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  • Jim - it sounds like this feature may not work well for you. We will carefully monitor feedback from other customers and modify the feature as appropriate based on the sum total of the comments. Thanks, -e Evan, I am trying (for our client) to make the best use I can with what you have released. The biggest problem we have…
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 22, 2009 1:13PM
  • Jim, was this an update and do you think it was flushed through the whole NS community as mine still shows the filter dropdown and so needs selecting. I just tried changing it to a new customer, left the customer record and came back to it but it did not default. Would you mind listing the criteria you hjave used so i can…
    in How Do I use Price Lists???? Comment by JMUnderwood Apr 24, 2009 9:59PM
  • By the way, I renamed the checkbox on the price list page to "Assigned Price Levels Only" for consistency. Such a sweet word! :cool: Seriously, thanks for thinking of this. It really helps.
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 24, 2009 5:07PM
  • Evan, Thanks for the very quick reply. This helps clarify some things, but I still need a little more help please. 1. You sort the item list by how you want the price list to sort[INDENT]So is the only way to sort by clicking on the column header? We really need a multi-level sort. [/INDENT]2. Filters are per…
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 22, 2009 12:47PM
  • How would you use it? Typically one filters to a single customer, and so this would always have the same value. The reason we didn't add it is because if you added it as a result field without filtering to it you would get a massive explosion of rows (one for every combination of item and customer). That is exactly how we…
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 24, 2009 12:56PM
  • OK, that will work and give all of your customers the flexibility they need. Thanks Evan.
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 24, 2009 1:05PM
  • Evan, The "Customer" field is available on both the Criteria tab and the Available Filters tab, but NOT on the Results tab. Why is this? Can you please add it to the Results tab? Thanks.
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 23, 2009 9:38PM
  • Jim, may I ask, have you found a way (other than a saved search for each customer) of saving the search to the customer tab (mine is under "sales" tab) and also having it default to that customer? It would speed us up if the customer was to default rather than having to use the filter each time. Thanks in advance. Brett, I…
    in How Do I use Price Lists???? Comment by JMUnderwood Apr 21, 2009 8:52AM
  • Thanks again Evan, I overlooked the Customer filter. After I added that, the list displays great on the Customer record!! This is huge for my client. Thanks also for considering making Pricing Searches available to scripting. This adds a lot of flexibility and capability, not the least of which is the html/PDF reporting…
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 23, 2009 8:54AM
  • Thanks Evan. I know my client will really appreciate this. Good news! I've been working with the Pricing Search and it is working out very well!! This will be a great tool for our internal analysis of prices and to quickly determine the customers prices. In fact I just thought of a great idea: Add a Pricing Search to the…
    in How Do I use Price Lists???? Comment by JMUnderwood Mar 23, 2009 1:00AM
  • UPDATE: Just received notice that the Sandbox account will be upgraded the day AFTER the Production account is upgraded. This is better, much better. But the best would be to upgrade Sandbox first. Then a few days to a week later the Production would be upgraded. Again, just my 2c.
    in Upgrade of Production vs Sandbox Accounts Comment by JMUnderwood Mar 17, 2009 10:11PM
  • Well, I guess I'll just make a simple obvious suggestion:[INDENT]It would really help those of us preparing for the upgrade if all posts concerning the upgrade were in ONE forum. [/INDENT]This forum, "Latest Release", is a mixture of old and new. Thanks for listening. Just my 2c.
    in 2009.1 -- Where to Post? Comment by JMUnderwood Mar 16, 2009 8:34PM
  • The item list allows you to filter which items will appear on the price list. In parinting a price list for each chosen customer, it is further filtered to the items for which the particular customer has prices. Thanks, -e This sounds like what I would expect, but it is NOT what is actually shown. I expect the list of…
    in 2009.1 - What is purpose of Item List on "Generate a Price List"? Comment by JMUnderwood Mar 9, 2009 12:54AM
  • At least in the context of the generate price lists page, since you can be generating for multiple customers, each PDF may have different items on it depending on the customer's pricing. Until you enter the customer, I agree. But after the customer is entered on this page, then it should be further filtered by the…
    in 2009.1 - What is purpose of Item List on "Generate a Price List"? Comment by JMUnderwood Mar 9, 2009 8:02PM
  • Steve and Cecelia, Have you tried: Support > Help > Release Notes I get a Help window popup with the Release Notes. HTH.
    in 2009.1 Sneaks? Comment by JMUnderwood Feb 28, 2009 12:56PM
  • No one has received their saved search email results for the past three weeks in our company. This is the second time it has stopped working. Anyone else having this problem? Thanks, Eileen We are now having this exact same problem: No one receives the email that is sent from the Saved Search Results page by clicking on…
    in Saved Search Results not Emailing Comment by JMUnderwood Aug 15, 2009 10:43AM
  • Entry forms have an option in the Form Designer to "Store Form with Record", but Transaction forms do not. It would be very helpful to be consistent across all forms, and offer this option.
    in Invoice format automatically changing Comment by JMUnderwood Oct 28, 2008 10:53AM
  • The issue is that the integration of Outlook and Netsuite does not work in Windows XP. The suggested fix: upgrade to Vista. NetSuite, please say it ain't so! :( Haven't you guys heard! The world has pretty much rejected MS Vista. A panel of the top ten CIOs at CIO.com all rejected Vista, saying there is no compelling…
    in Outlook 2007 Integration broken again? Comment by JMUnderwood Oct 21, 2008 5:54PM
  • Since leads, prospects, and customers are all the same record type under the covers- the difference is basically just a status - this functionality was changed to make it easier to find a customer or prospective customer regardless of their current status in the sales chain, which the user searching may not be aware of.…
    in 2008.2; Global Search - filtering capabilities gone! Comment by JMUnderwood Oct 19, 2008 3:46PM
  • Is there a canonical list of updates in the pipeline? Or better: how about a list of "things we fixed in production last week"? We've been asking for documentation and announcements of ALL changes for years, but NetSuite has continued to ignore this request. Evidently NetSuite doesn't want to be held accountable for when…
    in How are fixes released? And where can we see a list of recent ones? Comment by JMUnderwood Oct 15, 2008 10:20AM
  • In response to feedback, we are planning to add a user preference to have the customer prefix work in global search based on all stages- lead, prospect, or customer vs. customer stage only. Thanks Malin. This sounds like a great solution. :D Any idea when this will be released?
    in 2008.2; Global Search - filtering capabilities gone! Comment by JMUnderwood Oct 29, 2008 5:46PM
  • Well, a Defect Issue has been created, but it has a Priority of "S3", meaning it will take 3 months to be fixed, even though Workaround: none. This is unacceptable. This makes our plan of using the Sandbox for development totally unworkable. Email from NetSuite: Defect 738993 - SuiteBundler > Bundle created in sandbox…
    in Ver 2008.2 -- Can't Access SuiteBundle Created in Sandbox Comment by JMUnderwood Oct 13, 2008 7:50PM
  • Case# 787469 filed: 2008.2 -- Can't Access SuiteBundle Created in SandBox OVERVIEW A Bundle created in the Sandbox can NOT be viewed or installed in the corresponding Production account. Both Sandbox and Production account have the same Account number. NOTE: This is a OneWorld account. Please provide detailed steps to…
    in Ver 2008.2 -- Can't Access SuiteBundle Created in Sandbox Comment by JMUnderwood Oct 13, 2008 11:12AM
  • Did you enable Gross Profit in the Setup section? See Company > Enable Features > Transactions
    in New update without the GP function! Comment by JMUnderwood Sep 11, 2008 5:31PM
  • Thank you! Feature was added this weekend. Lynn Leon Well, it is apparently not fixed for all accounts. I have an account that was just upgraded and the "Gross Profit" feature does NOT appear in Setup > Company > Enable Features > Transactions.
    in New update without the GP function! Comment by JMUnderwood Sep 17, 2008 9:47AM
  • It will still not be available in OneWorld accounts Darren, Sorry, I forgot that GP had not been released for OneWorld yet. Any ETA on this?
    in New update without the GP function! Comment by JMUnderwood Sep 17, 2008 10:30AM
  • Formulas are currently not well supported in mail merge (they only work if they reference fields that are actually included on the template). The availability of Custom Formula fields in various areas of NetSuite is very confusing. Sometime they are available, sometimes not. This lack of consistency results in a lot of…
    in Trouble Using Custom Body Field in Email Template Comment by JMUnderwood Sep 13, 2008 3:49PM
  • I'm not sure if I'm on the right track but we'd like to be able to put "targets" against certain sales reports. Rob, I think you're on the right track. You can create multiple versions of budgets, so this lend itself to a number possibilities. For example, my client wants a budget in product weight: LBS. So, I can easily…
    in 2008.2 Budget Columns Comment by JMUnderwood Sep 15, 2008 8:45PM
  • Please vote for Enhancement# 96772 - Reports > Banking/Budgeting > Budget vs. Actual: Report budgets by customer and item, [COLOR=black]if you have this need.[/COLOR] Note that I have requested a broader ER than the title suggests. See [COLOR=blue]my earlier post for details.[/COLOR]
    in 2008.2 Budget Columns Comment by JMUnderwood Sep 17, 2008 1:37AM
  • We do not currently have scheduled the ability to show budgets on other standard reports, but please file an enhancement request if you haven't already. Malin, We definitely need this, as Brian mentioned below. Currently, you can enter a budget for a Customer, but there is no where you can actually display a report of…
    in 2008.2 Budget Columns Comment by JMUnderwood Sep 11, 2008 2:09PM