T.Watz Red Ribbon

Came here to find a solution for this. I found it better to label the columns by "Current month + 1 month", "current month + 2 months", etc... I'd like to use a formula like to_char(sysdate,'MMMM')...

Yeah, us too. I've logged a case. For me, it seems to only affect the roles "Full Access" and "Administrator". Our normal roles for sales reps and finance seems to be working ok.

Just got a response from support: Defect 511047 : View Any Record > An unexpected error has occurred. Alternate solution: None The urgency level assigned to your defect was escalated to the highest level - U1. We understand this is a very critical defect. Our management and engineering teams have been contacted to…

Thanks for solving my lazyness of not reading the release notes thoroughly. :) Any tips for workarounds?

Hi, is it possible to change the headline for the "headline"? I have a value that is forecast/qouta and would like to to show that as headline for both month and quarter. I can do that but the headline for both is "Forecast %" so it is hard to know which timeperiod it applies to. I've realized you can add copies of the…

I think you have to change Date interval from "All" to a specific period. After I did that, the box became available.

Hi, is it possible to change the headline for the "headline"? I have a value that is forecast/qouta and would like to to show that as headline for both month and quarter. I can do that but the headline for both is "Forecast %" so it is hard to know which timeperiod it applies to. I've realized you can add copies of the…

Yes, and please let it fall through to your web-reports so that they are usable in international excelversions.

It would also be very nice if the users preferred filter settings is remembered per report //regards

Hi, -Mine- and -My Team- would be good to have as well. /regards

Yeah, it was the Beta i was referring to and I haven't seen that you are able to change this in the specific reports either.

The enhancement request # is 214025 "Reports > Custom Footer Filters > Multi-select: Add 'Select All' to top of popup"

I'm using the following piece of code to create payments, maybe it will help? var newPayment = nlapiCreateRecord('customerpayment',{recordmode:'dynamic'}); newPayment.setFieldValue('customer',invEntity); newPayment.setFieldValue('payment',PaymentAmount); newPayment.setFieldValue('autoapply','F');…

Hi, yes I did replace the record type to 'account'. And I am able to set the external ID what I need. But not remove it.

I just tried to remove the external id on an account and it was not possible using the above code snippet. I tried with setting it to null as well, didn't work. It didn't fail, it just didn't update the account.

Hello Dan, One thing you can do is to go to the Messages Tab of the Cash Sale, click the Email button > go to the Message Tab > Select the template and then modify the Subject field. From the Attachments Tab, Set Include Transaction = T; Type = HTML. However, if the setting To Be Emailed = T, then it automatically sends…

Definitely a scheduled SuiteScript seems the way to go, runnign daily or weekly e.g.. Run your saved search, grab each customer and their ytd sales and call nlapiSubmitField to set the custom field. something like var results = nlapiSearchRecord('customer',<saved search id>) if (results != null && results.length > 0) for…

Something New (for me)... I have a formula to auto calculate a selling price based on a Custom Field for Margin which works exactly as originally needed: {cost}*{custitem_margin_multiplier} Now the Customer wants the result to be rounded up to the next $5 increment. Super easy in excel but I am at a loss in a formula…

Thanks T.Watz, unfortunately that didn't work. Code pasted below, shows no results when saved. case when (sysdate+decode(to_char(sysdate,'d'),2,1,3,1,4,1,5 ,1,6,3)) = {shipdate} then 1 end I'd try to use trunc(sysdate,'DD'), and keep in mind that sysdate is dependant on where the server is located. case when…

cduffyaz4 Perform a customer search. Columns: Name Formula(numeric): Decode({contact. custentity_holiday_gift}, 'T', 1,0) Set group on Name and sum on the formula On summary criteria set the same formula and set it to equals zero. The idea is that the search will return 1 for each contact tied to the customer that has the…

Hi, I'd like to share a formula that I've just started using. We have start- and end-date for each item-line, which later turns into dates for revenue recognition. The revenue recognition schedules are only created for the first time in the sales cycle when an order is approved. We'd like to know the potential revenue in…

Looks like the single quotes you had around the countries might be the issue - does it work if you have instead: CASE WHEN {custrecordsfcountry} = 'Cyprus' THEN 'CY' WHEN {custrecordsfcountry} = 'South Africa' THEN 'ZA' when {custrecordsfcountry} = 'Ukraine' then 'UA' when {custrecordsfcountry} = 'Turkey' then 'TR' when…

need help creating a couple of saved searches for a KPI Scorecard. looking for Month to date Sales / business days past = avg daily sales * the number of business days in a month = projected sales total. Then projected sales / same month last year total = projected % growth. Any help is greatly appreciated. Here's three…

I've been trying to convert our names for posting periods into a valid date column in a saved search. The names follow the scheme mon YYYY but I can not get it to work. it always comes out as ERROR: Invalid Expression I've tried multiple solutions in my Revenue Recognition Schedule-search: to_date(concat('1…

I've been trying to convert our names for posting periods into a valid date column in a saved search. The names follow the scheme mon YYYY but I can not get it to work. it always comes out as ERROR: Invalid Expression I've tried multiple solutions in my Revenue Recognition Schedule-search: to_date(concat('1…

Hi Michael, I have not had the need to add attendees. So I haven't even tried to add them. My primary objective was to get the events onto the company, a primary contact and the salesrep.

I recently did something similar as the poster above. With the exception that I created a simple workflow that triggered on create for my custom records. This workflow then created a "event" with data from the custom record. Worked like a charm and made it possible to csv-import the recordtype "Event". I set this up…

I believe that if you have issues with the DKIM, all mails would come from "system@netsuite.com" but would still work. Maybe I'm way off but here's my tips: I've had a problem that some employees didn't receive a scheduled report. My issue that time was that some e-mails to that address had bounced and Netsuite had then…

system2.netsuite.com doesn't work either.

Yup, I'm on the EU2 datacenter