Olivier Gagnon NC Red Ribbon

The balance field in on the Financial tab. It is inline, so you will only see it for existing customer. Why don't you move the Balance field over to the Main tab instead of creating a new field with the same information?

You mean you want a field on the Customer that shows the sum of all open Invoices due? Why doesn't the "Open Balance" field of the customer record work for you?

Not on a saved search, no. You can't use variables, there is no memory. If that works for you, an option could be to export your search results to Excel and use line numbering there.

Yup, I do what Robert said. I think the problem is that the Name, not the ID, appear in several other places, like Reports and Saved Searches. If you have 2 with the same name, aside for probably being a problem in the back-end logic, it'd be confusing for the user as well. It is kind of annoying when it happens, but you…

Ok, so if I understand corrrectly, you customized your Sales Order Form and unchecked Tracking Number from the Print Field tab, but when you print, yor changes are not taking effect. Have you checked what Custom Form your record is using when you print? Even if you new customized form is marked preferred, you probably need…

Try something like this: 1) build a Saved Search normally, making sure to stick in a footer filter for the field you want to search on. Note the URL to your search. 2) Place a Button and a text field *somewhere*. Could be on an existing record, could be a custom record, could be a Suitelet. 3) Upon pressing the button,…

You will need to implement a custom coded sublist object, probably using a library like Ext JS or jQuery or whatever. This may mean your Suitelet would not be a NetSuite form, but a scratch-built pure HTML one.

If you don't want to do scripting, then you can do post-entry correction via a Saved Search Alert. You can create a saved search that detects duplicate values and sends an alert as soon as a record is created or edited, and someone can step it and tale corrective action. There is no native way to set up a preventive way.

Are you doing this under Administrator role? If not, could it be a permission issue? Otherwise, there is no reason it would not show as a listable type. Could also perhaps be a caching issue, that happens sometimes. Try CTRL-F5 on the field creation screen.

You will need to use SuitScript. If you are not a programmer and not skilled in SuiteScript, I recommend contracting this project to a consultant.

Yes, you need to tick in the "Show Notes" option on the custom record definition. The System Notes reside on this tab.

Well from a Customer search, I would add a filer for Transaction...->Main Line = True, Transaction...->Type = Invoice (I think that's what you said) and in the columns output Transaction...->Amount and add a SUM to that. It should be giving you something. If it's not, take off the SUM and take off the filters and start…

This is not going to be possible as a report, as there is no native relationship between cases and transactions. No report exists or can be created to pull these two disparate pieces of information. You can create a Saved Search by creating a Customer search and joining on Transactions on one hand, and Cases on the other.…

Incidentally, I mention advice for this in my 5 Reasons Why Making Wargame Terrain is Like Learning SuiteScript blog post I wrote just yesterday (/shameless plug off). Whenever you are doing something you have never done in NS, such as accessing fields you've never touched or coding from the Partner Center for the first…

They are called Custom Records. Customization->Lists, Record & Fields->Record Type

Yes, read this Help topic: SuiteCloud (Customization, Scripting, and Web Services) : SuiteScript : SuiteScript Reference : Scriptable Sublists : Custom Child Record Sublists

The issue is that if you run as Current Role, well, your Suitelet is coming in without a valid login session, thus its current role is - nothing. It has NO permissions. You don't need to set it to run as admin specifically, but in this case you'll need to give it a fixed role os some sort that does have access to…

Workflows or scripting

I am guessing your suitelet is set to "available without login", or is being called by a script or something, and thus carries to login permissions. Is your Suitelet set to run as admin or full access?

There is not. I'm used to seeing the Run Script preference left at ON because most people still want custom business rules to run during CSV data import, but that may indeed not be the case for you. However, there isn't a workaround here.

In script, you would do a beforeLoad script (and maybe a beforeSubmit just to be safe) that will simply throw an error. In workflow there is literally a lock record action.

Case Rules and Case Territories would be the non-scripting/workflow option. You could create the territories and assign them to a certain assignee, which would represent the service level or something like that. Otherwise, scripting or workflows will be able to handle this.

Hello, add a couple of fields into a custom record type for an item fulfillment. This doesn't make any sense. Did you mean that you added custom fields to the Item Fulfillment record? If so, are they transaction body[/] fields or transaction [i]column fields? In any case, try just customizing the form and making sure your…

If I understand your question, yes, you can share custom record definitions and data using the bundler. And, if you add more values in the source account, you can update the bundle in the destination.

The only required uniqueness criteria for Custom Records is the Name field, and even that is not mandatory to use. You can achieve combo-key uniqueness using scripting - either running the full validation in beforeSubmit, or copying values in the Name field and letting NS take care of it. Note that if you're using…

You can do this using Custom Forms, where one form exposes that field, while the other form for everyone else does not allow editing of that field. You then need to make sure all roles are restrictied to this form, of course. Plan B is to use scripting.

An "entity" type listing for custom lists will be available in the 2011.2 release. Until then, no dice.

I think you can add a relative filter on the client field of the sort "Client is me". If that doesn't work you should be able to do it with a formula filter decode({custrecord_whatever},{me},1,0) is 1 But I've done this before so there is some sort of way to restrict records out of the box, I just can't recall perfectly…

Ahh, yeah, that's it, now I remember. Thanks Evan :)

A: no, not without using scripting to execute the search and isolate the value for each item record and write it into said custom field.