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
Related
Our organization runs a daily transaction list (via saved search) to forecast our opportunity pipeline. For this saved search, we set the customer mainline to false to eliminate duplicate values in our search.
I've built a saved search text formula that references the customer sales team, which I understand is a sublist. This sublist doesn't play nicely with my transaction report and results in duplicate values.
What I want to have happen is for the transaction line item to pull in the name of the sales team member who has a sales team role of "team lead". If there isn't a sales team member with the team lead role, then I want the result to be blank. We do not have any sales teams where there are two team leads, so we will never run up against this.
The problem I'm getting is duplicate values. The report interprets my code to mean if a customer has a sales team member with the team lead role, then duplicate that line item as many times are there are sales team members. As an example, I have a customer with 8 sales team members. My code results in 8 duplicate line items and one line item has the name of the team lead while the rest are blank.
Thoughts on how to resolve? Thank you in advance. My code looks like this:
I cannot change customer main line to false, as this is makes it even more complicated. Leaving customer main line as false displays exactly what I need currently, with exception of the name of the team lead.
CASE
WHEN {customer.salesteamrole} = 'Team Lead'
THEN {customer.salesteammember}
ELSE NULL
END
What I'm looking for is one line item for each transaction and simply the name of the team lead on that transaction. Perhaps the answer is to create a custom field, but I'd like to think the solution can be accomodated in a transaction report.
You can set a filter in the Criteria tab to make sure only the lines that you want are returned. In the Criteria tab under Filter, select the Formula (Numeric) option, and set the Formula to be:
CASE WHEN {customer.salesteamrole} = 'Team Lead' THEN 1 ELSE 0 END
then choose 'equal to' in the operator field and put 1 for the value.
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
I am new to NetSuite. I have set up Calculated Inventory Counts and want to set up some reports based on the counts we have done.
I am attempting to set up a saved search for Items so that I can see which individual items were counted during a range of days, how many adjustments were made as a result, etc.
Unfortunately, I don't see a way to sort items by last count date.
I would be surprised if this has not come up before, but I have searched and not found any relevant answers
Any guidance is appreciated.
Thanks
Quick answer to get you started: in the Results tab, scroll down to the bottom of the Field drop-down and you will see entries that are followed by and ellipsis ("..."). These are the available joined tables. You can select fields from there that are not present on the record type that you are searching, but are present on linked records.
For example: the Last Count Date is not a field on an Inventory Count transaction, but is on the Item record instead. Scroll down (as per above) to "Item Fields..." and then select Last Count Date from the pop-up list to include that field on the search.
Can someone help me understand why I get duplicate results on a Contact search in NetSuite only when I include a Customer field as a result column? Below are steps for how I am reproducing this problem.
Create a new Contact search
Add a single criterion: Internal ID is any of 230, 597, 1808
For results, return just a single column, Internal ID
Submit the search. 3 results are returned as expected (screenshot below).
Return to the criteria for the search
For results, add a second column, Customer : Internal ID
Submit the search again. This time six (6) results are returned (screenshot below).
What is incredible to me is not only are there double the number of results, but the results actually appear to be unique based on the fact that the Customer : Internal ID values are different. What causes this behavior?
It depends upon the field you give as result. If you many number of field in the result section, each result field that match your search criteria or filter will be shown irrespective of what is already displayed(ie,duplicates will be shown).
Use criteria to filter it out or reduce the result field
This is a similar interaction to the "main line" criteria on a transaction search. a contact is a record in itself. When searching for a contact it returns a singular one. As soon as you tell it to return an internal ID of a related document or customer you will find that sometimes a contact can exist in two places at once. So your second set of results basically says that (for example) Contact 597 is connected to customer 168 and customer 167. Contact records are not the same as a customer record.
Each contact has its own internal id, however, the same contact might show up to different records because NetSuite allows you to attach a contact to more than one customers/sub-customers. Therefore when you add customer: internal id it's pulling out all the customers that have the same contact on their records. You can add another column that shows the customer name/id under results and see if this is what happened.
As the title states, I'm trying to sort a saved item search by how many of each item has been sold. Problem is my search keeps timing out. My problem is probably on the results tab where I'm tying to get the total sold by sum'ing the Transaction:Quantity field. Does Netsuite hold this data somewhere else that I won't need to do any calculations?