T.Watz Red Ribbon

I think your only problem utilizing a "canned" report is that the report only wishes to show approved orders. In theory you could have tons of junk out there that would never be approved and shouldn't show in the forecast. I'm not following you. What do you mean by "canned" report? I have no problem with it only showing…

Ideally I'd like to start from "Order Revenue Forecast" (https://system.netsuite.com/app/reporting/reportrunner.nl?cr=-148&whence=), but make it include sales estimates as well. I'm starting to realize that, since estimates are unable to create a revenue recognition plan, it won't be doable.

Hi, is this still not possible to do? I accidentally linked a sales order to an existing(wrong) opportunity and now I can't change that.

using the above example, you can open up the order in edit-mode. Open the console in chrome and paste nlapiSetFieldValue('orderstatus','A'); (or whatever status you want to try and set it to) and then save.

Just want to confirm that this is still a critical flaw.

What error message do you get when you want to edit it? If you logged in with the administrator role and still can't edit it, then I would contact netsuite support.

Ok, so now you know that the search ID is 224. Now you can go to Reporting -> Saved Searches -> All Saved Searches, sort by internal ID and look up the 224. I suggest that you are logged in as Administrator so that you can see all private searches. If you still can't find it, it might be in a sandbox?

You don't have to disable cache completely, that could cause a slower browser exprerience. You just need to clear your cache if this sort of stuff happens. Here you have a comprehensive website about it: https://refreshyourcache.com/en/home/

you need to see the headers: https://www.technipages.com/outlook-2016-view-message-headers: How to [B]View Full Message Headers in Outlook 2016[/B] [LIST] [*]Double-click the email message to display it in its own full window. [*]Select “File” > “Properties“. [*]The Properties window is displayed. View the message header…

If you are able to look at the source code for the e-mail, (In Gmail it is located if you press the three dots next to the e-mail and press "show original") you should be able to locate a line similar to this: X-MailingID: scompid=XXXXXX; search=2124; action=scheduled; attachment=none the "search=2124" shows you the ID of…

No, that search shouldn't send you any e-mails since both checkboxes are unchecked. Was that the search that was references in the e-mail headers?

Hi, I don't think you can have more on one screen. Maybe it won't fit you appointment booking process, but if you create a new event and add all potential participants. You have a tab called Availability where you can see a list of all the participants and free/busy 30-minute time blocks for a day at a time.…

Hi, I don't see how this would help me. I can't filter a report to only show "me", so the only help for the salesrep is that they don't have to go into a report. They still need to find them selves in a long list of sales reps. Or do you suggest that I create a personlised report for each salesreps that they then add to…

One lesson to be learned from publishing dashboards is that with the mode "Add/Move Content" the user can add a bunch of content but can not remove anything, not even the content that he/she added.

The user that administrate the custom role has two roles Custom Sales Role Custom Sales Role Adminitrator The only difference between those two is that the second one has access to publish dashboards. So the administrator goes to the "Custom Sales Role Adminitrator"-role and edits it to his liking and then publish it to…

Hi, I think I would need the same thing. I want to create a report with three columns Product(custom table), actual and budget. And then be able to use that in a report snaphot on our startpage. all the actual/budget reports that I've found are not usable as a snapshot. And I don't need a chart, I'm ok with a list. I also…

I have a similar solution for our dashboards that are shown on tv's around the office. I have a "inserted HTML portlet" that among others insert the following code in it.: items = parent.document.getElementsByClassName("noImageUnderline portletIconRefresh"); var i = 0; var interval = setInterval(function() { if…

have you tried something like this: Criteria1: When Formula: CASE WHEN SUM({quantity}) > 0 AND {date} BETWEEN '2011-1-1' and '2011-12-31' THEN 1 ELSE 0 END is 1 Criteria2: When Formula: CASE WHEN SUM({quantity}) = 0 AND {date} BETWEEN '2012-1-1' and '2012-12-31' THEN 1 ELSE 0 END is 1 Edit: I tried it out and got it to…

I think so, you could do calculations based on sysdate for example you should be able to get the date for the first day of the current quarter by: to_date(to_char(sysdate,'YYYY') || CASE WHEN to_char(sysdate,'MM') > '03' THEN '/01/' WHEN to_char(sysdate,'MM') > '06' THEN '/04/' WHEN to_number(to_char(sysdate,'MM'))…

ok, so I was a bit intrigued to see if my theory would work. So I tested it and it did... this is a column for This quarter: CASE WHEN {trandate} BETWEEN to_date(to_char(sysdate,'YYYY') || CASE WHEN to_number(to_char(sysdate,'MM')) < 4 THEN '/01/' WHEN to_number(to_char(sysdate,'MM')) < 7 THEN '/04/' WHEN…

Make a formula(text) and use this: '<a href="http://example.com/path_to_id/no=' || {id} || '">text you want to display in result</a>' double pipes (||) is the same as concat

Hi, did you ever solve this? I have a similiar problem. The difference is that our three values are: all, empty and "Delivered". I want to be able to filter out all lines that doesn't have a status. But I still want the column to show so that I can use inline-editing to change the status to "Delivered". But as of right now…

My guess is that he has a couple of searches that need to be edited and he likes to edit those searches in one sweep instead of having to go into each search and edit them manually. i.e. If you want to replace the criteria "Sales Person = Myself" with "Sales Person = My Team" on 30 different searches, it can be pretty…

Thanks for your responses, I ultimately exported the custom list "Sales team" and the forecast for all customers and then imported those in a database. Performed a left join and got everything I needed. what would be nice is to be able to copy/paste a list of values in a filter. Perhaps by damanding that they are semicolon…

Hi Oliver, the forecast by sales rep gives me the forecast for all orders that the sales rep. has a part in. I want all orders for the customers that the sales rep. X is part of the team in, regardless who was the sales rep. who made the sale (and there for is on the sales team for the specific order). So, back to my…

Tomas, You would have to do something like this : var SEARCH_URL = 'https://system.netsuite.com/app/common/search/searchresults.nl?csv=Export&searchid='; var SEARCH_INTERNAL_ID = 666; nlapiRequestURL(SEARCH_URL + SEARCH_INTERNAL_ID , null, null, processCSVResults); // In which processCSVResults() is your callback function…

How would you go about doing that?

wow, thanks! I never thought of doing it like that: sum(grouping) trunc(sum(formula)) It works exactly as I want it to, except that I can no longer drill down anymore, but I'm billing to accept that. I get an "unexpected error has occurred. Click here if you want to alert the support" /regards Tomas

try trunc() Hi, I have search that gathers all transaction rows and performs some calculations on them which gives me a bunch of decimals for each row like: salesrep Formula salesrep1 0.345 salesrep1 0.995 salesrep1 0.803 salesrep2 5.00897 salesrep2 1.9997 salesrep2 0.04 What I'd lilke to do is to use the sum and group…

Hi, I reported it right away and here is the issue #1197432. I supplied the formula that I use as well, It seems to be the double sum functions that mess it up.