Anyone know how to add the field “Start Date” to a...
# general
a
Anyone know how to add the field “Start Date” to a Transaction report?
c
Did you try searching for it in the "search fields" box?
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a
I did! Strangely enough, the field isn't showing for the transaction start date. Only the Accounting Period
c
What type of transactions are you trying to show the start date for?
a
Invoices
c
isnt the Start Date used for SO for future billing?
The Invoice would be a reflection of that billing
s
Which report are you customizing?
a
We renamed this field to suit a clients needs - they won't actually be using sales orders. This is a standard transaction report.
s
Look for the new name, sometimes Netsuite will keep the original name and sometimes they switch to new name, I am sure there is reasoning behind it
a
Unfortunately, that one isn't showing either. I'm really stumped by this one.
c
Depending on what you're trying to accomplish with the report, sometimes it's easier to go saved search route
s
You said this is a standard transaction report which transaction? I was asking so I can see on my screen
a
It's an invoice
The only reason in going to the report side is so that I can do the grouping based on a custom field for the invoice type. The saved search pulls all results, I just can't get the same sort of grouping / delineation
s
I tried in open invoices and I don’t see that field either, Netsuite might not have exposed that field
You might create a custom field, source that field from start date and than get it on the report
a
Would I need to update the record to get this to source?
s
Keep the type hidden for custom field
Yes, mass update script should update historical
k
You can't bring non stored values into reports - so you'll have to have some kind of scheduled process or something to update the values
a
ahhh
I'll try to create a workflow that updates the records and sources that field. Thanks!
s
👍
Workflow won’t do the historical, would it?
a
I'm thinking maybe a schedule search to update records?
k
I'd just do a mass update
or a scheduled workflow
a
I'm hesitant with the mass update because we're in production, but I can see if it's something our developer feels comfortable with.
k
to populate one field value? I'd imagine risk is pretty low...
a
Maybe it's also because i haven't done a mass update as of today 🙂
k
Not much different than doing a scheduled workflow - do what you're comfortable with I guess.
s
If you have developer it’s a very small script maybe 10 lines
a
I'll look into it - it sounds like that will be the easiest route
thanks everyone!
s
👍
a
The scheduled workflow worked everyone. Thanks so much for your insight!