CDuf · Business Systems Analyst · Bronze Trophy

Thank Micah. I will do that since people have success when they reset their password. I always appreciate your guidance. I will look for an enhancement request that NetSuite sync the SuiteIdeas password with the application password and Vote on it. I know SuiteIdeas requires a specific role but as Administrator, I have…

I found the following Enhancement requests that all could benefit from having a feature available that allows defining our work calendar (business days, hours, holidays, etc). Please consider them and a Company Set up feature that allows us to define our company's work calendar (business days, hours, without holidays and…

Hello Patrick, I can't find enhancement 192049 Setup > Accounting > Manage Accounting Period > Select Prior Year > Change End Date to shorten an accounting year > Save > "The date range you specified does not enclose all its child periods.". Would you mind checking the status (declined, merged into, etc) or maybe a typo?…

Thank you Michelle. I accessed the Enhancement # 84271, voted and most importantly added the following comments: Yes, Customers send an email to the support email address to create or update a NetSuite Case. The email includes formatted information (table). The Case is created and in Case View Mode, the Message is…

Yes, thank you Patrick. I knew I could delete the months/periods and redefine (if there were no transactions posted/assigned) I performed a few saved searches to identify any transactions, amortization schedules or revenue plans that exist for the periods I need to delete. For future months, it's all the amortization…

@ChrisH Hello, I have worked through a few struggles with Support Management as well and changed some business processes to adopt NetSuite best practices. Perhaps, absent a script, the "key" is NetSuite receiving the email sent from the customer contact, email address. If NetSuite has a Customer or Contact with the email…

I am disappointed but thought I should share an update: Update on Defect: 628189 specifically related to Bank Imported transactions not occurring "real time" The basis for my case/defect was based on my expectations and the following: Suite Answer Id: 92688 indicates, the Bank Feeds SuiteApp also enables you to manually…

I am bookmarking this discussion. You might also be interested in the following. All that use Support Management, please review SUITEIDEAS Enhancement Request 450157 related to Case Management. Title: Support Metrics - Incorporate work Calendar Details indicate: The support metrics are a good start but I believe the…

Thanks Michelle. I added comment to the Enhancement and voted for it. I always appreciate your responses.

What do you mean by Line Items?

I just export a list of existing transactions including both the header records and the line records with line numbers (if you want the detail). Be sure to include all the fields that you will want to import. I use that export headings to place my historical data on the rows, lining up my data. Then map your load file to…

Yes, Thank you @Michelle Jabanes-Oracle. I had looked and did not find anything. I wanted to confirm it was just a case of user education. Thank you @Pierre_Plourde, talk about user education, you taught me something. Amazing that I have been using a mouse all these years and never knew that. I sent my users mouse tips and…

Hello @Joao Alberto jesuino , welcome. Great to hear you may also find this helpful. Yes, to @Michelle Jabanes-Oracle point, please vote or ask your Administrator to vote on SuiteIdea/Enhancement # 450157. I would also ask you to provide a Comment that details your business case including your current burden not having it…

Does he have a default view set to -mine-? I am interested in how you accomplished Actual vs Quota comparison. I have been trying to do it with a Saved Search.

Reply from DocuSign, just now: We're sorry for the poor experience in NetSuite. Due to recent changes in some browsers, existing users of the DocuSign for NetSuite integration are recieving the NetSuite login screen after sending documents via DocuSign. We're working on a fix for that now that will skip the login step. We…

Thank you Erick. I started with the user community. Will engage DocuSign. Thanks for the research. I will post their resolution here, when I get it. Best.

This turns out to be a set up issue. In hindsight, this is obvious. I set up all our credit card accounts on our Chase account. Turns out, one of the #'s I had was the "parent" credit card so when I removed the parent from my set up, there were no more duplicates. Had I known that the cc #'s included a parent when I set it…

I know this discussion is very old but we have been under utilizing NetSuite to the point that management is looking at a different Customer facing solution (support, searchable knowledge base, look and feel of the Customer Center, chat, etc.). I am jumping in to try to demonstrate NetSuite functionality that we have not…

I love that my signed documents are captured on the Transaction. I don't have to go hunting for the signed copy in some document repository. I just posed a question to the User group in another thread (Does anyone have to Log In to NetSuite when sending a DocuSign doc from a NetSuite transaction?), you might like to…

If anyone is interested in this topic reporting Transactions and Quota in one saved search please ask your Administrator to access the SuiteIdea 389025, add comments indicating the use case and any burdens of not being able to report these together and benefits of being able to report Quota on Transaction searches. Then…

Thanks Michelle. No, these people only have the custom Support Manager role. Thanks, since the intent of the report is just for my use, I will re-create it per your suggestion. As always. Thanks.

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.