Variables

To add a new variable, go to Customization > Lists, Records & Fields > Record Types, locate the CSR - Variables record, and click the New Record link in this row. You can also click the List link in the same row to view a list of already existing variables (which also permits you to edit them).

Note:

Alternatively, you can go to Reports > Financial > Country-Specific Reports, select a particular report from the dropdown list and click the Open button next to it. On the new CSR-Report page, click the Variables subtab. This will enable you to add, remove, or edit variables for the selected report.

For each variable, the following parameters must be set:

If you want your variable to be text only, you don’t have to add anything else. However, if you want to create a math variable (that is, if you want this variable to contain calculated values), click the Sum of Values subtab. Use this subtab to add lines, thus applying various math operations, parameters, and conditions to your variable:

  1. Math Method - Use this dropdown list to choose the basic role of this variable in a formula. Math variables can be either added or subtracted. Select one.

  2. Value Type / Value Parameter - Use the Value Type field to specify the value that you are adding to this variable. Some value types require additional specification. Insert it into the Value Parameters field. The following table contains an overview of all available value types and parameters that can be assigned to them.

    Important:

    Accounts with numbers containing characters unsupported by the Country-Specific Reports SuiteApp will be left out and their values will not be used in reports. The Country-Specific Reports SuiteApp supports the alphabetic (Latin only) and numeric characters, as well as the underscore symbol (_), the period symbol (.), and the hyphen (-).

    Value Type

    Value Parameter

    Account number

    Variables created by the Country-Specific Reports SuiteApp can use values from various NetSuite accounts. Use this field to specify the accounts that will be used by this variable.

    For example, if you add 1000 as a parameter, your variable will use account with number 1000.

    Formatting instructions: You can only use alphabetic and numeric characters, the underscore symbol (_), the period symbol (.), or the hyphen (-). Whitespace is only allowed before or after the account number.

    Examples: 1010, 10a1, 10_A, 10.A, 10-A.

    Account prefix

    Variables created by the Country-Specific Reports SuiteApp can use values from various NetSuite accounts. Use this field to specify the prefixes of the accounts that will be used by this variable. A prefix is a number (or numbers) that the account number starts with. All accounts with a number starting with this prefix will be then used by this variable.

    For example, if you add 1000 as a parameter, your variable will use accounts 1000, 10001, 100099 etc.

    Formatting instructions: You can only use alphabetic and numeric characters, the underscore symbol (_), the period symbol (.), or the hyphen (-). Whitespace is only allowed before or after the account prefix. You can add the asterisk symbol (*) after the prefix but it is not mandatory.

    Examples: 1010, 1010*, 10a1, 10_A, 10.A, 10-A.

    Range of account numbers

    Variables created by the Country-Specific Reports SuiteApp can use values from various NetSuite accounts. Use this field if you want your variable to use a certain range of accounts.

    For example, if you add 1000 2000 as a parameter, your variable will use accounts 1000, 2000, and all the accounts between them.

    Formatting instructions: You must enter two account numbers separated by the whitespace or by the hyphen (-). In account numbers, you can only use alphabetic and numeric characters, the underscore symbol (_), the period symbol (.), or the hyphen (-). Additional whitespace is only allowed before or after the account number. If you use a hyphen as a separator, it must have a whitespace on both sides.

    Examples: 1010 1020, 1010 - 1020, 10a1 - 20a1, 10-a - 20-a.

    Range of account prefixes

    Variables created by the Country-Specific Reports SuiteApp can use values from various NetSuite accounts. Use this field if you want your variable to use a certain range of account prefixes. A prefix is a number (or numbers) that the account number starts with. All accounts within the set range of prefixes will be then used by this variable.

    For example, if you add 1000 2000 as a parameter, your variable will not only use accounts 1000, 2000, and all the accounts between them, but also accounts 10000, 20000, and all the accounts between them, accounts 10001, 20001, and all the accounts between them etc.

    Formatting instructions: You must enter two account prefixes separated by the whitespace or by the hyphen (-). In account prefixes, you can only use alphabetic and numeric characters, the underscore symbol (_), the period symbol (.), or the hyphen (-). Additional whitespace is only allowed before or after the account prefix. You can add the asterisk symbol (*) after the prefix but it is not mandatory. If you use a hyphen as a separator, it must have a whitespace on both sides.

    Examples: 1010 1020, 1010 - 1020, 1010* - 1020*.

    Account regular expression

    Variables created by the Country-Specific Reports SuiteApp can use values from various NetSuite accounts. Use this field if you want to specify the accounts to be used by this variable in a more complex way. If you want your regular expression to be detected properly, you must use special characters (for example, ^|$).

    If you leave this field blank, all accounts with a number (meeting the formatting requirements) will be used by this variable. To meet the formatting requirements, the account number must only contain alphabetic and numeric characters, the underscore symbol (_), the period symbol (.), or the hyphen (-).

    Examples:

    ^100|^101|100$ (adding all accounts with a prefix 100, a prefix 101, or a suffix 100)

    (?!^1001|^1002)^100|^200 (adding all accounts with a prefix 100 or 200, except for accounts with a prefix 1001 or 1002)

    Variable

    With the Country-Specific Reports SuiteApp, you don’t have to use only values from NetSuite accounts. Values can also be drawn from other variables assigned to the same report. This is particularly useful if you want to display a sum or a difference of multiple variables. Use this field to enter the Cell ID of the variable that you would like to add or subtract. The parameter field cannot be left blank for this value type.

    Important:

    No variable is allowed to reference itself (even indirectly). Whenever such dependency is detected, a warning message is displayed, containing additional information about this “cycle”.

    Important:

    The relative period set for this variable does not apply to the lines with this value type. As these lines are referencing other variables assigned to this report, they may be using a different relative period setting.

    CTA

    In NetSuite, the CTA (Cumulative Translation Adjustment) is used on consolidated reports to make them balance. This is necessary because the exchange rate types of the accounts (with multi-currency enabled) on reports may differ and different rates may be used, resulting in an imbalance. By choosing this value, you add the CTA to this variable definition. If there is at least one variable with the CTA defined in a report, it means that for this report, the CTA can be calculated.

    The Value parameter field is disabled for this value type (as well as the Credit/Debit/Net field).

    Important:

    If you have the Period End Journal feature installed, you must not add the CTA to your variables. Otherwise, the same entries will be double counted, leading to incorrect results. Go to Setup > Company > Setup Tasks > Enable Features, click the Accounting subtab, and see if the Period End Journal Entries box is checked.

    Note:

    If an accounting context has been set both for this NetSuite account and this report, account numbers and prefixes from it will be used. For more information, see Accounting Contexts.

  3. Credit/Debit/Net - For each variable, you must select its type. It can be either a debit, a credit, or a net amount (balance). By default, the net amount option is selected.

    There are several ways to calculate the net amount for variables. The default method is the system calculation. It uses values returned by the standard NetSuite search. However, in case of some reports, the final results might be distorted. It means that a different calculation methods must be set.

    To change the net amount calculation method, go to Setup > Company > Preferences > General Preferences, click the Custom Preferences subtab, and select one of the options from the dropdown list in the Country-Specific Reports section.

    The following methods for the net amount calculation are available:

    • System calculation – Values returned by the NetSuite system search will be used.

    • Debit minus Credit – Simple subtraction method.

    • Credit minus Debit – Simple subtraction method.

  4. Variable Filters - Use this menu if you want this value to be added or subtracted from the report cell only under specific conditions (specific account balance).

    If some conditional operators already exist (that is, they have been previously created and saved by you), you can select one of them from the dropdown menu.

    If you want to create a new conditional operator, select - New - item from the list and in the new dialog, fill in the following fields:

    • Name – Insert a name for your custom conditional operator.

    • Conditional Operator – Choose the type of conditional operator. The following types are available: Less than, Less than or equal to, Greater than, Greater than or equal to. Once you set the type, the Condition Value field becomes visible.

    • Conditional Value – Use this field to specify an account balance that will be evaluated by the conditional operator selected above. Only numeric characters are allowed.

    • Apply to every account in range – Check this box to set this conditional operator to be individual. The difference between the standard and individual operators plays an important role when evaluating ranges of accounts or account prefixes. With standard operator selected, the total amount of all accounts within the range is being evaluated. However, if you choose the individual operator, every single account within the range will be evaluated separately. Therefore, only accounts that meet the specified condition will be used.

    Note:

    If you want to create a conditional operator in advance (outside of the variable creation process), go to Customization > Lists, Records & Fields > Record Types, locate the CSR - Variable Filter record, click the New Record link in this row, and fill in the fields as described above.

Related Topics

Country-Specific Reports Overview
Adding NetSuite Data to the Template File
Adding and Editing Report Elements
Filters

General Notices