Mi contenido
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Comentarios
-
@User_YMWNR - yes, you can do it via Custom Field with a Saved Search (with required criteria) showing the results.
-
Hi @Gaurav_NS, A few questions: What is the "Type" in the Criteria tab? Do you have the "Main Line" as "True" or "False"? Note that in some cases, you may need to use a different field (e.g., Employee : Name/ID) to filter the results by Employee Name. Thanks. Best, Tigran
-
Hi @Gaurav_NS, You can do it for Projects with a Charge Based Billing by using the Group Order field on charges. You can also customize/automate the assignment of the Group Order on charges based on various criteria. Best, Tigran