3947037 Newbie

Thanks guys! That helps........ We pay commission to the sales rep when we get paid from the customer- sometimes months or a year later, so I definitely need to be able to track which commissions have been paid out and which haven't and right now we are keep track on a spreadsheet which I'd love to move away from. Corinna,…

Thanks, Cecilia. Do you know how to get the item names into the results?? So say I want to know which customers have purchased A, B or C; in the results can I see which one it is- A, B or C? I don't see items as an option in results. Thanks!!

Thanks Javier. Actually, I'd like this particular message element to only appear at the bottom of the last page of a quote/invoice. The only option I see is to add it to EVERY page. Is there a way just to add it to the last page?

Thanks Mathieu! I thought there was an easier solution than this- I don't know how to write scripts (I have successfully deployed ONE, but I just copied and pasted it; I can't create them from scratch). Thanks anyway for your response :)

Officially giving up. :mad:

Evan! Yes, transaction is the (only) parent record.

Thanks. I think I know what you are saying- and that works for custom fields. For some reason a custom record only has the transaction option (not specifically sales order or invoice).

Thanks Evan.

I sure do! I customized a Forecast by Customer Summary report so that each territory has its own report saved for their dashboards. The report is subtotaled by forecast level (custom field). I can change the expand level to get the exact results I want to capture. Now I just need a script that will take a snapshot of this…

Thanks! I will definitely vote for the enhancement. We DO have people here who can write the scripts, but as the NetSuite admin I need to tell them what I want and I don't even know where to begin. Can you, or anyone else out there, tell me what I need? I need a scheduled script that will 1. Pull the report results and 2.…

Sure thing. There is a standard field called "forecast type" that comes with NetSuite out of the box. BUT.........you can't report on it (as was confirmed by support). So when I want to look at forecasts, I can't subtotal by booked, commit, etc. So I created our own forecast level field and sourced a list with our own…

There HAS to be someone out there who tracks changes to the forecast throughout the quarter or month. Don't make me do a spreadsheet manually!

THANK YOU for posting this! It is exactly what I needed. :p

I think you need to select the type of custom record in the dropdown that is grayed out right now. In your custom records, do you have the "include name field" box checked? I think it needs to be......?

I had the same problem. We had to create a custom field and hide the standard one. :(

Thank you so much for the feedback! Mike, we develop software as well and maintenace agreements are a sore spot for us- we manage them manually for the most part. Do you have the contracts module or how do you show current versus expired maintenance?

Did you try to select the default forecast type as upside? Setup>sales>sales preferences>forecasts>default forecast type= upside

I'd like the answer to this question as well! Did you ever get to the bottom of this?