3947455 Newbie

Hi Andry, If I understand the questions correctly, you want the supervisor/manager (A) to view the record/transaction created by his subordinate B and C. If so, you can have this controlled via the user A and B’s role as follows: -Navigate to Setup > Users/Roles > Manage Roles -Click on Edit beside the user A and B's Role…

Hi, This is by design. There is a feature request logged for this. It is being tracked under Enhancement 217743. You may vote for it or submit a case to Support and have it attached this enhancement.

In order for a user to be able to save a search based on transactions (build assembly) then role should contain the following permissions: -Perform Search set at Create level under the Permissions > Lists tab -Items set at View level under the Permissions > Lists tab -Find Transactions set at Create or Full under the…

Hi, If you are creating transactions in the order of Opportunity > Estimate > Sales Order > Invoice then you can try the following search to concatenate the values of Opportunity number, Estimate number, Sales Order Number, Invoice number into one column. Transaction > Management > Saved Search New --Click on Transaction…

Related Items sublist is not exposed in a saved search. You can vote for the following enhancement: Enhancement request 124404: Item Saved Search: List > Search > Saved Searches > New > Item - Ability to display related items in the search results

Hi Jim, Qty. Ordered field on the invoice is linked to the sales order. You can add Applied To Transaction : Quantity field under the Results tab of your invoice search. This will display the qty ordered on the sales order. I hope this helps. Thanks, Jasvir

The output of the saved search results containing formula field totals should be same in the email output as in NetSuite UI. This does seem like a problem. Please file a case for support review and they'll file a defect if required.

Hello, You can edit the custom date field and change the followings: --Store Value = F --Click on the Validation & Defaulting tab ---Default Value = {substitute other custom field internal ID here} - 3 --Save Now the date in this field will be displayed 3 days prior to the other custom field. I hope this helps. Thanks,…

Hi, Currently, system picks up the Sales Description from Item Record by Design. If you would like to have an option to show the Purchase Description instead then please file a case with support to enter an enhancement. As a workaround you do the followings: -Create a custom field for Purchase Description on the Work Order…

Hi, Currently, system picks up the Sales Description from Item Record by Design. If you would like to show the Purchase Description instead then please file a case with support to enter an enhancement. Currently, I don’t think there is a feasible workaround, maybe via scripting.

There is an enhancement request logged for this, please vote for Enhancement 157780: Setup > Customization > Custom Fields > Please have the ability to set custom fields to inactive .

Since the custom record is linked to Items, therefore custom record is not searchable via transaction search. You can search the custom records fields via Item saved search as follows: -Lists > Search > Saved Searches > New > Item -Under Criteria tab > filter the following: *Select Transaction Fields... > select Type >…

Hi Ron, To do payroll in Netsuite, it’s not necessary to use direct deposits. You can also print paychecks in house. You can use your own bank to make the direct deposits but you’ll have to create your own report to send out to your bank based on pay frequency. The convenience of using Costal is that it is built into…

Correct, the system assumes that you are just printing paychecks and the GL impact doesn’t change if a paycheck is printed or direct deposited. You can print the paychecks using regular paper and use a void stamp if you wish. As a workaround, you can also preprint the word void on regular paper with light font color and…

There is a Enhancement 163496 request logged in NetSuite for "Transactions>Employees>Process Payroll --- Preference to Send Bulk Email Notifying Employees of Payout and Bulk Email for their Pay Stubs on Pay Date." You can vote for it or submit a case to have it attached to this enhancement.

If 'Void Transactions Using Reversing Journals' is set to False under Setup > Accounting > Accounting Preferences then your client should be able void the invoices and RMA's (other transactions as well).

There is an enhancement request logged for this, please vote for Enhancement 153395.

If the 'Referrer' field you are referring from the webstore then this is accessible via Customer search as follows: -Lists> Customers> Search --Set Adv search form = T --On results tab, ---Select 'Referrer' from the 'First Site Visit Field..' The 'Referrer' field is not available on a transaction search. There is an…

You may want to try creating an adhoc report as follows: -Reports > New -Support Cases -Metric = Case Count -Summary = T -Component = Support Cases | Field = Number -Run Report --Click on Customize button --Click on Support Cases folder and add Name (Grouped) field from the Product folder (or custom field) --Move the above…

Yes, the 'Base Price' field on the inventory reocrd would be correct field to enter the MSRP.

There is a know defect 144872 in Netsuite. Please check if you have specified any DOCTYPE for your website by going to Setup >Website >Set up Web site> 'Advanced' subtab, 'Document Type' text field. If DOCTYPE is specified then try the following workaround: Remove/Set the DOCTYPE for the 'My Account' page only. For…

The PO# {otherrefnum} is not available in transaction search in the CRM+ edition. There is an enhancement 182285 logged for it. You may vote for it. As an alternative solution, you may create a custom Transaction Body field and start inputting the PO number value in it on the sales order for search purposes.

You can also use NVL function in your formula to replace any null value with 0. For example : Formula (Numeric) = nvl({quantityonorder},0)-nvl({quantitybackordered},0) This formula will now replace any blank value with zero and then compute the arithmetic. I hope this helps.

Have you tried setting 'Function' column to 'Round to Hundredths' instead of using Round function? I have tested in my test account and this works for me. I hope this will work for you.

My apologies if I misunderstood the problem. I did test in my test account as follows: --created a Transaction saved search --Clicked on Results tab --Added a Formula (Numeric) = Summary Type : Average; Function : Round to Hundredths; Formula : {today}-{datecreated}; Result: the average number was rounded to two decimal…

Hi Anne, You are able to set a custom purchase order form as preferred on the employee center role. In order to do this, edit the employee center role and Click on the Forms tab. All the custom purchase order forms are listed and you set one of the forms’ as Preferred. The employee center does not allow receiving of the…

If the email messages are sent from the transaction then you can do a transaction search as follows: Criteria tab: Messages : Subject = contains pick-up Messages : Date = is not within last week (or use relative values) Results tab: --Message : Date > Summary Type = Maximum --Formula (text) > Summary Type = Maximum;…

Hi Hector, Please ensure that the custom role has 'Notes Tab' permission set at 'Create' level. If the 'Notes Tab' permission is set at 'View' level then 'New Note' button will not be displayed.

Hi Cloud, The following search criteria will list all the sales orders that are not yet billed: Transaction > Management > Saved Search New --Click on Transaction --Criteria: Filters: ----Type = is Sales Order ----Status = is none of sales order:billed, sales order:canceled, sales order:closed ----Main = is True I hope…

Hi, You mentioned that the 'Direct Deposit' fields are missing. Do you still have the 'ACH/Direct Deposit' tab on the employee record? If the 'ACH/Direct Deposit' tab is missing you might be using a custom form which doesn’t include this tab along with direct deposits fields. You can edit an employee record and then flip…