I've been asked to search NetSuite for customers that, due to a bug, may have been invoiced on a weekly frequency instead of a monthly frequency despite being set to a Monthly Billing Frequency on their Contract Line.
I've started with a customer search and have gotten this far:
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
I know how I'd approach this in SQL, but I'm lost in NetSuite. I'm assuming it would be some kind of Formula involving Transaction : Date, but despite searching around I can't figure out how to build this. Can someone point me in the right direction please?
It should be a "customer" search with:
Columns:
Field->Name; Summary type->Group
Field->Transaction:Date; Summary type->Group; Function->Month
Field->Transaction:Internal ID; Summary type->Count;
Standard filters (Criteria->Standard):
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
Summary filters (Criteria->Summary):
Summary type->Count; Field->Transaction:Internal ID; Description-> is greater than 1
This will give you all problematic customers month by month, and will have nice drill-down when you click on customer name (you will be able to see all invoices in the specific month.
Another option is:
Columns:
Field->Name; Summary type->Group
Field->Transaction:Internal ID; Summary type->Count;
Standard filters (Criteria->Standard):
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
Transaction : Date is within this month
Summary filters (Criteria->Summary):
Summary type->Count; Field->Transaction:Internal ID; Description-> is greater than 1
Related
I've been reading though the Stripe documentation but can't figure out if it's possible to have a single promotion code for multiple products, to give a 1-month discount, for products which have both monthly and yearly pricing.
Our product setup is like this:
Basic tier product
Monthly price (upsells to yearly price)
Yearly price
Plus tier product
Monthly price (upsells to yearly price)
Yearly price
I’d like to set up a single promotion code to give to customers, to discount the price of one month, regardless of the product they choose and whether they select monthly or yearly billing.
If I set up a 100% discount coupon then I can apply it to both products, but then if the user chooses annual billing, it discounts the price of the entire year (we only want to discount the price of one month).
If we set up fixed-amount discount coupons, then I'd need to create different promotion codes for each product (we only want to give customers a single code).
Maybe this simply isn't possible with Stripe, but it seems like quite a reasonable/common use case, so wanted check.
Any help much appreciated!
Unfortunately this is not possible with a single Stripe coupon. You would need to create at least two different coupons: one for the basic tier product worth one month, and one for the plus tier worth one month.
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
I use Power BI to retrieve & visualize sales data from Business Central and so far I did not find any ways to:
retrieve revenue gross on line level (per invoice and item number) of my posted sales invoice
retrieve revenue gross on header level (invoice number) of my posted sales invoice
retrieve VAT on line level (per invoice and item number) of my posted sales invoice, in order to calculate the revenue gross based on the revenue net
Anyone with an easy solution (i m sure there is one as it seems to be a fairly classic request)???
Best and let me know if you need any extra info,
Kevin
There's an 'Amount' and 'Amount Including VAT' column on the Sales Line table, those should give you everything you need.
Annoyingly these are not on the 'Power BI Sales List' query/web service as default, nor the Sales Lines page. If you're a BC developer you could write your own extension to publish a better query.
If not, there is a 'Sales Document Line Entity' page (6403) which includes them as 'Amount' and 'AmountInclVat'. This page is published by default (in SAAS at least) as the 'workflowSalesDocumentLines' web service and you can access it from PowerBI, you will probably want to also include workflowSalesDocuments, the two are related on a composite of Document Type AND DocumentNumber, so that's another challenge for you!
There are a bunch of separate services and addons for Stripe that will calculate monthly revenue recognition numbers from >1 month subscriptions (e.g. yearly plans).
However, with the arrival of Stripe Sigma, can anyone help on an SQL query that would identify all customers, their subscription period, and charged amount
I'm looking for these fields, at least:
Customer ID
Subscription ID
Subscription start date
Subscription end date
Currency
Charged/paid amount (the upfront payment)
Thanks!
Sharing my first attempt at this
select distinct
invoices.customer_id as customer,
invoices.id as stripe_invoice,
invoice_line_items.period_start as subscription_start,
invoice_line_items.period_end as subscription_end,
date_trunc('month', invoice_line_items.period_start) as recognition_start,
date_add('month', -1, invoice_line_items.period_end) as recognition_end,
invoices.currency as currency,
(invoices.amount_due - coalesce(invoices.tax, 0)) / 100.0 as collected_amount_excl_tax
from invoices
left join invoice_line_items
on invoices.id = invoice_line_items.invoice_id
where invoices.amount_due > 0
and paid
and date_diff('day', invoice_line_items.period_start, invoice_line_items.period_end) > 31
order by invoices.customer_id, invoices.id
Then using a spreadsheet to calculate deferred and recognized every month.
Would love some feedback on what I'm missing / forgetting
In Acumatica, I'm trying to build a generic inquiry related to budgets. What table has the budget per month data?
I have gathered the YTD information from the 'GL Budget Line' table. But I need further information.
Please help. Brandon
The amounts allocated for each particular period may be found in the GLBudgetLineDetail table (and through the corresponding DAC). Each record in this table presents data for a particular Account, Subaccount and Financial Period.
The columns that may be of particular interest for you are Amount and ReleasedAmount. The first one stores the editable budget amount - that is actually what user edits through the Budgets screen. The second reflects the released amount of budget for the period, account and sub - this field is populated with the value of Amount during the budget release process.