Monday, December 3, 2018

Transaction Number not Available on Opportunity Report on CRM+ Accounts

When creating a new Opportunity Report by:

1. Navigating to  Reports > New Report > Opportunity

2. Select the format of the report = Summary

3. Click on More Customization

On the Opportunity folder there is no field for either the Transaction Number or Opportunity Number.

If you run Reports > Pipeline Analysis > Total Open Opportunities > Detail > Transaction Number is showing by default but is not searchable on the fields.

Netsuite CRM+ version is limited to CRM module only. Transaction field is not available on the report as compared to the full version because it is included in the accounting module of NetSuite.

 Solution is to set the format of report to Detail.

1. Navigate to  Reports > New Report > Opportunity

2. Select the format of the report = Detail

3. Click on More Customization

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