Thursday, September 27, 2018

Show the Amount (Net of Tax) if Amount is Zero in Searches

Symptoms/Details of Business Requirements/Any Additional Information:

1. Amount (Net of Tax) is found on the line items of transactions therefore when saved searches are set to have Main Line set to True, this field will not show up with an amount. The results of the field will be NULL.
2. Amount (Net of Tax) also have a NULL value if the Amount (Tax) is $0.00
 
Solution/Workaround/Gotcha/Recommendation Details:
 
1. Enhancement # 162544 has been filed for this limitation
2. Suggested work around is to create a formula sql on the saved search to change the NULL values to $0.00
 
---Go to Transactions > Management > Saved Searches > New
---Select Transactions
---On the Criteria tab > Standard subtab 
---Add the following criteria :
a. Type : Any of Tax Invoice, Credit Memo
b. Item : Type = is None of Description, Discount, Sub total
c. Amount = Is not 0.00
d. Tax line = False
e. Shipping Line =False
f. Date : is within 01/01/2011 to 01/31/2011

---On the Results tab set the summary type of the following fields to GROUP

a. Date
b. Type
c. Number
d. Name
e. Shipping State/province
f. Shipping City

---On the Results tab set the summary type of the following fields to MAXIMUM

a. Formula (Currency) = nvl({netamountnotax},0)
  - put Summary label = Amount Net of Tax
b. Formula (Currency) = nvl({taxtotal},0)
  - put Summary label Amount Tax Main
c. Formula (Currency) = {total}-{shippingamount}-nvl({taxtotal},0)
  - put Summary label = Subtotal
 
Note: The solution provided is just a temporary fix and should not replace the supposed behavior of the system. Affected users are encouraged to call NetSuite Support should they encounter the same problem or if the temporary fix does not work for them.

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