Let me know if you need this functionality. Now that the process is worked out and the code is written, I'd bet that they can translate it to another account with limited effort. I can put you in touch with the developer; they're an easy group to work with. --Chris

How about creating a quote? Transactions --> Sales --> Prepare Quote --Chris

We even go a step further. Our system is configured so that re-opening a period forces the user to write out the reason why the closed accounting period needs to be reopened. That makes the user think about whether it is really necessary. We use a month-end checklist to ensure that all of the tasks for the month are done…

If your transaction will impact the GL, I'm pretty sure that you have to re-open the period. That's what we do here. Depending on how material the transaction is and whether we have reported the figured externally, we may re-open the period and make the correction or we might just post it in the current period. That's…

You probably don't want to close an invoice. The invoice represents accounts receivable on the balance sheet. If you want to remove that asset, then follow a path that documents the reason. This will usually be an offsetting credit memo. To prevent editing, you can lock a transaction. If you close the accounting period,…

The situation you outlined should be possible in a saved search. Your consultant may not have understood exactly what you want. Try mocking up the report output you are seeking. That should give the consultant a better idea of what you are expecting. Alternatively, do that same mock up and post it to the forum. Someone…

You can still set it up as an assembly item. Just change the Supply Type = Purchase. That will let you acquire the assembly as a whole and will facilitate a break-down (i.e. unbuild) into components. --Chris

You can do this, but you have to use an undocumented NetSuite formula, NS_CONCAT. Create a new Employee saved search. The formula for your request is '<div style=text-align:right;>' || REPLACE(NS_CONCAT(TO_CHAR({role})), ',', ', ') || '</div>' and it looks like this on the Results tab. Be sure to choose Summary Type =…

Then you will want to add the new field to the customer record. If you want it automatically populated, start by creating a new record type that cross-references the state/zip code/etc to the territory manager. You can use a workflow to auto-populate the field on the customer record. A custom field on the sales transaction…

Not quite what you want, but you can add the full GL name. That will show the parent accounts (i.e. all of the parent accounts in a hierarchy).

Are you trying to capture this territory manager on the sales reps' employee record, the customers' record, or on the transaction records? Will the territory manager change on a transaction basis or will it remain static based on the sales rep? --Chris

You can remove all of the section headers and subtotals. That will leave you with just a list of the posting accounts and their amounts. In the report layout, go to each section and uncheck the 'Show Hierarchy' options. For the subtotals, uncheck the 'Display Row' option. If you like what you see, you can save the layout.…

You should be able to do this with a workflow. Build it/test it a piece at a time. I would have it 'Set Field Value' first. Once you have that working reliably, have it 'Set Field Display Type' to inline. I assume that your customers have a specific role. In the workflow, set a criteria so that the workflow only runs for…

Would this approach do what you want? * Add a Territory Manager field to the employee record. If an employee has the Sales Rep checkbox marked, then the Territory Manager becomes a required field.* Of course, if the Territory Manager is simply the employee's supervisor, then you don't even need a new field. * Add a new…

Found the answer: There are two different NetSuite org chart bundles. The old one was disabled with the 2019.2 release. * Old/disabled version: SuiteOrgChart bundle ID 49118 * New version: Employee Directory (includes both the directory and the org chart) bundle ID 112469 The 2019.2 release notes state that there are…

I have tested it with * Google Chrome version 77.0.3865.120 (latest version) and * Microsoft Edge version 42.17134.1.0 (latest version) Both exhibit the same behavior.

This has been filed with NetSuite support as case 3582416.

We use the NetSuite for Outlook tool. It is free and works fine for attaching e-mails to customers' records. --Chris

Our employees like the org chart and use it as a phone list. It is also extremely helpful in quality audits because one of the first questions from an auditor is for a copy of the current org chart. Since the NetSuite version updates automatically, it is a better tool than a manually-created PowerPoint. See if it works in…

Our upgrade was also last night. We're up & running. The system seems a bit slow, but otherwise okay. --Chris

@"michoel" is correct that you can change the sequence with PRECEDING/FOLLOWING, but it is a bit more complicated than that. "ROWS BETWEEN UNBOUNDED FOLLOWING AND CURRENT ROW" will result in a formula error when you sort desc because the 'following row' is greater than the 'current row'. You have to swap the order. Also,…

I am also following the same advice and have made some progress. This will return accurate results: Criteria (ignore the part number I hard coded) Results Filters Output The 957 that is shown is exactly what we have on hand right now But, there are some parts I couldn't figure out: * Sort the data descending and the…

I approached it from the other angle, excluding transactions that don't affect inventory. Even this isn't right 100% of the time. Example: * If you create a credit memo from an RMA, then it's the Item Receipt that affects inventory * If you create a naked credit memo, then the credit memo affects inventory We are fortunate…

That status site is useless. We were completely down at 2 sites on Friday, but the page only reported "degradation of performance" for people in the Northwest facility (not us). We were unable to ship anything for hours and missed our daily UPS pickup. This has happened more than a few times. Whenever I call support, they…

You are correct that this information doesn't show up when you are in View mode. The screenshot you show looks like you are not using an integrated FedEx/UPS service. Yours is similar to what we see when we ship an LTL shipment. Here's one of our item fulfillments that is going out LTL. It looks a lot like your screen.…

I got some information from our integrator. Despite NetSuite telling us that this issue was resolved in June, it actually isn't available until the 2019.2 release. Our account is due to update later this month. We will also have to convert from the legacy tax engine to the US tax engine. I won't know what that involves…

When you have a situation like this, NetSuite does not reduce the quantity received on the PO. Instead, the follow-on Vendor Return Authorization handles the reverse logistics. The chain is: Purchase Order --> Vendor Return Authorization --> Item Receipt --> Vendor Credit Make sure that each step is entered from the…

Most businesses have just a few box sizes that they use. You can define those standard boxes and then select them as needed. You don't need a custom field. Go to Setup --> Accounting --> Shipping. Once you are on the Set Up Shipping page, go to the Packages tab. A few notes: * Don't just trust your box supplier on the…

You can also test in your live environment. We did this with our UPS integration. The shipping information will be transmitted to the carrier. However, if you delete the item fulfillment afterward, NetSuite will automatically cancel the tracking number. You'll even get a pop-up on the screen stating that the tracking is…

Please post an image of the formula and the error message you are receiving. The comment above is far too vague for anyone to be able to assist.