3947368 Newbie

A nice feature for sure !!! and one that makes sense when you have multiple forms for products and services. Will this encompas Estimate, to Sales Order, to Invoice? thanks for the 2008.2 insight !

Our old system used to have a field called total sold that showed the told number of an item sold. How can I create a custom field to show this in NetSuite? Total Sold on an order? Or in the customer record on the items tab?:confused:

Its a tough one as you would typically want it to come from one source or the other (Job or from the Item definition). But if there was a way perhaps on the service item itself to determine where the time entry should source those values from would be good Options: 1. Source from Employee Record 2. Source from Job Record…

Importing addresses is tricky and even trickier is the updating of addresses. When importing be sure to include all of the fields including the Label field. Always be sure to include the Default Billing/Shipping as well to avoid trying to doing updates. :confused: The Address record has a mind of its own sometimes though

Hey Cody, you can pull the internal ID of the transaction from a search of transactions. You may also want to pull the Line ID field for more defined updating.

You could also create an alert that would let the Sales Manager know when a Custom Price Level was applied then you could stop the transaction quickly :)

I want to delete any contact and customer that we dont have an email and has been inactive for more than a year. I can create the search but is there a way to auto-delete based on a search? One way to do this is to use the multiple select feature in lists and then delete the data that way. Depends on how many records you…

Yes the child records is complicated to get around. :rolleyes:

Although NetSuite has some Referral capabilities, I'd like to see what others have done on their website or hear about how referrals are handled in the backend. One thing we'd like to do is keep a count of how many referrals someone sends us and then give them more ot better rewards the more friends they refer and then buy…

Hmmm... Create a saved search for items with backordered items where the order date was today, then send them an email template with a generic message. Might even be able to schedule it to run daily. Email me and I can help you out:)

What about sending the customer a copy of the invoice with the "Backordered" transaction column printing on the invoice for the customer. Not sure about your business products but thought this might be a good option for you :)

It would make sense to have the ability to select an email template from the folder and use it anywhere you need to. - Case Submittion - web order confirmation - Marketing email etc Then on each function, just select the template file you want to apply. Seems simple...

:confused: I already tried that. This is not an online customer form, otherwise you would be right. I simply cannot find our New Registration form anywhere within NetSuite to even modify it. (Our site was set up by a NetSuite consultant years ago, so I have never had to find it before) Is your new customer registration…

setup > marketing > online customer forms on the Set Up Worklfow tab you can choose to send email notificaiton Chad this is easy to do, in the Workflow tab of the online form, indicate whom you would like to CC when the form is submitted. Simple :)

A quick solution is to use a kit item if scripting is too hard. using the Kit method is the best way for this to happen and the safest way to ensure that additional items are not also priced at the discounted unit rate. :) In the kit item, you could say display the Kit contents and it would show that you are infact sending…

Diego, I am open to either a complete redesign or a facelift depending on the appeal of the design, the time to finish it and the cost. Ideally I would like to get a quick facelift first. Then I can pursue a complete redesign if that will add a lot of appeal to the site. Thanks, Victor :) Victor, I might also have a couple…

LHN, You might be able to run the report using the "Date Created" field as the differential between new customers and returning customers. Let me know if this works

Verified Firefox 3 support is expected in early august. The next round of changes goes live 7/29, you may want to try it on the 30th. Thanks, -e Thanks for the update, I use FF all the time and it hasn't been the same in v3. Though I still use FF3 but then switch it to render in IE.

Definitely some strange screen displays in ff3. Many screens appear to be shrunk and crammed on the left side with the right side left mostly empty. Yeah I have been using FF3 the official release and find that the popups for field sub criteria [lists, date ranges, etc] do not always work. I used FF2 all the time, but have…

Hey John, any indication when 2008.2 will be released?

Agree, sounds like John didn't log back into the website using his email address and the system didn't detect it as a duplicate. You should also check the login requirements of the website, as well as the online form settings for duplicate detections Hope this helps !!

Has anyone encounter a situation where you can only sell your items in quantities of 2 or 4 (as per the way they are packaged) but you only want to have your online price as the price of 1 item. An important reason you would want to do that is so you can compete with other online stores that advertise the price per item…

Not sure about the scripting, but as this last item is a Service Type of item (assuming it is and probably should be) you can create a Job automatically from this item when the PS is sold. This is available with the Advanced Job module. If the job already exists, you can Specify that Job on the Transaction Line for that…

You should be able to edit the Sales Order, and select an existing job from the Job list. I believe it defaults to the very first transaction column. Edit the form and see if the field is set to NOT display for you.

Hi Tim, Sorry for the frustrating experience. Are you billing your clients and reimbursing your resources the same amount? If you are, you can create a per-diem expense item and have employees enter per diems on expense reports and mark them billable. If you are billing per diems to clients, regardless of what you are…