JMUnderwood Green Ribbon

It's unusual to need multiple roles. As an alternative, you can customize your existing role to change the permissions to include those of the other roles you are interested in. This could actually better in that you will have only one dashboard to configure/maintain. HTH.

If your original role has "Publish Dashboard" permission (under Setup), then you can publish (copy) it's dashboard to your new role, provided both roles use the same role Center. However, this will apply to everyone who uses the new role, not just yourself. HTH.

We have set up a webtab for our home page on employee centre, and want to auto-set the landing page for all employees (2,000). At the moment we would have to ask the employee to go into the system and set the landing page under user preferences. Anyone know how to set the user prefs via suite script or some other magic!…

Steve, Thanks for sharing. I'm sure many others will find this as useful as I do. In fact, the NS Documentation Group should add this as a scripting example to the Online Help.

Andy, I've done some testing, and I don't see any way to publish a dashboard to an employee center role. Seems like this would be quite useful. If you need this, then you may want to submit an ER.

Jenny, I am as confused as you are about PO Routing. So I have started another thread in the Help Forum to address this issue in general: Need Clarification on Purchase Order Routing The Help forum is usually closely monitored by the NetSuite Documentation team, so hopefully they will be able to help clarify.

Assuming you have the "Mail Merge" feature enabled, there should be a "Enable Mail Merge" checkbox on the custom record definition page. Make sure that this field is checked. Once you do that, ensure that the messages subtab is shown on your preferred forms for that record type. Thanks, Yang Yang, I need to add the…

While we are on this topic, the approach NetSuite has taken is very confusing, and, IMO, dangerous with regards to deletion of data in one's account: [LIST=1] [*]NetSuite provides, out-of-the-box, TWO different ways to delete ALL DATA in the account.[LIST] [*]Primary method is via Setup > Company > Delete All Data…

Unfortunately, it turns out that the Mass Delete function works only with transactions at this time. I just finished a call to NetSuite Support, and that is the information they provided me. To activate Mass Delete of Transactions: [LIST=1] [*]Place a call to Support making this request [*]Support with then enable the…

That information is not accurate. The same thing can be done for entities. Thanks, -e Please advise your support staff of same. I just talked with two different reps, and both told me it was only for transactions. Here's the email I was sent: From: NetSuite, Inc. [mailto:support@netsuite.com] Sent: Thursday, October 11,…

Is it possible to do a mass delete of records? The quantities are 10,000+ so the manual option is not appealing., We had to do something very similar. The only way we found was using saved searches and Web Services. Basically we created searches for all data to be deleted, and carefully reviewed this list. Then the search…

NetSuite ver 2009.1 adds a great new feature to create a completely custom PDF report using a Suitelet. This will take some programming, but now we can actually create just about any report you'd like, using any data you can retrieve from NetSuite using a Saved Search. See the 2009.1 Release Notes for details.

2007.1 is in Q1. Isn't Ver 2007.1 in the process of being released right now? Did you mean "2007.2" ?

NetSuite does have an internal id for every line. What do you need it for? Thanks, -e Evan, Could NetSuite expose the line "Internal ID" field? While a random number will work most of the time, it can fail. Random numbers are not reliable as unique identifiers. We too have a need to combine multiple SOs into one Invoice.…

I was trying to create a template that has the order details but I could not find a field that will bring this information, am I missing the correct field or this is not available? The transaction line items are NOT available in any of the merge documents (email, PDF, Letter, etc). This has been a long-standing enhancement…

I don't really know how it would be done. This is my goal: Creating "groups" of Items. For example, "Computers", "Healthcare products", etc. I could then have a dropdown with the groups' names (e.g. "Computers", "Healthcare products"). When I pick one of the options in this dropdown, the Item dropdown is then filtered so…

Matthew, On the Home tab, you may also add "Custom Search" which is much like a "List". If really pressed, there are 3 "Custom Portlets" that you could program with SuiteScript to add lists. But all of the other main Tabs/Dashboards offer a "Set up Custom Tab" link in the upper right corner. Here you may add as many…

hmm i need help with this to but cant seem to find "Displaying Multiple Saved Searches on One Page " i will keep looking. Did you try the Online Help Search? Should pop right up.

You can create an email template with the contact and custom fields formatted as you wish using HTML. Anytime you wish to email this info: [LIST=1] [*]Display the contact recod [*]Then click on the EMAIL button on the Create New bar [*]Select your employee on the Recipients tab [*]Select the email template on the Message…

I need to print our vendor's e-mail address and phone number on our purchase orders. I believe I need to create custom Transaction Body fields and then source the e-mail & phone number from the vendor information, and then place them on my custom Purchase Order PDF form. However, when I'm setting up the custom Transaction…

You have to first convert the return values (Strings) to Date objects before you can perform date arithmetic. Yang, Why is this? :confused: This is very counter-intuitive, and I believe inconsistent with the way NetSuite works with Search formulas and custom fields. :( Shouldn't the SuiteScript API ALWAYS return data of…

Yang, Could you provide a few more details please? 1. "NLSALESDATA" is the new merge field you have created, correct? 2. Are all of the standard employee merge fields still available? 3. How do you get the acutal sales data? 4. Can you send the email to a group from a script? Thanks.

Is it possible to send a newsletter to employees with relevant information, Wins, losses, deals that are close, etc?. Yes, using mass email to an employee group: [LIST=1] [*]Create an employee group [*]Create an HTML email template of your Newsletter [*]Send email using template to the group[/LIST]See the online help for…

Jim, I spoke with NS today and they stated I could do this now with sourcing on the custom record. Do you think that is possible. What I am trying to do is setup a subtab that pulls in any record (opportunity) that has a field selected on the record. For example, Top 5 accounts check box is selected so it is pulled onto…

However, provided the mailing list is relatively small you could do this entirely with a scheduled SuiteScript. The nlapiMergeTemplate function performs a mail merge given an employee and a template record. For each employee you could pre-compute the complex data you're referring to (which isn't stored on the employee…

Yes, I'd like to expose certain fields from Projects/Jobs and Tasks in the Customer Center. We're trying to take max advantage of the Advanced Project/Job Tracking module. This would allow the Client to get a status of his/her project anytime, and provide feedback/changes as needed.

Thank you for that. Is there a way to make one of the subtabs contain a saved search. This would be a saved search on the targeted accounts or existing opportunities. Lee, This is coming very, very soon in Ver 2007.1, which NetSuite has said will be a rolling release from Sept - Nov 2007. With this feature, you can easily…

i want to show customers the time that lies behind time bills We need this same capability.

Well, you could always "close" the Opp by creating a SO when it's AFTER the end of the month/quarter as a work-around. Just takes a couple of clicks. Also, you could create an scheduled saved search to send to your sales team the last week of each month as a reminder.

I am using enhancement 113905 Jobs/Projects> Expose Projects and Tasks in Customer Center to track requests and status. This has my vote.