esabis

I apologize We've had some other challenges that have kept me from getting back to this one. Please allow me until next week to try some of the further suggestions.

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 24, 2025 9:59PM

Pratik, Your instructions were straightforward, thank you. Now… I'm sorry, but what do I do with the resulting Email Template? How do I use it in the Email>Customize Message section of the Item Receipt Saved Search? According to this SuiteAnswer, you cannot assign a customized Email Template to an Item Receipt.…

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 17, 2025 10:26PM

I was able to get Chelsea's Email to generate, but the "View Record" link still shows the Item Receipt instead of the Purchase Order. So that does not help our Employee Center users. Therefore, using the Applying Transaction Fields solution just doesn't seem like a good way to proceed for this particular situation.…

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 17, 2025 7:06PM

Thanks for the reply. I'll do more testing and get back to you on Wednesday.

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 16, 2025 10:14PM

I apologize for the slow response. As you are both providing good suggestions, please allow me to respond to both of you simultaneously. I tried Chelsea's suggestion first. Her saved search provided similar results as my original saved search, but more so from a PO perspective. That is good. However, it is not generating…

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 15, 2025 11:01PM

Pratik, Thanks for the 3 suggestions. You saw my basic level skillset with the Item Receipt Saved Search that I built. Therefore, sadly, Suggestion 1 is over my head. Workflows are not easy Suggestion 2 is WAY over my head. I have no idea how to do Scheduled Scripts and don't even know what a User Event is. Suggestion 3 is…

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 11, 2025 12:31AM

Chelsea, This is a really good idea. Unfortunately, it will not work for us. I'm really trying to limit the emails to only when an item is received and not when a PO is created or a bill is entered. Many of our purchases are online, paid with a credit card, in advance. That cc pmt is then entered and the PO status stays at…

in Employees with the dreaded "Employee Center Role" cannot view an Item Receipt Comment by esabis Sep 11, 2025 12:12AM

That is not a bad idea. The only downside that I can think of is that now, 3 items would appear during a Global Search. Making it possibly more confusing for a user. I think think you original concept of marking one item as "DO NOT USE ANYMORE" or something along those lines, is probably still the best solution until…

in How to merge two inventory items Comment by esabis Sep 3, 2025 6:03PM

Thanks for the writeup. It sounds very similar to what we already do. Back on October 2, 2024 when you wrote "…there are steps you can take to manually merge 2 items…" I was excited that there might be a solution to actually "merge" the items. The "Con" that you mentioned above "…Historical sales reports will need to…

in How to merge two inventory items Comment by esabis Aug 29, 2025 10:13PM

I'm not the original requestor, but I sure would like to hear what those steps are because we deal with this on a regular basis to reach our goal of merging two items. Example: We create a Non-Inventory item in March 2020. It is a long part# like 4568279P86MG2059. Many Purchase Orders, Item Receipts and Bills are attached…

in How to merge two inventory items Comment by esabis Aug 22, 2025 3:56PM

This was resolved with a NetSuite Support Case #6464484 Basically, we had to go to SETUP>ACCOUNTING>SHIPPING and clear the FIELD named DEFAULT SHIPPING METHOD. That allowed the MANAGE INTERCOMPANY SALES ORDERS function to work again.

in UPS OAuth 2.0 Authentication continues to show WARNING message and Mange I/C Sales Orders fails Comment by esabis Jul 28, 2025 4:00PM

Yes, thank you. I had meant to reply. It is disappointing that the WARNING message continues to appear. That is very un-nerving. And I did submit a trouble ticket to support. I am in the process of answering their first round of questions. Thank you very much

in UPS OAuth 2.0 Authentication continues to show WARNING message and Mange I/C Sales Orders fails Comment by esabis Jul 21, 2025 8:03PM

Thank you for the very thorough reply. It wasn't what I wanted to hear, but at least I now know that I'm not missing something in regards to changing the Standard form on the Post Time feature. As for the Approval Status and Posting Date, there are at least 3 Enhancement requests that appear to have been in SuiteIdeas for…

in Post Time - Change the default form used to create the Journal Entry Comment by esabis Jul 2, 2025 10:24PM

Thank you very much for the quick reply. SuiteFlow & SuiteScript are way over my head. As you suggest, I was looking for a configuration option, and thought maybe I was not looking in the right place. I was also hoping that maybe the field was exposed to CSV Import because we already have to do a CSV Import to change the…

in Post Time - Change the default form used to create the Journal Entry Comment by esabis Jul 2, 2025 2:34PM

Thank you for the thorough response. This is heartbreaking as I know cleaning up the mis-charges will involve many hours of manual cleanup every month, with errors along the way. As you suggested, I voted for the SuiteIdea and tried to leave a comment, but the Comments feature appears to be locked out for this Enhancement.…

in Post Time to CLASS other than Employee's Default Class Comment by esabis Jul 1, 2025 10:16PM

Boy, that is going to be tough because I'll have to redact so much and there are a lot of really wide screenshots to make legible. I'll do my best. Attachment 1 is an employee's timesheet. Note the circled column. Every one of the Employee Class entries is the same, "Embedded", which is Employee E10105's default CLASS.…

in Post Time to CLASS other than Employee's Default Class Comment by esabis Jun 30, 2025 11:11PM

Update: The NetSuite Support person wrote back: Fortunately, I was able to complete testing in our internal QA environment and was able to resolve the reported behavior. He went on to explain that we had a workflow that needed to have the Trigger Type changed to BEFORE RECORD SUBMIT. He gave us the steps to make the…

in Post Time - Failed, "Unexpected error has occurred..." Comment by esabis Jun 20, 2025 7:07PM

Case # 64we17238 I've already had a Zoom call. We were able to replicate the issue. The time does post. However, he says : Per checking, the cause of error is: “Time entries that have been already posted cannot be manipulated before unposting.” He thinks that it may be an old Workflow, which NetSuite gave me, that is…

in Post Time - Failed, "Unexpected error has occurred..." Comment by esabis Jun 19, 2025 8:54PM

Luis, I congratulate you for your ability to get this running. I, however, failed miserably. My Standard Criteria look exactly like yours My Summary Criteria look exactly like yours. My Results tab looks exactly like yours. But I still get the "Uexpected error" message. I've got many hours into this as do you and others.…

in Would someone please help me with SuiteAnswer 88039 ? Comment by esabis Jun 19, 2025 8:41PM

Thank you for the quick response. As I mentioned, during this testing, I am only posting one time entry record at a time so that I can verify that there are no mismatches. So I do not think it is a mismatch. I did not think that opening a support case would do any good because we do not have paid support. They usually blow…

in Post Time - Failed, "Unexpected error has occurred..." Comment by esabis Jun 19, 2025 3:30PM

Attached is a screenshot of the Criteria that I entered based on SuiteAnswer 88039 You asked for "… screen shots of the different criteria…" This is the only Criteria that I have

in Would someone please help me with SuiteAnswer 88039 ? Comment by esabis Jun 19, 2025 2:50PM

Thank you Chelsea, I'll wait a few more days and then do as you suggested. Thank you Luis, I carefully checked all 3 formulas and they all contain spaces after the "then 1" as you recommended. There must be another issue. Again, thank you both.

in Would someone please help me with SuiteAnswer 88039 ? Comment by esabis Jun 13, 2025 10:52PM

Thanks for the tips I did as you suggested on 5.1 & 5.2 For 6&7 I tried both SUM and MAXIMUM with no success. Still getting that error message. Just out of curiosity, it looks like you did some of the setup. Were you able to get the search to work? If not, don't waste any more of your time. There must be an issue with the…

in Would someone please help me with SuiteAnswer 88039 ? Comment by esabis Jun 12, 2025 3:18PM

Could NetSuite have made that any tougher? Whew. Thanks for the detailed explanation. You ought to suggest that NetSuite add a RIGHT function capability. Sure is a heck of a lot easier. Thank you again. I'll close this thread.

in Struggling with a Saved Project Task Search with an IF/THEN formula and RIGHT variable Comment by esabis May 23, 2025 3:35PM

And I keep forgetting to add this to this thread. As I mentioned, I stink at NS formulas. So when I started this, I did the obvious…. Asked CoPilot. https://copilot.microsoft.com/chats/NzT1ASiTtSiX12z6jZxfy Unfortunately, it hallucinated badly telling me that NS did have a RIGHT function. CoPilot has a long way to go.…

in Struggling with a Saved Project Task Search with an IF/THEN formula and RIGHT variable Comment by esabis May 23, 2025 1:51PM

I have to say, NEVER would I have figured out that formula, but it worked like a charm. And your 3 links improved my NS education, thank you. One question: When you used "Length({title})-8,9), why did you use "-8" instead of "-9"? It seems like you went back 9 characters from the end, and then chose those 9 characters.…

in Struggling with a Saved Project Task Search with an IF/THEN formula and RIGHT variable Comment by esabis May 22, 2025 10:36PM

Have not had time to test. Hopefully tonight. Will get back to you ASAP. Thanks for the thorough response. One question. You wrote: I have linked the articles I wrote explaining each of these functions in detail, in case you want to further understand what each of these does. Unfortunately, I do not see those links. Am I…

in Struggling with a Saved Project Task Search with an IF/THEN formula and RIGHT variable Comment by esabis May 20, 2025 5:55PM

Sorry for the delay in replying. To answer the 3 questions: In the title of this post I wrote "Saved Project Task Search". Is there another name that you need? I tested with {AltName} and {EstCost} but unfortunately, the result was the same error message. I have a Saved Project Task Search with multiple result columns.…

in Struggling with a Saved Project Task Search with an IF/THEN formula and RIGHT variable Comment by esabis May 16, 2025 7:04PM

How frustrating that this apparently simple enhancement to make "Global Search" truly more "global"; That will impact so many users, has not been implemented for over 14 years. And yet, when one reviews the 2025.1 enhancements, you have to wonder who decides to implement the many complicated improvements that only impact a…

in Have Global Search include Vendor Code Comment by esabis Mar 12, 2025 4:04PM

We setup NetSuite with what we thought was a common practice with ITEM records. The ITEM NAME/NUMBER is either an internal company SKU or a Manufacturer's Part Number. You can buy an item from multiple vendors, many of who have their own Vendor Part Numbers for that item. We typically leave the VENDOR NAME/CODE field blank…

in Have Global Search include Vendor Code Comment by esabis Mar 11, 2025 11:53PM

esabis Bronze Medal

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