CDuf · Business Systems Analyst · Bronze Trophy

WOW Michelle. Thanks. I am so sorry for missing this. Thanks. (sorry, I just found this still in draft form, sending now)

If you are internally tracking as USR-8611, would you add my vote to this as well. My scenario: I need to display a KPI (so it would be a saved search, since I can't "customize" the Forecast to Quota by Class report) that includes the Quota Management is looking for a comparison of Sales Person specific Quota compared to…

Yes, thank you Michelle. I know I can replicate the delivered Issue fields but since they are available on a Standard Case form, my thought is they should also be available on an Online Case form without creating redundant fields. Thanks for the tip. I hope others also identify the need vote & on the enhancements. I'll…

Great to hear from you. Yes, I've been juggling a handful of things. Have to circle back and try the last suggestions. Thanks for the heads up re: the Webinar. I just registered. Thanks to the gurus for checking. Fingers crossed that they have a suggestion. Best.

Thank you Micah. We know about Defect 628189 and have a case attached to it. Oddly, Monday and Tuesday this week MidFirst transactions came in the very next day and not the historic 2 day wait so we thought it was resolved, although we had not received notice that it was. As to Chase, there is an existing defect #627620…

MidFirst Bank, Republic Bank of Arizona and my credit card bank is Chase Business. thanks Micah

Thanks Michelle. Same result: I am also investigating any local Windows updates or other "process" factors but seems odd. Thanks for you continued suggestions. Best.

Thank you Micah. I also logged a case with NetSuite Support. NetSuite assigned my case to Defect #627620: Bank Data Import > Chase Bank > Duplicate Transactions. They have turned this over to their 3rd party SuiteApp owner who has "already performed initial investigation and has forwarded to their Engineering Team for…

Thank you Michelle. I actually started with that direction. I have an existing Messages Saved Search, I added criteria for this Customer 228404. Thanks.

Thank you Micah. I am working through your steps now. (waiting the half hour at the moment). Yea, I was hoping I just missed something. If I still have trouble I will include paths, screen shots and details when I log a case. Thanks for the suggestions. (working through them) Best.

I LOVE that Clear button. I had some Voided CC transactions in NetSuite that were not on the Bank Import so I used the Clear button. Taa Daa! Thanks.

Thanks Jack. As to the why, "could be that the format comes from the server", this may explain it. (I think its odd behavior but it could be an explanation. Thanks) As to the format tips. The 'fm' is new to me. Thanks. I played with formatting and ended up with the following: Issue Subject/Abstract field: 'EFFECTIVE…

I also have a workflow that picks up a custom Effective Date field (custrecord_360_taxrate_effdt), type = Date. from my custom Tax Rate Record. This field is displayed on my Custom Tax Rate Record as M/D/YYYY My workflow creates an Issue and places the Tax Rate Effective Date field into the Issue Subject/Abstract and Notes…

Wow, my apology. I should have thought of a Workflow. ? THANKS so much. ?

Thanks Ivy. Good thought. I added more products because we really need the full family and when I just did the Web License, only 2 customers had that old product. Results still include the Customer that purchased Web Service License back in 2012 and not since. Customer 198407 Item Purchased includes Web Services License…

Thanks Ivy. I appreciate the suggestion. I conformed my search criteria more like yours but added all the Items Purchased in the PRP family (where Web Service License is) Criteria Tab: Results Tab: My results still include Customers that may have purchased our PRP family of products/items in the past but they have not been…

Now they can Drag & Drop a file onto the Online case form when the File Upload field is on the form.

Thanks Ivy. My search is a Transaction Search. Results Tab screen shots: "Web Service License" Item type = Service. It is a Subscription "Web Service License" item is included in the Invoice together with the other products in the same family (Parent). Each item family (Parent and children) invoiced separately but any…

Thanks Jack. I was working in Sandbox when I discovered this Page in Global Search so my first screen shots are from Sandbox. Today I performed the Global Search in Production to provide you the URL from the error page. The error occurs in both Environments. I use Google Chrome for Production and Firefox for Sandbox. I…

Thanks Jack. https://3357109.app.netsuite.com/app/center/card.nl?sc=38 I don't see this Internal ID in my Record Types list, which implies it may have been deleted. :( ? Odd that I can still see it in Global Search, though.

Thanks Michelle. I will update, test and revert back.

Thank you Tafara. Great idea. My goal is gathering data in consideration of a price increase for one of our Items, "Web Service License" but I want to understand the entire suite of products our Customers currently have, when the Customer has our Web Service Product(actually all the products this family). Your idea is…

I'm not a fan of redundant fields but would it be acceptable to create a custom "Local Status" field that you could update with a Workflow that is triggered when the Invoice (delivered) Status = ??? or some other trigger. I suppose you would have to "attest" to the government that this new Custom field is your Operational…

Hello @Tafara. I wondered if you saw my response since I did not "tag" you. My apology. Given my response, do you have any additional ideas, I can try? Best Regards and Thanks.

My Company>General Preferences and personal Preferences When I use a Formula (Date/Time) = CASE WHEN TO_CHAR({createddate}, 'HH24') = 8 THEN {createddate}+8/24 WHEN TO_CHAR({createddate}, 'D') = 7 THEN TRUNC({createddate})+ 2 + 12/24 WHEN TO_CHAR({createddate}, 'D') = 1 THEN TRUNC({createddate})+ 1 + 12/24 ELSE…

Following SuiteAnswer ID 73365, I attempted to Import a file to remove Customer Contact Login Access but receive the same error as member 3954569. Remove customer contact's access to customer center through CSV import Published 04/17/2018 05:20 AM | Updated 05/22/2020 08:07 AM | Answer Id: 73365 Here are the steps: 1.…

Thank you. I have updated my search and will reply my results.

Are these POs that you create to purchase goods? Have you Customized your Standard PO "Form" to point the PDF layout to your PO Template? You can also set your Email Message Template to your PO Email template on the Custom PO form. You can also send the PO to the Vendor from inside the PO, using the Communication…

I voted for Enhancement # 65986 and added comments too. If you would benefit from this Enhancement Request, please ask your Administrator/Support Manager to access SuiteIdeas>Number 65986, add comments indicating any benefit to adding audit information to Email Templates, and any current burden because a audit information…

I added "And" in my second argument and removed Main Line = False. I used Formula (text) {applyingtransaction} is not Credit Memo because I wanted all valid Invoices where the Customer did not cancel. I did not want to include cancellations that would have created a Credit Memo to close/Paid in Full the Invoice. I tried as…