Best Of
Re: Workflow - Automatically email Invoices
Hi @Cassie_N ,
Just following up on the 2 comments above from me & CDuf. Please let us know if this helped you with your concern.
Thanks,
Grace
Re: Workflow - Automatically email Invoices
Hi @Cassie_N ,
I can confirm that @CDuf 's comment is correct. You will only need a workflow if you want to send the invoice/s to a different email address upon creation.
Otherwise, please see the comment above:
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Re: How add the 'Item Last Purchase Date' to the Saved Search
Hi @Ivan Babiichuk,
Good day! Hope you are doing well. 😊
Item Last Purchase Date can be added to a Saved Search by adding the Formula (Numeric) below:
*Formula: case when max(trunc({trandate},'month')) = max(trunc(add_months({today},-6),'month')) then 1 end
* Formula (Numeric): Select equal to
* Value: Enter 1
You may check and refer to SuiteAnswers ID 73184 Create a Saved Search to Pull Last Purchase Date for Every Item for more information.
I hope this helps! 😊
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Re: efax failure email recipient
Hi @Meherin, the 'Return Email Address' field under Company Information is typically used as the default email address for various outbound communications from the system, including the return address for failed faxes.
I'm not sure, if we can alter the behavior through customization.
Re: CSV Import Templates - Did you know?
If it is not readily available within your account, your initial configuration may not have used SuiteSuccess as it's foundation.
~angela
Re: Bank Reconciliation History information
Thank you for your input!
Re: User needs to re-enter order because save is not successful
Thanks for input both of you. We are looking into the scripts now.
Re: Regarding the translation issue of customer status
Okay, thank you for the above response!
Re: Sales Rep on Customer Payment Form
Hi @User_PNL62,
Thank you for providing this. Per checking, the Display Type is set to Normal.
With this, I would like to confirm if the main concern is that you can type within this field however, after saving the record the values are not being kept?
If yes, this is because the Store Value field is unticked. If you want the field to be editable by the User, you'll have to set the Store Value enabled.
Please note: Once you've enabled the Store Value field, it will remove the values of this field in existing record/transactions.
Also, would you be able to share a screenshot of the Validation & Defaulting and Sourcing & Filtering subtab? So that we can find out how this field is being populated.
Thanks!
Re: Custom Field For Currency Revaluation/Transfer Transactions
Since Currency revaluations are system generated, I don't believe that you can add custom fields to it. I may be mistaken, so hopefully someone from NetSuite can confirm.
~angela