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Cannot expose Customer on A/R Aging Report in SuiteAnalytics
I would like to know how to show the Customer on the A/R Aging that I created on Analytics. I used the Entity field but it displays them as Coumns, see the attached. Alos I would like to know if I can use filters on this report.
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New to NetSuite | Assigning Subsidiary to a Customer
In the previous article, New to NetSuite | Assigning a Subsidiary to a Vendor, we discussed how to assign primary and secondary subsidiaries to vendor records and how subsidiary assignments affect transactions and reporting. In this article, we will tackle how to assign subsidiaries to a customer record and understand how…
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Be able to associate multiple customers on a Project/Job, and be able to bill all of them
I’m currently facing an issue where I’m unable to assign multiple customers to a single project in NetSuite. This limitation is causing inaccuracies in our project reports, especially for shared or joint projects involving multiple clients. Has anyone else encountered the same issue? NetSuite Support mentioned that this…
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Custom Transaction Body Field that Filters on Customer Contacts
We have a case where a user wants to add the Requested By on a Sales Order and have that contact shown on the Advanced PDF/HTML Template. I have been working on this for a while now and everything that I have set up should show the contact from the customer, however it is not filtering correctly, in fact, it is not showing…
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Lead, Prospects, Customers for membership based Companies
Our business model is membership based. NetSuite has a one and done Lead, Prospect, and Customer CRM method. We'd like to have the ability to become a lead and prospect again once the membership time is up and we'd like to sell to them again. It doesn't appear there's any native way to do this. If I change the Status back…
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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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Create a saved search to show the 'override' checkbox on the address on the customer record
Is it possible to create a saved search to show which customers have the 'override' checkbox enabled/disabled on the address tab?
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Create saved search to show customers with multiple open invoice
How do I create a saved search that shows customers with 6 or more open invoices? We would like to only send dunning letters to customers with 6+ overdue invoices
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How to remove the Remove Link on Customer and Contact sublists?
Is there a way to remove the Remove link on the Customer and Contact sublists? Or is the only way around this to create custom sublists and hide the native sublists? I've tried changing permissions on user roles but nothing seemed to work. Thank you!
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Are there any suggested solutions to manage projects with multiple funders?
We are a projects-based organisation implementing NetSuite (with Projects, Advanced Revenue Management). As a non-profit, we have a fair few projects that are funded by multiple entities - effectively pooling funding into a single project to deliver over a number of months/years. However, they are projects, not donations…