Thanks, as I went back to capture print screens, I previewed it again and audited some of my results. I audited more results and find I still have the same issue. My Summary Criteria is Summary Type = Maximum, Field = Expiration Date, Description = is not after today. I need a way to tell the system if there is NO…

Closest I could get was the ITEM Vendor not the PO Vendor.. Item "Vendor" information populated on the ITEM. in your Saved Search, scroll down to the ...related records for ITEM Fields... and select Vendor I think the Vendor Name on the PO transaction is too far away from the Sales Order. Attaching screen shots... as far…

Yes, Thanks... I've tried that... my Results have a Max Expiration date ITEMMAXIMUM OF EXPIRATION DATEMAXIMUM OF FORMULA (DATE)CUSTOMER STAGECUSTOMER STATUSCUSTOMER LAST SALES ACTIVITYForms : StateW4.com Access5/28/20165/28/2016CustomerWon4/18/2018 and the Summary Criteria is Summary PARENSSUMMARY…

If you go to the List of Saved Searches>Open the Filter> Show All Private Searches = Yes, the searches you have not been able to find are displayed in the list and are Editable... Thanks for the tip from a colleague.... :)

I see this old topic from 2012 with no activity. I now have a similar request. How can I remove the Set Preferences option from my Customer Center (Role). It looks like the only way to remove the Campaign Subscription Center link is to disable the related feature. I would like to also ADD a portlet. Thanks

Some NetSuite White Papers for your comparison - http://www.netsuite.com/portal/asset...itebilling.pdf & http://www.netsuite.co.uk/portal/ass...lling-emea.pdf There have been updates since these were published and SuiteAnswers can offer more information. [h=1]Subscription Management[/h] Published 03/24/2017 12:10 AM |…

.moved to private

I can create the link.... and I can get to my survey... I wanted the survey to capture the Customer id and Project id... but only they ${project.parent.id} and ${project.id} are captured... They display properly in the email Here is the link to the survey: (I masked it a bit)…

We are also a software company looking for this information but with more detail. We need to be able to determine; of our outstanding AR balance, how much remains in Deferred revenue(unrecognized revenue). We need this by Item(Class). Our formula ((AR Aging - Tax = Net AR Aging) - Revenue Recognized) = the amount of…

Perfect. THANKS!!! worked great... ;)

We use a Holiday Gift (field ID: [LEFT]custentity_holiday_gift) [/LEFT]check box on at least one Contact per Company. We would like to generate a list of Companies where none of their contacts have the Holiday Gift box checked so that we can update appropriately. I should be able to use a formula to evaluate the Holiday…

Yep... :( and can't get to the phone # to call a case in. Gateway Timeout The proxy server did not receive a timely response from the upstream server. Reference #1.9829d242.1546980209.112f45ff New Error at 2:05 pm AZ time An error occurred while processing your request. Reference #97.9829d242.1546981516.1146755c

eliminated duplicates by adding this criteria: Still cannot get the $ values in the correct columns/Box numbers, though. NOTPARENSFILTERDESCRIPTIONFORMULAPARENSAND/OR (Typeis any of Bill, Check, Bill Payment And Statusis none of Bill:Open, Bill:Cancelled, Bill:Pending Approval, Bill:Rejected, Check:Voided, Check:Online…

Thanks, On June 29th I received an update that "NetSuite Engineers are focused on this problem with highest priority....haven't provided any update yet for .. Sandbox Refresh defect at the moment... will provide an update … no later than Friday, July 6th..." (the multiple … are specifically related to us, so not included)

resolved... how do I "close" this discussion?

Can't help you with "resolving" any issue but this site https://status.netsuite.com/ will help you understand if it is a system wide issue or more specific to you... Always log a case anyway and provide as many details (data elements, roles, browser, browser versions, # of users experiencing the same issue and the impact…

You have probably been resolved by now but you can determine status by using this url https://status.netsuite.com/ from this link.... At 07:28 PDT a datacenter-wide incident in our NA East facility has resulted in a serious degradation in performance for customers local to that datacenter. The event was detected by our…

Did you turn off the Setup>Company>Auto-Generated Numbers, Allow Override box on your Document Numbers?

Interested in this as well.. We reconcile our transactions daily so looking for a way to automatically feed our bank data into NetSuite as they come in (real time) or very close to it (scheduled).

We've had some success using the field id: ITEM instead of itemid… it's odd... like the "screen" Field ID: itemid is wrong and the database thinks the Field ID is ITEM. so in your example: line.item.item but you should validate Specific to price lists, I did find this. Print Item Name/Number instead of Display Name on…

probably long since solved but I had the same issue on a Vendor Bill and changed my field to "Total Amount" and the condition works now.