In NetSuite, on my Income Statement, I see expenses by Department. How does NetSuite know what Department to align the expense to? What field on the transaction does it look at?
I see expenses by department but I'm not sure what field it is looking at in a particular transaction to identify which Department it should align to.
Department is a field on transaction. Some times it named as Cost Center.
You can check it's JE/Employee with department as well.
Related
I use Power BI to retrieve & visualize sales data from Business Central and so far I did not find any ways to:
retrieve revenue gross on line level (per invoice and item number) of my posted sales invoice
retrieve revenue gross on header level (invoice number) of my posted sales invoice
retrieve VAT on line level (per invoice and item number) of my posted sales invoice, in order to calculate the revenue gross based on the revenue net
Anyone with an easy solution (i m sure there is one as it seems to be a fairly classic request)???
Best and let me know if you need any extra info,
Kevin
There's an 'Amount' and 'Amount Including VAT' column on the Sales Line table, those should give you everything you need.
Annoyingly these are not on the 'Power BI Sales List' query/web service as default, nor the Sales Lines page. If you're a BC developer you could write your own extension to publish a better query.
If not, there is a 'Sales Document Line Entity' page (6403) which includes them as 'Amount' and 'AmountInclVat'. This page is published by default (in SAAS at least) as the 'workflowSalesDocumentLines' web service and you can access it from PowerBI, you will probably want to also include workflowSalesDocuments, the two are related on a composite of Document Type AND DocumentNumber, so that's another challenge for you!
I have data in an excel sheet that is essentially a list of all orders for my company over its life span (approximately 14 thousand orders if it matters.) The following fields are relevant for what I'm trying to do currently.
Purchase date (i.e. 6/23/19)
Customer ID (unique ID given to each customer, this ID is constant across all of a customers purchases)
Product category (widgets, woozits, etc.)
Sales person (John Doe, Jane Doe, etc.)
What I'm trying to figure out is our repeat purchase rate by category, and then by sales person.
So ideally I'd like to be able to determine something like
Product category: Widgets
20% of people whose first purchase from us is a widget, purchased something else later on
Of widgets sold by John Doe to first time customers, 15% of the customers purchased something else from us later on
Of widgets sold by Jane Doe to first time customers, 25% of customers purchased something else from us later on.
So basically trying to figure out if different sales reps have better repeat purchase rates on their orders, however we must divide this by product category as our repeat purchase rate by category is going to vary widely (and some sales reps only sell items from certain categories so it would be unfair to compare across categories.)
I believe to do this I need to figure out how to say something like
"Find every widget John Doe sold ; see how many have customer ID's that did not appear on an earlier date ; then see what % of those customer ID's appear at a later date regardless of the next product category or sales person they purchased from."
Hopefully someone can help. I apologize if I didn't explain something particularly well, if there's any confusion I can try my best to clarify.
Thank you!
In Acumatica, I'm trying to build a generic inquiry related to budgets. What table has the budget per month data?
I have gathered the YTD information from the 'GL Budget Line' table. But I need further information.
Please help. Brandon
The amounts allocated for each particular period may be found in the GLBudgetLineDetail table (and through the corresponding DAC). Each record in this table presents data for a particular Account, Subaccount and Financial Period.
The columns that may be of particular interest for you are Amount and ReleasedAmount. The first one stores the editable budget amount - that is actually what user edits through the Budgets screen. The second reflects the released amount of budget for the period, account and sub - this field is populated with the value of Amount during the budget release process.
I've got an online store powered by Netsuite where I am charging customers a fixed rate for shipping. So we take an order, and we tell the customer the shipping is $10. (for example)
We use WorldShip to actually do our shipping, and so we then weigh the package, enter a weight, etc.
The problem is, whatever our shipping costs actually are from WorldShip are overwriting the amount we promised the customer, and then when we go to charge the card it can't because we're only authorized.
What's the best approach to fixing this? When charges are created, have custom scripts that run that take the amount from the Sales Order instead of the amount from the fulfillment record? Is there a way to have WorldShip only overwrite the shipping amount on offline orders and not on online orders?
For this scenario, we've created a custom transaction body field on the sales order called "Shipping Charge Exception". This field holds the shipping amount that we've promised to the customer and automatically gets copied to subsequent invoices or cash sales.
Then we have a workflow on the creation of invoices and cash sales (Before Submit) that copies the value of the Shipping Charge Exception field into the Shipping Cost field on the invoice or cash sale.
The item fulfillment will still hold the actual shipping cost but the invoice or cash sale will get the amount promised to the customer.
I am building some project (website) on people's shopping (stuff stored in refrigerator) . I need to generate an automatic shopping cart based on people's shopping .
For example if some person buys every week one bottle of milk , than the website will offer the person to buy milk once a week (if there is no milk in refrigerator) .
I am storing shopping history of each family.
But for calculating the shopping cart i need to generate some statistics formula . But i have no clue how to do it. because there might be scenarios (for example birthday) , when the family will buy more products than needed, and it will make me false data for statistics. I want to ignore such scenarios.
Anyone has idea how and what statistics should i use?
pseudocode
assuming the customer had an account and your database is MySQL
every purchase must save customerid, product id/name ,date of purchase,comment(optional) to a table (e.g. purchased table)
customer has their own table that includes at least their personal info(e.g. customer table)
lets say customer browses the product (viewing the website)
• customer clicks the product
• system/server counts the number of purchase in purchase table
• if the number of purchase is more than one then
- get the last date of purchased product - the current date purchased product = frequency of product needed by date
- total number of product purchased / total number of times the product purchased = frequency of product needed by item count
UPDATE
I would suggest that the purchase table has a field that specifies if the current order/purchase is an occasional field instead, so it would be excluded.
example
• system/server counts the number of purchase in purchase table if the purchase is not occasional