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  • Hello Yen, If these Leads are being driven from a link on your 3rd party suppliers' web pages, you can include a URL parameter to default in the Lead Source on your Online Customer Form by appending the URL with: &leadsource=<value> First, make sure to include "Lead Source" as a field on your Online Customer Form. When…
    in Want to be able to assign a Lead Source to upon creation of a customer Comment by 3942467 Feb 12, 2007 5:17PM
  • Hi Krish0nan- Thank you for pointing out our free Webinar! :) Hi woneal- In NetSuite, click Help in the top/right and Search for "Group Calendar", then read: - Creating a Group From a List - Creating a Group From a New Search
    in Showing multiple calendars on one page Comment by 3942467 Feb 13, 2007 12:56PM
  • Hello, I think the closest NetSuite comes to the functionality you are requesting may be the Scheduler. On the Activities tab itself, by default, you will find a Scheduler portlet at the top of the page. Here you can add Invitees to see their schedule for any given day to assist you in creating an Event around multiple…
    in Showing multiple calendars on one page Comment by 3942467 Feb 12, 2007 6:47PM
  • When creating a new Event (Activities>(Scheduling)Events>New-), there is a Recurrence subtab that allows you to define Multi-day events. I hope this helps.
    in Multi-day events? Comment by 3942467 Oct 30, 2006 5:38PM
  • Using standard forms, you will find a Messages subtab on your transactions. There you will find a field for "Select Message" that, once a message is selected, will populate the "Customer Message" field. You can either create your own Customer Message from scratch, or start with a predefined message by using the Select…
    in Custom Message on Invoices Comment by 3942467 Jan 30, 2007 6:45PM
  • Hi Charlie, You cannot source a field from one form to another field on that same form without the help of Client Side SuiteScript (javascript Custom Code). You can source data onto an Invoice directly from the Sales Order by using the "Source List" of "Created From". However, there is a caveat using this method- You must…
    in Sourcing a Sales Order Date onto Invoice Comment by 3942467 Oct 26, 2006 7:42PM
  • Hi Charlie, The id of the transaction "Date" field is: trandate There is a GREAT new way to find the id for any field on a NetSuite form: Home>Set Preferences>General- place a check in the box for "Show Internal IDs" and click Save. RESULT- Now when you click a field label, the popup help window will display the internal…
    in Transaction Date ID Comment by 3942467 Oct 26, 2006 6:37PM
  • You need to do this through an "Item/Category Template" that you create specifically for Related Items. The only tag you want to include in your main Item Template is to display the list of related items: <%=getCurrentAttribute("item", "relatedItemsHTML")%> So now, to control how the list of related items appears, you need…
    in Image tags not working Comment by 3942467 Oct 23, 2006 3:19PM
  • Hello Rg, At Setup>(Web Site)Set Up Web Site>, under the Checkout subtab, you should find 2 fields to achieve this: Require Terms and Conditions Terms and Conditions HTML I hope this helps.
    in Manditory acceptance of terms and agreement before checkout Comment by 3942467 Nov 3, 2006 3:10PM
  • NetSuite does indeed allow any subdomain.domain.ext to be used as your Primary Site URL. The Time Out difficulty you are(were?) experiencing should not be related. If you still have this time out difficulty, which should be investigated by our Support team (please log a Case if so), you can workaround this by: 1. Set Up…
    in submain as Primary Site URL Comment by 3942467 Oct 23, 2006 5:04PM
  • Hello Delko, There is another tag you can use (instead of storeDisplayThumbnailHTML), but it can only work if you upload your images into the "Web Site Hosting Files" folder (Part of the NetCommerce add-on = Setup>Enable Features>Web- "Host HTML Files"). If you remove the letters "HTML" from your tag, NetSuite will return…
    in Help for <%=getCurrentAttribute('item','storeDisplayThumbna ilHTML')%> Comment by 3942467 Oct 23, 2006 4:38PM
  • Hi Tom, If you have the WSDK Feature enabled, this makes the field Setup>(Web Site)Set Up Web Site>"Primary Site URL" unavailable- It is not currently possible to use both the WSDK Feature and also have your own Domain Name display as your Primary Site URL. This is true for both v10 and v11. I've set up a default for New…
    in Can WSDK be used with a NS hosed site? Comment by 3942467 May 23, 2006 3:40AM
  • Hi Arlan, NetSuite does already include functionality to populate information from the URL into an Online Form's field(s). You just need to use the NetSuite internal ID for each field as the URL Parameter (instead of url parameters of your own design). For complete instructions, in the NetSuite application click Help in…
    in Online Support Forms and SuiteScript, URL Parameters Comment by 3942467 Jan 12, 2007 12:55AM
  • Hi Josh, The Quick Add portlet will use the "Quick Add" fields from your Preferred form. You can customize your preferred form to add or remove Quick Add fields as needed. Specifically, to add the Case "Assigned To" field: 1. Setup>(Customization)Entry Forms> find your Case form that is checked as Preferred - click Edit…
    in Auto-assign case on Quick Add: New Case Portlet Comment by 3942467 Oct 27, 2006 9:59PM
  • Hello, RE: "When I enter a credit card payment": - If you are referring to Transactions>(Bank)Use Credit Card>, this is how you would use an internal company credit card to affect that card's balance. Later, you would use Transactions>(Vendors)Pay Bills> to pay down this credit card balance with the credit card Vendor.…
    in credit card payments not on register Comment by 3942467 Feb 12, 2007 7:01PM
  • Hello Lewjen, You may want to consider using the Quantity Pricing Feature found at Setup>(Company)Enable Features>, which allows you to define prices for each item based on the total line item quantity. If that doesn't suit your needs (you mentioned you based your Prices on total order item quantity), you could achieve…
    in Changing Price level on invoice Comment by 3942467 Jan 30, 2007 6:16PM
  • A Credit Memo is similar to an Invoice in that it impacts your A/R and Inventory Asset accounts (just in the exact opposite directions). The two are also similar in that there is no "Pending Approval" status and the GL Impact is immediate upon Save. However, there is a non-posting transaction that could be considered the…
    in Putting a credit memo on hold until approval Comment by 3942467 Nov 3, 2006 2:51PM
  • Today NetSuite expects you to Fulfill / Receive Service Items. Coming soon, perhaps as early as 11.5, is a preference to not have to Fulfill / Receive Service Items. So the workaround works with Service Items today and a future version will make the process 1 step quicker too.
    in Putting a credit memo on hold until approval Comment by 3942467 Nov 3, 2006 6:38PM
  • Hi DDCCTV, A Non-Inventory item does not have an Account field for "Asset Account". This means in NetSuite your Non-Inventory items will never account for an "On Hand" Quantity or $Value. Inventory Items sound like what you need. They can be flagged for Drop Ship, Special Order, and also carry an On Hand Quantity/Value.…
    in Inventory items classified wrong. Can't I edit in Netsuite? Comment by 3942467 Feb 13, 2007 11:25PM
  • Hello, There are various methods you can use in a Search to ensure unique results. Based on your details, I would suggest modiyfing your "Results" subtab so that every column specifies Summary Type = Group. For example, you could inlude result columns for: Name, Summary Type=Group Email, Summary Type=Group Billing Address,…
    in Duplicates on Search Comment by 3942467 Feb 12, 2007 4:38PM
  • This is probably most easily handled post-export from within Excel. Once you open your results CSV file in Excel, hit Ctrl-H to bring up the Find & Replace dialog box. Then set: Find what: - None - Replace with: (note: leave Replace With as just an empty field) Click Replace All. NOTE: Due to how Excel will automatically…
    in Duplicates on Search Comment by 3942467 Feb 12, 2007 5:44PM
  • Hi DDCCTV, At Lists>(Accounting)Shipping Items>, editing a Shipping Item will display a field for "Charge Tax on this shipping portion of item" under the Shipping Rate and Handling Rate subtabs. There is no preference, however, that would allow you to define this for just 1 specific Customer record. If this is a one-time…
    in How do I charge sales tax on shipping costs? Comment by 3942467 Jan 12, 2007 1:05AM
  • Hi HH, NetSuite Version 11.0 saw a new transaction added that does this for you. This new transaction isn't necessarily optimal for Web Store orders and will require the same amount of extra steps as you're probably currently performing, but the GL Impact against Income and A/R will now be reported more accurately if you…
    in Problem when I bill in advance of shipping? Comment by 3942467 Jan 12, 2007 1:42AM
  • Hi ErikT, The first thing that comes to mind is a Restriction setting or missing Transaction Permission in the Role. If you view both the Report and Account Register while logged in as the "Administrator" Role, you should see the same figure. Once you isolate which logins are affected, you can Edit the Role they're using…
    in Account balance discrepencies Comment by 3942467 Jan 12, 2007 2:38AM
  • Offhand, I can't say why you are getting the value(s) you are, but there is a simple customization you can perform on your Sales Order form to help isolate which value is being used, and even change it, before the PO is ever created: 1. Transactions>(Sales)Enter Sales Orders> click Customize 2. under Screen Fields -…
    in purchase order Comment by 3942467 Jan 30, 2007 5:13PM
  • Thanks Martin... new preference snuck up on me :)
    in Contact Name in Bill To Address Comment by 3942467 Oct 26, 2006 5:47PM
  • RE: CyberSource Credit Card Processing I have created a new Solution in our NetAnswers Knowledge Base that details the necessary steps in setting up a NetSuite / CyberSource integration. http://shopping.netsuite.com/s.nl/c.NLCORP/ctype.KB/it.I/id.1272611/KB.324/.f RE: Credit Card Soft Descriptors I'll work on getting…
    in Cybersource CC processing? Comment by 3942467 Nov 9, 2006 4:19PM
  • I was able to create a Criteria Filter Formula that returns transactions that have a Date Created, which is over 24 hours later than the Transaction Date as follows: 1. Criteria = Formula(Numeric) -- a. Formula = {datecreated}-{trandate} -- b. Forumula(Numeric) = greater than -- c. Value = 1 Alternatively, you could add…
    in Compare Dates in Saved Search Comment by 3942467 Oct 26, 2006 6:18PM
  • The Address records have fields for "Attention" and "Addressee" and this is what you are seeing. Edit the Address in the Customer record to remove the contact's name from the "Attention" and/or "Addressee" fields and then any new Transactions will use the new, updated Bill To Address. I hope that helps.
    in Contact Name in Bill To Address Comment by 3942467 Oct 26, 2006 4:37PM
  • Unfortunately, there is no method to associate a Write Checks transaction as the Bill Payment for a Bill. If you cannot Delete these Checks, perhaps due to Bank Reconciliation activity, you could use a Journal Entry to allow you to Enter Bills and Pay Bills without double-accounting for the money you are paying out: 1.…
    in Check Association with Bills Comment by 3942467 Oct 26, 2006 4:47PM