3958775

I use this formula to convert our branch location into a number. Our locations are listed as South Central and South East. Hope this helps CASE WHEN LOWER({location}) LIKE '%central%' THEN '10245248' WHEN LOWER({location}) LIKE '%east%' THEN '10267359' ELSE {location} END

in Need SQL help Comment by 3958775 Jan 19, 2018 2:30PM

You are my hero! That worked. Thank you!!! :)

in Show Estimate Title on Sales Order Comment by 3958775 Oct 8, 2018 3:58PM

We have the field created from (Field ID: createdfrom) on our regular transaction form and just print that in the body.

in Having SO# print on the Invoice Comment by 3958775 Jan 15, 2018 2:46PM

I was able to find this and create a workflow to set the form by customer: When customers are assigned to a specific subsidiary, the users can create a custom form to reflect the correct subsidiary's address. With this concept in mind, users can create a workflow to set the desired form when creating a Sales Order or Cash…

in Assign custom forms by customer Comment by 3958775 Sep 1, 2017 10:14AM

No I checked that

in Custom Record Transaction List Permission Comment by 3958775 Jul 19, 2018 1:07PM

Yes I double checked that but they can access PO's and SO's. I even went to the record type and gave the role Full Access under that permission tab. A few months ago she could add the SO & PO. And I have not changed anything for her role. Driving me a bit bonkers.

in Custom Record Transaction List Permission Comment by 3958775 Jul 18, 2018 3:36PM

Thanks Carl. My company still loves paper and do not use Return Authorizations in NS. I did not think of that. Appreciate the help. :)

in Show Negative Amount on an Estimate/Quote Comment by 3958775 Oct 25, 2018 10:15AM

Yes the vendor bill posting period and the invoice posting period to the general ledger. How do you perform a join in a saved search?

in Search to show Vendor Bill Posting Period and Invoice Posting Period Comment by 3958775 Oct 17, 2017 10:09AM

Ahh thanks!

in Search to show Vendor Bill Posting Period and Invoice Posting Period Comment by 3958775 Oct 18, 2017 1:32PM

They do not want employees to alter anything on the sales order after it is in a billing stage. But the inside reps receive serial numbers after that and they would like to be able to access just that one column on the sales order. I have not been able to find a way to just leave one column editable.

in open a field on locked form Comment by 3958775 Jan 6, 2017 1:25PM

Thanks! I just opened a case. My consultant billed us for hours and was never able to figure this out. Hopefully NS can.

in Error when saving Sales Orders Comment by 3958775 Oct 20, 2017 9:45AM

Thanks! i will give that a shot

in Bulk Print Purchase Orders Comment by 3958775 Oct 10, 2017 3:40PM

Thank you so much for confirming that for us.

in Duplicate Zip Codes in Tax Groups Comment by 3958775 Jan 6, 2017 1:22PM

If anyone is interested, this is how I got the information on one report. Criteria Tab [TABLE="border: 0, cellpadding: 0, cellspacing: 0"] [TR] [TD]StandardSummary [/TD] [/TR] [TR] [TD="align: left"]FILTER DESCRIPTIONFORMULATypeis Sales Order Statusis Sales Order:Billed Main Lineis false Billing Transaction : Dateis on…

in Report to Show Invoice, Sales Order and Purchase Order Numbers Comment by 3958775 Aug 16, 2017 5:00PM

I tried that and still see the return to criteria button. I was thinking it may be because I am the owner of the search, but had a sales rep try it and they can change and view other reps info. [ATTACH=JSON]{"data-align":"none","data-size":"medium","data-attachmentid":435898}[/ATTACH]

in Do not allow roles to edit criteria on searches Comment by 3958775 Jun 27, 2018 1:25PM

Thanks Damon. That is very helpful!

in Open Sales Order Report with GP$ Comment by 3958775 Jan 3, 2018 2:53PM

Thanks. That is what I ended up doing, but it duplicates for each item. I finally threw in the towel and just manipulated that data in excel to remove the dups. You would think Netsuite would build a native report with all transaction info.

in Report to Show Invoice, Sales Order and Purchase Order Numbers Comment by 3958775 Aug 16, 2017 9:10AM

Just watched a training video on Dashboard Tiles and Navigation Portlet. Installed the bundles and it appears you have to add your own icons, it does not come with any out of the box. https://netsuite.custhelp.com/app/answers/detail/a_id/68817/kw/dashboard%20tiles

in Icons for Dashboard Navigator Comment by 3958775 Mar 14, 2018 2:03PM

I do have access to the users. They both have ADMIN and Token Based roles assigned. Do you know if I change the login password, if that affects web services?

in 2019.1 upgade login for web services Comment by 3958775 Jan 30, 2019 4:18PM

Thanks! Very helpful

in 2019.1 upgade login for web services Comment by 3958775 Jan 31, 2019 10:17AM

Thanks Michael!

in User License for Old Consultant - Change Password Comment by 3958775 Nov 16, 2018 1:15PM

You can run a search for all saved searches. List>Saved Search>New>Saved Search and put criteria on last run date. But I do not see an easy way to get that information for Reports. The only way I really found was to create a custom analytics audit trail search and list the criteria as record type=report. List>Saved…

in Need to delete unused Reports Comment by 3958775 Mar 1, 2018 2:31PM

Thanks Robert!

in Show all searches and reports ran by employee Comment by 3958775 Jul 19, 2017 1:58PM

Yes I thought the same thing. Very frustrating!

in only 15 days to test? Comment by 3958775 Feb 7, 2019 4:04PM

Thanks. Ours is set to 3 hours so I wouldn't think that would be the issue. Ahhhh the gremlins in NS must be behind it. :) Appreciate the help!

in Log out in the middle of working Comment by 3958775 Oct 19, 2018 2:46PM

Hi Jebin. Thanks for the feedback. I checked both of those and no workflows under my profile and auto fill was not turned on. It's the strangest thing.

in Default Opening Balance Account when Creating New Vendor Comment by 3958775 May 9, 2018 10:55AM

Thank you!

in Error: Retrieving Lists In NetSuite Comment by 3958775 May 3, 2018 9:40AM

Thanks Mike. Magically it was corrected this morning. We updated last night so that may have had something to do with it. Very strange

in Default Opening Balance Account when Creating New Vendor Comment by 3958775 May 11, 2018 12:44PM

Yes I am seeing this as well. Automated reports are not being delivered and certain users are not able to email a PO to themselves. Does anyone know if this will be resolved for IP 208.46.212.196

in NetSuite IP Address 208.46.212.196 Flagged on Email Blocklist Comment by 3958775 Dec 14, 2017 12:41PM

Yes, almost everyday I am getting a new IP address flagged. Each time I send to NS and a different will pop up as soon as they fix that. I received this message today. We apologize for the inconvenience this has caused you. There has been a spike in December of blacklisting events detected by our customers and our…

in NetSuite IP Address 208.46.212.196 Flagged on Email Blocklist Comment by 3958775 Dec 27, 2017 3:35PM

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