Ben Belzer Blue Ribbon

Hi @Francesca Nicole Mendoza-Oracle I will give that a try. I don't want to disable it altogether, just if a saved search condition is met. I'll let you know!

Hi Alex, Option 2 is what I am looking for. I just cant seem to get it to function properly. No matter what I try with the workflow, the Mark Packed button seems to be operational.

Hello, Per above "Alternate solution: Use User Event Script beforeSubmit function to prevent users from changing Item Fulfillment status." Can I get a workflow to do this when the user presses the button, to prevent the process from continuing? That's where I am stuck.

I have tried all combinationsof triggers and event types. I think the "Mark Packed" button runs a script that bypassses workflows from being triggered, at all.

Thank you! I’m now trying to see how to find a connecting deposit on a saved search. I’ll let you know

Great info. Thank you. So, what would prevent someone from using a payment method, and approving a sales order, but no deposit was made?

Strange… My system does not allow me to do that. We don't have any approval customizations… Terms are blank, and payment method is set to Prepay - Check.

Appreciate that but you can’t make a deposit on an unapproved Sales Order.

I don't believe I've ever used an approval system, and didn't know they were available. We manually change the approval status from "Pending Approval" to "Pending Fulfillment"

If I don't delete/fix the old records, I have a permanent "Unapproved Payment" on the (non-posting) GL account. I need to remove this, and charge the customer.

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.

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.

All ship dates were within a day or two of each other. No priorities, as we do not use that feature.

Hello, Please see below:

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.

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!

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!

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!

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…

Hi Tigran, None of these status codes exist for me:

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.

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…

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?

Much appreciated!

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…

Thank you. Seems like a bit of an oversight, so we will just have to create a workaround.

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.

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.

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.

Thank you. This was very helpful!