Discussion List

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  Customer Global Search Doesnt Return Unique Customer

  Accepted Answer brocha 31 views 8 comments 0 reactions Most recent by brocha Mar 7, 2024 10:01PMAsk A Guru
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  Customer/Name/ID format for child companies

  Accepted Answer CRATIV_Jason 93 views 10 comments 0 reactions Most recent by CRATIV_Jason Feb 7, 2024 9:50PMAsk A Guru
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  New Customer Status - But It is not Auto updating to Active once an order is placed

  Open kariingvaldson 33 views 9 comments 0 reactions Most recent by Richard James Uri-Oracle Jan 26, 2024 7:30PMGeneral
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  Error at Customer merge

  Accepted Answer Paul_Isboseth 71 views 4 comments 0 reactions Most recent by Paul_Isboseth Jan 19, 2024 3:32PMAsk A Guru
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  Is it possible to exclude some invoices in Customer Statement?

  Open Dane Muchillas 41 views 1 comment 0 reactions Most recent by Dane Muchillas Jan 14, 2024 10:38PMAsk A Guru
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  How to add links to the Create New Bar in Customer forms?

  Accepted Answer filippo.blengini 41 views 6 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jan 3, 2024 6:30PMAsk A Guru
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  ID/Internal ID/External ID

  Accepted Answer CRATIV_Jason 22 views 2 comments 0 reactions Most recent by CRATIV_Jason Dec 22, 2023 1:26PMAsk A Guru
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  How to net invoices and bills for an entity that is customer and vendor at the same time?

  Accepted Answer User_HIG7E 31 views 3 comments 0 reactions Most recent by User_HIG7E Dec 22, 2023 1:23PMAsk A Guru
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  [Reports] Sales by Customer INCLUDING ZEROS

  Accepted Answer jm4160 31 views 4 comments 0 reactions Most recent by jm4160 Dec 15, 2023 9:36AMAsk A Guru
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  Unable to add parent company

  Accepted Answer Janakan 11 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Nov 27, 2023 5:16PMAsk A Guru
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  How to update Customer records via CSV?

  Accepted Answer User_REUC1 12 views 3 comments 0 reactions Most recent by Michaela Christova-Oracle Oct 20, 2023 8:05AMAsk A Guru
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  How to show Parent Customer on Transaction Search?

  Accepted Answer User_2LD8N 45 views 5 comments 0 reactions Most recent by Tigran Shahnazaryan Oct 5, 2023 7:05PMAsk A Guru
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  How to: Set up environment with "Dealers" and "End-Users" in NetSuite

  Accepted Answer aWizz 81 views 12 comments 0 reactions Most recent by Tigran Shahnazaryan Oct 4, 2023 2:29PMAsk A Guru
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  Duplicate customer lines in list of estimates in saved Search

  Accepted Answer GSONI 51 views 15 comments 0 reactions Most recent by GSONI Oct 4, 2023 5:29AMSearch / Reporting
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  How to link customers on a customer dashboard based on a given field.

  Open Aaron Wilkinson 31 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Oct 2, 2023 1:17PMAsk A Guru
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  Rebate and Trade Promotions > Volume by Amount to Group of Customers

  Open Owen Ramirez 11 views 2 comments 0 reactions Most recent by Dominica Sevilla-Oracle Sep 28, 2023 3:31AMAsk A Guru
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  Error setting payment terms for a customer over SOAP API

  Accepted Answer ovoimopo 41 views 8 comments 0 reactions Most recent by ovoimopo Sep 14, 2023 11:10PMAsk A Guru
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  Duplicate Customer Merging Custom Field

  Accepted Answer Tim_1701 31 views 8 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Sep 13, 2023 11:25PMAsk A Guru
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  How to change Customer number format?

  Open User_RWSI5 21 views 5 comments 0 reactions Most recent by User_RWSI5 Aug 29, 2023 11:23AMAsk A Guru
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  How can we change the duplicate check sensitivity from Domain-Check to a Full E-Mail Adress-check?

  Accepted Answer User_K4DIS 31 views 9 comments 0 reactions Most recent by Katerina Winklerova-Oracle Aug 15, 2023 5:43AMAsk A Guru
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  How to create Saved Search to see Annual Average Total Purchases for all customers?

  Open mark petzold 161 views 16 comments 0 reactions Most recent by Katerina Winklerova-Oracle Jul 20, 2023 3:21AMAsk A Guru
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  How to obtain by freemarker the ISO country code?

  Accepted Answer Sergio vP 148 views 6 comments 0 reactions Most recent by CashShurley Jul 7, 2023 6:42PMAsk A Guru
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  How to expose Customer to another unassigned Sales Rep?

  Open ✨Jeannie 22 views 6 comments 0 reactions Most recent by Tigran Shahnazaryan Jul 1, 2023 12:58PMAsk A Guru
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  How do I make the customers zip code searchable?

  Accepted Answer Kellyann 31 views 2 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 27, 2023 3:59PMAsk A Guru
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  What fields to add to Saved Search for new Customer Address record created?

  Accepted Answer User_BDDIP 81 views 10 comments 0 reactions Most recent by Tigran Shahnazaryan Jun 23, 2023 7:51PMAsk A Guru
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  How to allow a customer with read-only API access for "SKU" & "Available Inventory" information only

  Open Court Price 51 views 6 comments 0 reactions Most recent by Court Price Jun 19, 2023 6:23PMAsk A Guru
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  How to display On Credit Hold in Customer record?

  Accepted Answer User_SN7F6 21 views 3 comments 0 reactions Most recent by User_SN7F6 Jun 8, 2023 7:17PMAsk A Guru
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  How to remove the multiple Addresses from the Customer record?

  Open User_HWW8S 157 views 4 comments 0 reactions Most recent by User_HWW8S Jun 5, 2023 4:42PMAsk A Guru
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  NSC | View All Forms Filled Out by Customers

  Michelle Jabanes-Oracle 1 view 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 27, 2023 10:34AM CRM
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  Why the Other Relationship Type is not available as option in the Name dropdown in JE Lines?

  Accepted Answer Manish_Mohan 31 views 4 comments 0 reactions Most recent by Manish_Mohan May 26, 2023 10:26AMAsk A Guru