Thursday 20 October 2016

NetSuite - How to Display Total Opportunities Without Partner Association for Each Month

User needs to  a list of opportunities without a value for Partner. The user prefers to see the result on a per-month basis. 
To  the report:
1. Navigate to Lists > Search > Saved Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:
Filter = Formula Text
Description = is empty
Formula = {customer.partner}
3. Under Results tab > Columns subtab, set the following fields:
Field = Customer
Summary Type = Group
Summary Label = Customer
Field = Formula (Numeric)
Summary Type = Sum
Formula = Case WHEN {customer.partner} is NULL Then 0 ELSE 1 END
Summary Label = Total Estimates Without Partner
Field = Formula (Numeric)
Summary Type = Sum
Formula = DECODE (to_char({dated}, 'MM'), 01, 1,0)
Summary Label = January
Field = Formula (Numeric)
Summary Type = Sum
Formula = DECODE (to_char({dated}, 'MM'), 02, 1,0)
Summary Label = February
Field = Formula (Numeric)
Summary Type = Sum
Formula = DECODE (to_char({dated}, 'MM'), 03, 1,0)
Summary Label = March
5. Click Save & Run.

Note: The result of the search will show the number of opportunities per customer that are not associated with any partner record. The result will display the count in a monthly basis. Additional months can be displayed by following the sample formula given above.
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