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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Hey all, I wanted to share that I found a Suite Answers article that solved this riddle. In the interest of not having broken links, the full article is below. Applies To Product: NetSuite 2023.1 Scenario On the Sales Order, there is a Transaction Line Field. It does not populate on the same Transaction Line Field on the…
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thanks for the feedback @Tigran Shahnazaryan . I will consider your comments and pick a path. Thanks for all of the input everyone.
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Thanks for the feedback @Tigran Shahnazaryan . Any thoughts on a workflow option I could put together myself? or does this seem more like a dev/Script direction.
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@Angelica Mae Segador-Oracle - Yes thanks. I have just been traveling. Never enough hours in the day. @Tigran Shahnazaryan - Do you store the custom field value on the Item Record? No. This field is transaction line level only. To be used on the Quote, SO, WO, WO Build, PO, IF and Invoice. Is the Lot # value auto-sourced…
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@Angela Bayliss , what you say makes sense but I really need the lot number set on the Quote/SO up front. I didn't see a way to do that with the native field, hence the custom. And I agree on the location comment.
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@Jervin Nicholas Teopengco-Oracle Thanks for pointing me to potential information on the subject. It's good to know that there is an issue with Grouping Results and Custom Messages. Having said that, I AM still getting a custom message in my email, just with the wrong data. So at least the customization is working. I would…
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@Jervin Nicholas Teopengco-Oracle correct. Also, the rest of the data in the email should be from that line.
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Thank you @Joy Noreen Magoling-Oracle . I will review the link and reach out to my AM.
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Thanks for you assistance @Elychelle Gulen-Oracle and @Patrick Fresnosa-Oracle .
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@Elychelle Gulen-Oracle Thank you for this information. I reviewed this and tested last night with some progress. I understood what you sent and it all made sense. I am now looking at a Time Tracking form and have no idea how to put "Time" on-to it (under "Time Details". Is a Project (per the instruction provided) the only…
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@Joahnna Given Uy-Oracle There are several scripts running on the Sale Order. I assume that, since this action is occurring in the UI, I would be concerned only with the Client scripts, correct? Having said that, this is a brand new field and no scripts should be specifically affecting this field, that I know of. Is there…
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@Joahnna Given Uy-Oracle Unfortunately that did not fix the issue.
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@Ivy Lopez-Oracle Yes, that is a custom transaction field, sourced from a custom Item field. See below. ITEM FIELD TRANSACTION FIELD
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@Tigran Shahnazaryan - thanks, that did it. Now I have to figure out it the added tracking on ALL new records is worth it for this one need. It would be nice if you could enable this preference at the record level. I guess I have a new SuiteIdea.
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@Clarisa De Torres-Oracle That was exactly what I was looking for. Plus, I learned that you cannot CONCAT more that two items at a time. Thanks so much.
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@Joy Noreen Magoling-Oracle ,@Ivy Lopez-Oracle , This is 100% what I was looking for. I have replicated and tested in my environment and it behaves exactly as I hoped. When I get free time I will actually look at what the formulas (and Summary Criteria) are doing for future use. Thanks so much.
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@Joy Noreen Magoling-Oracle Thanks for the assistance. While I understand the direction you are going and the reason for it, this method means even full matches show on the SS, creating a bit of "noise". I think, if we cannot show all items in a group, when some items are mismatched, I think I will just have to show only…
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@Joy Noreen Magoling-Oracle If it helps, of course. The "Revision" Field is just a FFE field.
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Thank you anyway @Katerina Winklerova-Oracle . This is kind of that I assumed.
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@Niks Blando-Oracle - thank you for the clarification.
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@Niks Blando-Oracle thanks for letting me know. Does anyone have any workarounds?
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Thanks @Tiru Chembeti . That worked great.
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Thanks @Kristoffer Viray-Oracle .
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@Joahnna Given Uy-Oracle I want to create a custom field on the Item Group record that gives me the total of the Item Group Member prices, thus providing the total Group price. I think the way I approached this before was with a saved search referenced by the custom field, but I cannot find the notes that tell me how to do…
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@Dominica Sevilla-Oracle I am. I saw the email just now and till replay to that directly. Thanks.
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@Dominica Sevilla-Oracle I verified that both roles are trying to use the same date range (8/1/22 - 8/30/22).
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@Michelle Jabanes-Oracle Yes, this is the standard A/R report.
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Hello @Michelle Jabanes-Oracle. While I can answer these questions if you still want the info, let me provide a little more insight first. Our A/R person complained about the speed of the report. Another Admin and I ran this report in our Admin role, with no issues. We have tried a few other roles that resulted in load…
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@Leonard Mallare-Oracle You were correct. Another piece of the criteria set-up was discluding the new items. I think I am all set now. Thanks for the pointers.
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@Leonard Mallare-Oracle - In Sandbox my system notes are empty. They didn't seem to make the refresh. I will look next week to see if my other criteria are the issue. Thanks again.