Nick Horowitz Green Ribbon

Solution for string ranges. Use the CASE function to simulate boolean: This finds all customer records where the zipcode is between 015xx and 019xx Formula (Numeric) is 1 CASE WHEN ({zipcode} BETWEEN '015%' AND '019%') THEN 1 ELSE 0 END

Linda, sorry I didn't see Evan's response. Ok, if you do a tran search and link it to customer fields, you will get multiple records (one record for each tran record), so that is why you get multiple lines for each customer. What you want is the max() function. The Max will give you the highest value of the DaysOpen value…

Here is the formula: LAST_DAY(SYSDATE) - SYSDATE This is a type: Formula (Numeric) Note: sometimes you want to add 1 to this, i.e., do you want to bill for today, or not? If you want to bill for today, then add a "+ 1" at the end: LAST_DAY(SYSDATE) - SYSDATE + 1 Now, from your use case, it sounds like you need to do this…

Linda, did you get it to work with Evan's suggestions? I had another idea. In the customer record, there is a field called aging. You can see it on the financial tab. I don't know what this fields returns in a customer saved search, but you could try fiddling with it. And I think there is also a Days Open field in the…

Wow, works, but very complicated and inefficient! I figured out a way to do it with the standard SQL 'between' ranging and % wildcard: Formula (Numeric) is 1 CASE WHEN ({field} BETWEEN 'A%' AND 'CR%') THEN 1 ELSE 0 END

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Try This: I am not sure if NS stores null value in an empty string field, or if it's length is just zero, so you'll have to try both approaches and see which one works. I assume you want the first case if it is not empty, and the second case if it is empty. If I have this backwards then just flip them around. CASE WHEN…

Chris, I did some reading about Oracle dates and timestamp. This is total speculation, but I think the trick is to add your fractional day to a zero date. T the Oracle DATE datatype can accommodate date math, and Oracle assumes what you are adding is a fraction of a day, which is what you have here. The CAST function…

Great. The two parallel pipes || suggested by Evan are the same as the CONCAT function

Flowing to G/L by Department is a simple Journal Entry import procedure in NetSuite. You just have to get the Journal Entry import file into the correct NS format, but that is pretty easy to do. I'm sure ADP can give you some type of text file that you can use for importing. You can probably chose from simple ASCII file,…

Yes and the first record to be created is what controls the password...so your record on the toner merchant's customer center is what controls your password...you would not be able to reset your password on your Employee record in your own pad account! NetSuite certainly could differentiate between the free centers…

Hi Staci. There are 2 different concepts here being intertwined. The Lead (or Prospect or Customer) are entity records. The sales force automation rules will assign a sales rep to the entity record when it is first created. The Sales Order is a transaction. Totally different record type. If you have spawned the SO from an…

Staci, thanks for the kind words. I do think it still may work though. Some background on the NS data schema: Leads, Prospects, and Customers all share the same underlying entity record, there is just a field called "Stage" that is set to "Lead", "Prospect", or "Customer" to reflect which stage the entity record is in. If…

I think what you have to do, is turn the employee record into also a customer record. Search this UG for how to do this. There is a backdoor trick with adding the Customer Center role to the Employee's record, and that causes it to become a dual employee/customer record. But search the UG for exactly how to do it. I just…

Great Staci!! Glad we were both persistent in not accepting "it can't be done" as the answer!!! Location and Department on transactions will default to the Employee's Location and Department that are set on the Employee's record. Defaulting will NOT work if the Employee is logged in under Administrator role. It only works…

Bushra, the Administrator role will not default the Sales Rep. field. Also if you create a role that is not a sales role (where Sales Role = No on the role setup page) then it won't default either. So the trick is to switch roles before you do your data entry, then it won't default. On the Web-Site orders, when a new…

Krish, if you can't get them merged...I have another idea... Go to your General Company Options, and turn-on "Make Employees Show as Contacts". Then see if you can link the Employee Record which is now being treated as a contact, to the Customer record as the primary contact. At least that would establish some link between…

It works just like QuickBooks. Make the account you don't want anymore a child (subaccount) of the parent account that you want to merge it into. There there is a merge function to merge the child into the parent.

If the customer exists already and there is a sales rep set on the customer record, then all txns will default to that sales rep (including web orders). If the customer does not already exist, and the customer records is being created concurrently with the first web order that comes thru, then the sales rep will be set…

Yes, the System Notes logs everytime they populate a field or create a record. So run a Saved Search on the System Notes log. I'm not sure if they mix user notes and system notes together in the same table. If so, filter for just System Notes.

You do a combined Customer+Contact import. In the Contact Role field, you put "Primary" and it associates that Contact with the Customer. This is one of the funky fields that has to be handled specially. And the way they have handled it is not logical. But remember Contacts can be one contact-to-many customers so that's…

dsj, search this UG for my posting on this subject. I wrote detailed instructions on exactly how to do this so it works correctly. See: https://usergroup.netsuite.com/users/showthread.php?t=20143&highlight=combined+customer+contact

I think you may need to use the Replace Subrecords advanced option, which will erase all the custom pricing records and replace them with what is in your CSV file. I don't think you can update individual pricing records as there is no key. So try the replace method I think that will work. This is the same problem with…

As long as the custom records are linked to the Customer. Then in your CSV mapping grid, you will see Customer fields and also Custom Record fields. Just click the + next to Customer and find InternalID and map that field to the internalid# in your CSV file. NS will then import the Customer Records to that InternalID…

Also, the sales team is a sublist. So you need to turn on the advanced option to "Replace Sublists". Meaning the existing sublist will be completely replaced with what you are importing. What you must have done, is not have had that option on, so what happened was the rep you imported was appended to the end of the…

Yes v-lookup in Excel will work. One caveat to watch-out for: your lookup list has to be alpha sorted or else the vlookup can return errorenous results (read the help for vlookup for more about this gotcha)

Do you know how to use MSAccess? Export a CSV of all your Items making sure to include whatever part# field that is present in the 1000 price change filed, and also the InternalID field. Import that CSV into MSAccess Import your 1000 price change file into MSAccess Create a Query that is joined on the common field. Then…

Led I extensively fiddled with this, and I had your exact problem, and the solution!! This is secret: If you are using a combined Customers & Contacts import with 2 files, then the link between the Customer and the Contact is implied by the common key field that it makes you choose between the Customer file & Contact file.…

Amelias, we need more details. First, I would do this as 2 separate steps, i.e., attach the Contacts to Customers as first step. Then update existing Contacts. Are you doing a Contacts Only import? Or combined Customers+Contacts import? If you were using the internalID of the Customer, did you properly change the reference…

Sounds like you have Team Selling activated. Your new team of rep's must equal 100%. So you must have to import the % contribution value along with the rep's InternalI.D. Sounds like you are missing the contribution percentage value.