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Comments
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Yes you are correct.
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Hi Patrick, Thank you for the update. When we add the sales rep, we get multiple lines for the same company. This is because we have different sales reps for a customer over time, and the sales rep will change over time. Do we have any solution for listing only current/existing sales reps for the company?
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Thanks for the response.
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We want to see the top 20 customers based on revenue. Revenue means the total revenue generated for us. Here, we are referring to revenue in revenue management. It would be great if we could have solutions for revenue in revenue management and revenue from sales transactions.
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Hi Angela, I appreciate the response. We cannot define the old sales rep and new sales rep in the criteria as the sales rep has been updated for a while, and many reassignments have been made. Also, when a sales rep becomes inactive, we reassign customers and opportunities to different sales reps. In that case, this…
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Hi Team, Could you guys please confirm the feature is still down?
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Hi Micah, Thank you for the update. I have a quick question regarding the solution. We don't have any reconciliation rules set up in the account. Since there are no rules, is there any problem with linking the bank with the original NetSuite Bank GL account? Will this impact the GL, as it will not match NetSuite…
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Hi Team, Thank You for the help!!! This helps 😊
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Hi Team, Any update on this??
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Yup, this work for me Thank You so much for the answer!
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Thank you for the confirmation.
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Hi Patrick, Thank You for the insight. We have created the report as per the above insight, but some of the rows are showing warning symbols due to some invalid reference rows. I know this is something related to the layout of the report. The problem is calculating the retained earnings. Could you please help me to give…
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Thank You so much for the insight!
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Hi Team, Awesome! This makes sense and thank you so much for helping me to understand the scenario. Definitely, NetSuite is so great when it comes to finance. Really Genius 😍 Again, thank you for the answer.
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Thank You so much. This KPI was so helpful for us. Again, thank you.
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Thank You soo much the proposed solution helps me
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I have successfully done my report. Following are my criteria. Thank You for all the response
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Yup I have checked, and the information was helpful. Thank You
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We have the Delete option even if the Void Transactions Using Reversing Journals preference = T. We can remove the Delete action from the form so that we can restrict the user from deleting the transactions. This is the solution. Thank You
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Hi @Brian Stisser Yeah, if the KPI meter can't compare the custom KPIs, I will go for the KPI scoreboard where we can compare 2 custom KPIs. Thank You
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Hi @Michelle Jabanes-Oracle The information is very useful. I have created the saved searches and created custom KPIs. But I would like to compare two KPIs in the KPI Meter (Just like we have standard KPIs like Actual vs Quota). Is there any option to compare 2 custom KPIs in the KPI meter. Sales Rep peoples need to see…
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Hey, This is almost one day, and still, NetSuite is offline. Our business went freeze because of this issue. Does anyone have a turnaround for this, as we can add data into a backup site or something like that? Thank You