Monday, 24 October 2016

NetSuite - Create a search that will show a count of customers created this month and also a count of customers inactivated the same month

To create a saved customer search which will show you the count of customers created this month and customers inactivated this month on the same search, follow the steps below:1. Create a customer search, List > Search > Saved Searches > New > Customer.2. On the Criteria Tab, mark Use Expressions = TCriteria:( | System Notes: Date is within this month | And    System...
Share:

NetSuite - How to create Saved Search to Identify and Count on One Report the Lead, Prospect and Customer Record per Sales Rep

1. Create a Customer Saved Search2. Navigate to Lists > Searches > Saved Searches > New > Customer 3. Set the following settings:     a. Criteria Tab > Add Filter: Inactive = is False     b. Results Tab > Sort by = Id > Add Field:          *  ID         ...
Share:

Sunday, 23 October 2016

NetSuite - How to create a Daily Sales Report

1. Navigate to Reports>Sales>Sale by Customers>Customize. 2. Under Edit Columns, expand Sales > Add Amount (Gross). 3. Add in five columns for Amount (Gross) and set the last column as: Alternate Date Range Type=Relative to Report date Alternate Date Range = today 4. On the other Amount (Gross) Columns, use the following: Alternate Date Range Type=Relative to Report date Alternate...
Share:

NetSuite - How to create Opportunity Saved Search Similar to the Total Open Opportunities Report with System Notes Columns Displayed

This article discusses creating a saved search that contains details provided in the Pipeline Analysis of Open Opportunities and adding the information from system notes to show changes made and its date. The Pipeline Analysis of Open Opportunities gives information about opportunity deals that are approaching their expected close dates and which opportunities sales reps should close to winning....
Share:

NetSuite - How to Create a Case Saved Search to List Cases Closed Within Specific Number of Days After Created Date

To create a Case Saved Search to list cases with Date Closed within 2 days to 7 days after Created Date: 1. Navigate to Lists > Search > Saved Searches > New 2. Click Case 3. Enter a Search Title 4. Under Criteria > Standard subtab, add the following: Status is Closed Formula (Numeric)   Formula...
Share:

Saturday, 22 October 2016

NetSuite - How to Create a search which would count the number of Estimates created per month per Customer

To create the search, perform the following steps: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Transaction. 3. Provide a Search Title. 4. In the Criteria tab > Standard subtab, add the filters as needed: Type is Estimate 5. On the Results tab > Columns subtab, set the following: Field Summary Type Formula Summary...
Share:

NetSuite - How to create Closed Case Analysis Report : Incident Date vs. Created Date to compute the Time to Close column

Question: How is Time to Close column computed on the Closed Case Analysis Report in Reports >Customer Service > Closed Case Analysis?   Answer: The difference between the Incident Date field and the Date Created field:Incident Date: It is initially the same date as the Date Created. This date can be editable...
Share: