204 results total
Browse practical NetSuite answers in Saved Searches & Formulas, filtered by topic, audience, and difficulty.
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NetSuite uses {discountamount} for line-specific discounts and {transactiondiscount} as a flag for transaction-level discount lines. The actual discount value for transaction-level discounts is found in the 'Amount' field…
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Standard NetSuite saved searches do not support multiple levels of grouping. To achieve this functionality, users must utilize NetSuite's reporting features or develop a custom Suitelet. These alternatives…
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To add a State/Province filter to a NetSuite saved search, edit the search to include a Formula (Text) field for {state} in Criteria, Results, and Available Filters. Configure…
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To apply additional filtering to NetSuite saved search results, configure a 'Summary Type' (e.g., Maximum) on the 'Summary' subtab. Define a 'Formula (Numeric)' field with a 'Description' of…
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While direct date range inputs may not always appear on NetSuite dashboard portlets, users can leverage available filters on saved searches or click through to the full search…
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To calculate Annual Contract Value (ACV) on NetSuite line items, create two custom date fields for the line item to capture the start and end dates. Subsequently, implement…
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To calculate the back-ordered quantity for a Sales Order in NetSuite, use the formula: `{quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0)`. This formula subtracts the quantity already shipped or received and the quantity committed…
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To calculate the fiscal year start date in a NetSuite saved search for a non-calendar fiscal year, use a custom formula. This formula dynamically determines the fiscal year's…
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To calculate Gross Profit Percentage in NetSuite, ensure all income and cost components are summed. The formula handles cases where income is zero to prevent division errors, returning…
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To calculate the months between a customer's last and second-to-last sale, use the MONTHS_BETWEEN function. This involves identifying the second-to-last transaction date using DENSE_RANK() partitioned by customer name…
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To calculate percentages of summarized columns in NetSuite saved searches, use SUM(CASE WHEN ... THEN {Amount} ELSE 0 END) constructs for both the numerator and denominator. This approach…
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To calculate rolling 12-month sales in NetSuite saved searches, use specific CASE WHEN formulas. These formulas evaluate transaction dates against a rolling 12-month window and sum the amount…
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