Hi. I am trying to figure out how to do a search t...
# accountinga
Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 9:15 PMHi. I am trying to figure out how to do a search that compares the Item Fullfillment transaction date to the Invoice Date to look for discrepancies. Would anyone know if this is possible?
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KevinJ of Kansas
10/13/2021, 9:23 PMPossible yes. Easy no.
KevinJ of Kansas
10/13/2021, 9:24 PMStart with a saved search and join to item fulfillment and invoice that way... But expect major issues with row duplication/multiplication
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 9:24 PMThat is what I was afraid of. So how does everyone verify that the costs and the invoice hit the same month?
Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 9:26 PMOh hey when I addded "Invoice Number" to my saves search it gave me the sales order number. Any idea why it does that?
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KevinJ of Kansas
10/13/2021, 9:27 PMI try not to be too sales pitchy here, but if you like, I can probably spin up a couple versions under a support agreement. This is likely just a few hours of work just between looking at things building them out, and reviewing them with you.
KevinJ of Kansas
10/13/2021, 9:28 PMUnfortunately this one is just hard enough that it's over my do for free threshold.
KevinJ of Kansas
10/13/2021, 9:29 PMInvoice number is probably just another way of saying document number if I'm guessing offhand. I'd have to look at it closer to know
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 9:30 PMI wouldnt mind paying for it. My biller thinks she may have invoiced some sales orders in a different month then the Item Fullfillment date and we have no way to find them. We are new and are really struggling with searches and NS's training was a joke.
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KevinJ of Kansas
10/13/2021, 10:01 PMSeems like Gregory has a suiteanswers article that might be useful for you
KevinJ of Kansas
10/13/2021, 10:02 PMIt has some limitations, like most NS articles, but it does seem to do exactly what you're looking for
KevinJ of Kansas
10/13/2021, 10:03 PMLooks like Suiteanswers ID 81195
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 10:03 PMThanks i will look at it!
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KevinJ of Kansas
10/13/2021, 10:04 PMNot sure if that image works.
KevinJ of Kansas
10/13/2021, 10:05 PMIt'll struggle with multiple fulfillments and multiple invoices - but otherwise should work.
KevinJ of Kansas
10/13/2021, 10:05 PMi.e. 1 SO - Filled 2/3 times, invoiced 2/3 times etc.
KevinJ of Kansas
10/13/2021, 10:06 PMSo feel free to thank @Gregory Jones for that one! I suppose I could have searched in suite answers first haha.
party furby 1
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 10:06 PMThe file link didnt work but I will look at the Suite Answer!
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Gregory Jones
10/13/2021, 10:15 PMThat should get you mostly there...criteria can be added as Formula (Numeric)
case when trunc({fulfillingtransaction.trandate},'MON') != trunc({billingtransaction.trandate},'MON') then 1 else 0 enda
Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 10:17 PMDumb question - where would I type in that code/language? I do not see a place on searches I can free hand stuff
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KevinJ of Kansas
10/13/2021, 10:18 PMa formula numeric.
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Gregory Jones
10/13/2021, 10:18 PMmessage has been deleted
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 10:19 PMThanks! This is why we need help lol
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KevinJ of Kansas
10/13/2021, 10:19 PMThis one is a bit above most typical users - I normally find a IT guy/gal or someone who is ok with the idea of SQL to teach this kind of stuff to at clients.
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Gregory Jones
10/13/2021, 10:19 PMI'm pretty sure everyone that has ever used NetSuite has been in the same boat.
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Amanda Morris CPA CMA CPIM CGMA
10/13/2021, 10:20 PMSo true Greg
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