-
Deleting Project Issues Dependent Records
Hi Gurus, Im trying to delete a record as it has wrong Entity External ID updated coming from hubspot, every time I try to do it says below message Dependent Records For 2451It is the customer on a revenue element. 19409 That is not a clickable link how to find what is linked in order to delete that Background - 2…
-
Workflow - Customer Shipping Method
Hi all, On the Customer record under the Preferences tab you can designate a default Shipping Method (field ID: shippingitem). I would like to create a workflow so that when a Sales Order is created, if the customer record has a Shipping Method set, it overrides the Shipping Method on the Sales Order. If the customer…
-
NSC | Customer Saved Search with Customer Balance Information
Scenario The user wants to view all Customer Balances in a single report. Currently, they are checking each customer's balance by navigating to the Customer record > Financial tab > Balance Information section. Solution To verify if there is a related RMA for an Invoice, you can create a Saved Search. Navigate to Report >…
-
What is the best way to view customer invoices
I know you can view a customer invoice from Actions/View All Transactions. Is there a way you can see a summary of the open invoices from the customer account
-
NSC | Show Customer Record URL
Customer sometimes needs to create a field on Customer records that put the URL of that record into a URL field. This is because they are sourcing that field into SalesForce using a data integration platform so that my users can click that url inside SalesForce directly to the Netsuite record. Basically a field on the…
-
Contact Activities for one Rep not Visible to Sales Manager
Our Sales Manager can't see a specific Event with a customer on the Customer Dashboard that was logged on 2/3/25. The rest of the team can see it but not the Sales Manager. Sales Manager sees that reps other activities but not this one. It's not a Private activity either.
-
Customer Pricings Broken / Phantom / Duplicate
Hi all, I have submitted this as a support case #6159599 as that seems appropriate and will update here with any answers. A number items with custom prices on customer records have broken and aren't being applied to orders, I don't yet know the extent as I haven't been able to think of a way to search for the damages. We…
-
Opening Balance account in customer record
We were using NetSuite for our Canadian subsidiary. Recently we have implemented a new subsidiary for the US. The Accounts Receivable GL account was then changed to apply only to the Canadian subsidiary and a new A/R account was created for the US subsidiary. The default A/R account preference was altered to blank from the…
-
How can I create customers as vendor through CSV import ?
I want to create some customers as vendors and they are around 1000 customers that need to be vendors, is it possible to create via CSV ?
-
NSC | How To Show Shipping Cost In Customer Record?
Scenario: User would like to show the Shipping Cost of transactions in the Customer record. To achieve this, we need to customize the view of the Customer. Here are the steps we may take: Open the Customer record Under the Sales > Transactions tab, click on Customize View Under the Results tab, add: Shipping Cost Add…