I have some orders on NetSuite that has 2 or more sales reps getting commission for the sale. I want to create a search (if possible) that would return only one line with all sales reps' names separated by a comma (John Smith, Jane Doe, etc.) instead of returning 2 (or more) separate lines for the same order but different sales rep name under the Sales Rep column.
You can use the undocumented NS_CONCAT() function in your saved search. If you're using sales teams and your sales reps are returned in the Sales Team Member field, you would combine them like this:
Group your search results by Sales Order (and any other field you need in the results).
Add a Formula(text) field to the results, set the summary type to 'Minimum' and set the formula to NS_CONCAT({salesteammember})
This will combine all of your sales reps into a single field separated by a comma.
Related
I want to create a search that filters the records like Display the name of every customer and Sum of amount of orders placed by that customer in the last thirty days. I want to apply the search on sales orders.
In the results Tabs try this:
Is it possible to consolidate multiple sales orders into one invoice, and on the same note consolidate multiple sales orders to one PO? For example:
SO-0001 VendorA CustomerA USD1000
SO-0002 VendorA CustomerA USD1450
Which normally creates two different invoices and special PO's. Is it possible to consolidate it into one invoice, sales order or PO?
You can always write a map/reduce to search/close/consolidate/invoice Sales Orders.
M/R script would be:
Input: Search for open sales orders
Map: Close Sales Orders and pass item data
Reduce: Generate a new consolidated Sales Order and Invoice
Summary: Email vendor (?)
As long as the search criteria is right, you shouldn't have any issues. And for POs, instead of invoicing, just set the Dropship/Intercompany settings instead of generating the Invoice, and set the order to Pending Fulfillment.
I'm trying to do a saved search in NetSuite that returns all of the customers in a particular state and, for those which have an Inside Sales Rep, the name of that rep.
But if I specify Sales Team Role = Inside Sales Rep in the criteria, the result only contains customers who have an Inside Sales Rep (and we have some that do not).
If I don't specify the Sales Team Role in the criteria but list Sales Team Role and Sales Team Member in the Results, then I get every customer, but a row for every sales team member, with their role - so multiple lines per customer. I don't want that.
I just want a line in the results for each customer and, if there is an Inside Sales Rep on that customer, that person's name.
Any suggestions?
Basically, you need a left join ;).
Instead, you can use a formula to return either the sales rep if the role is inside sales, or null, or null if there is no sales rep. Then you aggregate it using maximum.
Or you can use the rank function (using the formula above within the rank syntax), selecting where rank = 1. This allows you to save your aggregation for when you need it, at the expense of clarity.
[in sale analysis on total two list product and product category there. same things I want to add in quotation pivot table how can I add?
That is not really possible, because the BI (Business Intelligence) reports (you called it "sale analysis" in your question) are actually transformed data with sales order LINES as base. And the pivot of sales order are based on sales order. You don't have product and product category information, because you have a one to many relation to order lines where this information is belonging to. It's only working the other way around (lines information -> order information).
So the solution is probably extending sale analysis (i think the model is sale.report) with every other thing you're missing there instead of changing the pivot of sales orders.
In my Sales Order, I have for the same Inventory ID, multiple lines with differant quantities ordered.
When I mark for PO for all item lines and create Purchase Order, I get a sum value of the Quantity in Purchase Order Line.
In order to get multiple lines in Purchase Order as the way they are entered in Sales Order, how to modify and extend the Create Purchase Order code !
You should modify the Purchase Order report. The grouping is done on that report.