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How to restrict acess to profit and loss information
I have a user who currently has full access. I would like to restrict their ability to see our income statement because I don't want them to be able to see our profit figures. What aspects of a full access role should I turn off to restrict access to profit and loss financial information.
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Limited Full Role
I need to figure out a way to allow my multi-role-multi-tasking employees to have only one role to use. Right now, depending on what they are doing, they might have to log in to 2-3 roles to complete one task and may use up to 5 roles throughout the day. I use the Full role and I don't have to change roles for anything I…
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Error of "null"
I am trying to import an update to the sales rep for various prospect records. I am trying to just reference both the prospect and the rep by the internal id only so I thought it would be simple. However, it fails with an error message of the word null and nothing else. Anyone have any ideas? Thanks
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configure Tasks portlet for ALL users
Is it possible to setup the Tasks portlet for all users? Highlighting, etc?
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Prospect Import "Unparseable Internal Id" for Custom Multiselect Field
Hi All, I am trying to import a bunch of ACT records as prospects and contacts. I have been slowing working through the bugs but the proper mapping of a multislect field has me stumped. The Doc's say [INDENT]Delimiters for Hierachical and Multi-Select Fields When importing records that contain hierarchical relationships,…
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Multiple Tracking Numbers for Item Fulfill CSV Import
Is there a way to add multiple Tracking numbers to the Item Fulfill CSV Import? Also is there a method of uploading this information without having to log into NS? Basically we have an outside vendor that handles our shipping, and they give us a CSV file nightly that we have to manually upload into the system. I am…
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Does anyone have a migration tool to move customers from xcart to NetSuite?
I'm looking for a tool to migrate customers from xcart to NetSuite. Before I code it, I thought I would ask if anyone has anything already. I'm looking to migrate the customers' information and passwords, so they don't have to re-register in the web store.
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exporting data from Netsuite
Our company has decided to move to another program which addresses more of our industry specific needs. We are trying to export our 5 years of data from netsuite and are dissapointed with the lack of data we can pull via the full csv export. Without someone spending hours creating individual reports to then print to csv,…
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How to Compare Sales to One Year Ago Today
I'm trying to set up a KPI meter on my dashboard that compares Total Sales (Orders) for today's date with the same date one year ago. But "today one year ago" (or similar wording) is not an option in the "Compare Date Range" choices. First, I'm a newbie at Netsuite and it seems unlikely that I'd stumble across something…
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Notes import has 40 character entity limit?
Hi This one has me getting splinters as I scratch my head. In importing a huge file of notes, I am using the exact same name as the entity (company name) so the notes automatically get assigned against the correct entity. I get the following error message: "The field entity contained more than the maximum number ( 40 ) of…
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KPI Meter displaying Revenue
Hello- I am trying to set up a customer KPI Meter based on an Opportunity Search I created from scratch. I would like it to capture Projected Total (Revenue dollar figures). Whenever I setup this search as a Custom KPI in my Key Performance Indicators module, it counts the number of entries and does not sum the revenue. I…
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Rss Feeds
Hi there call me crazy but I thought we could have more than 2 RSS feeds in our system. Right now I am able to only have two. Is this correct? Does anyone know if we are limited ?? if so what is the limit? Is there a workaround to add more? :o
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Export volume based prices
We use volume based pricing for most of the items we sell. However, the pitfall has been the inability to extract volume pricing out of Netsuite either in a report or in a CSV export. However, I have recently worked with Explore Consulting who has via Web Services created an easy to use app to pull volume based pricing out…
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trying to import Customer's (Closed Won)
I'm trying to import new customers and leads I have split them up, So I have been trying to add new customers(closed/Won).CSV file to my netsuite This is the first time I have tried to add customers, so I made a list of 10 customers that were missing from my netsuite and I'm using it as a test run before import a lot of…
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dashboard/Netsuite on my windows mobile phone!!
I would like to get Netsuite and the dashboard on my windows mobile phone!! After a lot of INTERNET searching I still can't find the download! Anyone know where to get it? I want to use all the functions I can while I am on my phone. I noticed Netsuite has come up w/ solutions for the new I-phone, Why? I ask.... Sure that…
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Difference between Sales and Sales Cash Basis
On my dashboard, I show the following 3 line items: Sales Sales (cash Basis) Sales Orders I have my accounting options set to report on cash basis. So, for this KPI, what is the difference between Sales and Sales (cash basis) ? Also, Sales Orders shows the lowest number of all 3. We have a large number of open sales…
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CSV Import Item UPDATE Failure question
Hi Everyone, I am trying to use the Import Item update as we have about 40 products and are ready to import about 480 more products in the next few weeks, if not earlier. I am struggling with this and hope someone can help as I have been finding the help on NS to be quite frustrating to understand.:( The 480 items are non…
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Using Images in Dashboards
Is there any way to display images on a Dashboard portlet? My idea is to display the top three sales reps in our organization. There is an image field attached to our employee record in which we can upload a JPEG - does anyone think this is possible to script or manually update? Thanks, Michael
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Item Import Problem! (.csv)
Trying to import a CSV file With Items and price's trying to Add and update. I have ran into Major problems while doing this. After I get the file imported it shows 0 of 613 files imported successfully. In side the import>Job Status CSV Response file, it shows this error for every line item - Error Invalid pricelevel…
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Classic Interface Option gone?
Hi, I (and some other users and admins) were using the Classic Interface. It appears some menu items cannot be accessed (I cannot find the Other Lists option any more), so I want to change back. If I go to Set Preferences, and Appearances tab, the option to turn on/off Use Classic Interface is gone. I may be having a bad…
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Importing Estimates/Quotes
Hi, Has anyone imported any quotes/estimates? Do you have any example XML? Thanks,
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Trend graph broken only on first view
I have the trend graph "weekly cases closed trend" sitting on our customer dashboards. When I first click to view the dashboard, the picture doesn't display, I get the little red X. If I change the graph by hitting "monthly" and then back to "weekly" it works fine. Has anyone experienced this?
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Knowing if imported leads eventually purchase
Hello, I'm the new marketing manager for an ecommerce company. We have lists of externally captured leads that we import as CSVs into the system. Currently, we import them as leads. If they eventually come to our online store and buy, the system creates a completely new customer record and the information captured in the…
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Logo Removal
A while ago our company was working with another group within NS, and at the top there was the NS logo, our logo, and their logo. Now that we no longer work with them, I was curious how to go about removing their logo.
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KPI IDs I need
HI, What is the KPI ID for Total Orders (Count) and for Return Authorizations (Count)? I want to do a formula and not two Custom KPIs. Thanks
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connect via ODBC issue
We have an ODBC connection set up from our server to NetSuite to download data for enhanced reporting. The person who set that up has left. I am looking at improving their reports and need to get ODBC access working from my desktop so I can download data and develop some new reports. We import the data into SQL Server 2005…
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How can I hide a tab from Dashboard?
Summary: Initially our sales rep haven't access to employee records in their roles. But we have added a client script on sales reps customer form that needs to retrieve information from the current sales rep logged. And here starts the problems, the scripts always returns an error because the sales rep cannot see employee…
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Support transactions in the sales role
Is it possible to add case management to the sales rep role? I have tried customising the roles but the options for support roles aren't available to add. We are a small business and the sales reps are responsible for raising cases and getting them dealt with. Any ideas?
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Advanced Inventory & Reoder Point/Preferred Stock level
It seems that CVS import does not support the Multi Location Inventory feature. When we create new items using the CVS Import feature, we can not populate the reorder points / preferred stock level fields :confused: I'm sure we are not alone in this is there an Enhancement request or has anyone found a solution?
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Can't seem to import "quantity on hand" for item
Hello, I have been playing around with importing items into NetSuite. I have managed to successfully create new items but can't seem to give a quantity for the items I am creating. What am I missing? For reference, I am using the "Items" record type and "Inventory Part" as my sub-category in the CSV Import Assistant. Any…