I have a standard netsuite report which shows GL r...
# ask-stanley-ai
m
I have a standard netsuite report which shows GL report detailed. I want to find a way to sort it by the most recently created and approved
c
AI generated answer (using internal Slack threads):
In order to sort a standard NetSuite GL report by the most recently created and approved, you would need to customize the report and use a combination of formulas and joins. Firstly, you can use the system notes join to track the changes in the document status from 'Pending Approval' to 'Approved for Posting'. The 'Set By' field in the system notes would indicate the person who approved it at the final stage. Here are the formulas you can use: 1. To get the date when it was approved:
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CASE WHEN {systemnotes.field} = 'Document Status' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.date}, 'MM/DD/YYYY HH:MI:SS') END
2. To get the name of the person who approved it:
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CASE WHEN {systemnotes.field} = 'Document Status' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.name}) END
3. To get the most recent 'Set By' field:
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max(to_char(substr({systemnotes.name},1,4000)))keep(dense_rank last order by{systemnotes.date})
4. To include any further edit:
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TO_CHAR({systemnotes.date}, 'MM/DD/YYYY HH:MI:SS')
After you have these fields, you can sort the report by the date field in descending order to get the most recently created and approved transactions at the top. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823742092
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822382867
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820889175
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m
where do you put formula field in the customise report ?