3951573 Newbie

See this thread for a previous discussion: https://usergroup.netsuite.com/users/showthread.php?t=9581&highlight=unsubscribe

Hi Joanne, Please take a look at the following link: http://www.abvt.com.au/content/SuiteApps_Scheduler.html This is a custom Netsuite solution that our company has developed and is in use by large organisations that have more than 100 users. It allows you to search groups, individual users with daily, weekly, & monthly…

Here you go: -Setup > Customisation > Entry forms -Edit the Lead form you require -Go to the Fields tab -Put a tick in the 'Quick Add' column for the field you require. Save. Also you need to set that form as preferred! And thats it! :)

Depends which form you are creating - Customer/Case form? Customer: Setup > Customisation > Entity fields > New Case: Setup > Customisation > CRM fields > New Custom record: you can create the new fields unders the Fields tab

Hi Mathieu, I have found this post extremely useful, multiple times. Though, i am thinking this list is likely to be outdated. As I have found a new status for Purchase orders that dont appear in this list. If you ever get this again, please do post it up in the UG. Thanks, Jedi :)

Another version of what Wizard suggested: Steps: Return Autorisation (for the item to be changed) > Receive item > Refund-Credit > Create new SO with new item > Invoice > Apply credit > Fulfil. Done! :)

Icodes sales process doesnt make any sense to me. It may make things easier, but is easy necessarily better?! I think Netsuites process is more thorough, it allows you to close the SO and then you can capture the all important 'Why?' (via user notes, emails) and have a complete audit trail of what happened. In the case…

Happy to help... :)

Ahhh, you didnt mention the bit about 'starting from an SO'. My advice only applies if you start from a Estimate. I would follow RARaner's advice and start from the Quote. Makes life easier that way. And if you want to be even more thorough, maybe even start at the Opportunity (then you can back track if need be, but I…

Hi, I have run a test in my account, and found that this is working fine for myself. I have a vendor with a currency of 'British Pounds' and upon printing the PO, I can see the correct currency: £500.00 (just copied directly from the Printed PO). Have your Vendors and Currencies been configured correctly? What does the…

Hi Steven, Just in case you havent been able to resolve this. 1 suggestion I have is to review the Transaction form. I am thinking that a custom column has been added in the transaction form. You can remove this column if necessary. Let me know if this helps, but you might need to be a bit more specific about details.

I think Babette has nailed it. :) By doing Financials only, you will only be reporting by period for all reports listed under the Reports > Financials menu. Thus leaving you to view the budgeting report with Transaction date. Problem solved?

Good work. I still recommend the dashboard list portlet. Working previously in a support team, I found this to be the best practice, meaning that you just needed to use Netsuite to manage support cases. Best of luck. Cheers!

Hello, What about pressing Ctrl + F5 keys together? (This clears cache). Try that, let me know if it works. Dont think workflow will work with what you are after.

hello, Check out the following setting, and see if this is enabled (if not, you might want to enable). Setup > Support > Support preferences Go to Notifications tab Under the Update box Tick the box 'Notify Assignees' Here is the field help on the field above: Check this box if you want support reps to automatically…

Have you checked out the Administrative notifications? There is an alert to notify re Billing and Renewal notices. Might want to activate that, it may assist.

Hi, Just in addendum to all this.... Smartphones (iphones, galaxy, etc..) support web browsing, so users can log into Netsuite and update/close cases at the time of actually fixing the issue via their phones. This will help alleviate the need for bulk updates. Just a thought... :)

Hi Kathy, I just ran a few tests using 2 different logins with the same role, and from what i am seeing - I can only search for events that are either organised by myself, or have me included as a attendee. If the other person is not either an organiser or attendee, they will not be able to see this event. (I even tried…

FYI: Setup > Company > Duplicate detection. and then: Lists > Mass update > Mass duplicate record merge Good luck with this, i look foward to seeing an elegant solution. :o

Hey Meir, I also remembering having issues with this in my last company. I also later found out that the tracking code worked best (and recommended) in the FOOTER of the THEME used. Cheers, NS-Jedi.

Hi Elie, Here is a tip that may help you. Check your Accounting preferences: Cash basis or Accrural. Cheers!

Hi Stormie, Hope the subsequent posts have been able to help... If not, if still unclear, please see the help link below in which will give some further clarifications (includes screenshots). https://system.netsuite.com/app/help/helpcenter.nl?topic=CARD_-29 Hope this helps. Cheers!

Hi Alessio, Im also not having problems finding this field. I just tested it, and it works. Field in search results is: 'Tax Number' What type of NS provisioning is it? Full NS, or CRM? Im maybe thinking its a setting that hasnt been turned on in your account. Maybe under Accounting Preferences..? Did support get back to…

Using FF4. Trying to drag portlets around on the homepage does not work. The page goes all white, and does not load at all. Fail! Other than that, alot faster, which is great.

Yes, I just replicated this and I am also seeing 1 record, where I should be seeing 2. Lets see if I can uncode this mystery...

Thankyou Patrick. :D I have been playing with this formula and just wanted to ask, what would be the best formula to get the following: -Result in hours? -Result in mins? Much appreciated, Jedi

Hi Joanne, Sorry for the late reply. In regards to the Bar code, yes you can get rid of it. Its a little trick I learnt. You know how you can increase the size of the barcode field, or decrease it by dragging that little grey dashed box? Well, decrease to the smallest size possible, to the point where its just the dashed…

Not possible. Simple solution: Use the other layout without the disclaimer. :D

I had a situation like this once, but was fortunate to have only 90 customers to update. Had to do exactly what you described. Took 30mins, not that bad. But not an ideal solution if you have 5000+ customers. I wonder what would the result would be if you ran a CSV Import (update) where you just re-imported the Customer ID…

We came across a similar frustration with the Employee Directory. So I just used a Published Saved search. By taking this approach, gives you a lot more control of what you want to show/hide (not limited to the standard columns that the Employee dir provides). You should also be able to show Photos of employees within the…