Hello @Joao Alberto jesuino , welcome. Great to hear you may also find this helpful. Yes, to @Michelle Jabanes-Oracle point, please vote or ask your Administrator to vote on SuiteIdea/Enhancement # 450157. I would also ask you to provide a Comment that details your business case including your current burden not having it…

Does he have a default view set to -mine-? I am interested in how you accomplished Actual vs Quota comparison. I have been trying to do it with a Saved Search.

Reply from DocuSign, just now: We're sorry for the poor experience in NetSuite. Due to recent changes in some browsers, existing users of the DocuSign for NetSuite integration are recieving the NetSuite login screen after sending documents via DocuSign. We're working on a fix for that now that will skip the login step. We…

Thank you Erick. I started with the user community. Will engage DocuSign. Thanks for the research. I will post their resolution here, when I get it. Best.

This turns out to be a set up issue. In hindsight, this is obvious. I set up all our credit card accounts on our Chase account. Turns out, one of the #'s I had was the "parent" credit card so when I removed the parent from my set up, there were no more duplicates. Had I known that the cc #'s included a parent when I set it…

I know this discussion is very old but we have been under utilizing NetSuite to the point that management is looking at a different Customer facing solution (support, searchable knowledge base, look and feel of the Customer Center, chat, etc.). I am jumping in to try to demonstrate NetSuite functionality that we have not…

I love that my signed documents are captured on the Transaction. I don't have to go hunting for the signed copy in some document repository. I just posed a question to the User group in another thread (Does anyone have to Log In to NetSuite when sending a DocuSign doc from a NetSuite transaction?), you might like to…

If anyone is interested in this topic reporting Transactions and Quota in one saved search please ask your Administrator to access the SuiteIdea 389025, add comments indicating the use case and any burdens of not being able to report these together and benefits of being able to report Quota on Transaction searches. Then…

Thanks Michelle. No, these people only have the custom Support Manager role. Thanks, since the intent of the report is just for my use, I will re-create it per your suggestion. As always. Thanks.

WOW Michelle. Thanks. I am so sorry for missing this. Thanks. (sorry, I just found this still in draft form, sending now)

If you are internally tracking as USR-8611, would you add my vote to this as well. My scenario: I need to display a KPI (so it would be a saved search, since I can't "customize" the Forecast to Quota by Class report) that includes the Quota Management is looking for a comparison of Sales Person specific Quota compared to…

Yes, thank you Michelle. I know I can replicate the delivered Issue fields but since they are available on a Standard Case form, my thought is they should also be available on an Online Case form without creating redundant fields. Thanks for the tip. I hope others also identify the need vote & on the enhancements. I'll…

Great to hear from you. Yes, I've been juggling a handful of things. Have to circle back and try the last suggestions. Thanks for the heads up re: the Webinar. I just registered. Thanks to the gurus for checking. Fingers crossed that they have a suggestion. Best.

Thank you Micah. We know about Defect 628189 and have a case attached to it. Oddly, Monday and Tuesday this week MidFirst transactions came in the very next day and not the historic 2 day wait so we thought it was resolved, although we had not received notice that it was. As to Chase, there is an existing defect #627620…

MidFirst Bank, Republic Bank of Arizona and my credit card bank is Chase Business. thanks Micah

Thanks Michelle. Same result: I am also investigating any local Windows updates or other "process" factors but seems odd. Thanks for you continued suggestions. Best.

Thank you Micah. I also logged a case with NetSuite Support. NetSuite assigned my case to Defect #627620: Bank Data Import > Chase Bank > Duplicate Transactions. They have turned this over to their 3rd party SuiteApp owner who has "already performed initial investigation and has forwarded to their Engineering Team for…

Thank you Michelle. I actually started with that direction. I have an existing Messages Saved Search, I added criteria for this Customer 228404. Thanks.

Thank you Micah. I am working through your steps now. (waiting the half hour at the moment). Yea, I was hoping I just missed something. If I still have trouble I will include paths, screen shots and details when I log a case. Thanks for the suggestions. (working through them) Best.

I LOVE that Clear button. I had some Voided CC transactions in NetSuite that were not on the Bank Import so I used the Clear button. Taa Daa! Thanks.

Thanks Jack. As to the why, "could be that the format comes from the server", this may explain it. (I think its odd behavior but it could be an explanation. Thanks) As to the format tips. The 'fm' is new to me. Thanks. I played with formatting and ended up with the following: Issue Subject/Abstract field: 'EFFECTIVE…

I also have a workflow that picks up a custom Effective Date field (custrecord_360_taxrate_effdt), type = Date. from my custom Tax Rate Record. This field is displayed on my Custom Tax Rate Record as M/D/YYYY My workflow creates an Issue and places the Tax Rate Effective Date field into the Issue Subject/Abstract and Notes…

Wow, my apology. I should have thought of a Workflow. ? THANKS so much. ?

Thanks Ivy. Good thought. I added more products because we really need the full family and when I just did the Web License, only 2 customers had that old product. Results still include the Customer that purchased Web Service License back in 2012 and not since. Customer 198407 Item Purchased includes Web Services License…

Thanks Ivy. I appreciate the suggestion. I conformed my search criteria more like yours but added all the Items Purchased in the PRP family (where Web Service License is) Criteria Tab: Results Tab: My results still include Customers that may have purchased our PRP family of products/items in the past but they have not been…

Now they can Drag & Drop a file onto the Online case form when the File Upload field is on the form.

Thanks Ivy. My search is a Transaction Search. Results Tab screen shots: "Web Service License" Item type = Service. It is a Subscription "Web Service License" item is included in the Invoice together with the other products in the same family (Parent). Each item family (Parent and children) invoiced separately but any…

Thanks Jack. I was working in Sandbox when I discovered this Page in Global Search so my first screen shots are from Sandbox. Today I performed the Global Search in Production to provide you the URL from the error page. The error occurs in both Environments. I use Google Chrome for Production and Firefox for Sandbox. I…

Thanks Jack. https://3357109.app.netsuite.com/app/center/card.nl?sc=38 I don't see this Internal ID in my Record Types list, which implies it may have been deleted. :( ? Odd that I can still see it in Global Search, though.

Thanks Michelle. I will update, test and revert back.