Angela Bayliss · Senior Solution Architect · Silver Crown

You can lock fields by displaying them as 'inline text' on forms, then restrict forms to roles, without a great deal of difficulty. Customize the form for salesmen to restrict the fields you want, apply it to the salesmen on the role tab of the form as their preferred form. When you customize it, be sure you uncheck the…

Hi Troy, Did that work for your needs?

Hi John, Netsuite has developed some pretty handy training webinars that I often suggest to newbies. Sometimes, people shy away from them believing them to be too basic, but I must tell you that these have information in them that can be exceptionally useful. The data mining one on reporting would probably help you a lot…

This is what our current settings are. The problem is that once the order has been approved it can still be changed, it just requires re-approval. We don't want our Sales Reps. to be able to change the order once it is approved. you may want to try changing the role permissions to 'SO-create' instead of 'edit'. However,…

Joseph, Mass Update of duplicate records can work different ways, but I do believe that it will work for your need. To use it, first go to setup-company-duplicate detection, and create your detection rules. (How you want records to be matched criteria- name, company name, etc) Once you are comfortable with that, go to…

It sounds as though you are looking at a customized form. Is your role administrator?

Wow. Just...wow.

We’ve been trying to talk to our rep for a few weeks now. It’s time to either renew or replace Netsuite and our calls to get a quote have been ignored as well. First our rep’s mailbox was full so we couldn’t even leave a message, then when we finally did get to talk to another rep, he assured us he would get a quote for us…

yes. Gift cards work, rather well, I might add, with Netsuite. I need to check and see what versions have and spport them, (maybe someone who knows will chime in) then will be happy to answer just about anything you want to now. Fire when ready. :D

As a reminder, you can easily configure NetSuite to use your own campaign domain. Thanks Ken OK Ken, I'll bite. How is that done, without using the embedded nsvirtualurl.com? Looking forward to this education......:D

you might try googling "print labels in Excel', assuming that you exported them into excel to begin with.

yes, that is correct.

The duplicate detection functionality for vendor records that is coming out with the 2007.0 release will work just as it presently does for customers and contacts. Thanks! Lina Kessman NetSuite Product Management Team Good Morning Lina, In ver 07, I noticed an issue when merging vendors. Since I am no longer active in the…

in ver 07, you can merge vendors, not sure if the duplicate detection is fully functional though... anyone?

Are you on ver 07? as opposed to 11.0.6?

I may be able to assist, but I am a little cloudy on your goal. If you want to track your marketing materials as items, I suppose that you could, but it would take some creative accounting (not necessarily bad, but a bit complicated) What is the actual need you are trying to meet? Do you want to A) track the marketing…

ahh, thanks for the update.

open the sales order (edit), on each individual line on the order, in the far right, there is a box that should be checked under the header "Closed" uncheck each line you would like to reopen.

anytime ... glad I could help!

not only is it case sensitive, it searches for similarities on whatever you base it upon. Go to setup-company-setupduplicate detection (once there, if you need help- click on "help" To actually manage duplicates, go to lists-search-mass duplicate record merge: as an FYI- when I was in class last fall, we found that we…

By creating a Credit Memo to offset the sale, don't you artificially increase your sales numbers? I do the same thing except use $0.00 all the way thru so there is no credit memo. The second invoice is at 0.00 also. do I artificially inflate my sales numbers? not at all- the credit memo reduces the sales amount, not…

When I get an RMA back in, I go back to the original SO, make a copy, remove all lines except the returned item, and save it. I also add the notes that is is a replacement item. THis is now available to be fulfilled, invoiced, and the credit memo can be applied to clear it. You can or cannot (up to you) keep the process…

James, Interesting concept that - an account with no support contract. We are resellers in the UK and were told that NONE of our accounts could be activated without support!! We kicked up a fuss because we customise, configure and support all our client accounts ourselves and rarely used the support function at all. We…

Okay - 2 cases. One is a skyytek issue I am having with sales tax: Subject problem with sales tax. Case Number 555495 Incident Date 4/3/2007 Incident Time 7:57 am Not been answered at all in over 8 days. The other is a customer issue to do with running out of locations. Case: 553112 incident date: 3/28/2007 thats over 12…

For what its worth .... We have mentioned this forum to many of our partners and colleagues, as one of the big plus points of using the NetSuite service, and I think that this should be acknowledged as a strong reason for NetSuite to continue its support and promotion of the 'free' access to this forum. If the forum were…

Shani, when merging directly from the customer record, you will be merging that record "into" another. Simply put, the one your merging into is your master. hope this helps

Love to see the results on that. I feel lately that I have gotten a very prompt response, or no response at all. I have seen this as well- the last few weeks have been a remarkable change. I called support two weeks ago at @ 9am - waited on hold for 63 minutes, then got someone on the line. It was regarding my fedex…

Me neither! So what is the purpose of the Set Up > Set Up Accounting duplicate dectection option?!?!?! UGGGGHH! the purpose of it is to prevent issuing invoices or sales orders, or credit memos with the same numbers. It does work, but it is aimed at the detection of duplications of your own transactions. The PO# field is…

How about a custom field in your items- perhaps a checkbox, that indicates if it is part of an assembly, so not available for resale alone? then you could use this field in your searches, etc, and create some simple searches excluding the assembly parts individually, and make this available as a results view- if your…

Yes, it is amazing how much that makes a difference. A little thing (someone either expanding the music that would play during a hold and/or changing up the music every month), but a big impact on the psyche of the person on hold. By the way, I have been quite impressed with the improvement of hold times as of late, as…