I'm trying to create a saved search that will give me the subtotal as seen in the summary field on a Netsuite transaction. This is usually very doable but in this case, when I do a sum on the amount of items sold, it is giving me the subtotal minus the coupon discount. As you can see in the screen grabs, the Subtotal field has an id of 'subtotal' but that isn't in the list of choices and if I try to pull that field into a formula, I get an error that the field does not exist.
Netsuite Summary Block:
Netsuite Subtotal Field:
Netsuite Discount Field:
Any help would be greatly appreciated.
In a Netsuite's saved search, there is not a single field to access subtotal amount.
Instead, add a Formula(Currency) column in the search as:-
Formula (Currency) =
nvl({totalamount},0)-
nvl({discountamount},0)-
nvl({taxtotal},0)-
nvl({shippingamount},0)
This calculates the subtotal as shown in the summary section of a transaction.
reference:-
SuiteAnswer ID: 76161
Related
We have a saved search in place that displays date of first order and last order by customer & item within a given date range. For example - Looking at sales for May 2022 - today, it shows the item, the customer, the date they first ordered the item, and the date they last ordered the item.
I am now also trying to incorporate the quantity ordered on the first order.
crietera
results
I've tried the following, but keep getting an invalid expression. Can anyone advise on how I might be able to display the qty on the date of the first order?
MIN(CASE WHEN {custbody_reporting_ship_date} THEN {quantity} END)
and
CASE WHEN (MIN({custbody_reporting_ship_date})THEN {quantity} END)
I think this can't be achieved in saved search via simple formula. You may want to try below, what I will do is try to record the first and last order id in the customer record, then from customer saved search you can source from these order fields to the order details.
Create 2 custom entity fields applied to customer
first order id => Type:List/Record => List/Record:Transaction
last order id => Type:List/Record => List/Record:Transaction
Create 1 saved search to get the first order id per customer
Similar to the one that you created, the result field just need the customer internal id and min(document number) and filter need to add customer.internal id
Create 1 saved search to get the last order id per customer
Similar to the one that you created, the result field just need the customer internal id and max(document number) and filter need to add customer.internal id
Create 2 scheduled workflows, to update the first order id and last order id fields in respective customer record.
Create your first and last order customer Saved Searches using the 2 custom fields to source for the order details.
Not sure if this help.
I'm trying to create a saved search that groups invoices by amount in buckets of $1,000. Then I would like to count the number of invoices in that range.
What I have tried is creating a grouped text formula with the formula TO_CHAR(ROUND({amount}, -4)) and then another column that is the internal id with the Count summary type. This would work but NetSuite says the formula text column cannot be grouped, presumably because it uses the amount field in the formula.
Does anyone know of an alternate way that I can accomplish this?
If I understand well your needs,
The current formula, group all the transaction from 0 to 4999 together, ...
I have updated it to group all the transaction from 0 to 999, then 1000 to 1999 and so on:
a text formula with the following:
(count/* comment */(ROUND(TRUNC({amount},-3),-3)) OVER(PARTITION BY (ROUND(TRUNC({amount},-3),-3)) ORDER BY (ROUND(TRUNC({amount},-3),-3)))
I am Counting on Distinct ID's in a column - this is leading to the sum of the subtotals not equalling the grand total as follows:
What I want to do is rank the Payment Dates in cronological order and select ONLY the highest date to display. In the example above the Grand Total won't change, but the Townville row will not show a Distinct Student Count.
This is a very specific requirement and I'm assuming there's an easy way to do it in DAX - I've tried playing around with both RANKX and MAX but am no closer to solving this.
One last thing - the Rank must be contextual to the Time Filter selected by the user (so if they select 2015 it'd give the second record Rank 1 and the top record wouldn't show. If they select May 2015 it'd give the top record Rank 1 and the second record wouldn't show)
I think this is what you are looking for - I added a calculated column to the PowerPivot model that provides a rank based on the Last Payment Date and the Name of the Student. It will rank the earliest payment for any student as a 1.
The code for the column is as follows:
=RANKX(FILTER(Table1, [Student Name] = EARLIER([Student Name])), [Last Payment Date])
... assuming your table is named "Table1"!
The FILTER is the key that limits the ranking to dates belonging to students with that name only.
Update for Multiple tables
To set up relationships between the tables, go to the "Diagram View" of the model, available in the Home tab of the Power Pivot window.
You can drag fields from one table to the other to create relationships. This will only work if at least one of the fields is unique - it's a good idea to think of the model as a dimensional model, with a tables that acts like a fact and other tables around it that act like dimensions.
From the comment, I would try to get the Payments to act like the fact, and have it link to the Community and Student tables. in this case, you could then have the following code:
=RANKX(FILTER(Table1, Related('Students'[Student Name]) = EARLIER('Students'[Student Name])), [Last Payment Date])
This calculated column would be on your Payments Fact table, and it uses a lookup to a related field.
Note that in this specific case, it would be easier to just run the filter over your Student ID field that is used to lookup the Student name.
Can I create a saved search in NetSuite to display divisions and regions of customers?
I am trying to get division and regions off a saved search i.e. division and location of customer's transactions in a saved search.
You can write a search with following criteria
1) Customer : internalid anyof CUSTOMER_INTERNAL_ID
2) Mainline is T
3) Type anyof Sales Order, Cash Sale, ANY_OTHER_APPLICABLE_CUSTOMER_TRANASACTION
In the search column add
1) Department with summary type Group
2) Location with summary type Group
Remove any other search columns from the result as adding unwanted fields with incorrect grouping will lead to duplicate results
If you want to get departments and columns of all customers within a single search you can remove filter #1 and add a search column customer with summary type as group
I am trying to pull the PO Rate in a Saved Transaction search. This is a built in field on the Sales Order. When I pull it in to the search, it shows no data for Sales Orders that clearly have it if you go to the record. I have tried pulling it by selecting the Field and by using a formula to pull the Field ID (porate). Nothing seems to work. These are Sales Orders without a PO at this time, but the Po Rate field is populated and we need it extracted.
We need this for an upload of data. I know this seems like an easy task - and we thought it would be. Anything you can advise is appreciated
If the line item has "Created Po" i.e. it has special order lines or Drop ship line items , the field "Po rate" has value and it does gets pulled into Search Results.
Also, there are extra lines in search results for shipping and taxes which will not have "Po Rates". Also, you may want to apply filter mailline is false, as porate is line item field