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Thanks Nick, So simply setup multiple accounts...does this mean you have to select the account on each transaction? There must be a way to automate??

We are in the same boat - Currently - our work around is to create Sales Rep Groups and then have the merge sent. Would be cool to be able to do all from one mass email. Wally

I too experience this issue.

Ensure you download the right tool - for 2007 For Outlook 2007: a. Click Download the Installer for Outlook 2007 Integration Client. b. Save the NetSuiteForOutlook.zip file to your local machine. c. Extract all files from the .zip file. Note: The o2007pia.msi file is a setup package from Microsoft that installs the Primary…

Same here - Vista SP1 with Outlook 2007 - works fine

what role is set as your default role?

We use the Scheduler portlet. Simply select the group and you can see the groups calendar in one screen. Currently, this is only available in Day View, however, this would be well received if we could view the scheduler by week or month. Although, it would be a very busy screen, perhaps it could show individulas in each…

I suspect this would be proprietory information! They may give you the type of smoothing they use, but, the actual formula would be very hard to squeeze. Perhaps the approach to start with is what formula approach would you like to use to improve your inventory demand planning. We have been down this road with several…

Largely depends on where you are! NetSuite's partner community is vast and good partners are located across Canada and the US. Post your address and will be able to give you some names to call.

Do you have multi-location inventory turned on? Do you use shipping integration? You may also just be referring to locations in general in which case you simply uncheck the box at Setup>Accounting>Accounting Preferences>General Tab - scroll down to classifications.

If you build the assemblies, it will trigger the PO creation. Go to Transactions>Inventory>Order Items and you will see the POs already created. As for a reminder - you could use a simple search with an alert (reminder/KPI or email) to alert you to reorder at a certain point. In this case - 20. Try adjusting the Build…

You sell the final assembly? Is that assumption correct? if so, set the re order point at 20 and it will automatically order Shirt blanks for you. You can chose what to set your stock at and when the reorder is triggered, the PO will be created to bring you up to that amount of shirt blanks.

Landed Cost's limited access for sourcing makes accurate coding difficult. Reasonably accurate gross margin can be done by creating an approximate % Markup field (you can be reasonable with this percent if you have some transactional history) and then use a SQL Expression or Java Script to do the math. It's not…

did an item get returned? Credit Memo?

Hi Natalie, I have experienced this before as well. I might make a few recommendations that might possibly work - admitting up front that i dont know your business case for utilization of the search. using the "Group" functionality on your search - go to the results page and group each result you want displayed. Put Serial…

hmm - works well in my account. What account is showing up? Are u using a transaction search, limited to Type Sales Order?

Use Account # to limit what lines are displayed. ie - exclude tax account

add one more criteria... account type = Non Posting Good old two-sided accounting...

OK - can u add Account to your results and let me know what accounts are coming into the search. There may be a pattern here and it is likely you can select one type of account...

I approach this slightly differently. I too struggled with the search - I am sure the expression gurus have a way. I run a sales report and add a sales (Gross amount) and select the date for the year i want to look at. So i set it to custom for the 1st column for 2008 and then the second column for 2009. I can now sort in…

great search Miguel - i can see all of the sales for 2008 when submitted. How then would get the variance for customers from the 2008 list, that have not purchased in 2009?

use a KPI Scorecard for this. you will be able to do multiple searches to get and display the raw data and use subsequent lines to complete your ratios. Plenty of flexibility here. If you need more than that, you may want to consider a custom script. You will find plenty of setup info in the Help section for NS. Good luck!

Thanks Miguel, That list shows the ones you receive as a user. It would be good as an administrator to track flow of information to all users. A search that would reveal this would be of interest. Especially making it easier when you are copied on a search by someone else and the data is obsolete.

this brings up a good Data Administration/Security utility. Essentially, being able to generate a list of people receiving search/report results. especially beyond their access levels. is there anyway for an administrator to create such a search?

Home>Set Preferences>Alerts these are the ones I think you were referring to in your earlier post. It is also easy enough to view the custom searches that are scheduled along with reports under Reports>Scheduled Reports and you can manually go through the Saved Searches to get to the ones that are being emailed. As a…

you are right - it is one location for them, but, certainly not exhaustive. Another reason for needing a single search to accomplish this task.

Hmm - might take a little tinkering, but, you might be able to get what you need. Because the search ability is so strong, I tend to do most of this stuff on the fly. You could do a transaction search and set the criteria to only show vendor transactions that you want. This would then show the PO's etc for vendors. Using…

hmmm - not sure about the older versions - but, if I wanted to do a search for contacts of vendors i would add that in as a filter on the search. simply select Type = vendor Let me know if this is what you are looking for - Wally

Does your telemarketing person have full ns access? We run our leads via a drip campaign that is scripted. This ensures that an email goes out to our leads each quarter at the minimum. This same drip campaign, causes each lead to receive a phone call and a fax in a predetermined fashion. ie- email goes out week 1, fax week…

We have a Online Customer Form. It is for very specific customers. Anyone who fills out this form automatically becomes a customer and as cash sale of a specific item is placed on the account. This item is obvious serialized so I'm creating the cash sale using a Server Side User Event script. In order to create the cash…