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Hi Micah Thanks for the response. For the work around, I was wanting a solution for a saved search if possible and not a report. The reason for this being, I have additional columns that show the sum of customer billable hours, and other project task related measures in the same search Is there a workaround available that…

Thanks so much Pauline.

Hi Michelle Thank you for your response. (I have only just got around to testing this) Related to this, is there a way for the sent invoices mass update to run automatically after the first mass update is done? i.e. for the second one to be 'triggered' by the first one using a workflow? Thanks

Hi Jack 1. No, there is no email action configured in the workflow 2. Yes, the approval routing is enabled for invoices thanks

Hi Michelle I am using a saved search on all allowance claims ,where allowance claims are similar in nature to employee expense claims, though 'allowance claim' records are created as a custom record. The list view is being accessed as a search when the user clicks into the 'allowance' tab on their employee self service.…

Hi Camille I'm not sure I explained my requirements particularly well. Here the background to what I am trying to do: - I have a form called 'allowance claims' - This is a custom form that is associated with a custom record, 'Allowance Claims' - This custom record has the following fields: *Employee *Rate *Claim Type…

Hi Mikko De La Fuente The formula(text) won't work for this purpose as I need the summary type to be 'sum' and not group since it is a numeric total. The native functionality from Netsuite appears to highlight the entire row (unless I am doing this incorrectly) whereas I only want to highlight values in the particular…

Thanks so much Michelle I will try this and let you know how I go

Edit: Is there a way to combine the over partition by formula and case when?

In this case, I am logged in as an administrator. Is that why I can see 'submit' as an option? Is that to say, the other regular users (e.g. those with only 'employee centre' roles) won't be able to submit at all? They can only save? thanks

Thanks Mikko De La Fuente I have tried this though the option for 'Save and Submit' is not in the 'Standard Actions' menu for this form, despite it being there on the button: Once I select 'Customize Form' from the top right hand corner of the record: Why would this not be an option? thanks

Hi Michelle I have tried this approach though when trying to edit the filter itself (using the steps you have described above), you would have to manually select the supervisors from the list and adding it to current selection. The issue I am having is that in the list of available items to add to the current selections,…

Hi Pauline Thanks for the reply. I had followed the steps in your initial response to remove the ability to create new items.on custom lists. As mentioned on your second reply though, this removed the option to create new items on all custom lists and not just the one list in question where I did not want the project…

Thank you so much Shyam Bandari That worked. A follow up question on this (sorry, it should have been part of my original post), do you know whether it is possible to lock the record and prevent editing once approved and once 'email' is selected from the actions menu? (or if a bulk email mass update is done?)

Thanks so much for all of your help Pauline. I really appreciate it. There is only one final step I am getting stuck with: Is there a way to set the workflow so that if the administrator/journal approver were to edit the journal, the status would return to pending approval? (or require the journal creator to resubmit?)

Thanks H-Medina Is it not possible to change the settings (at a project level maybe) so that only the project manager or someone on the resource list designated as a 'project manager' on the resource list can approve the time entries that relate to that project? If that were the case, I would have thought that would…

Hi There appears to be a page created called 'Temp - Assignee List' by the team that did the implementation on our Netsuite. I am assuming they were not able to find the default, system 'assignee' list so created another record for this. If I wanted to unhide the default Netsuite one (to avoid using the custom created…

Hi Medina We just tried again right now for this user and myself and we didn't have the date auto-populate. We had manually deleted this last time and Netsuite seems to have remembered this preference. Thanks for your help anyway

I have found a few scripts online for mass updates to delete records and have deployed them successfully. I was hoping to modify one of these to adapt it for this purpose. I am getting a bit confused with the elements of the suitescript and which part needs to be changed from deleting the record to updating values Thanks

Hi Mikko De La Fuente Yes, there is time entered against the task for some of the records I am trying to update (there are multiple tasks with the incorrect category of .billable entered when they should be non-billable) Is there an existing script that can be used to create a mass update to update these records? Thanks

Hi H Medina The user has logged out and logged in multiple times. I think I managed to work out what the issue was: There is a start date that is automatically being filled in under the admin role to equal the end of the current month (31st Jan 2020) Under the AR role, when a bank rec is done the default start date being…

Hi H-Medina Thank you for your response and sorry this took so long for me to respond: 1 Yes, it is showing as unreconciled and uncleared on the checking register: 2. No the transaction is not on the summary report: When I drill down on this figure: 3. Yes, the transaction is on the 'Reconcile Bank Statement' Page: thanks

Hi Michelle I have tried looking at the lists>relationships>groups option though the "mine, my team, etc" grouping used by Netsuite is not visible there. The only group that is there is one I had created to assign file cabinet access to. What I was after was a list showing what Netsuite considers to be "my team" when it…

Thanks Michelle. As a follow up, do you know where I can see how the grouping of 'my team' is defined? i.e. Which field is being used by Netsuite to determine what is considered 'my team'? Is this based on the same department, team leaders, subsidiary,etc? Is this group customisable? thanks

Hi Pauline I have tried this per the screencaps below though am not getting the right result: A few things I was expecting & questions I have about the workflow: Using the unapprove button, I would have thought the status would change from "approved for posting" to pending approval? Similarly, pressing the 'reject' button…

Hi Michelle I have tried this and it hasn't solved the issue. I have noticed that the grouping on the filters appears for some saved searches and lists and not others. For example, for time entries, the 'my team; mine,etc' is the only filter available for employees. For other lists such as employee leave requests, those…

Thanks Mikko De La Fuente I can't log a case with support or vote for an enhancement (since I do not have access to the support via Suiteanswers) though that is definitely good to know that a possible enhancement is being considered for this

Hi Michelle Jabanes The role I am using at the moment is Administrator. I can't see the settings for this though it doesn't appear to have any restrictions. Thanks

Hi H Medina-Oracle There are 190 active employees. It is inconsistent in terms of when it shows. In some drop downs, such as the time entry, it only shows 'mine, unassigned,etc'. When selecting project managers from the employee drop down, it lists all active employees. Are time entries and other employee lists sourcing…

Thanks Camille So even if the scheduled report is sent as an attachment, it is not possible to use today's date as part of the the subject line to be auto populated? Is my understanding correct?