Hi Dale, You mention that you have a search to pull the Historical Rate info. Can you post it or provide more details? I've not found a way to do this yet. The filters you mention are just what I'm lookin for with a return of the rate(s). Thanks, Brian

Hi, You may be able to accomplish this by performing a substring on the desired field using a function(text). Set it to be as long as practical and this should convert it to a string that can let you group. I've not tried this in NS, but have had luck doing this in other db systems. Thanks, Brian

Hi, I got it to work with this formula (numeric): case when INSTR({entitystatus}, 'Won') > 0 and {trandate} >= '1/1/2011' and {trandate} <= '1/31/2011' then 1 else 0 end You will want to SUM the result line to properly add the total. Do a COUNT on internalID to get the full total. Hope this helps. Brian

Hi, Try changing {date } to {trandate}. If you don't yet have your preferences set to "Show Internal IDs" you may want to do that. Then all you need to do is click the field label and look at the bottom right corner. There you will find the exact field name that should be placed in the {} brackets for most fields. I…

Wow! Thanks, that works perfectly. I think I tried every combination of date formats except that one :o

Hi, Someone may have an easier way, but I've done it by breaking down the date into it's parts, adding or subtracting the part needed and then recreating the date object. For instance: var rec = nlapiLoadRecord('license',897654); var date = nlapiStringToDate(rec.getFieldValue('custrecord_current_start_date')); var…

Fantastic. It appears as if one of the forms did have the store form checkbox set. I've fixed that and it appears as if things are working as desired now. As always, thanks for your help. Brian

I got this to work. Instead of 'today' I used ROUND(sysdate). So, the resulting formula is: case when {custrecord_current_end_date} >= ROUND(sysdate) then 'ACTIVE' else 'EXPIRED' end One last remaining question/challenge is displaying this value in search results. In the search results I get 'ERROR: Invalid Expression'.…

Evan, As always, thanks for the quick reply. I've entered the formula statment as follows: case when {custrecord_current_end_date} < today then 'EXPIRED' else 'ACTIVE' end However, I get an 'ERROR: Invalid Expression' value returned in the field. Does the today function need to be expressed differently? Thanks, Brian

Hi Evan, The forms have "Store Form with Record" unchecked (false). Is that the field you are referring to? The definition of that field is: "Check this box to store this custom form with each record entered with this form. This ensures that your records are viewed and edited with this form regardless of who is viewing or…

Hi, Did you ever get a response/answer on this question. I was about to post the same inquiry. We need to allow users to attach a document when filling out a custom on-line form. This would be similar to the on-line case form attachment process. Anyone? Thanks, Brian

This works fantastic. Thanks a ton for the advice. Now if I could only throw in an attachment we could really start adding some efficiencies to our licensing processes. Thanks, Brian

Sorry, I should have been more specific. Yes, I would like to provide a visual UI Alert. Not an email. The goal is to immediately let them know they need to take a different action.

Hi Corey, I've just started using this BDO process and have been impressed. I'm using it to allow our marketing group to easily produce formatted international price books that contain all 6 of our currencies combined. Unfortunately, I've not used the PRE tag, but I like the way you describe it. The only thing I've run…

Hi Stefan. I'm searching against download items and use multiple currency and multiple price levels. Each item has several prices and getting to that info in the script is very difficult. Thanks.

Hi, Well, not everything is good in this project. Once I realized I was an idiot and made the appropriate properties changes I was able to create the PDF as expected. Now I'm trying to figure out how to print it in a particular language as defined by the Multi-language feature (e.g. Print in German). I don't see a property…

Hi, I am an idiot. I missed one of the properties in the api. I needed to set the formnumber property as well. I added that to the array property['formnumber'] = ## and it worked as expected. Things look good now.

use nlapiSendEmail(fromEmpId, actualEmailAddress, ....) rather than nlapiSendEmail(fromEmpId, toEmpId...) when you use just an email address for the recipient the message won't be logged. If you use the employee id it will be. HTH Brett ... I think you've hit on my solution ... and, gracefully pointed out that I didn't…

Hi, Any thoughts from the community? Or, are you wanting to tell me in person at SuiteWorld :)

Hi, Nope. We ended up creating our own State Lookup custom record and Country Lookup custom record. We did this in order to be able to store other key information related to state/countries (e.g. Subsidiary, currency, maintenance sales rep, etc.). We then built a standard library function to pull info out as needed based…

Hi, Does that custom field have any permissions set? To be able to search on it, the user MUST have Edit permissions for searching ... even if only searching via a script. Hope this helps. Brian

Hi, You may want to investigate using "Track-it" (bundle ID = 737; Owner = NetSuite, Inc. (NLCORP)). It is a public NetSuite provided Bundle that allows the results of a search to be automatically written into a custom record. This will create a snapshot for subsequent reports and metrics. Hope this helps. Brian

I do a similar action with transaction forms and have no problem. Do you have a "Preferred" customer form set for you role? Or, is the role restricted to the 'old' form such that each time you open it the form automatically switches back to the restricted form? It seems that what you are doing is possible ... maybe just…

Yang, this is fantastic. Thanks for the reply and guidance ... as always ;) Brian

Thanks Yang for the post. I am specfically not wanting to use an attachment. We already do that for some invoices and get reports that some customer's have their pdf attachments blocked. We are really wanting to send it Inline Above format in the same way as the user interface allows. Is that possible? Thanks, Brian

This issue will kill us in two weeks when we upgrade to 2008. What are the chances of it being fixed prior to then? The ability to add attachments to the many emails that we automatically send is one of the primary benefits of the new version. I hate to think that base formatting is broken when using the feature.

Hi. Sorry, that's a typo. I've tried it both ways and I copied the last attempt that I had in my script. Even when I use the correct syntax of nlapiSetFieldValue('custbody_quote_approval_mgrs' ,approvalManagers) I can only seem to set it on create. Once created, I can't change the values. That is really the crux of my…

Thanks Yang: This is from a client script attached to an estimate. The purpose of this logic is to set a multiselect field to indicate who in the company must approve the discount being quoted. If its the Sales Manager, I base it on the sales reps supervisor, otherwise, the multiselect is set to a predefine list of…

I believe I have figured out how to reset these fields: I moved some logic into the pageInit and beforeLoad sections that blanks out the field. Later in the saveRecord logic I reset the values. This seems to be working based on my initial testing. Thanks, Brian

I'm bumping this to see if any one has any ideas. Please help, I'm desperate.