AmyExo Green Ribbon

1. Auto Charge Credit Card managed bundle by NetSuite. 2. No 3. We use sales orders that are linked to invoice or cash sale depending on the option selected at checkout 4. Yes

Did you find a resolution to this?

It's pretty bare bones but it does the job. NetSuite has largely abandoned it and we have had to do customizations to keep it compliant with GDPR and other things. The problem for us is that upcharge for the advanced version was pretty high and beyond the easier development interface there was not much advantage to us; it…

Did you figure out what you wanted to do? I am trying to figure out how dynamic allocations are used ideally.

Did you implement this?

We still use it.

Here is the formula we use to get business hours in hours: ROUND((CASE WHEN (TO_CHAR(sysdate,'mm/dd/yyyy') = TO_CHAR({createddate},'mm/dd/yyyy')) THEN (({today}-{createddate})*24) ELSE ((({today}-{createddate})*18)-((to_number(to_char(sysdate,'ww'))-to_number(to_char({startdate},'ww')))*48)) end),1)

I'd say we are about 90%. Some parts we supplement but we use or have used most of the add on modules- minus manufacturing focused ones.

As an update, we ended up going direct to a processor vs. using an intermediary - I did not realize this was an option- and we were able to obtain a much better rate.

As an update, per NetSuite, its by design they dont tell the customer the CSC code is invalid lest they attempt to hack the code.

without using DM, how can we get our website to reject CSC mis-matches? We have the require auth and require CSC boxes checked, but the customers can still submit orders that end up getting flagged as an incorrect CSC when we try to process them.

What do you mean hack the code? I am not using DM, but from everything I have seen, NS doesn't tell the customer much of anything.. James they mean to continue to enter three digit numbers until they find a code that works and allows the credit card to process.

Dan, just a note, NetSuite was very insistent that we NOT use a website or webstore domain for campaign emails/DKIM. Apparently if something gets blocked as part of the campaign, access to the website can be affected. The details of why and how are murky. Other than that, I am also interested in if we can set up more than…

Hi Amy, This is being investigated under Issue 254250. Alternatively, you can save the powerpoint file as PPT instead of PPTX. Thanks! Thanks Lina- my concern is that its a s3 and I'm not sure its practical to ask sales reps to take a customer file, save it to their desktop, down-save it to the prior version, reattach it…

Lina- when will it support things like .PPTX files? We cannot save our version of office documents which is a real issue.

Can Riva users elaborate on how sent emails gets linked to opportunties?

jtinkler- lol. Thanks for the update. The new tool is going in beta. In a nick of time because the current tool just killed our VPs mail. We had thought we had figured out how to live with its idiosyncroncies - apparently not.

I've installed the bundle and configured it but where am I supposed to get the client download from?

Hi Jtinkler, I would love to know the workarounds- my sales team rep did not like Riva as they are used to a "button" to save email, so I'm trying to make the native tool work- however, as of my reboot today, Outlook is freezing during start up so something is wrong.

Did you find any resolution to this? We also pay commissions on receivables and I'm finding it very difficult to pull the information into a single report. I did find a field relate to invoices that is called payment event that is a date of payment along with a time etc. Not sure if that gets you any further or not.

sorry for invoices its actually called Paying Transaction - pmt event is for cash sales

Not clear on why you have to type in the days- if its a saved search just schedule it to run daily under the email tab.

Is there any way to make this more generic like "days in current status?"

Stephen, I would be very interested in the example code. Thanks!

You could try adding a new field to the project record that defines customer and then create a new field that sources from the project field and does a filtering based on customer=mine.

I have had this same problem - they termed it an "enhancement"- Enhancement # - 152083 I also filed a defect # 215300 becuase "send upon results" email saved searches suddenly and randomly stop working. I was told a possible fix would be to try to recreate the searches if I noticed they stopped working but I cannot deal…

Did anyone resolve this? I really need to access the job field too.

Is the latest and greatest solution for positive pay? I am getting ready to start defining our process.

Id like to see it. Thanks.

I am not following exactly what you are trying to put on on the PO (other PO values related to the vendor?) but in general, if you want to bring in a dynamically calculated field you can write it by workflow (the sum of a search) on the source record as a stored value field. Then you can pull that field into a related…