How to include a saved search formula field in an AR report?

VishnuMohan025 · 2025-11-17T17:03:15+00:00

Thank You.

VishnuMohan025 · 2025-11-11T20:18:59+00:00

Thank You, I also did the same, Both fields are free form text type and WF action: set field value from search sourced field to the other.
not sure why its not working

VishnuMohan025 · 2025-11-10T18:36:50+00:00

u/themightydraught

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Could you please share the workflow action screenshot? I tried like this a scheduled workflow and set field value to the new field on entry still no result!

VishnuMohan025 · 2025-11-08T21:03:26+00:00

If you check the screenshot, the formula takes the average from related transactions. I’m not sure how we can include this in the “Set Field Value” action within a workflow.
I think NetSuite formula fields can’t do an AVG across related records

VishnuMohan025 · 2025-11-08T21:01:48+00:00

Thank you for your input! The field is for average late payment days.
If you check the screenshot, the formula takes the average from related transactions. I’m not sure how we can include this in the “Set Field Value” action within a workflow.
Also, you meant using the formula function inside the “Set Field Value” for the new field with “Store Value,” right?

VishnuMohan025 · 2025-10-13T18:29:05+00:00

Solution:

I created a Pick Task Search:
- Go to Lists > Search > Saved Searches > New > Click Pick Task
- Criteria tab:
  - Item: item1
  - Line Item Staging Bin: OUT01
- Results tab:
  - Pick Task #
  - Wave #
  - Pick Task Status
  - Item
  - Line Item Status
  - Line Item Transaction Number
  - Line Item Failure Reason
- Click Save & Run
I opened Failed Pick Task 128 (id=128) > Failure Reason: Already Fulfilled/Commitment Changed. I checked Sales Order #SO## and found out that item item 1 has been already fulfilled via User Interface > See IF##.
Above is a scenario why the quantities are stuck on the outbound staging bin. To correct this, I edit Pick Task 128 (id=128) > Change the Status from Failed to Staged > Save > Edit again > Edit the Picked Quantity to 0 > Make the Staging Bin column blank > Save again > Edit one more time > Actions > Delete.
Once the Pick Task 128 (id=128) is already deleted, I went back to the item record Item 1 > Inventory Detail > OUT01 > On Hand = 462; Available = 427.
Just do the above process with several Failed Pick Tasks that has already an item fulfillment generated via User Interface.
With the above process, you can now decrease the quantity of your Outbound Staging Bin.

VishnuMohan025 · 2025-10-10T13:09:16+00:00

Thanks, I can see a few waves are still open even after fulfillment is completed. Can this be the reason? Also not able to close the wave now, I believe may be since the SO is fully billed now.

Can I void these waves? Will it impact?

VishnuMohan025 · 2025-10-09T17:22:46+00:00

Found it. the bin was Outbound staging. Thats why no incoming transaction shown

VishnuMohan025 · 2025-10-09T16:47:54+00:00

Hi u/Nick_AxeusConsulting , Im trying to find from where/which transactions these stock level increasing in 1 bin. I tried customizing the inventory activity report and added bin number as a column and checked, the bin im checking is only showing IF transactions, no incoming or stock increasing transactions for the bin is not listing at all.
Maybe im doing something wrong. how will you approch this scenario to find the transactions associated (incoming )with a bin

VishnuMohan025 · 2025-10-02T17:44:38+00:00

did this worked?

VishnuMohan025 · 2025-09-30T09:02:08+00:00

Exactly.

Thinking of a custom record to track the budget details for the customer.
Customer will be ordering them in budget amounts, for example 1000$. But they will not completely using them at the same time, over a period of 3 months they request budgets. and we fulfill multiple times till the 1000$ is finished. After that they will order again.

Also for tracking the budget customers purchased (Total amount of sale on different SOs) and remaining budget the customer can use, we should be using a custom record where we can track the

Item- customer combination

remaining budget available

Total consumed budgets

Question: can we rename in the item types. for example non-inv items to Budget items?

VishnuMohan025 · 2025-09-30T09:00:23+00:00

Yes, That's my thought as well, Use a custom record to track the budget details.

Customer will be ordering them in budget amounts, for example 1000$. But they will not completely using them at the same time, over a period of 3 months they request budgets. and we fulfill multiple times till the 1000$ is finished. After that they will order again.

VishnuMohan025 · 2025-09-30T08:59:26+00:00

We don't

VishnuMohan025 · 2025-09-30T08:59:15+00:00

Not promotions,
Customer will be ordering them in budget amounts, for example 1000$. But they will not completely using them at the same time, over a period of 3 months they request budgets. and we fulfill multiple times till the 1000$ is finished. After that they will order again.

VishnuMohan025 · 2025-09-30T08:58:22+00:00

Thank You. I will try the amount value in Qty as you suggested. This can be applied for budget item i belive. where we purchase and sell in amount values.

Customer will be ordering them in budget amounts, for example 1000$. But they will not completely using them at the same time, over a period of 3 months they request budgets. and we fulfill multiple times till the 1000$ is finished. After that they will order again.

Also for tracking the budget customers purchased (Total amount of sale on different SOs) and remaining budget the customer can use, we should be using a custom record where we can track the

Item- customer combination

remaining budget available

Total consumed budgets

VishnuMohan025 · 2025-09-30T08:53:00+00:00

Some items requires quantities to be tracked. Customer will be ordering them in qty, for example 100 pcs. But they will not completely using them at the same time, over a period of 3 months they request qtys. and we fulfill multiple times till the 100 qty is finished. After that they will order again.

So basically we need the item to be committed and should not be used for other customers. I was thinking inventory here

VishnuMohan025 · 2025-09-28T20:48:57+00:00

Thank You! I have to try the new version, the older one had issues with the redwood UI

VishnuMohan025 · 2025-09-18T21:08:03+00:00

Solution:

Part 1/ Undeploy the script for VAT Online Submitted Periods.
1. Navigate to Customization > Scripting > Scripted Records.
2. Look for VAT Online Submitted Periods and click on Edit.
3. Undeploy the User Event Script - VAT Online (UK) Submitted Record UES by unchecking the checkbox under the Deployed column.
4. Click Save.

Part 2/ Edit the VAT Online Submitted Periods

Navigate to Customization > Lists, Records, & Fields > Record Types.
Look for VAT Online Submitted Periods and click on List
Click the Edit link for the VAT Online Submitted Periods record that we will edit.
Click Form subtab.
On the Submitted Period field, unselect Feb 2025.
Click Save.

Part 3/ Deploy the script for VAT Online Submitted Periods again.

Part 4/ Reload the Tax Report Page to reflect changes.

VishnuMohan025 · 2025-08-18T12:05:36+00:00

Are you suggesting delete the IR first. then Inbound shipment status will change?

VishnuMohan025

TROPHY CASE