JMUnderwood Green Ribbon

this returns a saved search of tasks filtered by the Job's name - so you can have a link on a Job record to a full-page listing of the Job's tasks - which is inline-editable unlike the sublist on a Job record. Ben -- what a great idea! Very cool! :cool:

Is there a way to restrict a user and/or role to not see any prices? For example, to see a PO or SO, but not the price fields. You should be able to create a custom form without the price fields, and then restrict roles to use only that form. HTH.

Long Lam, Thanks, that was very helpful. Best Regards, JMU

Although upsupported, you should remember that each form input is a regular form object. If you look at the source you can use standard javascript to populate the correct form object by looking at it's id. Long Lam, thanks for the great idea! We need to uncheck the "Default Billing" checkbox via script before a user…

You should be able to do this in our upcoming release, due starting in June: nlapiSetCurrentValue('addressbook','defaultbilling','F'); the UG is adding a spurious space in the second argument - not sure why, but it shouldn't be there. Thanks, -e Evan, Has this been released?

I would also like to add here that I really wish that the default box wasn't checked on every new address, as that is very easy to forget to uncheck and creates havoc when the billing address gets changed in error. Well said. NetSuite, I hope you are listening. This is another one of those poor design decisions, like the…

You should be able to do this in our upcoming release, due starting in June: nlapiSetCurrentValue('addressbook','defaultbilling','F'); the UG is adding a spurious space in the second argument - not sure why, but it shouldn't be there. Thanks, -e Evan, has this enhancement been released?

Thanks yiggi, most helpful.

Yup. Long is the name, and scripting is my game :). Feel free to email me with your questions. Nice of you to offer Long. :D Do you know if it's possible to send an email by script (sales order server script) in a way so that the email is attached to the sales order? IOW, it would be listed under the Sales Order Messages…

The search function allows you to pull customer info by the last transaction date, filtering by the last transaction date. I don't see a field named "last transaction date" in a customer search. What field name are you using? Best Regards, JMU

One major caveat. This will not allow you to put a bar code on each line of a transaction form, because you can't set the font for individual column elements. We are looking at per-line bar code functionality for a future version. Thanks, -e Evan, We urgently need the ability to print any type of transaction that includes…

I don't understand why employees, salesmen, must see ALL of the chart of accounts in the dropdown list when filling out expenses for reimbursement, etc. dannyn, On what form do you see a dropdown list for COA? I do not see this on the standard Expense Report form.

Cecelia, Based on the calls for action in the earlier posts, we did manage to get some work done in this area for the 2007.0 release while we were making enhancements in related areas. In summary, we have split out approval heirarchy by Purchase Requests, Expense Reports, and Time Reports (for Billing/Payroll approvals).…

By definition, ExternalID is a unique value for each record. Therefore, it would not make sense to have a constant value set in the mapping, since this implies the same value of ExternalID for all records that are imported. As the name implies, ExternalID is designed to be generated/provided "externally" outside of…

Dan, One option that may provide you with the most control and number of options is the ODBC Add-on. This will provide you with SQL access to most data in your NetSuite account. For more information, see the NS Online Help (search for "ODBC") and your NetSuite sales rep for pricing. Good luck.

You might try creating two formula fields that split the contents of the long Description field.

Does anyone have CSV import tips or tricks around migrating invoices, AP, payments... etc that they did. I really not looking forward to reinventing the wheel... been joyous so far... Michael, You may want to do some searches in this User Group. This issue has been discussed a number of times. I just tried "import…

Hi, Any suggestion for a company that helps with data migration in NS? I'm looking into Celigo Smartclient. Anybody has used it? What are your thoughts about it?. I can highly recommend the Celigo Excel SmartClient. It works very well, and will allow you to import, export, update any record in NetSuite that can be changed…

One approach is to avoid as much historical data migration as you can. If you go live with NetSuite at the beginning of an accounting period (beginning of year is ideal), maybe all you need are the records you can import (Customer, Vendors, contacts, items, etc) and just set open balances for everything else. The ROI for…

Have you checked the data you downloaded? It may not be the "full export" as you expect.

The sad thing is that the user doesn't get the error notifications when it fails. Error notifications are generated, but only NS employees have access to them. Tom, I believe you are referring to "unexpected errors" when you state "the user doesn't get the error notifications when it fails". For "normal" import errors,…

Does anyone have any examples of code that will automate a CSV import? We are looking to import customer orders and their items. If you have any information on how to go about automating this please let us know. thanks, R Perhaps the most appropriate solution for you centers around whether you need to import in batches, or…

SMBXML supports the notion of handles which are similar to externalIds. The customer externalId was designed for exactly this use case - updating records in NetSuite based on their Ids in 3rd party systems. My point is it's not a workaround, but supported behavior. -John John, Is it possible to do a Customer Update using…

Thanks John. That did the trick. Can you please try to get this in the Online Help ASAP. I wasted over 4 hours yesterday testing, trying different things, even talking with NS Support (who also did NOT know this). I need to setup updates for all of the record types. Do any of the others have undocumented requirements for…

Web Services will support kits and assemblies as of the 2008.1 release. There is currently no other mechanism to import these item types. We plan to add these items to the CSV import assistant in 2008.2. elham, Can you please tell us when 2008.2 will be released? Thanks.

Walter, thanks again for your detail response. Maybe I don't understand, but I don't see how using price groups would help us. Here's why: We sign a price agreement with a client. Regardless of how we change our standard prices, or change our prices with any other client, we are legallly obligated to provide our services…

Walter, we have a price agreement with each customer. We implement this price agreement as a Price Level in NetSuite. Most of these price agreements are quite similiar, except for a few items. So that's why I'l like to easily copy one PL to another, then make a few changes rather than type in the price for the new PL into…

Alternate 2: Use xml import to update price levels from a source such as Excel (almost same as above). Robert, Thanks for the suggestions. Can you share any more details about the XML import, or point me to the documentation? Thanks.

does the update price within NetSuite work for you? Thanks for the suggestion Walter, but I don't think that will work for us. Price Level "B" is the same as Price Level "A", except for 4 or 5 items, which need to be set on an absolute basis not on a %Discount basis.

Your use case makes a lot of sense, have you entered an enhancement request for ERP? -John Yes, an ER has been submitted: Please Vote for Price List ER!