CDuf · Business Systems Analyst · Bronze Trophy

Vernita If you want to send to recipient results & I assume that means Contacts, add another recipient field Contact : email Test it by making yourself a contact and limiting your saved search to only return your email address, without specifically entering your email address in the criteria (We have a fake customer called…

Hello User_929E1 Take a look here. https://www.netsuite.com/portal/services/training/suite-training/netsuite-certification.shtml and scroll down to the various offerings. https://www.netsuite.com/portal/assets/pdf/sample-test-ns-suitefoundation.pdf…

Hello Jack Goodwin Yes, Logged on as an Administrator, navigate to Customization>Lists, Records, & Fields>Transaction Line Fields>New You might give the list some thought and consider other types of records that might use the same adjustment reasons. Within the custom Transaction line field, you can define the records it…

Hello Glan. I just did a little testing and it may not get you all you need but I did have some success... I'm sure others have better suggestions but here's what I did..... For simplicity I focused on our Quotations and when the Amount changed after it was Approved. We have a Workflow that our Quotations go through to get…

Hello @Vernita Have you tried Grouping your results?

Hello Glanmor. Hope you are doing well. Have you tried starting with a Transaction Search for the record type you are monitoring? Join to the System Notes with criteria date after the New Value = approved, fields returned are any that you care about .... amount, account, company, etc..... I'll tinker for a bit to see what…

Thank you @Jack Daryl Espiel-Oracle. Worked perfectly.

Hello Elychelle Gulen-Oracle. Thanks. I appreciate the documentation links.

Yes, Thank you Elychelle Gulen-Oracle. I've been through the NetSuite documentation and I have had a Demo from our Account Manager but it was not a valuable selling tool that my Controller found worth investing. Our Account Manager Demo had glitches which immediately detracted from the power of SuiteBilling. My Controller…

Hello, 3961064 How did you make out? Did you get SuiteBilling provisioned, enabled, tested and using it? What are your thoughts? Anyone..... I am interested in convincing our team to use SuiteBilling but the videos I find are years old. We are a software company with subscriptions & license both have usage components and…

Hello 3959464, did you implement SuiteBilling? What is your Business case? Anyone..... We are a software company with subscription & license both have usage components. We bill annually in advance for the subscription access and license pieces. We bill the usage annually in arrears. Both of these are on the same invoice,…

Hello Michelle Jabanes-Oracle. Thanks Yes. I hope your New Year is starting off fantastic. Yes, the Capture Email Replies feature is enabled. I don't find any reference in SuiteAnswers to dependencies on mail provider settings or differences between Outlook & gmail. I have our network team looking into our settings on…

AmyExo 3950315 coffeeguy See Compute Number of Days Spent in Current Opportunity Status Answer ID 13731 to get part way there The ability to get the number of days the opportunity spent per change of status is currently filed under Enhancement 133627. Ask your NetSuite administrator to VOTE for this Enhancement AND add a…

Hello. This is very old but I cam having the same experience today. I looked in SuiteAnswers for any prerequisites and only found this Setup>Company>Enable Features>CRM>Marketing, Capture Email Replies I am testing based on SuiteAnswers #'s 33773, 31719, 77746 & 8910 I can check the Request Read Receipt Box and send an…

Hello @User_9ZHOF, I don't know if you've solved your integration but I just bumped into this while looking for SuiteBilling Videos on the internet for myself. Good Luck

Micah Timbol-Oracle Thank you. This is great

Hello @Jack Daryl Espiel-Oracle Thank you for all this detail!!! I learned a lot with this one & your options were great! I did test both suggestions and they both worked well. I leveraged 2 Hidden Text Area/Long Text Custom Fields applied to the Source Record and store the result there because another piece of my workflow…

Thanks @Jack Daryl Espiel-Oracle Will do. closing the period today. Will follow up. Appreciate the detailed suggestion. I have high hopes.

Hello @Jack Daryl Espiel-Oracle Now I'm wondering if the limitation/difference is that you refer to the "Set Field Value Action" I am using the "Create Record Workflow Action" to create an issue with the workflow and "in effect" using set field value actions in my Create Record Parameters to populate the Issue fields. (How…

Thank you @Jack Daryl Espiel-Oracle. First Notes: Formula = ' NAME: '||{custrecord_360_taxrate_taxid}||CHR(13)||'TAX ID: '||{custrecord163}||CHR(13)||'EFFECTIVE DATE: '||to_char({custrecord_360_taxrate_effdt},'MM/DD/YYYY')||CHR(13)||'Res Rate: '||{custrecord_360_taxrate_rate}||CHR(13)||'Non-Res Rate:…

Thanks Micah Timbol-Oracle I am going to do some testing in Sandbox but wanted to let someone know (I tried to let the SuiteAnswers Chat bot know but 🤔.) Fixed Asset Values on Fixed Asset Reports does not match Asset records references SuiteAnswer ID: 21804 but it is not in SuiteAnswers. There is reference to it in 6 other…

Thanks. Micah Timbol-Oracle. Will do

Great Idea. Thanks. Best Regards.

Yes, Thank you. We are using Downloadable Items already. I'm sorry to say our Client Experience team was not happy with the NetSuite Customer Center UI experience. They moved from NetSuite for Support Management to Zendesk with a custom Customer Center. 😏 The difficulty we have is that NetSuite holds the software…

Thanks @Micah Timbol-Oracle yes that will remove it from the Asset Register but that really only hides the issue. These were loaded many years ago & I am trying to "clean-up" what ever happened. I'd like to do it thoroughly and the proper way. Yes, our intent was that we wrote off the assets but since these were early…

@Micah Timbol-Oracle Just an update I'm all set. I followed the SuiteAnswer ID 19284 Revaluation of an Asset. I had tried this early on during my multiple rounds of testing, but instead of entering a value in the Write-down % field, I entered a value in the Write-down Amount field. This time I calculated the precise %…

@Michelle Jabanes-Oracle I've gone through each of our scheduled processes and see they are scheduled to isolate/group the types of Activities & Record types. Since the Owners are no longer active, the schedules did not execute. They are scheduled at different times overnight with enough time between them to allow…

@Michelle Jabanes-Oracle Yes, Thanks. I am looking at that now. Appreciate the guidance.

WOW!!! Thanks. These Owners left and we never re-scheduled their Mass Updates. As always, THANKS!!!

Hello @Michelle Jabanes-Oracle We have had the LSA bundle installed since 2011 but have historically not monitored the results. We are now attempting to leverage this data point but find it is not always updated as we "expect". Should the Last Sales Activity field automatically update when the assigned Sales Rep creates…