CDuf · Business Systems Analyst · Bronze Trophy

Thanks Jack, I was just headed here to provide an update. Yes, in the Analytics Dataset, I can get to the Customer Download file name and the Transaction Line: Item. I can also pull fields from the Item set up but I am unable to pull my custitem_download_file field to compare to the Customer Download file. Other Custom…

Went back through my Saved Search again today to methodically document the Formula(text) if tried and listing each below: {customer.download.file} {customer.downloadlist} {customer.download} {customer.downloads} {customer.downloads.file} {customerdownload.file} {downloads.file}(I know this was a stretch, but tried anyway)…

NetSuite does not include a standard feature to keep track of how many times a file was downloaded from the file cabinet by a specific user, but it is possible to implement this feature by using a custom field and a Suitelet. Instead of providing the direct link to the file, a link to a Suitelet can be provided. The…

Yes, thank you Michelle. When I use Criteria that usernotes.type "does not contain" or "is not" an autogenerated note, any cases that only have auto generated notes are excluded. I think I need a Results Formula (Text) that is case when there is a usernotes.type that is not an auto generated note, return the most recent…

My apology Michelle. Would you take a look at my notes again. I thought it was resolved but as I continued validating I found a regression issue.

WOW, what a way to stay with me through this exercise. You have been thoughtful and patient. While "older" notes are no longer returned I am still battling to return all Open Cases and their latest User Note that is not 'An auto generated note' When I added the When Order By Field = User Notes: Date, the Notes/Memo field…

Thank you, Michelle. I had difficulty adding the screen shots so am adding in an attached WORD document. As to the "length" of the User Note/Memo this example demonstrates 3 "longer" User Notes that are not displayed on the Case Audit Saved Search. When I include the formula (Text) Maximum usernotes.internalid the most…

Thank you OzzO, I should have been clearer related to the process for Voting. A person at your company with the role NetSuite Support Center can; * Access the NetSuite Account Center * Access SuiteIdeas * Search for the Enhancement #23036 - Tasks > Ability to Create new Status and Priority Options * Add a comment…

I love this topic but I wish there was a way to export it so I could search better. Any ideas?

Thank You Michelle. Date Created was the "Case" Date Created. I changed the Date Created Summary Type from Group to Max but there is only one "Case" Date Created. I added a User Notes: Date w Summary Type = Maximum. This returns the Maximum Note Date but not the most recent Case User Note {usernotes.note} I think I need to…

Thanks Michelle. I attached a WORD document with screen shots. I will attempt to paste in here too. This scenario has a Case with some User Notes, the User Note is not on the Customer but the latest User note is not on the Case Audit saved search. Case Audit Search: I temporarily added the User Notes Internal ID and Date…

You might log a case with them. they have had 2 recent (June and last week) updates. I noticed a change (not related to charging) after the June update and they fixed it last week.

If you find a SuiteIdea that would improve your business, would like to request NetSuite include this in a future release, please Comment explaining the current impact to your business by not having the feature then VOTE for it. Some that I have been interested in, have many terse comments and only one vote. If we want…

Thanks Michelle. I understand and wanted to let you know I am continuing to test to your comments and regression around it. I will post more details later. THANKS again.

Thank you Michelle. I'm sorry to revisit this. I appreciate your thoughts.

Yes, Thank you Sharmaine, I should have noted the same. I did hear back from MerchantE including here: From: @merchante.com> Sent: Friday, July 10, 2020 11:23 AM To: Cc: @merchante.com> Subject: FW: Issue displaying sub tabs re: Bundle MerchantE Payment Gateway API 317221 Installation Alert: Successful Managed Bundle…

Thank you Michelle. It's what I expected. I will clarify for our Customer. You are always so helpful. THANKS

Thanks again, Michelle. Our Customer cannot log in to our Customer Center account at all when he uses his company email address (joseph.zxxxx@company.com) and our URL. His attempt is a Failure. His Customer Contact record was assigned the email address (joseph.zxxxx@company.com) & it was the email address he used for his…

Thank you Michelle. As to your question, the customer has these links currently. I'm sorry, would you clarify? I think you are saying Our Customer must use a different email address to log into our Customer Center than he uses to log into his NetSuite application account. Is that correct? While we did ask him for a unique…

Thank you Mikko. I have also been working with Celigo re: this problem. As it relates to our NetSuite integration to JIRA using Celigo. They have asked me for the NetSuite Issue System Information>System Notes>Context to help with the investigation. (Please Advise if the following should be in a different topic) I found…

Thanks. I'll take a look. I appreciate the tip. To all: We can be part of NetSuite's continued improvement if we provide quantitative requests/enhancements and vote for existing enhancements. When Netsuite knows how not having a field or feature impacts our business and if that impact is widespread across users their…

This is great Erik. The Sublist solution was simple enough, I should not have had to ask. I appreciate it.

Yes, thank you Michelle. I may have found the right combination for viewing all Contact Messages on the Customer record. Our goal is to see all Customer communication on one Communication>Messages sublist so that we don't have to try to put pieces together when understanding our Customer Relationship. If I begin a message…

Thank you Shamaine. I knew the date is a billing through date from the Billing Schedule dates on the sales orders and we don't use Billing Schedules. I was wondering where the default comes from. It seems to be 5 business days because today the Next Bill On Or Before date defaults in 05/16/2020. As to changing that…

Thank you Shamaine.

I couldn't create the workflow action script myself but got some help and it works perfectly. As always, Thanks.

Thanks. My () were only in place because I started with a similar formula I found, and it included the () so I left them in. When I removed the () I caused no issue. THANKS! I was treating the || sort of as parenthesis and trying to make them "match" but now I realize they are not. My formula that worked, HUGE THANKS to…

Yes, thank you Jack. I can replicate your results which places text on separate rows by using just the ||CHR(13)||. NAME: TAX ID: EFFECTIVE DATE: Res Rate: Non-Res Rate: NOTES: just the ||CHR(13)|| I am trying to place text followed by a field value on each row and line break. Desired Result: NAME: Columbiana City Tax TAX…

Final Saved Search in case anyone wants it. This Search is intended to list all Open Cases and the most recent Case User Note that has not been auto generated. No Summary Criteia I also used some highlighting Saved Search Results: User notes can be added as the case is worked or during a review meeting in an extracted…

This worked: case when {usernotes.notetype} = 'An auto generated note.' then '' else {usernotes.note} end. For anyone else the uses this, the '' are single quotes. THANK YOU, Michelle!