We are trying to link our freight bills to the customer invoices by matching BOL numbers. There is a custom body field for the Item Fulfillment and Invoice record, then a custom transaction line field for the Freight Bill. I want to run a search that will look for the BOL number in the body field of the invoice record and find the matching number on the transaction line of the freight bill record. I can't figure out the right formula for that.
Example: INV123 has BOL number 999
Freight BILL456 has BOL number 999
I need my search to tell me INV123 is linked to BILL456.
I tried CASE WHEN {custom_freight_bill_bol}={custom_invoice_bol} THEN {transaction} END
But that doesn't work. The system has to search and find the fields that match, is there a better formula for that?
Related
I am trying to build a report that shows me open (Pending Fulfilment) Transfer Orders by item. Here is what I would like to see:
To Location
Item Name
Document Number
Ship date
When I build an item saved search I can get everything listed above except the Ship Date is blank. The field exists under Transaction Fields>Ship Date and I have it in my results tab but when I preview the search the column is empty, no results return even though the Date is not blank when I look up individual records.
When I build a Transaction saved search with the To Location, Item>Name, Document Number, Ship Date where Type=Transfer Order, the Item>Name column is empty in the preview/results but the Ship Date and other fields have info.
Does anyone have any suggestions? current solution is 2 searches and then combining them later which is a pain. I have tried the same things with reports instead of saved searches and get the same issue.
Thanks for your help!
Edit:
Example of what I'm getting with Main Line = Either on Transaction Search
DOCUMENT NUMBER NAME SHIP DATE
TO302 05/04/2020
TO302 ITEM3
TO302 ITEM4
TO302 ITEM5
TO302 ITEM6
TO302 ITEM7
TO302 ITEM8
What filters are you setting in the criteria tab? When you create an Item saved search, it pulls in results from the transaction item lines, but not the main line. I suspect when you make the transaction search you're setting the Main Line filter to Yes which would exclude the Item Lines.
Ship Date field (usually in the Shipping tab) is a header field, which is only returned in the Main Line results. If you want to see results returned for that field for the Item Lines, you need to enable Demand Planning (Setup > Company > Enable Features > Items & Inventory > Demand Planning). The Ship Date field will then return the line field "Expected Ship Date" with Item lines in a saved search. It will continue to return the header field "Ship Date" with any main lines returned.
You can see documentation for this in SuiteAnswers ID: 29429.
Context:
I have a excel sheet with the address and contacts of customers and the product they purchased.
I use Mail Merge to insert the address and names of the customers to word in the format I wish and then print it for shipping.
The actual problem:
We have many different products and to every product we have a specific description. With every order I want to include the description. How can I use mail merge to print the address and name of the customer and in the same moment also the description of the product on the second page?
Every product has a unique and specific product number.
To every product there is a description, labelled with the product
number.
Every description is in a separate Word file.
Any ideas? Thanks!
How can I check whether order confirmations has changed from last weeks report?
I get an weekly report with orders (order number:x123) and confirmations(dates) and they are on different sheets.
What I would like to do is: With Vlookup, Find the corresponding order and print out word "old order" and then use this value to check the confirmations dates match per last week and print out "match" or " do not match".
I thought this was simple but I cant get it to work. Please help!
I've created a template to import bills and that seems to work. Having issues with the bill payment. Error: You must enter at least one line item for this transaction.
I've taken the bill internal ID and mapped it to the Vendor Payment Bills > Bill field. Is that the correct mapping? I tried setting the Vendor Payments Bill > 'Line' field to 0 and then 1 but no luck. Also, it asks for an external Id or an 'order / invoice no, which I don't have.
Also - I can't map my csv status field. I tried using integer values like 1,2,3, string like pending approval as well as VendBill:A - no luck. What's the correct way to map to status field?
Bill imports require two CSV files!
One contains the "header" information and each row represents a unique bill. This is the part of the bill that hits accounts payable. The other CSV file contains the "line" information or how the bill is coded. Each line in the header file must have at least one row of data in the line file, but you can have more than one.
The "Ref No" Field
NetSuite uses a field called "Ref No" to match data from the two files together. You need a "Ref No" column in both the "Header" and "Line" files.
The Header File
Your header file should have sequential numbers in your "Ref No" column (e.g.1, 2, 3, 4...) on each row and each should be unique. They are only used to assist with the import process and don't actually show up in your NetSuite transaction data.
The Line File
Your line file should reference the ref numbers from the header file. For example, assuming you gave your first bill a "Ref No" of "1", and that bill has two rows of coding data, your line file should have two rows of data using "1" as the "Ref No".
Since the line file is matched to the header file, you don't need to duplicate data that is already in the header file, such as the transaction/document number, vendor name, date, etc.
Keep in mind that your field names and required fields may be different but the basic principles are the same.
Bill payments may need to be imported after the bills, if you want to show a link between the bill payment and the bills that were paid.
I have large list of items sold and would like to be able to generate a report that shows the most sold items along with how many of each item has been sold.
I'm looking for something along the lines of =countif() but as there are so many unique part numbers I'm not sure how to do this.
To add to the confusion I'm making it so this report automatically generates by dumping the right info into certain worksheets and then running a macro written in vba.
Not asking for a step-by-step approach but maybe someone to point me in the right direction.
Thanks!
edit to show how data is organized:
PO# SO# Line Item Material# Description Order quantity Net Price Customer Created on
The same PO# and SO# will occur with multiple line items for each.
Create a PivotTable with Material# for ROWS and Sum of Order quantity for VALUES then filter for Top 10... .