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3942866 Newbie

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  • Thank you for your response. The report/views you mention - Commissions Pending Auth, and plan Transactions Calculations - also don't show all transactions it should (invoices paid in the plan period, regardless of when they were created). You mention "For "Sales"... billings this is the date of the source document and for…
  • We'll add search by role in the next maintenance release in February. There already is a group search field in employee search. What is beign asked for beyond this? Thanks, -e Ability to apply that logic to most any search/report - for instance, a Customer Search with a criteria like "my group" that returns only those…
  • I also struggle with this... I can see why in the NS "role" world (where users can have several) that searches based on the users role are not possible/practical(?). And wouldn't it be nice if "groups" could be used in searches/reports? I'd be somewhat happy with *anything* that would give me some dynamic control over…
  • Thanks for the update, and general commiseration :) 11.5 will be in Q1 2007 at the earliest, right?
  • Does anyone know how to change just the remittance address "Make payments to" on invoices I can only figure out to change the general company address....but that effects all addresses on all forms.... Like many I have a PO box I want payments to go to and would like to make that change on the invoice......not the general…
  • Thats great news that the upper limit is being increased. Can you tell us what its being increased to? thanks, tim
  • I have some interest in this as well. It looks like there's not a whole lot available to the Employee Center Role - no access to vendors, customers and projects, can't enter or view credit card transactions, very limited information can be displayed even through searches. Can you confirm that these are the limits. Wishing…
  • Ahh well, I figured. Depends on your definition of "employee" I suppose. Thanks for the quick response.
  • It appears to have worked without issue. We didn't create any enties while Advanced job tracking was turned off, and have merrily been doing real work since. I suspect your (Skytekk's, that is) overall desire to not work on Quickbook import implementations is a good idea ;)
  • Agreed. Thanks for your answers.
  • Thanks for the reponse. The problem we're having w/ the convert project to subcustomer mass update is that the criterea available look to be Customer criterea, not project - for instance, Login Access is an option, but Project Name isn't. Also, the options for "status" are things like "Closed-Won", not "In Progress". Am I…
  • We tried using the Mass Update "Convert project to subcustomer" since it seemed exactly like what we need, but were unable to get the criterea to show anything because the criterea are all customer fields, not project fields. So either this Mass Update is broken or we are confused...
  • Funny thing about this - my boss turned off Advanced Job Tracking in Enable features, and poof! the convert project to subcustomer mass update showed the right fields, and he was able to use it. After he finished, he turned Advanced Job Tracking back on, and all seems well. Very odd.
  • The mass update screen (s) for projects to sub-customers pulls all projects if you leave the criteria blank. Are you not seeing that ?. If your not - then you have another issue or using it incorrectly. On our system it lists all our projects - I can also see a field called project status - which are things like complete,…
  • Thats sort of my point (or confusion). The criteria available in the list box only allow me to select customer-type fields, not project fields. I figured I would set criteria that would select the projects I wanted to convert to subcustomers, but can't see how to select projects with customer fields.
  • At the risk of sounding stupid, how can there be two possible results to a 2 term multiplication problem? How can 6*4 ever = 14?
  • At the risk of sounding stupid, how can there be two possible results to a 2 term multiplication problem? How can 6*4 ever = 14? Doh - I knew I should have kept my fingers quiet. I understand, and giving the option for row or column total is a step in the right direction
  • timmo, If you don't mind me asking what are you replacing Netsuite with. It's always nice to know what the other options are. Thanks Tom Well, everyone's needs are different, so dunno how useful this is to you, but... We're a professional services org, and NS's advanced project tracking doesn't cut it for us, and is way…
  • We had a very similar thing happen. Our renewal was in June. We have 32 full licenses, which were all assigned. We had to do so shifting around, which included editing a user, and got the exact same message. Happily, we are moving off of Netsuite, so we didn't follow up on it.
  • So, how do you publish a dashboard for the managers? Also, can't I just give a role publish dashboard rights, and then publish a dashboard for that role? I'm having the "adding shortcuts to a previously published dashboard removes existing shortcuts" problem. Using a custom role, on a custom center. Setting a user to…
  • Any progress on this? We are still experiencing it.
  • Thank you Jeff & timmo for your suggestions, but if I filter by child items, I don't get anything the parent may have & if I go under Customer/Project or Job depending what report you're modifying & then click on Parent Customer/Project & Name, that's what I've been doing & I have to choose the customer, sub-customer &…
  • Is there a simpler way to run a report, lets say a sales report, for 1 customer, but this customer has 100 different projects &/or sub-customers. Right now when I go into the report under filter I have to select each project/sub-customer so it's included in my report. Is there any easier way to choose the Parent Customer &…
  • Just wondering if anyone else here has read this article - NetSuite IPO Filing Reveals Vulnerabilities. Here's one thing (if it's true) that's mentioned in the article that concerns me, "Perhaps the biggest concern: NetSuite supports all of its 5,300 customers on one data center, and that data center sits atop a…
  • Unless you are referring to some other type of sandbox. It is a perfect clone. Well not perfect.... For example shortcuts may send you to your production account etc. Thanks for the response - are you speaking from experience? I guess I'll have to try harder to get my rep to return calls.
  • Ours is an exact clone, including all custom fields of our production DB as of the first week of each month. Good luck with your rep, Matthew Thanks for the response. Now for the inevitable followup :) - Do you have custom records, scripts and/or custom portlets, or just custom fields? I was told custom fields would come…
  • Isnt a sandbox a clone ?. I would be suprised if some stuff is missing. I asked in a very detailed way, so either my rep is wrong, or its a clone of standard records and data only. I'd love it if she were wrong.
  • Keep in mind that the only customizations that get copied over are simple fields/forms. Scripting, custom records, portlets etc are not copied into the sandbox (or so my rep tells me). I was also told that the sandbox will be the same rev as your production account, so won't help with testing new releases in advance.
  • To comply with Payment Card Industry guidelines, we must expire passwords after 90 days for any user that has access to unencrypted credit cards. Thanks, -e First, thank you for the quick reply, with bonus points for giving a sensible answer... However - we've been on Netsuite coming on a year. Never had this problem…
  • I will make sure it is documented in the release notes - it was an oversight that it was not. If you are being affected by this policy, it is because you have the "Credit Card Payments" feature on in your account, and you have either an admin/full access role or a role on which the "View Unencrypted Credit Cards"…