JMUnderwood Green Ribbon

I don't believe NS can do that currently. See Line Numbering in an SO/Invoice . You could add a custom Trans Col field, add this to the form Column fields, and auto-update everytime a new line is entered with scripting.

User/Role management is accessed from Setup > User/Roles > Manage Roles. If you want to change the role for Customer/contacts, you will first need to create a new role from the builit-in Customer Center role. After you have the new roles, you can specify the role for a particular customer (and all of their contacts) on the…

Having never used the the SO I have a question. If I create the sales order I can then use that to change the actual close date? How would you do that. See my previous post. Test it out for yourself and you will see that it does change the actual close date.

Sure, if you are in the last day of a quarter and close a transaction it posts the current date to the Actual Close date. If you wait until after the quarter and then close the opportunity the Actual Close date is then after the quarter. lwright72, How are you closing the Opportunity? If it is closed by creating a Sales…

This means if your sales reps close something after your quarter that transaction will always show up in the wrong quarter. lwright72, I'm not sure I understand your concern. Opportunities, estimates, and sales orders do NOT impact the financal statements. What tranacation are you referring to, the sales order? Could you…

Hi there, I am a new user and am attemting to cusomise roles to suit our company. However if I customise, say a system administrator role, NS seems to lose all settings from the standard role. I believe a center has to be created (or amended). Jacqui, Reading between the lines a bit, I take it that you are trying to create…

Is there an easy way to have the default field created by NetSuite size a bit more appropriately. Same thing is true about Integer Number, Decimal Number, Currency and other fields. All fields should have allow for specification of the width of the field.

There is an ER that will cover this: Enhancement 128620: Setup > Customization > Custom Fields > Ability to define dimensions such as Display Width on all custom fields regardless of Type Anyone interested in this should vote for this ER. See How Do You Vote for instructions.

Our company has 4 divisions so I have set up custom centers for each of our divisions. All employees need to have the ability to charge any of the 4 divisions when entering time and expenses. I am having a problem setting the permissions on the roles so that I can limit what each employee sees. Michelle, A few thoughts:…

Does anyone have a work-around to bcc an internal employee on an e-mail that is sent from a case? Thanks. Gerda Here's a thought: [LIST] [*]Create a custom case field: BCC Employee[LIST] [*]Link to Employee list[/LIST] [*]Create a custom case field: BCC EMail [LIST] [*]Hidden, sourced to BCC Employee email[/LIST]…

Basicly, we allow customers to call us 10 times per month. And we would like to have some sort of a visual indicator on the case form. Mark, Here are some ideas: [LIST] [*]Create a summary saved search that counts the number of cases per customer per month, and optionally set a date filter of "This Month"[LIST] [*]While…

John, We also would very much like to have this capability. a. Where do you want to see the custom formula field? On a report, on the customer form etc? [INDENT]Both [/INDENT]b. When you say Maximum Transaction Total for a customer, do you mean you are looking for the highest transaction purchase a customer has made? Also,…

We run into a problem when we create a Job from a Sales Order and then attempt to Invoice from the Job using Billable time or expenses (i.e. Transactions->Customers->Invoice Billable Customers). . ktrommlitz, How do you create a "Job" from a Sales Order? I don't see any way of doing this.

I've tried entering a custom formula into {custbodyshipcarrier_cstm}, but always get "ERROR: Field Not Found". I've tried this for instance... CASE WHEN {trackingnumbers} like '1ZY%' THEN 'UPS' WHEN {trackingnumbers} like 'YRC%' THEN 'Yellow Freight' WHEN {trackingnumbers} like 'CON%' THEN 'Con-Way' ELSE '' END I have…

I am looking for a formula to increase the date created time by 10 minutes and then compare it to the current system date. I will end up using the formula as a filter to only show orders that have been created for at least 10 minutes. Can someone help me construct it? On the Criteria tab you could create a formula(numeric)…

I need a workflow to set a custom field called "Packed By" to mandatory immediately after the fulfillment record is changed from picked to packed (before the save button is clicked). Any tips would be appreciated. -Tom Tom, First, I'd recommend that you post your workflow questions in this forum: [B]Workflow Manager…

{entityid} should work for a CUSTOMER search. The field name for "Customer" changes depending on the record type of the search. The best way to get the correct formula field name is to select the friendly field name from the field drop-down list in the formula builder. NS will then put the formula field name in the text…

But can someone explain the syntax of this formula to me? I can plug it in and it works, but I don't understand why. I do understand at a basic level that it's removing the bit before the colon. But if I knew more precisely how the argument was structured, I would have better luck applying these concepts to solve other…

Seemingly stupid question, but I have valid reasoning... Is it possible to somehow generate a random string in NetSuite with the formula field? If you are considering using a random number generator to provide you with unique IDs for something, you may want to do further research. Random numbers do not necessarily mean…

For examples of how to return ONLY the root name please see How to remove a colon in product name. While these formulas are specifically for Item Names, you can easily apply the formula to other record types by replacing the {name} field with the proper field for the record type of interest. For example, on the Customer…

Gave up on trying to build it into a search, and resorted to using the "Physical Inventory Worksheet" instead Gives me the answer I need. And I can cope with doing an Excel merge ;) Mark, if you want the quantity on hand and value of inventory on a specific date, then the Inventory Valuation report is your best tool. See…

Here's another formula that may help those that manage inventory: Formula to Display On-Hand Count with Units

Formula (numeric) Round ({price}/nvl{cost},1),2 This does not work, I just keep getting an error. Any thoughts? You have missing and unbalanced parenthesis.

Make sure the to_date function is returning a date type and not just a string type formatted as a date (I suspect it is just formatting a string type since you put MM/DD/YYYY as the mask). JocelynM, Actually the Oracle to_date function converts a text string into an oracle internal date. So it should be a proper comparison…

Right now I'm updating many of the search topics in help, including adding the examples from this thread. These changes should be available after the next help build, within a week or so. Cindy, this sounds great! Look foreward to reading your update.

We need some clarity with respect to the use of formulas in Custom Fields vs in Saved Searches. I've searched the Online Help and the User Group, and have found nothing on this. In particular, it seems that there is much more flexibility and capability of using formulas in Saved Searches. Use of formulas in Custom Fields…

One of our writers is going to work with the subject matter experts to validate what you wrote above and then we will add more information to the Help Center. Thanks for taking the time to write this up, it is greatly appreciated. Valerie, Glad to help. If you find any corrections or significant changes to what I wrote,…

Another great suggestion that is already on our radar. We have a writer slated to gather and publish more formula examples, both simple and advanced. If people want to post useful formula examples here to seed that documentation effort, please do. Valerie, Any idea when the Help system will be updated with all the great…

I understand that many admins know and love SQL but what about the rest of us? A tip sheet with a 100 examples (or more!) like this would be very good. Krish0nan, This is a great idea! Would be helpful to all, whether you know SQL or not. How 'bout it NetSuite, can you set something like this up?

I don't think this is easily done in NetSuite. My Suggestion: [LIST] [*]Download your item list and import into MS Access [*]Create your models in Excel, referencing the data in Access [*]Or it might be easier to just D/L item list into on Excel Workbook which is used by the modeling workbook.[/LIST]I think it will be hard…