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Hi, we have the first part of what you are looking for, the ability to send emails (merges or campaigns) from within Netsuite to dynamic groups. All results and stats are viewable from within Netsuite. Price is very competitive. The second part - simplify the creation of the piece, we didn't develop. We rely on standard…

You have to setup default accounts for all items you transact with. How about creating a different GL account for the drop-ship items? That will allow you to keep track of drop-ship transactions separately.

You could use suiteflow to create an approval process and if it is not approved the adjustment could be excluded or corrected. I've created one that will set the posting account to a temp account and only the supervisor role can approve and set the final account, after this is done the adjustment is locked. This will give…

Inline editing has been finicky in some browsers. When using Safari I am also getting logged off when I edit some drop down select fields.

I would like to add to this thread. As part of our localization we had to add some custom fields that store parameters or other data not intended to be directly accessed by end-user. There is an option to exclude these fields from internal searches but global search goes through the entire system and return those values as…

Check your users' roles: Permissions > Setup tab > Custom Lists and adjust the permissions.

You are right. Multi select fields are not enabled for inline editing. Also fields with filters based on other fields are not be enable either.

If you notice, when creating a new record from scratch you can't add child records either. You must save it first. Only after the header record is saved, the system would have the ID to create a child record and properly link them. As for the copying process, you can do it in two steps. First copy the header records (as…

In the second screen of the import process, click on Advanced options to set you delimiter. Use it with care if you are going to update records with Multi Select fields.

I left out that - once I run the BOM, I create and inventory adjustment to split the final product into the quantities I want to sell, i.e. I created a bom that used up 10 liters of soap-base and ended up with 10 liters of soap, I took out 10 liters of soap and added 100 jars of soap 100 Mls. - my retail product. It worked…

Using Advanced Inventory you should be able to create a UOM schedule with Gallon and ounces. Your schedule should have all combinations you want to have final products sold in (1 oz, 6 oz, 12 oz and so on). Light manufacturing allows you to create a BOM and transform you raw materials in gallons to the end products in oz.…

I would look at using the standard budget feature and use either department or class for your subcommittees.

Having the COGS and Revenue account locked the way it is in NetSuite is one of the biggest problems I face. We need to generate invoices at times and don't want to book it as a sale (samples, repair etc) and can't do it. Thought of changing the accounts temporarily, but it doesn't work because if you change the default…

Hi Peter, I am interested in knowing what the feature planned is and possibly reviewing it as well. Thank you. Alannes.

I think that Gerry's question is: How can we prevent the scenario Nick mentions from ever happening? Nick says: "...you can put an old date on the transaction, yet have it post in the current accounting period (for example an 11/11/2007 transaction can be posted in May 2008 accounting period)". There are situations were…

Darren, From what I can understand from the posting this is going to be done using multiple invoices for each sales order that is on terms. Is this the case? What would be the solution for a case where a sale and all its dependencies (revenue, cogs, inventory, taxes and AR impact) need to be booked when the sale originate,…

If you use a saved search you can easily pull the internal Ids of almost anything. Choose the style as report (instead of normal or grid) to get the same look and feel of a report. I don't think internal IDs are exposed in the reports.

I created some documentation to explain this to our customers, as I see it: First, I make them understand that the Customer moves through Stages in the sales Cycle (Lead > Prospect > Customer). The transaction in the sales cycle goes from Opportunity (internal) > Estimate (becomes external - I preferred to call it Proposal…

It appears that you are customizing and publishing your own dashboard. You may create two roles for you, one with the clean dashboard you want to publish (no personal shortcuts) - this role should have publish dashboard rights enabled. Publish this dashboard to the role everyone else uses including the one you use on a…

If I understand your question correctly, you want to assign a custom record type to your items, making each item a parent record for the customer record type you created. Edit your custom record type and add a new field > select List/Records as the type and the select Items as the record. Next mark the check box "Parent…

Check your setup under Setup > Accounting > Accounting Preferences > Order Management > Fulfillment. Check if box "Send Order Fulfilled Confirmation Emails" is checked. When checked NS will send and email to the email in the SO when SO is fulfilled, when unchecked nothing is sent. Good luck.

Another work around is to use custom center tabs, custom categories and customs links. I normally create a customized reports tab for our customers and place both custom reports and saved search in it.

I was able to add a running sum only to financial reports.

Take a look at the bundle 28006. It is a Netsuite bundle that provides this functionality for Brazil.

I will be following this thread from up close - I wanna know why keep the file open is important. I deal with CSV imports all the time and the key is to have the same country setting in both places - NetSuite and Excel (date format, comma or semi-colon and encoding for special characters). May-1900 seems like blank date…

I tend to agree with Evo. A lot of the support answers are either here is an enhancement for what you are looking for or this is working by design. I also have had many enhancements that I fought to be changed into defects and succeeded. Bottom line, since there are several variables besides votes I don't count on…

I am having this issue when the user language is set to Portuguese for over a year. It is a shame because users with multiple roles have to switch their language preference all day long in other to complete their work. I created a center link called Change Roles pointing to the url…

I filed a case about 10 days ago. It is listed as an enhancement: Enhancement 203040 : Safari 5.1 in MAC OS: Inline Edit for selection list field throws Browser error and cause log out. I am trying to get it recognized as a Defect.

We monitor storage on our customers accounts. Email attachments in most cases, seem to be item what uses most storage space. We found out in one case that just SPAM emails with PPTs and movies was over 4 GBs. We recommend a best practice policy for keeping attachments and move the old ones to a secondary online storage or…

Another scenario that causes Unexpected Errors is when the user preference language is set to Portuguese and the time format is set to AM/PM instead of 24 hours. When you change the language to English, the time format changes automatically to AM/PM, when you change the language to other language the time format remains as…