Best Of

Re: How to recover netsuite domain password?

Had you stored your password earlier on your browser. If yes, you can retrieve the password using inspect element functionality of browser.

If not saved, an administrator person with access to all your account can reset your password by navigating to your employee record or directly send you the reset link.

GauravAgrawal

1

Re: How to set default Terms

Hi Liz Madrid,

Approach 1 : Deploy a User event script using Before Load function on Prospects where you can default the value of terms

Sample Code : nlapiSetFieldValue('terms',9);

here 9 is the Internal ID of terms that needs to be defaults.

Approach 2 Workflow : Deploy a workflow on Prospect on Before Load and on the state choose the action as SetField followed by Terms field and default value.

Thanks

GauravAgrawal

2

Re: Saved Search - Labels to show as field ID

Hi Dwight Schrute,

In your saved searches in results tab, next to every field, there is a custom label field where you can store the field IDs manually and same will be reflected in results while running the report.

Although its a tedious one time activity, but yes its possible to do it.

Thanks

GauravAgrawal

2

Re: How to set default Terms

Hi @Liz Madrid,

Navigate to Setup > Accounting > Accounting Lists > New > Term and set the term as Preferred. This works across all vendors, customer, prospects etc.

Thanks

GauravAgrawal

2

Re: Is there a way to download an import template for uploading banking information?

Hi @User_PVAQ9

Are you referencing to CSV Bank File import,

If yes, navigate to Transactions -> Banks-> Banking Import History ->Upload File and then select Import with Default parser. You will get an option to download sample CSV file

Thanks

GauravAgrawal

1

Re: Controlling segment combinations

Hi @Mark Robichaux

You can achieve this using custom segment or using custom record parent child relationship then deploy a logic to set this on standard fields.

Custom Segments are best recommendation as they help you in filtering based on subsidiary, department, location, Class and other segments.

GauravAgrawal

1

Re: Mass removal of test accounts/data

Hi,

Please take note that once accounts are deleted, there will be payment to any retrieval of data.

Unfortunately, advising how to mass delete of accounts is out of our scope. What I can advice is for you to contact your AMO.

Thank you for understanding,

Joahnna

Joahnna Given Uy-Oracle

1

Re: A/R transactions are locked in Manage Accounting Periods for some reason

Also, what is the best value to set for the "Minimun Period Window Size" accounting setting? - I really can't say on this one. I think this varies depending on your company processes and needs. It is a decision best handled by the CFO/ Financial Controller etc depending on the hierarchy in your finance team.