3949225 Newbie

Hello, What type of Promotion is this? (Order-Based, Item-Based, Buy X Get Y or Standard)? Can you please send me the settings of the promotion so I can test it for you and I can find a way to display its information on a customer record?

Can you please try the steps on SuiteAnswers article below and let me know if this is what you are looking for? https://netsuite.custhelp.com/app/answers/detail/a_id/31551/

Hello Kristina, You need to use SQL formula to achieve what you are looking for. Can you please provide more details so I can provide you with sample? What type of search are you trying to generate?

The standard employee center role has purchase order permission. To read more about employee center and the permissions available please access SuiteAnswers: 1. Login to NetSuite. 2. Click Support tab. 3. Click Go To SuiteAnswers button in SuiteAnswers portlet. 4. Search for Answer ID 30661 or access the URL below:…

Hello Jeff, By design Employee Center role do not have Sales Order permission available.

In an ERP perspective, an employee does not need to process a sales order unless he/she is a sales person. If the employee is a sales person, you can assign a sales rep role to him so he can use it to process sales order. The reason why employee center has purchase order permission is because some companies, allow their…

CSV import is an option however if you are not very familiar with it, it may take you more time and effort that manually entering an quote. But this definitely depends on the number of items you have on transaction.

Hello Todd, There is no way to convert sales order to a quote or create a quote from a sales order. By design, sales orders are created from quotes not the other way around. You will have to manually enter a quote instead. Thanks!

Hello Carrie, Currently the standard contact roles or fields related to Contact sublist on opportunity records are not yet available on opportunity and transaction searches. There is an existing enhancement request: Issue 162536. An alternate solution has been documented in SuiteAnswers 29463. Please let me know if you…

It may be useful to have a button from script that you can click to create a Quote from SO depending on the frequency of use. This will be very helpful if you need this for multiple transactions and if you need this in your daily process. But if your question is just for ONE transaction, I would still recommend that you…

I just created an event search with Company column. How about you? 1. Can you please tell me all the fields that you added in the list(Results tab of the search)? 2. Did you enter any filter criteria? If yes, what criteria have you entered? 3. What type of entities are the organizers and invitees? Are these employees,…

Hello Thomas, Your question may be related to enhancement 164665. But I may be able to find an alternate solution for you if you give me more details. Can you please tell me all the fields that you added in the list(Results tab of the search)? Did you enter any filter criteria? If yes, what criteria have you entered? What…

There is an existing enhancement request for this. Issue 98245. Another alternate solution: Alternate solution: Create a Workflow that would run on Schedule that will trigger an email alert based on Saved Search if an email came in from locked case: 1. Email Template 2. Custom CRM Field (Type = Checkbox) 3. Case Saved…

Hello Rachael, Are you these users with access to the roles in which you published the customer dashboard to existing users or new users? Did you check "Override Existing User's Settings"? As noted on Publish Dashboard page: ~If you check the Override existing user's settings box, the personal settings of existing users…

Hello Jen, Is this an old report? Will you be able to recreate it? If not, you might consider contacting our Support team to check if your problem is related to Issue 232331. Thanks,

What comparison type did you use in the scorecard? What date ranges did you use? Can you please post some screenshots? 1. dashboard 2. scorecard > Content > KPI tab 3. scorecard > Content > Date Ranges 4. scorecard > Content > Custom

Hi, The Sales KPI is a standard KPI based on a standard report called Sales by Customer. Based on SuiteAnswers article (Answer Id: 8115): Standard Key Performance Indicators Table: "This indicator shows total paid or billed income and reimbursed expenses for customers during the selected period(s). It excludes the…

Hello mchen, The option that you are looking for is currently not available. Please refer to enhancement 98317. Thanks,

Hello Jennifer, For us to be able to filter the search to just get YTD transactions, you will have to use the criteria below: ( Date is within this fiscal year to date AND Transaction : Main Line is true ) OR Date of First Order is empty Please make sure to use Parens for this to work. ;) I hope this helps. :)

Hello Jennifer, I was able to generate a list of customers which includes the customers with no sales transactions by using criteria below with Use Expressions check box checked: Transaction : Main Line is true OR Date of First Order is empty. I hope this helps. Thanks,

You can modify your formula to replace: CashSale to Cash Sale CustCred to Credit Memo CashRfnd to Cash Refund CustInvc to Invoice Please let me know if this helps. :)

Hello Brett, When you say YTD sales, is it similar to Sales by Customer Summary report? If it is here are the steps to generate it using customer saved search: 1. Navigate to Lists > Search > Saved Searches > New. 2. Click Customer. 3. Enter the following under Criteria tab: Transaction : Type is any of Invoice, Cash Sale…

Hello Jennifer, If I understood your concern correctly: 1. You need to display customer column (customer list) and year to date sales column on your saved search. 2. You need to filter this by sales rep. Questions: 1. Is this going to be one sales rep only? Or you need the ability to use filters on the footer of the search…

Hello Brett, I noticed that you have {transaction.type}. I tried to use this on a formula text and got the following sample values: Cash Sale, Estimates, Invoice. Thanks,

Hello Mark, The Shipping Tax Code (as well as Shipping Tax Rate) is not currently exposed on saved searches based on Enhancement 177183. An alternate solution is to use a custom transaction body field which will be a duplicate of the Shipping Tax Code. You can create a workflow that will set the value of the custom field…

Hello Aaron, Unless you can show me screen shots of your saved search criteria and results as well as your report filters and display, I suggest that you contact our Support team so they can help drill down your report and identify what is causing the discrepancy. Thanks,

Hello Shambhavi, You have two options for this: 1. Formula (Numeric) filter with Formula = CASE WHEN {today} BETWEEN {seasonal start date internal Id} AND {seasonal end date internal ID} THEN 1 ELSE 0 END Formula (Numeric) = equals Value = 1 2. Filters: Seasonal Start Date is on or before today Seasonal End Date is on or…

Sorry I was not able to ask this earlier. I just thought the custom fields (Seasonal Start Date and Seasonal End Date) are of Type Date. Are you saying that these are Free-Form Text fields? When you said "as soon as the seasonal end date happens, the year changes to each date by a year" did you mean you have to update the…

Hello Jeff, In this specific situation, NetSuite will not give you a permission violation error because: 1. The role has access to Track Messages permission 2. The role has access to Perform Search permission which allows the user to create saved searches Since Messages can be attached to multiple records, only the records…

Hello R Veach, The Login Audit Trail search currently allows you to search for login date/time but not logout date/time yet. There is a documented enhancement request for this feature: Issue 22611: Login Audit Trail - Track logout time. You may want to vote for the enhancement request by submitting a case to support or by…