RE: How to show results of a record only if another record type doesn’t exist?

I’m trying to do a saved search on some project profitability information, I want to show the revenue of either the Sales Order OR Invoice by project ID but I’m having a hard time with the criteria of “if an invoice exists as a transaction on a project, then show the sum of all invoice revenue, if not show the sum of all sales order revenue”.  I know how to get the revenue and all of the other information, I’m just struggling on how to filter it.

I think what I’m missing is the “by project id” part in the formulas I’ve tried so far…I’m just not sure how to include that.

I’m also doing this as a Transaction saved search, should I be doing it as a Project search?

 

Ryan Rookie Asked on November 26, 2021 in Saved Searches.
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1 Answers

I am a rookie but since no one is helping I will try and I have not used projects yet in NetSuite.

For saved searches it seams you should start at the parent or the one who has one arms length to all data.

I would start at the project level in saved serach and join to the transactions with types SO and INV. Group by trans type and show sum of trans amount.

I would feel much more comfortable using a SuiteQL search through N/query but maybe because I don’t have enough Saved Search experience yet.

 

 

Rookie Answered on December 5, 2021.
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