We are creating an ETL upload into NetSuite and we need to ensure that all our invoices are grouped for the month. We would like to do daily or weekly streams but want the invoice to generated grouped by some value we pass in to designate the month invoice for given client/month. Any idea what field we should be using for this?
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I'm trying to set up custom reports in NetSuite which would generated Month over Month flux analysis (based on a certain $ amount threshold) for balance sheet and income statements. Is that something that can be created in NetSuite and if so, how can we create them?
Thanks
New to using sharepoint and what to know if it is possible in a sharepoint list to calculate multiple items based on Date and location?
I have the following columns
Date
Location
Activity
Number of hours to complete task
Hours for the day
The person entering the data will use one entry per activity so may have 3 activities equaling 10.5 hours for the day.
Can I add the "Number of hours to complete task" together for the day based on the "date" and "location" and save that into the "Hours for the day" column?
SharePoint caculated column can only get the data in current item, it cannot get other items' data.
For you requirement, you may need to use some custom js code to achieve this.
I faced the following problem in NetSuite.
If the Customer balance is changed, NetSuite doesn't update the last modified date for this Customer.
For example:
I have two Customers. Each Customer has two open invoices.
From Customer1, I moved the invoice to Customer2.
The balance for Customer1 is changed, but the last modified date is not changed.
This negatively affects the correct use of the data via API because we don't understand that the data for Customer1 is changed.
As I understood it is correct behavior in NetSuite because balance is not data that is on the customer, it's a number calculated from other records.
In this case, how I can receive information that the Customer Balance is changed?
I'm not sure whether this is possible or not, but is it possible to create a saved search that displays the average number of daily transactions created by an individual? For example, I'm trying to create a Productivity KPI and would like to see how many Purchase Requisitions or Purchase Orders are created by an individual per day.
Is this possible within NetSuite? I tried averaging the created by transactions, but the formula field only will average non-text transactions.
Any help would be much appreciated.
I'm looking to provide a list of Customers in NetSuite who have NOT traded in the last 12 months (fiscal year) using the saved search functionality.
in the saved search criteria add the following entries
Date of last sales - is not empty
Date of last order - is not empty
you can also add another criteria for Transactions Field : Date and specify the timeline.
it will give you a list of active customer with orders/sales for your specified time period.
I hope this works for you.