3950532 Newbie

It appears that {now} and {today} return the current date and time....with time in the local timezone. If you use the SYSDATE function, the current date/time will show NetSuite's PST.

Wow....nice trick! How did I miss this for so long?

Nice! Thanks for the hint....I had give up on this a long time ago.

If you are familiar with creating workflows, a very simple Purchase Order Workflow can be created using the "Remove Button" action.

As a related question, can I use WorkFlow Manager on time entry forms? I don't see the Workflow tab! Tim

I don't have an answer, but want to comment that the NetSuite PDF layout editor is one of the more disappointing features of NetSuite. It's simply too difficult or impossible to put the things on the form that I want, where I want, and how the appear in printed form. I love NetSuite and its flexibility, but this area needs…

I'm told NO, no workflow on Time Records, which is VERY disappointing to me.

UPDATE 1: I found that there is an Enhancement Request #13810 for this with 143 votes (ranked 29 on the most popular list).....thus, I'm not alone! UPDATE 2: I created this workaround: I created an Expense Report Workflow triggered On Update, Before Record Submit, on Event Type "Reject", if the User Role is an accounting…

We are considering these expense-reporting tools, including Concur. The biggest advantage (IMHO) over NetSuite is their ability to submit receipts and expense reports via smartphones equipped with cameras. With NetSuite, you must be at a PC and use a scanner, and the NetSuite file upload and file management is clumsy. A…

Does anyone know whether there's a enhancement request for this issue? See Enhancement #49464, status is "Open - Tentatively Planned", but has only 180 votes.

I'm not sure, but that sounds plausible. We haven't gone that far. Check out their video on expense reports at http://www.nexonia.com/en/videos.html.

Yes, very annoying as I deal with only global companies that work in many different currencies. My workaround is to create a root-parent customer, then create sub-customers when doing business with that customer in: a) another country (i.e., need new VAT nexus), and/or b) a different currency. These at least helps me…

We have a dedicated line for these incoming PO's. Any "junk" faxes would create a ticket and a customer service rep would have to simply delete the ticket. This is no different than quickly throwing away a junk fax on printed paper. However, since this number is unlisted and only know to our best/active customers, we…

We use PATLIVE.COM and RINGCENTRAL.COM for fax-to-email solutions. Basically, we obtain local, toll-free, and global fax-phone numbers from these providers, give these numbers to our customers (who insist on faxing PO's to us :( , we prefere emailed PO's). When our customers fax a PO to one of our PATLIVE or RINGCENTRAL…

We auto-forward all incoming customer PO's (from email or fax-to-email) directly into NetSuite via the "Email Case Capture" feature. This creates a ticket (we've renamed cases as "tickets") with the email/PO document attached, and the ticket is assigned to a Customer Service Rep who then processes the PO, i.e., creates a…

Yes, this is possible with a custom Saved Search. I created search I call an "Opportunity Revenue Forecast". Basically, is searches for Opportunity transactions and for each (main) line, lists 12 columns (1 for each month in the future) and the expected revenue for each month. I used weighted amounts. The search performs…

Its interesting that PARTNER records support Department, Class, and Location, while customers and vendors do not.

A workaround is some fairly straightforward Workflow(s) (combined with the custom fields suggested above) that limit selection of customers per the user's division.

I've confirmed we are having the same problem....as early as 10:17am EST this morning. Some emails work fine, such as some Workflow emails and Saved Search email alerts. I submitted Case # is 1426269

derekzanga, Was your problem resolved? I'm looking into the same type of AMEX integration, i.e., auto-import into employee's "draft" expense report, for their review/update/submission, then supervisor/accounting approval.

Quesion 2 regarding a customer that purchases from 2 or more subsidiaries....yes, you must create 2 different customers, however, one can be a subcustomer of the other (or both can be a sub-customer of a "global" parent), and you can report on the parent (dashboards, etc) to get a roll-up of both "customers".…

An important caveat is that you can NOT have one customer as a subcustomer of the other if they have different currencies. So if your companies are in different countries and you have customers who travel frequently and purchase from both (as we do) you have no solution at all. All you can do is duplicate the customers and…

We use several techniques. For simply projects (Orders), like Hayley suggested, we just add more hours to the Sales Order and invoice again. For larger projects, when its a "change order", we generate a new Sales Order, just to be formal about why the additional invoice. All invoices go against the same Project (we used NS…

For us, the "official" records of this type of work are the invoices and the approved time records (as entered against a Project and and Project Task). Any after-the-fact accounting is performed against these records. We use the Sales Order simply to record what the customer asked for. Lots of ways you can do this.

I have found the answer to my own question! The answer is YES. Read on if you are interested. To exclude customer records (and selected project record) from an employee's "Customer:Project" drop-down menu in an Employee Center timesheet, do these two thing: 1) To exclude customer records from timesheets: Check Setup>…

That's it! I UNCHECKED this setting, and now my Employee Center weekly timesheet is simple: Project, Task, and Hours. The burden and complexity of service items, labor rate, unit price, etc. is now in the hands of my project and task managers. Thanks!

Nice...thanks for the update Evan! I'm willing to Beta test it with my sandbox if needed.

Its very disappointing, and hard to understand, that a full-featured iPhone or Android app does not exist, nor is one planned (that I know of) from NetSuite or its partners. For my global and highly virtual/mobile company, its my No. 1 drawback for NetSuite.

mhuffman, Here are the business processes that I need smartphone access to: - Workflow-based Approvals (some custom) for Estimates, Vendor Bills, Timesheets, Expense Reports, Purchase Requests, etc., i.e., our Executives and Management team are often on the road and need to approve this is a timely manner.....on their…

Uggghhh....I can't make a field (column) in the expense line (such as the "bill to" customer field) mandatory via the Expense Report form, nor via workflow? I'm trying real hard to use NetSuite Expense Reports natively, and not have to purchase an add-on like ExpenseCloud or Nexonia, although these are very nice and…