RickG_1136 Red Ribbon

Wow ... that is one heck of a "join!" Never realized you get there that way. Let let give that a shot and report back. Thanks -

Hi Michelle: Thank you for the reply. I found an interesting workaround ... the Sales Activity by Customer Detail Report. When run by the Partner for a Customer to which they are linked, the report includes all Customer Activity Types they have permissions to view ... not just those they created under the APC Role. That…

Hi Jack - thank you for the reply. Deleting the first duplicate Center Tab changed the behavior of the "default" Report Tab (the Center Categories under the Tab no longer appeared). I'm not certain if this was due to all the Tabs having the same name - to correct the problem I first renamed the custom tabs to Reports1,…

Thank you Michelle. Still having a challenge with this. * Created a custom version of the Advanced Partner Center Role and assigned it to a Contact under the Partner * Login to the Partner Center as this Contact * Create an Activity (Task) under the Customer * The Activity still shows as being assigned at the Partner (not…

Thank you Mikko. We've voted for the Enhancement.

Hi Michelle: The only restrictions under the user Role are the standard ... Department / Class Location. We are not using One World Thanks for any suggestions.

That's the ticket! Thanks Chris.

Chris - fantastic - this is super helpful. Thank you! One thing left to fine-tune. This does in fact produce a clean list "of the posting accounts and their amounts." Any thoughts as to how to include the parent account (and not just the posting account) on the same line?

Thanks for reply. I'm familiar with the options you reference in the actual Workbook. What I'm looking to do is include filter options when embedding the Pivot table in a Dashboard portlet so the user can filter / sort the data as needed. This would be similar in concept to how "Available Filters" are included when you…

Michal: I'm feeling humbled having to ask for all this help ... I'm trying to see the Workbook functionality put to use and this change in formula syntax is an ongoing blocker. Would you mind helping with one more before and after example? We use the formula below on a Transaction based saved search. It filters all…

Thanks Robert. That should work well in one of the use cases. Appreciate the reply.

Thank you again. Q: Do you think its worthwhile creating a separate thread and/or FAQ / SuiteAnswers document with lots of before and after formula examples like this for folks to reference? The Workbook functionality is really powerful; having to "re-tool" existing formulas as well as learn a new syntax may be a barrier…

Thanks again Michal - I'll work on this tomorrow. In the interim, any tips as to how to rewrite the saved search formula below so its compatible with Analytics? The custom field is a date field: case when to_char({custrecord_la_srt_customer.custentity_renewal_date},'YYYY') In '2020' then 1 Else Null End

Sure thing ...that search formula is driven off a Transaction Record (Estimate). One custom field in the formula: custbody_la_upsell_total = Currency The other fields (item, total) are standard NS fields. Thanks again for the help.

Thanks Michal. Here are two good examples - if I can figure this one out rest should be easy to follow! Case When {custbody_la_upsell_total} > 0 Then {total}-{custbody_la_upsell_total} When ({item} Like '%-RENEW') AND ({custbody_la_upsell_total} is Null) Then {total} When {custbody_la_upsell_total} = '0' Then {total} END…

>> I can't find it on my reports, is it part of the basic reports? The Sales Order Pending Fulfillment Report is found under Reports -> Order Management

Hi Michal: Thanks for this post. Some great potential with this tool ... but we've run into a stumbling block with the Formula fields. Saved Search Formulas allowed one to combine numeric and string values in the same formula using Case When. For example ... Case When {Total} > 0 AND {item} LIKE '%RENEW' Then X Else Y END…

Thanks Robert. I'll keep an eye on the enhancement request. It would be less prone to error to simply update the one Group record with new members than having to constantly adjust the search criteria.

Rafe wrote:Have you been able to figure out away to build a search? Hi Rafe: Under Document -> Files -> File Cabinet there is an option for Search. The output is really helpful and Results can be customized with Owner name etc. We use this all the time to get a handle on file usage etc. Rick

A quick follow-up in case this is of help to someone in the future ... After much trial and error our issue with the custom field not appearing as an option on the Select a Customer Rule Field was not due to the naming convention as described in the SuiteAnswers document ... but that the "Store Value" field on the Custom…

Robert - thank you for the link to the SA article. I used every possible search combination but never saw that in the results. A huge help - thanks again.

Hi Sree: There is an article in SuiteAnswers that addresses your question: Transaction fields which are GL-impacting and not when Allow Non-GL Changes = True in a Closed Accounting Period https://netsuite.custhelp.com/app/answers/detail/a_id/73797 Regards -

I've run into similar issues with the saved search provided by Sovos but we're getting closer with some revisions. The duplicates, due to multiple addresses as pointed out by CDuffy, is one important filter to add to the set. NetSuite Support posted a sample saved search in SuiteAnswers two days ago that might be helpful…

Last minute tips for Sovos Users After a ridiculous amount of trial and error we were finally able to get data uploaded into Sovos' system. Sovos provides little to no documentation on how to troubleshoot errors. [LIST] [*]Before attempting any import, you must define your own Company as a “Payer.” [LIST] [*]You will need…

We are also getting the "Service Interruption" page when trying to log in. Any idea what is going on?