Create a Running Total in a NetSuite Saved Search
A client needed a NetSuite saved search that displayed all payment transactions month-to-day, with a column for a daily running total. Here's how we built it.
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NetSuite Consultant
Grant is curious and joyful, with an unquenchable desire to learn. His core values—faith, loyalty, and kindness—shape the way he works and how he shows up for the people around him. He appreciates Anchor Group’s unique problem-solving environment, the tangible impact the team makes for clients, and the one-of-a-kind culture that encourages everyone to rely on one another. Before joining the team, Grant worked in real estate finance and built experience in project management, leadership, and balancing workloads across large client portfolios. These skills support the way he approaches consulting and contribute to the reciprocal dependability he values so much among his colleagues and leadership. Outside of work, Grant enjoys sailing, golfing, learning German, and singing in choirs.
A client needed a NetSuite saved search that displayed all payment transactions month-to-day, with a column for a daily running total. Here's how we built it.
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One of our clients wanted a KPI on their NetSuite dashboard to analyze the time it took to fulfill a sales order. Here's how we achieved this for them with a simple solution that you can easily replicate in your own NetSuite account if you have a similar need!
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This step-by-step guide will help you build out a functional vendor case record system in your NetSuite environment.
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A company wanted better transparency in NetSuite on sales trends for a particular item by any particular customer over a specified period. Here's how we did it!
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When a widget returns and you create a new sales order and invoice, NetSuite automatically creates a new Warranty Registration for the replacement widget. That can cause the problem of creating an infinite warranty loop, however. Thankfully, a relatively simple User Event script can solve this problem.
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One of our clients was facing an audit by a government agency and needed us to create a status change detection solution on a tight deadline. Here's how we did it.
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One company needed a NetSuite field that natively displays as a percentage to be shown as a decimal integer instead. Here's how we solved their pain point!
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Mask sensitive values in NetSuite saved searches with formulas. Securely display only safe details in email notifications.
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A client wanted an approval process for new customers in NetSuite, allowing re-routing if rejected and keeping the record inactive until approved.
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Customizing NetSuite dashboards for specific roles enhances data visibility, reduces clicks for daily tasks, and boosts efficiency, saving time and money.
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You may encounter a saved search filter in NetSuite that is a clunky list that does not allow you to make a targeted search within said filter. Here's how to solve the issue!
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This form in NetSuite lists the low-inventory items stocked near their replenishment point and suggests replenishment quantities.
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