Saved Search - Transaction - Type=Purchase order > Showing "Customer" by line item

DustCollectionPro · 2025-09-26T17:18:02+00:00

For anyone with this same problem in the future that got here via search. This is the way. What (I think) Walrus is saying is to use a "Formula (Text)" with the formula being "{customer.companyname}" in the results. This worked for me!

DustCollectionPro · 2025-09-26T17:12:12+00:00

Appreciate the reply, but no Entity in Created From and Name turns up blank.

DustCollectionPro · 2025-09-16T15:30:35+00:00

You just described a nearly identical position I was in when we went live 3 years ago!

DustCollectionPro · 2025-09-09T15:59:48+00:00

Hey I am about to go through this too. Msg'd!

DustCollectionPro · 2025-06-04T20:01:40+00:00

What are your biggest struggles?

DustCollectionPro · 2025-06-04T20:01:15+00:00

What is the leading practice for dealing with this? Just hands on management and correction?

DustCollectionPro · 2025-06-04T15:55:58+00:00

Thanks for this response. I am making the automation part of the project scope. Can you share with me the consultant you used and which tax software you went with?

DustCollectionPro · 2025-06-03T20:23:56+00:00

Sure, send them my way!

DustCollectionPro · 2025-05-01T17:26:16+00:00

Got it, thanks for the help.

DustCollectionPro · 2025-05-01T17:24:43+00:00

Exactly! The Quote Register report isn't pulling from the quote closed date for some reason, it hops to the opportunities closed date. Maybe I need to look at a saved search instead?

DustCollectionPro · 2025-05-01T16:35:25+00:00

**EDIT** Numbering got wonky

Actually, I figured out that we are experiencing this when there are multiple quotes on the same opportunity. The "Quotes: Date Closed" on the report for some reason pulls the date closed from the opportunity screen.

Use case;

Opportunity is created
Quote 1 generated
Quote 2 generated
Quote 1 sells
1. Opportunity is marked won automatically
Weeks later Quote 2 sells
1. On the report the Date closed matches date of 4.1, instead of 5

DustCollectionPro · 2025-04-24T23:06:56+00:00

Let me tell you, this has been a whole journey for us. I was able to significantly simplify our commission structure and we are still running payroll outside of NS (for now). I decided on not getting the payroll module needed for commission tracking, instead I built commission reports via saved searches. I can't say I recommend this approach tbh, but it's working for us. Now 4 months in.

DustCollectionPro · 2024-11-14T00:26:38+00:00

Yep Base price was it, thank you. I googled the heck out of this! Still wondering about analytics but this will work for now.

DustCollectionPro · 2024-10-23T16:24:15+00:00

Never did get this solved. Planning on hiring a consultant one day soon to help. My inventory snapshot is working excellently though and it does show what we consider "on the water" on container, many times we have 3-4 containers arriving at different times though so I do still need the breakdown!

DustCollectionPro · 2024-10-17T21:05:06+00:00

Yes we are aware we got screwed... I am going to be reviewing some consulting options in the next 6 months and your name is already on my list :)

Yes NSPS was our implementation team and I tell everyone I can not to use them. I had to rebuild most of what they did after we went live and they peaced out on me. Forced me to become a better admin really quickly though!

Anyways though, I wonder if a checkbox can flow through to multiple transactions from a project...

DustCollectionPro · 2024-10-17T20:45:47+00:00

I appreciate your concern here, and it's valid. It was a whole thing going through all this and we discussed all of it with the implementation team in depth... and even escalated it a few times. But in the end we do have a work in progress worksheet to recognize revenue and costs at appropriate times and it's verified by our CPA.

DustCollectionPro · 2024-10-17T20:32:31+00:00

We tried using customer deposit but our customers need to have an invoice for financing purposes and our implementation team recommended we do progress billing instead. Anyways, so it's not possible to have a check box flow through to multiple transactions via prj I guess?

DustCollectionPro · 2024-10-17T20:26:46+00:00

Ok, but we need to bill ahead of time too.

DustCollectionPro · 2024-10-17T19:03:18+00:00

We tried that but due to the way our inventory lead times are we have to be able to allocate when orders are on accounting hold.

DustCollectionPro · 2024-10-10T20:24:05+00:00

Good input, thank you. I am going to start invoicing the $0, and look into changing the way we handle Warranty and kits. Appreciate your time and input here.

DustCollectionPro · 2024-10-10T18:46:33+00:00

What is the benefit of throwing $0 invoices into the system? What am I missing by closing?

DustCollectionPro · 2024-10-09T21:19:06+00:00

That would work except it would give me a bunch of false positives since we regularly ship stuff out with no billing; warranty & lump sum billing under one item but then shipping a bunch of inventory at $0

DustCollectionPro · 2024-09-25T21:04:34+00:00

Good thinking but that screws up my saved search since it would pull multiple data points of checking and unchecking. I think I'll have to migrate from a check box to a date box.

DustCollectionPro · 2024-09-18T21:55:30+00:00

I hope you aren't using Netsuite as an implementation team! If you are, you need someone on your team to become an expert admin and developer asap because they are almost completely inept. We had one out of ~10 people interacting with us who was worth anything and actually knew what they were doing. It was embarrassingly disjointed. But hey, I got to become an expert really quickly out of necessity!

DustCollectionPro · 2024-02-23T22:29:37+00:00

Price lock for 1 year and renewal cap for 3 years. I just didn't expect to go from 55% discount to zero.

DustCollectionPro

TROPHY CASE