My Stuff
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
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Hello. Yes that works, but we don't want to default to descending. If one order (earliest ship date) is holding back many future orders, we'd like to ship all the future orders and hold back the early one. In my example, the 100ea order is keeping all three from shipping, when the second two can ship immediately.
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That is correct. The first ship date has all items allocated to it, even though it doesn't have enough to ship. But if the items were allocated to the next two ship dates, both lines can ship and satisfy 2 of three open orders.
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All ship dates were within a day or two of each other. No priorities, as we do not use that feature.
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Hello, Please see below:
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Hello, Appreciate the response, but I am looking for an easy way to remove access from contacts if they haven't logged in, in over a year.
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Thank you so much! I was using a "Transaction" search and criteria was Type=Opportunity. I was not using an "Opportunity" search. Not sure the difference, but this worked!
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Hi all, This is why it was confusing, because it WAS changing the status from a Lead to Prospect when I was creating an opportunity, so I assumed it would change a Customer back to a Prospect if I lost the opportunity. Tested and confirmed. Confusing, but we got there in the end. Thank you for all your help!
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I added a new status: "Current - Lost Opportunity" with probability 0. You are right. The opportunity closed with the customer status "Customer-Current Lost Opportunity", and the customer's status remains as it was, "Customer-Current" This is highly confusing!
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I see. Unfortunately, this doesn't help, as I don't wish to change customer status. ie: I have a customer status "Customer - Current" Just because I lose one opportunity for them, doesn't mean they are no longer a current customer. It just means I lost one opportunity. It looks like Netsuite only has workarounds to close a…
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Hi Tigran, None of these status codes exist for me:
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Hi Tigran, Understood. We don't want to change the customer status. We want to close or win the opportunity without changing the customer status.
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Hi Veronica, You asked: "When status field is changed, the probability sets itself (to appropriate value) on a standard opportunity form. Do you have a custom form that doesn't behave like that?" Correct. We do NOT have a status field for the opportunity. Hi Tigran, We do not have the field shown. We just have Customer…
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Hi Veronica, Appreciate the response. This sounds like a workaround. I would like to manually close a quote, or give it one of the following statuses. Is there not a field do do so?
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Much appreciated!
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Thank you, Angela. So, to limit the work done, we don't seem to need opportunities, just quotes. However, the quote does not allow me to win/lose. We would like to chase these quotes down and win (convert to sales order), or lose and enter a reason why we lost the quote. Winning the quote is easy, because we can convert to…
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Thank you. Seems like a bit of an oversight, so we will just have to create a workaround.
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For contacts we set to "full email" For customers we set to "domain" Those are the correct settings for our needs. We DO need to see domain duplicates among entities. However, when these entities are parent/child, we do NOT want to see these domain duplicates because parent and child companys commonly have the same domain.
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I need child entities to NOT show as duplicates of parent entities if they have the same domain. I do wish to have duplicates continue to show for all other cases.
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Hello, thanks for the feedback, and I am very knowledgeable about how the settings work. I am trying to prevent the system from thinking that a domain of a child company is a duplicate if it’s the same domain of a parent company.
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Thank you. This was very helpful!
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This worked. Thank you so much!
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This helps tremendously. Thank you!
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Yes. It is to remove the time.
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Thank you Jervin, I'm so close now! I was able to get it working as a text field. But, instead of a text field for the date, I'd like it to be a date field. Making the custom fields both of type:date is leading to ERROR: Invalid Expression. Any thoughts?
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Appreciate this response. A description item doesn't allow a qty or price, unfortunately.
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Appreciate the quick response. Attached is where an item is entered into the quote. ITEM-X is NOT currently an inventory item in Netsuite, nor do we want it to be. We just want to use it on the current quote to provide a price to the customer. I can't seem to add a custom item number in here. It's asking me to pick…
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Hello, I was able to back into the open demand by adding Committed to Back Ordered.
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Unfortunately this doesn't show the correct amount. Example: Open demand (unfulfilled) is 450 pcs (on 5 different future orders) Back order is 100 pcs Allocated is 150 pcs Committed is 50 pcs On Order (with vendor) is 400 pcs I can see all numbers except the first, which is a total of 450 pcs of unfulfilled demand.
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Appreciate the response and taking a deep dive!
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Hi Joahnna, The pricing on the customer record. Attached is a screenshot. This is under the financial tab of the customer record.