I want to get data from Reports-->sales-->Sales by Item Summary in netsuite.Can some one help me how to do this? Which type of record i have to request?
i´m having sales order report contains item,desc,qty and total revenue fields.i need to get these fields values to my application.How to do this integration? Is it possible can we get data from report like standard objects?
If you can get the same result using a saved search - create that saved search. Using a webservice call you can use 'Search' object to get the result from that saved search (parameter supplied is the value from saved search in the UI).
Related
I cannot see a way to do this natively, but essentially I would like to tap into the version history for a specific field value to calculate the difference between the current value and the last entered value.
Scenario:
Business user will update a numeric value in a column for each list item once a week to a cumulative amount. (i.e. Sales made to date)
I am currently able to see in the version history what the last entered value was, who entered it, and when it was entered. I want to know if there is a way to access this information in the form of a calculated column to find this difference (i.e. sales made this week). The solution I am thinking is adding another column for "Total Sales Last Week" and have the user manually update that when they update "Total Sales This Week" then have a calculated column to just subtract these values. However, this seems tedious since the information is already in Sharepoint. If there is a way to do this either with a calculated column, PowerAutomate flow or another method please let me know.
It is not possible to capture the Version History using calculated column. REST API is the only option that will be helpful to fetch these details. Considering this, there are two solutions that I can suggest here:
Using REST API
Create an additional column in your list and update it with the data that you will capture from version history using SharePoint REST API. Here, Rest API will be used to fetch the version history and also to update the list item.
As a trigger event to execute this code, Either you can setup a button on the page (if using any custom screen) or set this to execute periodically.
Using REST API in Power Automate (Recommended)
Power Automate/MS Flow doesn't provide any direct connector to fetch the version history but you can use the HTTP request connector which will help you to execute the SP rest call to fetch the version history.
Once you have version history data from your HTTP request call, you can use that to update the column in your list using the same power automate in next action.
This solution will be more useful as you don't need to setup any trigger event as mentioned in the first solution but instead of that you can simply configure this Power Automate to run as and when list item is updated and you will be having immediate result in your list.
You can refer to this link to check how to get data from HTTP request using Power automate and you can also refer to this link which will help you to understand how to get version history using SharePoint rest API.
I hope this will be useful information for you to achieve your goal.
We are building out the ARM module of Netsuite and our director of Accounting would like the Contract Start date on the header level to be populated with the earliest Term Start date from the line items on the sales order.
I'm just starting this project and am new to Suite Script. I'm hoping to get pointed in the right direction and work f rom there.
To filter earliest date from lines, you first need to fetch all the dates which can be done using record.getSublistValue which requires a set of parameters which you can find here. Once you have filtered out the date, you can set it on body field using record.setValue and you can find its documentation here.
To get the record, it depends on which script-type you are working on, like if you are sripting in User-Event, you will receive newRecord in its script parameter. Whereas if you are working on some scheduled/map-reduce script, you might have to load the record using record.load from N/record module.
You can also do this in the UI without SuiteScript.
Create a saved search with results as Term Start Date with a summary of Minimum.
Add any criteria that you may need (such as Term Start Date is not empty)
Add a filter of Internal Id.
Create the custom field, and under Validation and Defaulting select the previously created saved search. Make sure that stored value is checked off for the custom field!
Look into the article "Creating Custom Fields with Values Derived from Summary Search Results" in the help center for more information!
I am familiar with creating custom sublists on NetSuite forms by creating a Saved Search and on the Available Filters subtab, adding at least one available filter from a List/Record type field. If you don't use a List/Record type field as the first Available Filter, the saved search is not available to assign as a sublist.
Is there a workaround to add a save search as a custom sublist filtered by a Free-Form text field? Is there a way to achieve this using SuiteScrpt? Specifically, I want to use the otherrefnum field on sales transactions to filter a search that shows all other transactions with that otherrefnum. Any help is very much appreciated!
Saved search as custom list can be added to a form only with a List/Record field, since this is the Primary/Foreign key that the join is based on.
I think that the only way to add a saved search sublist that will be filtered by a free-form text is via a script.
You can do it by manually performing the search and generating the sublist on the beforeLoad of the relevant user event.
Just keep in mind that performing searches that are filtered by free text are very heavy and might have significant impact on performance and the loading time of the form.
I can create a saved search and make it a sublist and search on OtherRefNum
In the search definition add criteria to filter to the mainline.
For the available filters select PO/Check ID
go to a customer and select that search for the sublist view.
here's the bug: Now refresh the page and your filter is available.
The results are automatically filtered to transactions for that customer.
If you are trying to make a general search for OtherRefNum do you know that you can just enter it into Netsuite's global search (top of the page) and all transactions that have that value will be returned?
There is no speed penalty for doing a free text search on otherrefnum. It is an indexed field and searches on it are very fast.
Does anyone know how I can retrieve the NUMBER OF ITEMS in a category in netsuite?
I'm hoping for a getAttribute tag of some sort. I need the count of total items in order to create a pagination string url.
The simple method is to create a saved search with the criteria/filters you need.
You can create saved search either programmatically or by using the tools available in netsuite.
The length of the result of saved search will show the total NUMBER OF ITEMS.
NOTE : If you want, you can retrieve the entire details of each product from saved search results.
I am trying to append records in an MS Access table (I am using Access 2010, but can use 2007 if need be) into a linked SharePoint list.
There is an attachments field (when viewed from Access), but I am not concerned with appending these.
The SharePoint list has a few lookup fields, that in design view are of the Number format. Upsizing to SQL Server, I can confirm that they are numbers (and I assume the Id for the related SharePoint list object).
I copied the structure of the SharePoint list and pasted into a MS Access table, and then filled in a few sample records
I used the query wizard to select all of the fields of the Access table (minus the Access table's autonumbered ID and attachments), click "Append", and then selected the SharePoint list.
If I run this query, I get the error that X record(s) were not appended due to validation violation reasons, which is all of them. I've checked all field definitions and none are defined as required or have a validation constraint.
The only thing I can think of is that there is some issue with the Lookup fields, but each number Id I've checked is a valid Id.
I'm hoping for a MS Access solution, but if the only approach is to programmatically do it, could someone send me directions on how to get started with the SharePoint 3.0 SDK?
Thank you for your time.
Lookup columns are not number type even your parent items are of number type reason behind lookup column always attaches the item id of parent item.If you want to see the data in access kindly use the "export to Access" functionality available in datasheet view
I have linked to a SharePoint table, then appended directly to it from a query.
My issue is that this process takes a very long time to push up to SharePoint, then 2 times as long when first I need to delete the records currently in the list before appending.
Is there a better way to blow out and create the table while preserving the link since it is not an Access object?
Anyway I hope this may help you out some and get me some insight as well.
Regards.