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Leading Zeros After Import
After importing 15,000+ records we have been enlightened with the fact that no leading zeros on zip codes were imported. Now I am ready to pull my hair out at the 5,001 record. Does anyone know of a way to mass update these zip codes?
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Employee Center Dashboard
Hello! Is there a way to publish and employee Center Dashboard? Since it allows you to select the employee center center in a custom tab I'm thinking that there is through creating a custom center tab? But then I don't see how I would be able to access it myself for the purpose of modifying it and publishing it. Thanks for…
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Transaction Tab
I am at a lost to find where to activate the transactions tab under the sales tab on customer records. If I use the Sales Administrator Role the tab is there. If I use the Sales Person Role the tab is not there. Both roles use the same sales center. I cannot find a permission that seems to trigger this tabs visibilty.…
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Remove Netsuite logo
Does anybody know how to remove the Netsuite logo from the top left corner of all dashboards. I have added our company logo but it just sits next to the Netsuite logo.:confused:
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Can't Import Sub Item / Category
Trying desperately to import a new vendor file to import into our line, but get this error every time I try to import: Invalid Subitem of reference key BCS I have categories setup as parent items, ID is BCS and description is Bar Code Scanners, I have tried importing into "sub item of" to no avail. I have also tried…
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CSV Import Date Format??
Hi, I am trying to add do an Item Update via CSV Import where we are updating the product Availability dates for our products. I have created a custom field on each item record Type = Date. I know I have it mapped correctly but I can't figure out how the date should be formatted?? I have tried a bunch of different ways and…
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View in the Standard Partner Center
Is there a way to customize the default view in the standard Partner Center? Mine comes up in an "expanded tabs" view. This causes System Notes to be the first thing that takes up the the bulk of the screen.
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NO Other Names Import Type option
I may be blind, but I am not seeing the option to import record type: Other Names... Has anyone been able to do this.... Import "Other Names"?
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Importing Multiple Select Fields
How should Multiple Select fields be formatted in a CSV import file?
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Error on CSV Customer Import
Hi there, I'm having major problems uploading customers and contacts and bearing in mind the impending fix to be released in 2007.0.1, I decided to just upload Customers first. I've got the source file in the format I reckon should be uploaded correctly and mapped all of the required fields. When the upload concludes, It…
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Issues Importing Prospects and Contacts Together
(Case # 631263) Since our account was updated to NS 2007.1, we are having issues importing Prospects and Contacts together. I've double, triple, quadruple checked my Entry Forms for Contacts, and Address is set to "Show". Specifically, the Contact Address book is no longer displaying during Field Mapping. Is anyone else…
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Where has the "Status" field gone?
I imported a number of leads this morning, but these have been automatically categorised as "Customer Closed - WON" which is wrong, as they are unqualified leads. I have tried to perform a Mass Update. I can search out the right records but cannot change the status. I have also tried to run an update using the original…
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Can Jobs be imported?
We are trying to import jobs. Is this possible? If so do you have a sample import you can share with me? Thank you, Katie Clifford MD Technical Resources
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CSV Import Wizrd hung...
I'm trying to run the Import Wizard to bring in some Leads and Contacts Together. I've prepared the csv file and am using the wizard. However, the wizard simply hangs on the first page. I have selected "Leads and Contacts Together", then the single file I have. When I click "next" the page simply re-loads without moving to…
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Import Physical Stock Count?
We have a client that wants to do a physical stock take with hand-held barcode devices. The devices would be able to spit out an importable file of the stock count. Has anyone made the possibility to import stock-taking transactions back into NetSuite? NetSuite CSV - does not have it. NetSuite XML - does not have it.…
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ALL csv fields with Ampersand failing after maintenance last night
Hi all, We are just doing some basic product imports, but all of my fields that have Ampersands in them are failing after the downtime last night. Examples of such fields are "Site Category 1" set as "Dresses & Skirts." Apparel size option "Big & Tall - 3XL", etc. Please note that ALL of these items imported without any…
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Quickbooks Import
I am about to do a QuickBooks import. Any special words of advice? Do customers have to be set up first? will the Inv associate correctly to the cust? What if there is a slight change in the coa, like taking a " - " out of the name? Any thoughts are appreciated.
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Publishing Dashboard - Help required!
I want to publish my dashboard so it can be seen by our company directors. I have an Administrators role and can therefore publish dashboards to people with Full Access. However, I dont want my directors to have full access! I created a new role called Director, made it point to the Classic Centre. I published my dashboard…
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import wizard
Is anyone aware of an import wizard that is similar to the one used by Salesforce.com? I need to import lead lists weekly and the CSV import is somewhat difficult to use based on all the different formats I get the leads from...:confused:
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Import Assistant Documentation (lack of)
There are at least a dozen recent threads regarding import items and the new import assistant. Would it be possible to get some documentation from Netsuite. The one page overview in the help section just does not provide the necessary details. We have created the CSV spreadsheet using the Netsuite template with column…
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Inventory Item CSV import not allowing setting of Per Location Reorder Points
I Have MLI turned on. Since i've done this, my reorder points and preferred stock levels were set to NULL. V2007.1 was supposed to allow my to reimport the items with Per location reorder points and stock levers.... However i've tried this a dozen times and each time I end up with the error: Invalid Location reference key…
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Open Invoices - How do I add more columns?
On my dashboard I like to view all of the open invoices, but I have a few issues 1) Only the top 50 are showed by dollar amount. I would prefer there to not be a limit. 2) How do I get the same columns to appear on the dashboard that appear when I run the report (due date, etc.). 3) I would like to be able to sort by due…
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Updating customers via csv import using the internal id
Hi all, Is it possible to update customer records using the internal id through a csv import? Cannot seem to find the field mapping for this. Cheers, Stanley
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Use Bins
Hi, I am just getting set up in NS and am importing about 2500 inventory items. I want to use the bins function as we use this in our current system. I saw some posts from May 2006 about importing a bin list and a NS employee said this was a planned addition to the csv import template in the future. Does anyone know if I…
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KPI Scorecards Random KPI's Offered?!
I'm attempting to create a KPI scorecard for a count of custom records that have a certain date on them. All relevant custom records in the system have a value in this field and I have put it as an Available Filter and the KPI works as I would want it. However, when I try to use the KPI in a scorecard, only a very short…
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Item Import Problem with Version 2007
Still having trouble importing update to my matrix items correctly. I'll list what I did below. Please let me know if anyone know specifically what I did wrong. 1. Scan & Upload CSV File Record Type: Items Subtype: Serialized Inventory Item Character Encoding: Windows 1252 CSV File: One file to upload The csv file is based…
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Inconsistent Customer Field Update - CSV Import
Anyone -- We added a price level and I am trying to some of our customers / prospects / leads to that price level. I created a saved search that gave me the "group" that I want to change. I downloaded the search to CSV. I have a saved CSV file with Internal ID, Price Level & comment columns (the comment is for internal…
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Lead Import - Existing Customers
Need some help. When I receive leads for existing customers from an outside source I can't seem to find a way to import the information in a manner that allows me to track it at the customer level. My question is what's the best way to track the new lead information for the existing customers? I'm currently importing the…
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Multiple PO for one Estimate
Question - When doing an Estimate we include multiple items, from mulitple vendors. Once we receive the order we then need to convert the Estimate into several Purchase Orders [one for each vendor] Simple question - How do I do this?....the right way :) Thank you
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dis allowed characters via CSV import
Hi, I'm currently using the CSV import tool to import a number of contacts into Netsuite. I have successfully imported 400 contacts with 8 remaining. The issue is I think because the names contain special characters mainly the & symbol and /. I have tried using the & to get the names in that contain the & symbol but no…