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Grant B Blue Ribbon

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  • Hi, Yes, we too are having severe performance issues. The status page also said resolved but it most certainly IS NOT. I was able to create a case but no response yet. Grant
    in NetSuite Issues Comment by Grant B Mar 10, 2020 2:54PM
  • Hi, Assuming your role has the permissions, you can do the following: * Transactions --> Employees --> Expense Reports --> List This will show you a listing of all expense reports. You can then customize the view to add filtering criteria and edit the results columns (displayed information). Open expense reports will also…
    in Expense Report Comment by Grant B Mar 10, 2020 12:11PM
  • Hello, Please see my comments below: -Deferred Revenue - I'm assuming you're referring to the Deferred Revenue (System) account. This is a default system account that some accounts may not use. I would think that most accounts are set up such that the deferred revenue account will match its corresponding revenue account.…
    in Account Type Comment by Grant B Mar 10, 2020 11:52AM
  • Hi, I think I have done something similar to what you are doing in that in that I have the results of a summary saved search display on customer records. So you want those same results to be displayed in a customer record saved search? I presume your summary saved search is looking at transactions such as sales orders,…
    in contracts module Comment by Grant B Feb 21, 2020 12:33PM
  • Hi Rado, I apologize but as I was re-reading your initial requirements, what I realized was that my suggestion on executing on create will not work because you have On Create as False and that's obviously by design and you need this workflow to fire after initial record creation. I try to be helpful but I should have…
    in Creating workflow Comment by Grant B Dec 3, 2019 1:10PM
  • I was hoping that was NOT the answer. Records created is an easier condition to establish but updated is a little trickier. I'll be curious to see the answer as well.
    in Creating workflow Comment by Grant B Dec 3, 2019 11:57AM
  • Hi Rado, Is the condition for records updated on or after today or for records created on or after today? Thanks, Grant
    in Creating workflow Comment by Grant B Dec 3, 2019 11:37AM
  • Hi there, I have a few thoughts on your question. A vendor bill doesn't have a native printable form like a sales order, invoice, or credit memo. However I think what you want to do is have the ability to "print" certain attributes or fields from the vendor bill record, is that correct? If that's what you want to do, I…
    in Export bill as PDF? Comment by Grant B Nov 15, 2019 12:37PM
  • Hello, What type of records are you trying to update? Am I correct to assume the fields you are trying to update are not available on the mass update screen? Are the fields you are trying to update non-mainline fields? If you can provide some additional information, there may be another path besides mass update such as csv…
    in Custom mass update - without programming Comment by Grant B Nov 12, 2019 8:06AM
  • Hi, On the results tab, are using the Expense Detail...(join fields)? Also, regarding the FX rate not showing, I've run into that issue as well. How about using a formula that will calculate it (Expense Details...Amount / Amount Foreign Currency )? Hope this helps. Grant
    in Saved Search around FX expenses Comment by Grant B Oct 30, 2019 12:03PM
  • Hi there, Yes, what you are asking can be done. Assuming you are familiar with SuiteFlow (workflow), I'd recommend you do the following: * Customize the form and set the Term field back to Normal * Create a workflow:* On create and On View and Update = Checked * Trigger Type = All * Condition = User Role is NONE OF…
    in Make Terms Field On Customer Record Not Editable To Certain Roles Comment by Grant B Oct 10, 2019 9:00AM
  • Hi, Is it possible to use another browser such as Firefox?
    in Printing Checks Not popping up Comment by Grant B Oct 2, 2019 8:56AM
  • That's hard question as I don't think there's a way to use a saved search and find that information. So I'll state this another way, if it's practical, try to zero in on a customization (script, workflow, etc) that you believe may be interacting with the custom list. To be clear, what I'm suggesting may not be the answer…
    in MATRIX OPTION LIST Comment by Grant B Oct 2, 2019 8:54AM
  • Hi there, I presume the error did not provide a link to dependent records? Also, I assume the list is not referenced by script, workflow, or custom fields? These articles may help: * https://netsuite.custhelp.com/app/answers/detail/a_id/14633/kw/delete%20custom%20list *…
    in MATRIX OPTION LIST Comment by Grant B Oct 1, 2019 9:41AM
  • Hello, I believe the reason you are not receiving any results is the Sales by Item report will not display any transactions that have sales orders or sale order transaction statuses such as partially fulfilled. To test this, customize the report-->Edit Columns-->Expand the Sales folder and add Document Number. I suspect…
    in interested in a sales report by a specific item for "pre-order" items Comment by Grant B Sep 11, 2019 9:02AM
  • The short answer is yes, it's absolutely possible but it's not an "out of the box" feature. Here's a SuiteAnswers article that shows how to do this with a saved search https://netsuite.custhelp.com/app/answers/detail/a_id/64676/kw/automatically%20send%20email%20overdue/related/1 . If this article is not sufficient,…
    in Automatically Send Email when account is past due Comment by Grant B Aug 25, 2019 2:31PM