-
Sending Consolidated Statements via workflow
I successfully created a workflow to send statements to our customers each month. However, there are a few that need a consolidated statement (the parent wants one statement for all open invoices for their children). Whatever I have tried as criteria in my search fails to return any information. Does anyone know the fields…
-
Reporting-only Parent for Customer Record
Good afternoon, The company is exploring are a major overhaul of our current Customer record structure. Customer Concept is to have a brand new Customer record created, active, but not Finance, Order Entry, and Sales workflow approved (these are custom checkboxes) to essentially act as a Reporting-only Parent. Thus, all…
-
Item Name issue in the Netsuite Saved report
Hi All, I have created a report about the RH Open order (Sales) in which I have added the Item name and it fetches without adding the space after the parent item and before the child item name like this : CUSHION NI:732301MTC But when I open and check the same item in the Sales Order it has the spacing like this : CUSHION…
-
Item Saved Search - Class Filter Show Parent Class : Child Class
Hello, I built an item saved search and would like to use Class for Multi-Select filter. However, Class filter is only showing child class. Is there a way to show both Parent and Child class on Class filter like the table below? Or is there a way to show all of related child classes (Ex: Child_Class_1, 2, 3, & 4) if an…
-
Save Search needed that shows Parent and Child companies for my customers
I need help in creating a saved search that shows a parent company along with the child companies under it. That will include internal id's as well as any company id. Been working on this for two days. I hope there is a way to do it.