Thanks for the suggestion Evan. Are you saying that by checking "restrict time and expenses", then a full role behaves just like the Employee Center role with respect to entering and approval of Expenses? So if I enter "Expense Limit" and "Expense Approver" on the Employee record, then expenses over the limit will require…

Start with the role that provides the highest percentage of functions/permissions that the person needs, and customize it to add the other permissions provided in the other roles. You can do a role comparison to identify the specific permissions provided by the other roles. HTH.

... I just attempted to access my test role when I realized it does not show up on the drop down. ... Try clicking on the Change Role LINK next to the drop-down, and see if the role appear there. Sometime it takes a while for new roles to appear in the drop-down list.

We need to remove the standard Support tab for the same basic reason. We have a highly customized dashboard with custom center and all custom tabs. It is confusing and time wasted for our non-admin employees to do anything on the Support tab. NetSuite, Please give us the option of NOT displaying, or completely custimizing…

That did not work. In this case, the role was available in the past, but has since disappeared. I did however create another custom role based on the "inside sales" custom center and it did eventually show up in the drop down. But, what could have happened to the other roles? The only other possibilities I can think of…

Coop, This is one of those cases where a little bit of knowledge can be dangerous. Controlling access to key company data like financial and personnel records is obviously critical. So there is no simple answer to this question. To make sure you provide the proper access to your company's data, some studying will be…

I am looking for a time clock that the manufacturing shop floor clocks in and out on. These people will be employees in NetSuite, but not have computer access (some can't even read). They know how to "punch" the clock. Robert, I am looking for the same exact functionality. If we can't find someone who has already done this…

One little problem. No time entry for vendors is present. I have asked and asked for this feature since we use sub-contractors too. Ray, did you see this thread:[INDENT]Vendor time tracking via Vendor Centre? [/INDENT]Sean Kennedy (NetSuite) provides step-by-step directions for vendor time entry. HTH.

I tried to import new member items in with the main Assembly item (using Linked file) and got an error saying "Invalid item reference key Battery Part 1"). Do I have to create the member items in the system first or can I import them for the first time with the parent Assembly Items?? You have to import from the BOTTOM up.…

. . . So if anyone has imported Assembly records in a single file, can you tell me what the magic format is? I'm performing an Add operation if that makes a difference.. Steve, I think that's the problem: You need TWO files to import/ADD Assembly Items:[LIST=1] [*]MAIN Assembly Item File[LIST] [*]Import all the data about…

Is it possible to remove an entire pricing level through CVS import? I don't think it can be done via CSV import, but it is easy enough to do using the UI: Setup > Accounting > Accounting Lists Type: Price Levels EDIT From here you can either set INACTIVE or delete.

If your address lines have a unique label, you can use the label as the key to identify which lines to update. elham, Could you please provide the detailed steps on how to do this? The combination of Add vs Update and checkboxes can be confusing for sublists. Thanks.

So your best bet is indeed a script. We have deployed a script that closes all SO that are on a Saved Search. So this makes it easy to change the criteria for closing without having to modify the script. This is working quite well for us. So I definitely concur with the advice of Olivier and others that a script is the…

. . . I'd like to create a conditional mapping rule to solve this. I'd like to add an "Override Price" field on the import file where the sales rep enters the eBay auction price for the item and have NetSuite ignore that field when blank, but update the Item's Rate when a value is present. While Evan's suggestion will…

John, I'm pretty sure this is a defect. This same error is showing up in many places. For more info see: Custom price level on CSV invoice import

If this is important to your business, please vote for this enhancement: Enhancement 145023 - CSV Import email notification > To be able to choose whom it is sent to (like the user who is logged in and submitted the csv import). While having a choice is a nice feature, I do NOT consider it as nearly as important as just…

Hi We are importing our invoices into NS using the CSV import. I am trying to set the 'Price Level' field on the items to 'Custom' when I import but I get the following error: Invalid price reference key Custom Price. When I change the field value to 'Base Price' it works fine. I can also select 'Custom' as a price level…

CSV import email notification is sent to the email address specified in the Return Email address field (Setup > Company > Company Information) That doesn't seem to make any sense. Generally that is the address that Cases respond to. Generally no one is interested in the CSV results except the person who submitted the job.…

Hi John, Do you mind sharing with us what the problem was, so we can all learn what to avoid? ;) Thanks.

Nick, Thanks for sharing this great detail. I'm sure many will find this useful in many areas, not just credit card record updates. I'm particularly interested in the KB Macros: There are some keystroke "macro" utilities that you can download that will simulate you typing really quickly on the keyboard. Examples are:…

CSV import is giving me an error when I try to update my credit card records. Lyn, What type of record are you importing? I don't see "credit cards" on the list.

John, That is the clearest description of how to use key identifiers I have seen -- much better than what is currently in the Online Help. Once you understand it, it is quite simple, and easy to use. It would be a great service to us all if you could get your description into the Online Help. Thanks.

Thanks John. That clears it up.

... It could be that it's there and I didn't see it, but this would have been great if it were in the help. It's such a simple statement but would have made such a difference. :) Actually, in addition to the help it would be PERFECT if it were stated during the import wizard ... Well, it's been nearly a year since Steve's…

To separate MultiSelect values use "|" (pipe). A *custom* field delimiter is currently not supported. -John John, thanks for this clarification. I think the Online Help needs to be updated, because is is confusing: When importing records that contain multiple selects, you can use either a comma “:” or a pipe “|” as the…

It is features that existed in those systems, but require very advanced IT skills to accomplish in NS. Actually it doesn't take "advanced" IT skills to do most customizations. While NetSuite Partners can bring a wealth of experience to apply in the solution of your problems, with an average web programming background and…

QUESTION - I would ideally like location to be specified at the body level and then to have that location apply to all line items and not require staff to set the location with each item they add to an order. I am referring specifically to inventory locations as in the location to/from which item quantities are…

Landed Costs can be applied to only ONE Item Receipt. Please see the following document in the NetSuite One Methodology Best Practices section: Utilizing Landed Costs to Reflect True COGS Note that all of the above links require that you first log in to your NetSuite account.

I'm basically trying to send an email notice when a new invoice is created and in the message I want to list the items, their amounts, and descriptions within the email. I've tried using {item} {rate} etc...but this only shows one of the lines. I'd like to show all of the lines. Is this possible? thanks! Unless something…

So if we use sub items, when we go to enter our SKU number on transactions, we seem to need to enter it as follows 'parent : child' What we want to do is enter 'child' - otherwise all our SKU codes need to change to be 'parent " child' which is not possible or practical. Is that possible? What I usually do to allow easy…