3943385 Newbie

I have heard of a term for, "refreshing authorizations", but I don't know if that only refers to re-authing the original amount or if it can also be applied to authorizing a new, lower amount for an existing auth #. I know that we are working on some new features around credit card authorizations and I will ask a…

I always recommend that users follow the conventions that our designers intend just to avoid unpleasant surprises, so yes I would recommend using a partner role. Lorna makes a good point also in that standard reporting is sometimes aligned with employee roles more readily than partner roles, but I would expect that the…

Well I know that the exchange rate is stored on each individual transaction because you can see it in transaction search results. I don't know how you can identify this field in the ODBC views but it is probably in there somewhere. Sorry for the lack of a detailed solution but maybe Suite Answers or NetSuite Central has…

Thank you for sharing this with the user group Brett. Because the Outlook integration client is a freestanding application for the most part, NetSuite can release new builds independent of any version development cycle for our principal service. We are focusing attention on this feature and we believe Outlook integration…

In my experience with synchronizing events only, the conflict resolution window does eventually sop showing me the same reported confilcts. As you mention, I have selected the NetSuite version of some records several times and then eventually the conflict becomes resolved. Just FYI.

Our concept of a kit that exists in inventory is an Assembly item. As John points out, kits are meant to be thrown together at the time of fulfillment. Sorry about that Steve.

Will the new "search based commission schedule" feature in v 12.2 offer a possible solution to some of these challenges? I haven't tried it yet, but Gary's overview says that even custom fields can be used for commission calculations in addition to any search criteria. If so, then perhaps an easier customization would be…

Dan, I would second Dale's experience on this subject. While there have been a few narrow use cases for sharing a NetSuite shopping cart across multiple sites in the past, it has always been a practice that relys on perfect circumstances in order to work correctly. It is basically an unsupported use case and customers that…

Please be extremely careful when considering a change in Accounting Periods. A few years ago we had a customer that incorrectly applied a change in periods and it completely destroyed their financial reporting from prior years. I don't know that anything that you are considering would be subject to this kind of problem but…

The Opportunity title will show on the Estimates and Sales Orders that are related to that Opportunity if the title field is populated. If the title field is not populated then the opportunity number shows on those related transactions instead.

Mark, NetSuite does not have a solution for providing EFT drafts in Canada to my knowledge. My somewhat dated understanding of the system in Canada is that a bank customer can present a debit file to their bank if approved by the bank. Each bank might have their own preferred desktop software application for creating…

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During the Beta phase it is probably better to address questions to NetSuite support. There are still very few members of the user group forum that have any experience with v2008.2

Thanks Olivier, Aaron I agree with Olivier that this should just work if you are using a sales report to view the team's activity. Over the years I have used player/coach supervisors, (although somewhat cautiously with the benefit of experience), to manage our growth. The Supervisor will just enter their personal business…

The NetSuite offline client does not enable sales orders to be entered offline, only opportunity records. There may be other 3rd party tools that will provide offline SO creation, I'm not sure, but we did not build the offline client with that capability. Sorry!

Customers are by definition a 100% probability because they represent closed sales. Leads and Prospects are less than 100% probability and once you have your new statuses created then you should be able to use Mass Update to change the existing records. Please be very careful when using Mass Update, there have been some…

Thanks for the additional feedback. Chat does work great in many circumstances and it is one of the things that NetSuite continues to explore. We do listen to our customers and I want to encourage you to continue telling us how we can improve.

Well said KrishOnan, but this was a human problem. Although employees are not allowed to promote NetSuite products in this forum, since the question was asked I will provide an answer below. This is the only time that I will do this in the user group and I only do so because this thread was created to highlight a problem…

Thank you for bringing this to my attention. Angela has the right response, WOW! Whether it is Skyytek or NetSuite, we all expect our salespeople to be hungry. Please know that the price for the multiple Web site feature that was quoted to you on September 28th will be honored despite the Expiration date on the Estimate.…

Hi Doug, I checked this out and it turns out that we have been tracking these changes that PayPal is doing and there should be no concern for NetSuite customers. As a merchant using the NetSuite application you do not use specific IP Addresses of the type that these bulletins are suggesting need to be changed.

Thanks Duana, I checked on this issue and the problem is being worked jointly by NetSuite and the payment gateway support team at PayPal. It seems that the Paymentech Tampa platform is occasionally experiencing errors with CSC match codes and that these errors are occasionally resulting in ghost orders. Until the source of…

As Malin Huffman indicated, NetSuite was able to make an adjustment to the application specifically for TowerStream in order to allow this particular type of user behavior in their account. This change was possible for Towerstream specifically because their company subscribes to a Dedicated Database class of service and…

We use Box internally and one of the benefits of their service has been strict segmentation of file folder access by user. As mentioned here, this has been a challenge using our native features in NetSuite but Box solves this problem on their side. The tie back to NetSuite might be a single folder but files aren't stored…

Yes, please file a case to help us track this request.

Hello Kenneth, To export data from NetSuite you should use saved searches. I have suggested many times that the "Full Export" links be removed, (because every user would prefer to look for a shortcut but this is one that doesn't work as advertised), but my opinion has not carried the day. All of your data is available to…

Because these user group threads live on, and just in case Steven doesn't get the chance to update everyone, I wanted to provide the facts about the resolution of this problem for Steven. If he has the time then it would be great if Steven could update the subject header of this topic because the problem had nothing to do…

Hi John, I am very sorry for the difficulty that you have experienced with using NetSuite's MLI feature. This feature is in fact one of the most potentially difficult and dangerous features, (from an accounting standpoint), to turn on in the NetSuite application due to the impact on inventory. I will follow up with our…

Customers with very high volumes of transactions and/or high volumes of custom records in a NetSuite account are receiving more service from NetSuite than other customers are. It would make sense that these very high volume customers would be asked to pay more for the service, but in practice we rarely do so. I will review…

I want to thank Jane and the all of the users that have added content to this topic. Also, if it hasn't already been cleared up for her, I want to apologize to Jane if she believed that she was being told that her company's subscription price would be increased as a result of accumulating too much data in the NetSuite…

Derek, Because the NetSuite application is uniquely flexible to allow almost any data to be indexed to almost any other data through the use of custom fields and custom records, it is possible to make some seemingly simple changes to your account that will increase the system utilization significantly. When I look at your…