Hello Everybody, My name is Ilija Budimir, I live in San Diego California. I have been providing NetSuite consulting services since 2012. I was an active member of the old user group and I am excited to join this new one as it seems to be more interactive. I hope I will be able to assist you with your questions. Check out…

You need to create a workflow that will flip the status of the entity (back to the prospect status) after the Invoice is created. This should be simple enough I did it once for one of my customers. Let me know if you need help with this. Ilija

Hello, I would try 3rd party applications first. Some suggestions: https://www.pacejet.com/erp/netsuite/demos/ http://netsuite.ozdevelopment.com/ Now, these are just the ones that have been on the market the longest. There are plenty more apps out there, I imagine. If you can't find anything, then you can create your own…

Agreed, it is strange. Do you have support with NetSuite, you could perhaps submit a case and ask them what to do. They should be able to tell you whether you need this feature. Until this gets clarified I would keep this disabled. What is your gateway though, cc processor?

Hello, This is easy to do in NetSuite, the issue is the service. I have not found one that is free of charge. Maybe someone knows an affordable API for which you can build the integration. Ilija

Hello Jmarche, If you are using ${record.tranid} and are not manipulating this value, you should be good. Can you paste this section of your Advanced PDF layout here? Ilija

Agreed!

Thanks for adding this detail :)

Hi, it looks like this applies only Merchant E-Solutions setup. If you are using their services they should be able to provide you with some guidance. If this is the case, reach out to them using the email or the phone number provided. I just quickly googled this and I can't find any information. I did find this though.…

Hello, As far as I can see there are 3 records (article #88413): * Payment Card * Card Token * General Token You can import this using the following instructions: See article #77936. Note after you enable this functionality you will see it in the 'Setup > Import / Export > Import CSV Records' as a separate import type. I…

Hello Aya, Yes it is possible. You should be able to get this done with a workflow. You need the following: * Saved Search that matches your criteria (returns the orders where the conditions are met) * Workflow deployed to Transactions > PO's* One / Two states * In the state where you use lock record action, you would use…

Hi, I will attempt to provide some answers. Your first question: The goal is associated with the Consolidated Name and is the total for all Pfizers. We'd like to have this goal in one place and not on every single customer record. Is this possible? Yes it's possible, if the 'Consolidated Name' in an object (as you say),…

Hi Neo_Suite, At AlphaBOLD we developed an add-on that we are willing to let you test and use. It's called BOLD Quick Update. Below is the write-up: Requirement Frequently, there is a need to update or delete a large number of records based on certain criteria. Due to some limitations with regard to Mass Update…

Hi, The limitations is real. 'Note that system has a limitation to the Quantity to have up to 5 decimal places only.' If you are using Work Orders for building your items (which you should) ... a difference in status between the BUILD and WO would trigger a recalculation on the BUILD side and this may create an error based…

Question. Are you following the SuiteAnswer article here: https://netsuite.custhelp.com/app/answers/detail/a_id/86958/kw/REST%20web%20services%20postman%20setup Note, if you are following this article, make sure you download the desktop POSTMAN app version as the chrome plugin cannot be setup to work properly with…

Hi Asad, Did you try hiding 'Receive By' field on the purchase order? That may work, if not you may have to create a sublist workflow to clear that field. Ilija

Hi, I think the second point can be accomplished with the workflow. Do you mind sending me couple of screenshots of the custom record type so that I can see if everything was configured properly. Also, the problem may be with the online form, maybe the field is not expose. You can send me the screenshot of the online form…

Hello, One suggestion is to enable billing in advance of fulfillment in the accounting preferences. What you can now do is create 1. Sales Order; 2. Create a Cash Sales from this Sales Order (manually or with the workflow, cash sales will process the payment), 3. Fulfill your Sales Order. Let me know if this could work.…

Hello, I suggest creating a 'residential address' (either in the UI or the website) and having a Customer or your Administrators, mark it as default billing address before they process the credit card transaction. I do not believe that the transaction will be processed correctly if the 'residential address' (Valid Billing…

Hello, Just playing devil's advocate, but why not use custom segments, for the regions at least? Regards, Ilija

Hello, Please read one of my older blogs, it may help evaluate an integration that is fairly inexpensive: http://www.fmtconsultants.com/2014/05/seamless-netsuite-to-mailchimp-integration-with-cazoomi/ Regards, Ilija

Hello, I Suggest you setup your email domain, not DKIM. These 2 are not the same thing. Please read - up on this in SuiteAnswers: https://netsuite.custhelp.com/app/answers/detail/a_id/9422 Keep in mind your email domain should not be the same as your website domain. Regards,

I did not check the for the attachment yet. The immediate question I have for you now, is it possible to add a link to the external URL of the file, instead of attaching it to the message? I know that this would work for sure, it's cleaner and you will avoid any problems with various pop servers. Regards,

Hello George, I created few screenshots for which I am including the link below. Essentially, please follow my screenshots. 1. Create a custom entity field (set it up as per my screenshot) 2. Create a workflow which will populate the 'Last Visit' custom field. The workflow can be scheduled to run every 30 minutes against a…

Hello George, I tested this one, you are right that field is not exposed to a Saved Search on Customer records. I thought if I created a custom field and sourced the {lastvisit} value to the field, it would show up in the search, but no, It did not work. A work-around would be to create a small schedule SuiteFlow workflow…

Hello, Did you look into RF Smart? Regards,

Hello, I believe that this is as designed. What type of item are you using (inventory, assembly, serialized, lot #', etc ...)? Regards, Ilija

Okay, so I did the tests quickly and they are all positive. The workflow will be triggered if you set it up correctly. Please see my screenshots below. Let me know if you need further assistance. http://i1221.photobucket.com/albums/...ory_image1.jpg http://i1221.photobucket.com/albums/...ory_image2.jpg…

Hello again, I will test test if I can get a workflow to trigger when you use the 'convert' button, I did not test that so when I get more info. I will definitely post it here. I am afraid that the scripting may be your only option at this point. Regards,

Hello, Were you able to figure out the validation in order to stop the error message from appearing or do you want me to go ahead and test this for you. Sorry for the late reply. Regards,