PaulFleetwood Silver Medal

Thanks Micah Apologies, I'm not a Finance expert, so I am only working with the information given to me by the Finance team based on what they do at the moment. Their current process is to match the entries on the bank statement to 'Payment' records in NetSuite (which is how we record when Customer has made a payment on…

Thanks CoffeeGuy Stupidly, I actually have a saved search for this that shows my Licensed User count each week - I hadn't realised that I had excluded the Customer Centre role on that one! I've set up a similar report focussed just on Customer Centre which I hope will give me details on the Customer logins. Thanks for the…

I don't have a solution to this (at the moment our Customers only have a single role) - but is there a way to show when a Customer last logged in, or show a list of Customers with access and their logins? I am trialling this with some customers, but I have no idea if they are actually logging in?

Thanks Herdi That explanation is very useful, but raises another (related) question in my mind. I don't really understand how 'forecast' works with relation to future orders. In our NetSuite implementation, any order placed for a future date commits items from stock as soon as the order is placed (and the only option…

Thanks that's a good start - it answers my initial question - Time Phased is part of Demand Planning, not something different. The video shows the Demand Quantity as 'work orders' but doesn't really explain how these are generated / calculated. We don't use work orders, so I assume ours would show estimated sales…

OK thanks - I don't think I had fully realised the Case to Sales Order link was 1:Many I think I'll have to get the user to record the correct user details on the Case - but I will use (another!) sublist to display the information from the transaction(s) so that they don't have to search for the information.

BINGO! Thanks v much - Entity:Internal ID linked to the Company Field on the Subtab works for the User Notes search. Messages search doesn't seem to work on that (gives 'An unexpected error has occurred' message) - I'll keep working on variations for that one. Thanks again....

Thanks for the thoughts CoffeeGuy - b) might be an option. It also leads me to wonder if the reason I can't source from the field is because it is a list/record field - I wonder if I can source from a Text field... I'll do some more testing....

Thanks I have already re-purposed / extended an existing client script to copy the data I need (the person who picked the order) from the Item Fulfilment Record to the Sales Order - but this will only ever show the 'latest' person who picked a fulfilment on that order (as there can be multiple fulfilments to a single…

Thanks CoffeeGuy Yes, Customer:InternalID is a list/record field so this allows the search to be added as a sublist, but I don't have anything relevant to match it with on the Activity Record - Company doesn't seem to work. What Field did you match yours to?

Thanks Michelle On both a Message and User Note Search, the Customer:Name and Customer:Company both appear as 'text filters' (not drop downs), and therefore the search will not appear on the list of available searches to add as a SubTab (the SuiteAnswers article Answer Id: 48802 confirms this that it has to be a…

Our solution is almost entirely within NetSuite. (At the moment I'm using an Excel document to take the monthly targets, work out the 'working days' and generate the CSV to import the daily targets into my custom records - but all reporting is done within NetSuite now)..... So the first step is to get an accurate Cost…

Yes, I've been asked to look at this also. Any background info / advice would be useful. I notice on the Item records where we set the replenishment method as 'reorder point' there is an alternative option on there for 'Time Phased' - but I cannot find any information in SuiteAnswers about this 'Time Phased' option to…

I looked at this briefly before ignoring it and creating our own custom records for targets. From what I can remember, the inbuilt sales quotas can only be used with the in-built KPIs that compare to the in-built sales figures (which we could never reconcile or agree). So we have created (hugely complicated) formulas,…

Thanks - I am starting to learn scripting. Most of the online examples of SuiteLets focus on data entry forms. Does anyone have any simple examples of a SuiteLet page to display information (ideally Saved Searches and/or KPI Scorecards).

As far as I can see, you can only grant permissions to a Center Tab to Roles within the Center Type that it is created. If the Tab has to have permissions for the Role in order to view it, and then it appears on the top menu as well. Thanks for the suggestion

Sorry if I am not making myself clear.... * I have added the Center Category to the Finance Dashboard * I have added Custom Center Links to the Center Category This gives me the 'drop down' menu structure that I want beneath the 'Finance Dashboard' menu item (as show in the screen shot). I want each of the Custom Center…

Thanks for this Following your instructions above I have now experimented with Categories: This is the main Center Tab for Finance - now with a Category assigned: The Center Category has the Custom Links in it: And these links are set up as follows: This creates the drop down menu effect I was hoping for: But as you can…

Thanks Jack I think we have looked at the Lead Conversion options before and they don't seem to fit in with our workflow, but I will review these again. I had considered your option of a scheduled workflow to make the change, but because I am sourcing the custom fields for the number of calls / emails from a saved search…

I think these work - but I am still testing..... Hugely complex solution for something that should be simple. Anyone else think that the fundamental problem is the order status of 'Pending Fulfilment' covers everything from Order Approved to Order Delivered? If Order Status's covered the in between stages (On Back Order,…

Thanks Herdi - that appears to give me what I need - I wasn't previously aware of the 'when ordered by' option - that is very useful!

You could also look in Setup / Company / Sent Email List

I keep hitting this same limitation in many places when trying to cross-reference data between different lists (i.e. Customers and Cases, Quotes and Activities etc.) I'm looking at running overnight mass updates to copy the data from the search sourced field to a 'saved value' field - which would be usable (but means the…

OK thanks, that is disappointing, but at least I know I'm not missing anything obvious. I will have to wait for the Analytics environment to be updated with access to all relevant fields....

OK so it appears you can't use the 'All' option for Roles on the Centre Tab. I've changed this to Sales Centre (which is the Centre I was trying to publish it to) and it now works (but obviously it is now missing from the Admin role using the Classic Centre) Presumably I will need to create different Tabs for Different…

This is one of the many areas of NetSuite that cannot implement any kind of 'working days' filter or calculation.....

I think I have fixed it with this: isNaN(parseInt({custbody_fulfil_nofaildel})) ? 1 : parseInt({custbody_fulfil_nofaildel})+parseInt(1) Seems to be working - I will continue to test

Thank you - this is almost working now - apart from it errors with NaN if the field is blank. I tried parseInt(NVL({custbody_fulfil_nofaildel},0))+parseInt(1) but this didn't work. This takes me back to one of my previous questions - clearly the Workflow formulas don't use the same functions as the #'SQL Expressions' used…

OK, so with a fairly crude search and custom field sourced from that search I can extract the Contact Name (or ID) from the list of Contacts (where the email address matches the email address on the Sales Order) - but as this is a 'sourced' field (with no saved value) I can't then use a Workflow to update my 'proper'…

OK, good idea, I've just tried that. With a Customer Search filtered to a specific transaction (as it would be if I use it in a custom field) I can get the custom transaction field and the Contact fields: But this just returns all the contacts for that customer: There still doesn't seem to be a way to reference the…