3953044 Green Ribbon

Well, I don't want to send an email for every order a customer has. Some customers can have 10 orders in a 2 week period. We just want to send them one survey during that time.

Fantastic, thank you. This is a great place to start. I'll post back if I have any questions. 

ashishshukla How would I go about doing this? The problem is, the scheduled emails send the results of the saved search, which isn't what I want. I only want to include the email with the link to the survey. Any ideas on how to do that? I think I could get an alert to trigger for sales order once the document status is set…

moonparas I'm at the step of creating the workflow and I'm a little confused on which record type I'm supposed to use. The saved search is a transaction based saved search, should I select that as the record type on the workflow? 

Yes. Both are Formula (Numeric) and summary type Sum. It is a transaction search. Revenue: case when {account.name} = 'Sales : Sales - Merchandise' OR {account.name} ='Sales Returns & Discounts : Returns/Damage Claims' then {netamount} else 0 end Cost: case when {account.name} = 'Cost of Goods Sold : COGS - Merchandise'…

Hmmm...just re read your post. So is there no way to achieve what I want?

Thanks Khultquist...I'll give this a shot.

Thank you both, super helpful!

That sounds like exactly what I'm looking for, but I don't think we are using advanced pdf / html templates. Is that a system preference that you have to switch all templates to? Or could I just change the sales order template to this type?

There is a flag available in the system notes, however it's only available via a saved search filter, hence the search above. It's actually working fine now as a beforeLoad user event script running on the sales order. It's currently running on view and edit mode through the UI. I was just wondering if there was a better…

So, what would be the most efficient way to check for the print pick ticket value (true or false) and display that value on an SO? I'm trying to avoid running a script and setting the check box every time anyone goes to an SO. Any ideas? 

Ahhhh OK, that would make sense as this script is ~ 4 years old. Thanks for the clarification. 

Of course. Here is the main function I'm trying to to reverse engineer. I'm not very familiar with the navigation api functions but I think I get the basic idea that it's creating a button and the script attached to the button is using a tasklink to create a new customer deposit with some variables passed in the url. My…

Okay, Just to make sure I understand, this is only an issue for record level client scripts. For example, if I was only using form level scripts I could use the same name for field change function every time as that script only runs on that particular form?

Is it possible to just show the tab that has been hidden in the netsuite form customization? Or would I have to make a new tab with all the sales rep assignment fields associated with that tab? I think I'd be able to manage unhiding a hidden tab...doesn't seem like there's a netsuite api for this though...would I just do…

Thank you for the clarification! 

You are correct. After spending some time on the phone with netsuite support they suggested I do a client side script. I decided to keep the current beforesubmit and get the average cost using nlapisearchrecord as we need the location specific average cost. Here is my final code, hope it may help someone else. function…

Thanks for your reply, however we won't really be setting a certain % for each customer. This is for special cases, for example an extremely large order may only get marked up by 4%, it wouldn't have anything to do with the particular customer. I was thinking just a customer field on the SO where the sales rep could enter…

OK, thanks for the confirmation. That won't work for us so I guess client side is the way to go...

Because the sales rep needs to be able to change the location per line item. This is time saving / convenience feature, however there are instances where they would need to change the location per line item.

In case anyone runs into the same issue, it looks like it's not possible to get that field to save without hitting done / enter. From netsuite support: Hi Jim, Good day! After further testing, I've validated that the behavior of the function on line init is standard, as shown also when editing the description field and…

that was the event type I was looking for (line init)! Thank you.

I'm having a new issue (or maybe it's the intended behavior). I'm using the line init event and here's what's happening. When you click on a line item, it immediately changes the line item location to the main SO location. If you hit enter, it saves that location. However, if you just click off or to the next item it goes…

I know this thread hasn't had activity in a while but, is it possible for these fields to display in a customer browser view? For example, I want to have the sales year to date number show up in the sales person customer browser. When I go to customize the view, I don't have the option to select the custom field under the…

Thanks. I will look into this I wasn't aware you could do so much with the results of a saved search. Khultquist, Just curious what this customer dashboard feature is? Is that a portlet, if so which one? Is this role based? I want to make sure we are using this as well. How would you use the results of a saved search in a…

Wow, thanks. We've been using Netsuite for about 3 years and no one had ANY idea that the customer dashboard existed. I'm scared to know what else we have no idea about!

I actually got it working...found the help section for it. This is a pretty great feature. Now that I've added the sales YTD people are already asking for me of these summary saved search fields. My question now is, do these fields have a big impact on performance? Does the search happen client side or server side? I'd…

OK, I need more help. I have the saved search display the sales totals I want by customer. Under criteria I have type: is any of invoice, cash sales, credit memo main line: is true date: is within this fiscal year to date Results I have: name amount: sum number Under the available filters tab I have Name. Now how to I get…

Great, I tried the new check and got this as an error when I ran it - missing ) after argument list (emailStatement.js#35) That line is where the new code is - if (addr.match( /(@+..+)/i;).length > 1 ){ Do I need an additonal ")" somewhere? It seems like they match up...

Thanks I'll try those suggestions. The problem is the only time I run into the error sss_invalid_cc_email is when I actually send it out to our customers. It tests fine with my different tests account.