Journal Entry to Approve

Important:

This workbook is only useful if you have enabled the Require Approvals on Journal Entries permission in your NetSuite account. For more information, see General Accounting Preferences.

This saved search shows the list of journal entries requiring approval. By recreating this saved search using SuiteAnalytics Workbook, you can use the drill down capability to open and approve each journal entry directly from the Data Grid.

To perform this search using the Saved Search application, all required criteria and results fields are available through the transaction record type. To recreate this search using Workbook however, some required fields are only available through the transaction line and transaction accounting line record types. You must therefore join these records in your dataset to recreate the search. Additionally, some required fields might have different labels in Workbook. The following table lists key differences in fields between the saved search and the workbook:

Key Field Differences in Workbook

Field Name in Saved Search	Record Type in Workbook	Required Join in Workbook	Field Name in Workbook
Period	Transaction	–	Posting Period
Tax Period	–	–	— This field has been removed from Workbook
Name	Transaction Line	Transaction > Transaction Line	Entity
Memo	Transaction Line	Transaction > Transaction Line	Memo
Created From	Transaction Line	Transaction > Transaction Line	Created From
Account	Transaction Accounting Line	Transaction > Transaction Line > Transaction Accounting Line	Account
Amount	Transaction Accounting Line	Transaction > Transaction Line > Transaction Accounting Line	Amount

Warning:

In this workbook you must add fields from the transaction line and transaction accounting line record types. When you add fields from either the transaction line or transaction accounting line record type to a transaction dataset, data duplication can occur. For more information, see Joining Transaction Line and Transaction Accounting Line in a Dataset.

To recreate this search using Workbook:

Create a new dataset and select transaction as the root record type. Then, define the dataset as follows:

Root Record Type	Joined Record Type(s)	Custom Formula Field(s)	Data Grid	Criteria
Transaction	Transaction Line > Transaction Accounting Line	—	Add the following fields to the grid from the transaction record type: Transaction Date Posting Period Created By Add the following fieldsfrom the Transaction Line record type: Entity Memo Created From Location Add the following fields from the Transaction Accounting Line record type: Account Amount	Set the following criteria on the Dataset Builder: Type is Journal Status is Journal: Pending Approval

Related Topics

• Analytics Data Source Changes
• Open Sales Orders Lines
• Number of Fulfillments

General Notices