A TRANSACTION table includes column TRANSACTIONPAYERID, which is the ID of the payer associated with the transaction. Wherever TRANSACTIONPAYERID is NULL, the financial class should be “SELF-PAY”. Please implement a solution so that these transactions are categorized correctly in any analysis by financial class.
Answer below but doesn't work
Measure 1 =
VAR Transaction = SELECTEDVALUE('NULL'[TransactionPayerID]
RETURN
VAR Transaction = SelectedValue('SelfPay'[TransactionType]
SELECTEDVALUE doesn't work that way. A good overview is here.
Assuming that your table is called 'Transaction', it might be best to create a new column
For a calculated column it would be:
New Column = IF('Transaction'[TranactionPayerID] = BLANK(), "Self-pay", 'Transaction'[TranactionPayerID])
Related
I am trying to create a formula to obtain a list of items that have no open transactions.
I cant just filter out by status as this filters out transactions that are open, as opposed to showing me only items with nothing open.
So basically if an item has anything open then i dont want it on the search. I do need it on the search if it has all closed or it has no transactions at all.
Hoping someone can help put me in the right direction.
I am a little bit stuck at where to start with the formulas and tried a case formula.
You can use item saved search adding under criteria as "Transaction Fields-status-anyOf-select all closed/rejected/declined statuses" not in filter reason of saved search.
Thanks.
To get the value of non transaction items as well, You need to check the check box use expression under criteria in standard subtab use parens() with OR expression.
And add one more condition as "Transaction Fields-Internal Id-anyOf-none with
"Transaction Fields-status-anyOf-select all closed/rejected/declined statuses".
Add both condition with OR logic.
It will work for both items condition if it has transaction status with closed or with none of transaction internal ids.
Thanks.
I think this is possible in a saved search, and requires a change in the way the filtering is done. Rather than filtering on the "Filters", using grouping and summary calculations to determine if an item qualifies, basically :
Create the item saved search as you would normally, but don't include a "Standard" filter for the openness of the transaction.
In the results, group by item name (or internalid), and another fields you want to include in the top-level results.
In the Criteria - Summary list, add a Formula (Number) condition :
Summary Type= Sum (Count won't work here)
Formula = case when {transaction.status} = 'Open' then 1 else 0 end
Equal to 0
Whether this is more or less elegant than bknight's answer is debatable.
I don't think this is the sort of thing you can do with a single saved search.
It would be fairly easy to do with SuiteQL though.
The script below runs in the console and finds items that are not on any Pending Billing Sales Orders. It's adapted from a script with a different purpose but illustrates the concept.
You can get a list of the status values to use by creating a saved search that finds all the transactions with open statuses you want to exclude , take note of that saved search's id and running the second script in the console
require(['N/query'], query => {
const sqlStr = `
select item.id, itemid, count(po.tranid) as po, count(bill.tranId) as bill, max(bill.tranDate) as lastBilled, count(sale.tranId) as sales, count(tran.tranId) as trans
from item
left outer join transactionLine as line
on line.item = item.id
left outer join transaction as tran on line.transaction = tran.id
left outer join transaction as po on line.transaction = po.id and po.type = 'PurchOrd'
left outer join transaction as bill on line.transaction = bill.id and bill.type = 'VendBill'
left outer join transaction as sale on line.transaction = sale.id and sale.type in ('CustInvc', 'CashSale')
where item.id not in (select otl.item from transactionLine otl, transaction ot where
otl.transaction = ot.id and ot.status in ('SalesOrd:F'))
group by item.id, item.itemid
`;
console.log(sqlStr);
console.log(query.runSuiteQL({
query: sqlStr
}).asMappedResults().map((r, idx)=>{
if(!idx) console.log(JSON.stringify(r));
return `${r.id}\t${r.itemid}\t${r.po}\t${r.bill}\t${r.lastBilled}\t${r.sales}\t${r.trans}`;
}).join('\n'));
});
require(['N/search'], search=>{
const filters = search.load({id:304}).filters;
console.log(JSON.stringify(filters.find(f=>f.name == 'status'), null, ' '));
});
In terms of doing something with this you could run this in a saved search and email someone the results, show the results in a workbook in SuiteAnalytics or build a portlet to display the results - for this last Tim Dietrich has a nice write up on portlets and SuiteQL
I'm having an issue pulling the value of a column in SuiteScript v1.0. The search is looking at Cash Sales and is producing the results I want in the UI, but I am unable to get the value of one column in SuiteScript. I suspect it is because either the value comes from the 'Created From' doc, or because it is a drop down list. Any help would be greatly appreciated.
The search looks at Cash Sales where the Dept/Sales Channel (NS id department) doesn't match the Dept/Sales Channel of the Sales Order. The results are:
Type
Document Number
Created From : Dept/Sales Channel
In the UI, it is doing exactly what I hoped. However, when I loop thru the results in my v1.0 SuiteScript, I'm getting a null value for Dept/Sales Channel:
results.forEachResult(function(res){
var id = res.getId();
var docid = res.getValue('tranid');
var dept = res.getValue('channel');
nlapiLogExecution('DEBUG', 'Found result - '+docid+' ('+id+') - '+dept+'.');
docid and id are correct, but dept ends up being null. I've tried 'channel', 'deptartment' and column[3].value with no luck. What am I doing wrong?
Based on how you formatted this: "Created From : Dept/Sales Channel", I assume it is a joined column.
If it is, you need to do it this way:
var dept = res.getValue('department', "createdfrom");
I have created a custom table and made it available on the Customers screen called 'Serial Tracking'. The purpose of this screen is to track serialised items that each customer is in possession of (regardless of who the item was purchased from).
I would like a record automatically added to the table on shipment release. I have attempted to customise the Release method of SoShipmentEntry but am having trouble getting all the required data together as well as the best way to structure the code.
The custom table DAC is
AUSerialTrack
Not necessarily the answer to your question but to long for a comment.
As an alternative, what if you set your Serials tab view to the Ship Line Split table without dealing with a custom table. You could get the information you needed with something like this: (need to convert to your BQL view for your serials tab)
SELECT [ship].[CustomerID],
[ship].[ShipmentNbr],
[split].[InventoryID],
[split].[LotSerialNbr]
FROM [dbo].[SOShipLineSplit] split
INNER JOIN [dbo].[SOShipLine] line
ON [line].[CompanyID] = [split].[CompanyID]
AND [line].[ShipmentNbr] = [split].[ShipmentNbr]
AND [line].[LineNbr] = [split].[LineNbr]
INNER JOIN [dbo].[SOShipment] ship
ON [ship].[CompanyID] = [split].[CompanyID]
AND [ship].[ShipmentNbr] = [split].[ShipmentNbr]
INNER JOIN [dbo].[InventoryItem] i
ON [i].[CompanyID] = [split].[CompanyID]
AND [i].[InventoryID] = [split].[InventoryID]
INNER JOIN [dbo].[INLotSerClass] c
ON [c].[CompanyID] = [i].[CompanyID]
AND [c].[LotSerClassID] = [i].[LotSerClassID]
WHERE [c].[LotSerTrack] = 'S'
AND [ship].[Confirmed] = 1;
Then when the user goes to the tab its always the current results. No custom code to fill in a custom table so easier for upgrades/customization maintenance.
It may be I'm still thinking in the Linq2Sql mode, but I'm having a hard time translating this to OrmLite.
I have a customers table and a loyalty card table.
I want to get a list of customers and for each customer, have a list of express cards.
My strategy is to select customers, join to loyalty cards, group by whole customer table, and then map the cards to a single property on customer as a list.
Things are not named by convention, so I don't think I can take advantage of the implicit joins.
Thanks in advance for any help.
Here is the code I have now that doesn't work:
query = query.Join<Customer, LoyaltyCard>((c, lc) => c.CustomerId == lc.CustomerId)
.GroupBy(x => x).Select((c) => new { c, Cards = ?? What goes here? });
Edit: I thought maybe this method:
var q = db.From<Customer>().Take(1);
q = q.Join<Customer, LoyaltyCard>().Select();
var customer = db.SelectMulti<Customer,LoyaltyCard>(q);
But this is giving me an ArgumentNullException on parameter "key."
It's not clear from the description or your example code what you're after, but you can fix your SelectMulti Query with:
var q = db.From<Customer>()
.Join<Customer, LoyaltyCard>();
var results = db.SelectMulti<Customer,LoyaltyCard>(q);
foreach (var tuple in results)
{
Customer customer = tuple.Item1;
LoyaltyCard custCard = tuple.Item2;
}
I need some help sorting out some syntax for an update to a list item in sharepoint from an application. Here's a rundown on the situation :
There are two lists within this sp site. One list is a products list, and the second list is a pricing. The way these lists are setup however are a 1 to many scheme. One product can have many pricing records. The product then has a column against it that is a look up field that supports multiple values.
Using REST and oData I can query and get the pricing information easily enough now, but my problem is when I need to update the products record to add a price.
with regular lookup fields I normally just set the ID property for the object, then call the update and savechanges methods for that list. With the pricing column however supporting multiple records there is no ID to set, and the field is an array of sorts. Adding the pricing object (list item) and updating and savechanges doesn't actually save. No errors are thrown but the then when viewing the list it isn't actually saving.
How can I add a price lookup to my Product?
I wrote a small method to query through each price and add it's initial price to the product below for testing :
InventoryCatalogDataContext dc = new InventoryCatalogDataContext(_pushinTinSvc);
dc.Credentials = CredentialCache.DefaultCredentials;
List<PricingItem> pricing = (from q in dc.Pricing
select q).ToList<PricingItem>();
foreach (PricingItem price in pricing)
{
var query = (DataServiceQuery<ProductsItem>)
dc.Products
.Expand("Pricing")
.Where(p => p.Id.Equals(price.StockCodeId));
List<ProductsItem> prods = query.ToList<ProductsItem>();
ProductsItem product = prods[0];
product.Pricing.Add(price);
dc.UpdateObject(product);
}
try
{
dc.SaveChanges();
}
catch (Exception ex)
{
string stopHere = ex.Message;
}
I'm not sure if I'm doing something wrong or if this is a bug. If I inspect the item after the SaveChanges, the item still has the pricing item lookup attached, showing a count of 1. At the end of the code block, if I re-query for the product, at that point it even still has the pricing attached. But once the method finishes and returns to the UI, the pricing is no longer attached, the fields are empty when you look at the list in sharepoint, but the version does increment. So I'm a little lost...