proceeding smoothly by monitoring the age of… Continue reading Track Transaction Age from Creation in NetSuite (Days & Hours) vs Current Date
Adding ‘To Subsidiary’ column in Journal Saved Search
Unfortunately, the ability to add ‘To Subsidiary’ column in the journal search is logged as an enhancement in the voting stage [#327120]. Also, the ability to add the Due to/From Subsidiary in the Advanced intercompany journal search is also logged as an enhancement [#471651]. For accounts using the feature ‘CENTRALIZED PURCHASING AND BILLING’ in Enable… Continue reading Adding ‘To Subsidiary’ column in Journal Saved Search
To display the item details of the corresponding bill under the ‘Bill Details’ sublist in the bill record.
Created transaction saved search to fetch the details included in the Bill, along with their associated bin details, inventory status and quantity. Included the following columns in the search: Item Name Location Number Bin Number Status Quantity On hand Available Then created a sublist ‘Bill Details’ under ‘Related Records’ and added the saved search as… Continue reading To display the item details of the corresponding bill under the ‘Bill Details’ sublist in the bill record.
Saved search email trigger with output in email body- Vendor bill payment
Client had requested to create a dynamic email alert for bill remittances, with transaction details to be incorporated within the mail body. Workaround solution: The saved search will trigger email when bill status changes from Open to Paid in Full under system notes, when system notes date = today. Only the required output of transaction… Continue reading Saved search email trigger with output in email body- Vendor bill payment
Formula to compute SO Usage and WO Usage in transaction saved search
Navigate to Reports > Saved Searches > All Saved Searches > New Click Transaction Search Title: Enter Title Select Criteria Click Results Select Formula (Numeric) Formula for SO Usage: CASE WHEN {transaction.type}=’Item Fulfillment’ THEN {transaction.quantity} else 0 END Formula for WO Usage: (CASE WHEN {transaction.type} IN (‘Work Order Issue’, ‘Work Order Completion’, ‘Assembly Build’) THEN {transaction.quantity} ELSE… Continue reading Formula to compute SO Usage and WO Usage in transaction saved search
COGS Line in the saved search
When we add criteria in the saved search, we filter out tax line, shipping line, and mainline. There is another line item called the cogs line. If we dont give the cogs line as false, we might not get the search result as required. For instance, an item fulfillment search was created as given below:… Continue reading COGS Line in the saved search
Remove Customer ID In Customer Name Column Of A Saved Transaction Search
Scenario Customers’ Name begin with Auto-generated numbers and users want to remove these numbers on their Saved Search ‘Name’ column. Solution Navigate to Lists > Search > Saved Searches Click Edit on the Saved Search in concern Click Results tab Remove the Name column Replace the Name column with Customer Fields.. > select Name Save Note: The Name column will only show the Customers’ Name.
How to get the last year Purchase Bill and payed in next year
For auditing purposes, the client has requested a tracking of purchase bills that were initially booked during December 2022 and subsequently settled in the following year, 2023. This entails identifying bills that were open in the 2022 calendar year and paid in 2023. Solution Go to List > search> saved search > Transaction Enter name… Continue reading How to get the last year Purchase Bill and payed in next year
Creating a custom field that pulls results from a saved search in NetSuite
First, we need to create a saved search that the field uses for the results. And then we will create a custom transaction body field on a Sales Order to show the total of quantity of all the items that is on that Sales Order. To create a saved search, we navigate to List> Search>… Continue reading Creating a custom field that pulls results from a saved search in NetSuite