So the issue here is NOT whether or not to include Dept as a group. I have no problem with that. Let's get back on topic. The main point is that there should be optional grouping at the Project, Task, Dept, Individual level on the invoice for the client. Shouldn't be a big deal as to what fields you group on. I'd like to…

Dept does vary per employee for about 95% of customers we implement. Otherwise - why use dept ?. The other 5% is where dept is not used at all or is not used for the right reason. For time billing? If I work in the "Engineering" Dept, then generally all of my time entries would record the "Engineering" Dept. Why would I…

So the first enhancement would be to allow separate lines per department. That would still require separate lines per department when printing, but it would be far less lines than a single line per time entry item. That would solve Ken's problem. But I suspect that for most NetSuite customers the Dept does NOT vary for a…

In other words, this combining would take a months worth of time and expense line items and summarize them into one line item that represent the totals. For example, one employee would show x number of hours for the month times the billable rate giving the total amount for each employee. Presentation wise, this seemed to…

ktrommlitz, This does seem to be a serious issue. We are in the process of evaluating Advanced Job Tracking (or "Advanced Project Accounting" as it is called for the full ver of NetSuite). This raises a concern that will have to be addressed before we make a purchase decision. I think you're right about few customers using…

We need to be able to mass import 100s of these "leads" into NS in a way that our sales reps can follow up on them. Thane, Here's one possibility: [LIST=1] [*]Import all contacts from trade show into NS using Web Services [*]For each contact, create a new lead or new opportunity depending upon the contact:[LIST] [*]If…

We are in the market for proposal software that integrates with NetSuite. Is anyone out there using anything that they would recommend for this? Here's a very good combination: [LIST] [*]MS Word with NetSuite Letter Templates [*]Excel [*]PDF Creator software to merge output of[LIST] [*]NetSuite PRoposal [*]Word & Excel…

I agree that sorting of drop-down lists is not user-friendly. We have a custom field that sources the customer list. The entries are sorted by NSID, which is useless when there are more than a handful of entries. Let me decide how to sort, either at the field level or as a company setting. Steve Gardberg Director, CRM The…

Does anyone else do this in NetSuite, and if so, any suggestions on things to look out for? Steve, We too are very interested in Change Management. So far, we have NOT found an ideal solution. Our approach so far has been along the line of your Option #1 -- Modified Case form. Two really big benefits of using the modified…

I suspect you could relieve this by creating a custom field with sourcing/filtering on the item list. Steve I don't see how this would work. It should already show ONLY items from the Item List in the filter. So the drop-down list is ALREADY filtered to show only Items, yet it also includes items from the Tax Item List,…

I think it does a full-text index on the whole article. Jon, I hope you're right! When I did a search immediately after posting a solution, it found nothing. Perhaps the server was still indexing the text in my solution. Can anyone from NetSuite confirm? Best Regards, JMU

What fields are searched when the user does a SEARCH on the Internal KB? Is it possible to set key words on topics and solutions that will be picked up by the search? TIA. Best Regards, JMU

Corey, based on your long relationship with our product and your industry knowledge, I'd like to hear about your needs. I will follow up with you via email. Sean Sean, I'm not Corey, but I'd much appreciate it if you can post any info on 2007.0 AJT in the following thread:[INDENT]Ver 2007.0 Advanced Job/Project Tracking…

That would be too rigid for me. In our case estimates are not necessarily approved by the sales manager. There should really be better approval routing in the whole product ie. purchases, estimates, sales order, expense reports, time et. al. I believe netsuite are addressing this though. You misread my statement. The…

We have designed and implemented a simple approval process for each of the major NetSuite records for one of our clients. Since permissions for custom fields may now be specified for each field, we restrict access to each field for each approval role (dept), and set the record approval status from "Ready for Review" to…

We need a more direct/formal estimate approval as well. Something like Sales Order approval, only we need a way to specify who has approval authority for what group of estimates. For example, we need separate approval list based on: [LIST] [*]Location [*]Dept [*]Which items (based on top-level parent) are included[/LIST]JMU

I apologize for the issues you are having with the quota KPI. We are looking at Issue 113698 and will do our best to resolve it as quickly as possible. Lina, thanks for the prompt response, and working to resolve this issue quickly. In the mean time, one way to work around the issue is to save a team quota for the sales…

Thanks for the reply evan. Anything you can do to push this along quickly will be greatly appreciated. To be honest, I don't see how it is usable to anyone the way it is. If I'm missing something, please educate me. Thanks, JMUY

JM - Is this still an issue? As far as I know, yes. But I have NOT tested this in a while.

NetSuite, what is the status of this issue? JMU

Hello NetSuite -- is anyone reading/responding to this issue? We need this fixed ASAP. JMU

One thing here (and re-reading this thread - we are talking at cross purposes) - I am talking about campaigns - it seems I misread this thread and was talking about one off emails... which is good... Ray, So, are you saying?: [LIST=1] [*]Campaign emails do NOT return bounce backs to the user by design, as of Ver 11 [*]All…

Its was announced ages ago in one of their release docs I think. Been like this for at least a year I think. . I don't think so, at least for one account I know of. They received bounce-backs in July 2007, and maybe in Aug. From the comments of previous posters, it seems that they have also had bounce-backs recently. Also,…

I think it was intended. They are logged in one of the campaign reports somewhere - but your correct you dont get bouncebacks. One can debate the merits of receiving bounce-backs or not. My main issue is that evidently NetSuite changed the behavior without so much as a mention anywhere that a change has been made. Seems…

Dave, Have you tried using the built-in Event form? Jim

I understand about the "Meeting Results". NetSuite wants you to create a "Note" that's attached to the Event record. We found this very inificient. So, we did some customization. Here's our custom Event form: Note that is customized for our sales team. But it should give you some ideas. HTH. Best Regards, Jim

Wow! I'd love to see a demo of this working if anyone has a test/demo account that they could share.

but I would like to see a comparative report built like the “ comparative income statement” . This would be a great help to compare same time period last year to this year. You can achieve this by adding another "Total Revenue" column, and selecting the "Alternate Date Range" in the dropdown on the Report Builder "Edit…

. . . In our old system we were able to drill down into a part and see how many we sold last month, last year, current year, and such. Very useful, and we took it for granted that it would be available in Netsuite. Maybe the info is somewhere, but I have not found an easy way. I agree that an Item Dashboard would be very…

Is there another way to filter for "Division"? Does this division corrspond to a "Location" or "Department"? If so, then filter the report by Location/Department "Does NOT Include" <the name of the Location/Division>. HTH.