I want to record income against a custcol field via a journal entry in the same way you would do it on a sales invoice. I did it but it does not show on P&L when filtering by custcol field. Why? How do I achieve this?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The issue you're facing might be due to the fact that custom fields (custcol) are not directly linked to the Profit & Loss (P&L) report. The P&L report in NetSuite is primarily driven by accounts, not by custom fields. When you record income against a custcol field via a journal entry, it doesn't directly affect the P&L report. The P&L report will only reflect the account associated with the journal entry, not the custom field. To achieve your goal, you might need to create a custom report or saved search that includes the custcol field. This way, you can filter by the custcol field and see the income recorded against it. Remember to set the custom field to 'Store Value' and ensure it's available at the line level. Also, make sure the custom field is set to show in the relevant forms (e.g., Journal Entry form, Revenue Recognition JE form, etc.). If the custom field is not showing up in your saved search, it might be because system notes fields typically record changes in standard fields. If your custom field is of a type not tracked by system notes (e.g., certain types of sublist fields), it might not appear. You could try using a criteria formula in your saved search, like this:

CASE 
    WHEN {linesystemnotes.customcolfield} IS NOT NULL THEN 'Yes' ELSE 'No' END

This formula will return 'Yes' if the custom field has a value and 'No' if it doesn't. Please note that this is a general guidance and might need to be adjusted based on your specific NetSuite setup and requirements.