(JMU) I initially tried the approach you listed in steps 1-3 but had the following issues. hawksupport, You will need to "fill in between the lines" a bit. I have tested it and it will work. Sorry, but I don't have time right now to provide more detail.

Any suggestions on how I can fix these issues or a better approach. Here's a thought about an alternative approach: [LIST=1] [*]Create a custom Item field that is the Quota multiplier[LIST] [*]In your example it would be 1.0 or 0.5 [*]But you could set it to any valule you want on each item [*]This allows you to change the…

Marconey, Welcome to NetSuite, I'll try to answer your questions. Transaction Body Fields: After having created them, don’t show up in a given order in the actual forms (in the numbered sequence they show up in the Transaction Body Fields list). They should show up in the order that you created them. I chose to put a…

If you mark the custom field as stored, it is supposed to show you what is initially stored in that field when the transaction is first created. While that will allow it to never change, it will never have a chance to calculate because it doesn't calculate "on the fly" when you first enter the line item. This is a future…

There is an outstanding enhancement request for this functionality - 107730. Please add yourself to this. Evan, This is yet another example in a long list of UI inconsistencies. Sorry to keep being a PITA about this, but I think it's important you guys realize how many inconsistencies exist in the NetSuite UI. Every one of…

Couple issues. You should use duedate, not enddate. Evan, I made the change manually as you suggested. But, FYI, the formula field selection list returns "{enddate}" when "Due Date" is selected from the list.

Thanks Mini. It's showing up now. I did that exact search yesterday, and it retuned nonthing. IAC, it's got my vote now! Everyone, please VOTE for ER# 107730 if you need it.

In our Fall SLT release (Sept/Oct) you will be able to add saved search based sublists to all customizable records. For example you will be able to select a case saved search and place it on a task page. This sounds very cool! :cool: I look forward to having this capability.

There is an outstanding enhancement request for this functionality - 107730. Please add yourself to this. Can't find this in the Enhancement Voting section. can you please verify/correct the number? Thanks.

Evan et al, Here's my final formula which DOES work in saved search. It's fairly complex so please test your fix against it. CASE WHEN ({startdate} > SYSDATE) THEN 'BLUE' WHEN ( {percenttimecomplete} > 1 ) OR ( Trunc({completeddate},'DDD') > Trunc({duedate},'DDD') ) THEN 'RED' WHEN ( Trunc({completeddate},'DDD') <=…

OK, there's something more basic not working. The following simple formula works fine in Saved Search, but put in a Custom Field, and added to the search, returns "ERROR: Invalid Expression". And this has NO dates CASE WHEN ( 1.0 - {percenttimecomplete} ) > 0.0 THEN 'RED' ELSE 'TBD' END I successfully tested every other…

It rolls out from late September through early November. So, was this fix included in the Ver 2007.1 release?

I have fixed the problem that caused it not to work in view mode. It is issue 130212 and will be released in our fall maintenance release. This will allow the given formula (using duedate instead of enddate) to work in a custom field, and that custom field will also display correctly in search. Thanks, -e Thanks for…

Thanks for responding so quickly Evan. Why does the formula work in a Saved Search (which is "view" mode, right?) but when I put the exact same formula in a Custom Field and add it to the Saved Search, the Custom Field shows "ERROR: Invalid Expression". Wouldn't the date math be the same in both? Thanks.

We had the same issue, and the only solution we came up with is: [LIST=1] [*]Change the Setup setting to NOT require Depts/Classes [*]Add script to all other forms to require entry[/LIST]For those interested, you may want to VOTE for ER# 18830 -- Make Journal Form Customizable. See How To Vote for more info.

Just Perhaps install a css to enforce mandatory departments depending on account type. Chris, This sounds interesting. How do you do this on forms that can be customized?

You can't access joined search types in custom fields. To get that info into a custom field, you would need to use a simple beforeLoad server script. We will look at whether we can support this syntax in the future. Thanks, -e Evan, will this ER be implemented/released any time soon?

Thanks Evan for the feedback, and for the potential ER. This would certainly help from a consistency viewpoint. Since the formula works in a saved search I think most people would expect it to also work in a custom field. In fact, I use the saved search to develop/test a formula BEFORE creating a custom field. With regards…

I want to use the messages tab with an email template but it does not give me the ability to get information from a project. Sig, you may want to experiment with this. I have had some limited results using Customer merge fields on an email create off of a Project. Letter and PDF templates may provide other options. Good…

Version 11.5 will have a drag and drop editor for PDF layouts. This is great!. How about a modern drag 'n drop form designer for all forms? Does NetSuite realize how archaic all of your form, field, report design tools are? Drag 'n Drop design tools have been the development standard for well over 10 years. Best Regards,…

Thanks Martin. I have submitted cases in support of both of these ERs. JMU

Actually {today} is an exception and can be used interchangeably with {sysdate} Evan, I pulled this straight out of your latest help file. Apparently it needs to be updated. :) Jim

Formulas must be Oracle SQL Expressions. Do a Help search on "search formula" and you will find this a more: Important: Simple calculations can be performed using SQL expressions. However, knowledge of the SQL language is assumed in order to fully leverage the flexibility and power of this language in defining more complex…

There are release notes available for Version 11.0.3 within Help. Thanks Mini, this was exactly what I was looking for. Jim

Only one I can see is the one in the netsuite support tab - if you go there and go to the support area - the list of bug fixes are there. Yes, I see that. But it doesn't include everything. For example, here are some changes I picked up on by reading this forum and by my own inspection: [LIST=1] [*]SuiteScript Portlet API…

It is in the maintenance release, which has only been released to early adopters. Everyone else is expected to get it on Friday night. Is there a list somewhere of the enhancements/changes in Ver 11.0.3? This list of fixes is not very helpful in this regard. Thanks, JMU

How do you do this with Internet Explorer? Thanks, JMU

Please log an enhancement for this. pboes, If you do file an ER, please post the ER# here so I can join with you in requesting it. JMU

The point of the warning is that when you add permissions to a custom record, the system warns you that the permissions don't apply unless you check the box. I find it immensely useful during the development phase! We have about 20 custom roles, but the rights needed may be different by role. Without checking the box, I…

Eileen, In order to display a "view" link, you much include the Name/ID field of the custom record. I know this doesn't make sense, but that is the way that NetSuite has designed the system. HTH.