Michoel, that is a pretty significant use of your skills. I'll try that out tomorrow. Thank you for your time on this.

Thanks for the new reference. Looks useful. In this case though, I can't set a default. I need to know if the box is checked or not. But even before I get to that, I can't Save the pdf/html file. This throws an error saying line #nnn has an empty value.

My BAD... I DID have Store Value checked! Argh! Unchecking, and following the advice herein, it works very nicely. Client wants to calculate and display monthly costs in a custom field in the Main header in the form based on the Quote total. The solution CASE statement is: CASE WHEN {total} > 110000.00 THEN {total}*.05…

Hi k_dunc, the Store Value was never turned on. I did have to go back and double check though. Hi Nelliott, the syntax of the CASE statement works both ways, though you might have something there with the parentheses. The CASE statement would be in the Validation & Defaulting Formula field in the Custom Body field. Similar…

Good, i.e. I understand your question. Yes, it is off. Thanks.

I had a similar problem. May be something in this you can use. I started with two columns in a PDF/HTML Template, the item number then the item description. The description often varied, and over-filled the width of the <td> cell. PDF always justified it left-to-right, even separating the letters in the words. HTML…

P.S. This is registered as: Defect 378795: Display of Discount on Invoice and Credit Memo-errant single quote

Looking at the Custom Transaction Standard Purchase Order form, there are 7 "Phone"s found: Phone on Quote, Ship Phone, Billing Phone, Phone Calls. My guess is that Billing Phone is the primary phone on the vendor record. If you just change the LABEL column "Billing Phone" to "Vendor Phone" then check the SHOW box, it will…

Thanks al3xicon... very much appreciated. Yet, a followup question please is how would you code this inside either an Invoice PDF/HTML Template <td> line, e.g. <td> ${record.???} </td>, or in a Custom Transaction Body Field's DEFAULT VALUE/Formula field? Sorry I have to ask. I've limited trial-and-error time on this and…

Thank you Alagarsamy, works perfectly: From an Invoice PDF/HTML Template, <td>${record.createdfrom.createdfrom}</td> returns Quote #FR-124641 Can you also describe the NS syntax to LTRIM the "Quote #" string off the front? Would it be best done here in the template or in a Custom Transaction Body Field's DEFAULT VALUE /…

Very nice! And thank you very much. Still, I'm curious... how did you figure this out? Again, thanks very much! All the best...

Thanks Michoel, it too worked perfectly: [CODE]<td>${record.createdfrom.createdfrom?replace('Quote #','')}</td>[/CODE] Still, I need one more piece of syntax advice... turns out, since we are in a multi-language environment, English & French, the quote labels returned vary, e.g. Quote #FR-124641 Devis #FR-124641 What would…

To take this one step further, how should one enter a Cash Sale ($100) having 1) a Promotional discount (say 10%), and 2) we pay the Sales Tax (say 8%) ... effectively two discounts? Creating a single Promotional discount of 18% doesn't work because the timing of the two discounts should be different, i.e. before and…

Yes, a great idea! Still, Michoel has a point, especially since Administrator Role - Customizable was created in Feb 2008. Also, I know that there are permissions in the Administrator role that do not exist in Help's Standard Roles Permissions Table or in Help's Permissions Documentation's reference to…

Okay, error was actually referring to the field Reports subtab > FOLDER TO USE FOR REPORTING (INTERNAL ID). NS Support directed me to enter the internal id of the SuiteBundles > Bundle 223173 > src folder. I was then able to save without error. But I went back and added the subfolder Fixed Assets Register Reports, and…

Nick, I just found this: NetSuite User Community > Platform Areas > Import / Export > Importing matrix items should be simple! Why? How? last entry: "This is what Netsuite support said: 'You need to create it directly in the system. 1. You need to go to Lists > Accounting > Items > New. 2. Click on the Create Matrix Items…

Nick, I inquired about upgrading to Matrix Items, and was told that I would have to re-enter all items and attributes. But I would certainly ask support if an export/import could possibly be a partial solution.

I have a "Contact Us" NetSuite Online Case Form, assigned as an item in a Category, which then displays nicely with the Left NAV, instead of as a pop-up window. It creates a single case for the contents in the Message box, from which visitors can follow-up in the Customer Center. Is that what you need?

Miguel, A couple of thoughts: 1. Yes, using the https link in an html anchor tag works just fine. If you want to open the form within the existing NS page, instead of a separate window, it is possible to do so by including the form as an item in the category/subcategory. It will actually appear in the item drop down list…

Miguel, The online case form is available to all visitors. Access is from the active tab category/subcategory, as drilldown in the left (in my case, right) NAV. The subcategory page lists the form as an item (odd, yes), but that works nicely to render the form within the existing page. In the meantime, try creating an…

Miguel, I am able to add my Custom Entity Field to my Online Case Form. Here is what I have: Custom Entity Field Setup > Customization > Entity Fields Description/Label: Preferred Customer (test) (not applicable to a “Testimonial”; is simply an existing Custom Entity Field to use) ID: custentity_preferred_customer_test…

Miguel, If you haven't seen it yet, I found this NetSuite User Community > Product Areas > Sales / Marketing / Support & Service > Online Forms > Support case online form not linking to the customer and contact at https://usergroup.netsuite.com/users/showthread.php?t=9273&referrerid=6758 ...related discussions from…

Thanks jmacdonald. Just had the problem again on Chrome, and your solution worked perfectly. Much obliged for taking your time to respond.

Interesting. Sounds like the issue. Have the problem on Safari also. I'll try that next time it happens. Thanks again... G

Thanks very much for taking your time to reply. Yes, a big help indeed. Thank you. A follow-up question please... how is Sales Tax calculated, based incorrectly on your company address, or correctly on the Location address, which I think is the correct sales tax calculation requirement? Example: You're in California, buyer…

Were you able to test the calculated shipping charges for a non-inventory resale item from different locations... appreciate knowing what you found?

Does adding each of the items to the Home page in the item Store tab Site Category, and designing a Home Page Default Category List Layout begin to address your need?

What were the issues around why NS' backup and shadow copies would not help you recover the 22,000 records?

Can you please describe the workaround internal architecture a little bit more? Thank you.

I too would ask, what types of insurance would those of you with existing online websites recommend?