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Unless you need to send the email instantly, I would go with campaigns, once a week. No scripting required. Otherwise, scripting can accomplish this on a scheduled or user event basis. Probably don't need the search in the latter case. Note there are some limits around scripted modifications to templated emails. Mark

I don't think there is a way to do that. Mark

Emails are messages. However, if you click on the Show Activity button, it shows all activities and messages. Mark

Definitely do an inventory adjustment. If this is a new implementation there is a specific process you should follow to ensure that you get this right. Let me know if you need some guidance. Mark

In principle, it works like this FOR NEW IMPLEMENTATIONS. Step 1: Import Items with no QOH. Step 2: Enter Opening Balances, including Inventory Accounts Step 3: Adjust Inventory Using an Opening Balance or other temp account as the adjusting account. Step 4: Your Inventory value should now be double the amount in the…

I don't think you can add columns to that machine. Mark

Yes, The SN is not a field included in the global search. However, you can very quickly set up a saved search form that takes the SN and returns relevant transactions or even relevant customers, if required. By the way, to be clear, you mean the case where the assembly itself has the SN not a part. Correct? Mark

You can use custom records to track service history by item and serial number. Mark

As Ray says, a saved search is the way to go. Make a brief saved transaction search that searches by serial number that displays the customer and the location. Sort by date in descending order. Publish it as a search form in appropriate places. When you search, the most recent transaction will come up first. This is either…

What is the # of the transaction when you navigate to it in the UI? Thanks, -e The number is 26 in this particular case. Keep in mind that I am seeing this in an unsaved default value not a script so this is after the record has been saved. So this may not be the same as the server script issue. Mark

Evan, This behavior has resolved itself. Very strange though. Mark

Are they trying to get at the person who created the activity or the person to whom it is assigned? What type of activities? It should work fine with either created by or assigned to. One of may favorite searches is a highlighted list of all tasks assigned to others that are due in the next week. The highlighting shows the…

You can't get it in the footer. However, if you set the criteria to My Team or Mine, it will automatically adjust to each user. To toggle this create views for Mine and My Team. Mark

Thank you, sir (tip of the hat). Works like a charm. Mark

Thanks for the update Evan. I was trying to figure out the sql reference to the parent. Any suggestions? Mark

Ah, the problem arises when you have two Formula columns with the same type (eg. Formula(Currency)). You can't select them by column label. Is there any way to drill down past a sum-based KPI? Mark

Not on mine (using standard Wolfe US test acct). It works for some items but not others. Example is item HP xw3100 - shows value of $13K+ on inventory tab and over $600K on search. Mark

It's an item field Total Value or {totalvalue}. I have had no luck accessing it using scripting. The values returned in a search appear to be wrong. Mark

Yang, Thanks for the example. It seems to work with the loadRecord but not with the searchRecord. Anyway, one is good enough for me. Mark

That field is item-specific, if I recall. You would need to use a script to access it. Haven't tried it, though. Mark

Why would you create different roles for this? Do staff switch interfaces from time to time? I think a custom field and list is the way to go. Mark

In the interim, you may be able to do this with a scheduled report - could be kind of klunky though. Mark

There isn't any way to add a custom element to the payment voucher pdf template. No idea why it should be different than a transaction pdf layout in this respect. The only ways I can think of are: 1. to add a custom body field to the payment voucher. You will find, however that the layout and spacing is pretty tough to…

You could also do this in a very simple suitelet or portlet. Mark

Clint, You could always use a macro stored in the user's personal workbook to almost automatically add the line #s. As for the portlet - there are some examples in the SuiteFlex guides of scripts for generating custom tables and other data in portlets or suitelets. It depends on the context though. Look at the saved search…

Why not use the website "My Account" customer center instead? This uses the same theme as the website, which gives you alot more flexibility. Once you have the ability to customize the page, you can do all sorts of funky things. Mark

Try using transaction column fields. Mark

That probably means that you are working with a standard form. Do you see "Save and Move Items"? In any event, create a custom form and then edit it, the button should be there. Mark

Any update on these enhancements? Mark

Are you naming your custom field correctly? You need to specify the field id. See example below for custom entity field: {custentity_date}+10