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Customer Invoice Summary Dashboard Report
Hello to the most fabulous NetSuite users on the planet! I am struggling to create a search that can be used on Customer dashboards. I have searched and experimented and now reach out to the experts. On the Customer dashboard, I need a way to show invoices issued by class with columns for invoice count, total amount,…
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Restrict or Customize Record Hover Popups in NetSuite
As per NetSuite’s default behavior, certain record/entities types such as Customer, Item, Vendor, Employee, Sales Order or Purchase Order display information popups when users hover the mouse over record links. While useful in many contexts, these hover previews often contain sensitive or confidential data, including:…
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Question on items returned on the Customer 360 subtab on the customer record
Hello community! Need some help please. When I'm on the customer record, when I click on the Customer360 sub-tab and then click on the Items Returned - the information is only returning ONE of our warehouse locations, not all of our locations (I was able to determine this because the quantity that is highlighted consists…
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Customer setup for a multi-branch manufacturing
Hello. I'm working on implementing NetSuite for a manufacturing company with multiple branches. - Owner would like the Customers to be setup for each branch so they can select their branch and see only their customers. Also would like when looking at a single shipping address to see their contact, notes, etc. - Accounting…
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Workaround for Before Record Load on existing records limitation
Hello, TL;DR Question: Is there a workflow workaround for using Set Field Value on Before Record Load for existing records? I know the docs say "You cannot set field values on an existing record if the Set Field Value actions execute on a Before Record Load trigger. Use the Set Field Value action with a Before Record Load…
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How to update/modify Memo field on old Customer Credit Card?
Our financial team leaves notes in the credit card memo fields in order to communicate. With the latest release they now seem to be unable to update the memo on cards who happen to have expiration dates in the past. Is there a way to update the memo and also not modify the expiration date from it's existing data? I realize…
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Is there a limit for numbers of Item Pricing on Customer Record?
Hi Guru I am wondering How many item pricing for one customer could user to set maximal? Is there a limit for numbers of item pricing on this setting? waiting for your answer and thanks so much.
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Tax Number on Customer's Financial Information
Hi, I couldnt find any relevant information about the tax number field. What's the difference between Tax Reg. number field and Tax number field? What's the purpose of tax number field? Thanks!