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Duplicate Sales Orders generated
Hi, We have subscriptions where duplicate sales orders were created in the UI with the same date and time stamp, but different Sales order numbers. We are not sure how this could have happened other than if the user clicked Save button twice. Is this a bug or a known issue in NetSuite? We need to identify duplicate records…
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How to identify customers also created as vendors?
Is it possible to create a saved search in NetSuite to identify duplicate customers and vendors which were not created as polymorphic records using duplicate detection rules similar to the standard entity duplicate detection functionality? Example use case: Company ABC Inc. has an existing Customer record. User created a…
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NetSuite Mobile App - Creates Duplicate Expense Report
Hello, We've recently had a few of our sales associates say that when they are entering a new expense report on the mobile app, it is creating two, or a duplicate, after they tab submit. They then have to go back and delete the duplicate expense report. In addition, folks are saying their closed expense reports still…
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How do I remove duplicate emails from a saved search?
The nature of our business is such that the same contact in our system could be associated with multiple customers/companies, all under the same parent organization. These companies have unique ID's. So, when I create a contact based saved search in an effort to send out an email campaign to our contact base, the same…
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How does one remove the repeating company name on a financial report?
What fix or work-around do you implement to remove the duplicate name on the financial statement? Thanks!
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Messages and Activities by Rep
I've gotten some good help on this project, but I'm still not getting expected results on a saved search. Specifically, I'm seeing a lot of duplicates, like the same activity/message twice. Also the reports seem to be providing every Name so maybe there is a better base report to use... (How do I even know what Table it's…
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Merge contact and lead records or just delete leads only
Questions below related to the screenshot. 4 contacts went in the system as leads and duplicate contact/lead records were created by the system because the company wasn't entered correctly. I have corrected the company in the contact records so they all point to the right company. But the lead records are there. I thought…
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Duplicate Customer Merging Custom Field
I have a custom field (Integer Number) on the customer file that I would like to have added rather than over-written during the merge process. Is there a way to accomplish this? The best idea that I have is to have the merge make the duplicate records become sub-customers of the primary record (we do not currently use the…
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Duplicate Pages in Universal Search Results
We are starting to see a few duplicate pages show up in the global search results. When you click on them one will work and the other will go to an error screen saying that it does not exist. How do I track these down and delete them from the system. One recent example is the Bank Register. I don't see it twice in the…
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How can we change the duplicate check sensitivity from Domain-Check to a Full E-Mail Adress-check?
Greetings, when creating a new customer, we currently have a duplicate check on Domain-Level. This leads to a warning which blocked the data flow to a Celigo Integration. How can we change the duplicate check sensitivity from Domain-Check to a Full E-Mail Adress-check? Thanks a lot!