What'S the item you are using on the Line Items? When you import your Invoice you need to specify an Item that you are billing and putting the rate towards. You should put the Item internal ID just to be sure otherwise you must tell NetSuite to use the Name you have in your column (for that you need to specify that in the…

Hello Nigel, So basically you want to take your CSV and Import them in NetSuite as Invoices. If you have every information you need in your CSV you can definitively import that in NetSuite. Do you need assistance importing invoices?

Yes Exactly. NetSuite has some fields that it must match to a column in your csv file. Normally those fields are marked with a small key icon on the right in the mapping. What you want to do is to create an Extra Column in your csv file Called "External ID". Make it an unique Identified PER Invoice. As an example you can…

Hello Nigel, Here's a few steps that will help get you started. As an Admin: Go To Setup - Import / Export - Import CSV Record From there, you can select Transactions as Import Type In Record Type choose Invoice, then select the CSV file that you have ready for import. On the next screen (if there's no error in the csv…

One way this happens is when you have Allow Override for Transactions in Setup - Company - Auto Generated Numbers Then when two users create a similar transaction at the same time they get the same number. NetSuite gives them a warning to change the number and if they do something like Back or Refresh (a weird combination)…

As I said, this was already investigated on our side with NetSuite and here's the answer. That might help you. I found a similar case. Here is the scenario: 1. There are two users creating a sales order at the same time. 2. User 1 saves the transaction. 3. User 2 saves the transaction and is directed to the Duplicate…

Hello, Where do you see the $ sign that you want to customize? Is it in the Total? If that'S the case you can simply customize the PDF Layout and add a custom element {total}. Best Regards,

This worked perfectly for our PDf layouts. Any idea how I could get the same result for the HTML layouts? In order to customize the HTML Layout and show the Total in the HTML Code use the tag NLTOTAL. If you go in Setup - Customization - Transaction HTML Layout, Edit the correct Transaction HTML Layout and then you will…

Hello, I think with a mixture of Searches and Scripting you would be able to put a limitation on the sales. I am not 100% of the path right now to take for this but maybe by setting the Customer Hold by scripting when the Total Transaction amount would reach the Max of financial Aid available (assuming that this…

Basically you would do that in the Sourcing and Filtering Tab of your New Field Record. In the Filter Using you select whatever filter is applicable (as you said, a checkbox might do the trick) and then you select Is Checked or Not. Hope this helps. Regards,

Hello, As far as I know you can't have the popup when you hit Save and Email. The only option to have the popup is when you hit Save and then hit the Email button seperately. Regards,

Hi, The first thing you would want to check is to make sure the Hold is set to Automatic if you want the system to handle the lock. To set the behaviour when the limit is reached/exceeded: as an admin: Go to Setup > Accounting > Accounting Preferences On the General tab select the desired behaviour for Credit Limit…

If you can have a saved search find all the RMA. You should be able to use a Scheduled Script to close those records. Regards,

You would most probably be able to achieve the alert by saved search and to check when that field is change. I have not tried this solution but if I had to do it, I would at least try this path. Regards,

You can still create the search and schedule the search to run on a frequency or when a record is updated. The Search will send the result to a given email. No need for scripting.

I think that's because the link has to be written more in a format like follows: <br><a href="<NLCUSTBODY1>">"<NLCUSTBODY1>"</a><br> or something close to that.

Hello, If you do not display the Country DropDown, the State field will contain all US and Canadian states. You have to Display the Contry in order to filter the State based on the country. Then, you can set the default to US and/or Hide the country dropdown. Hope this helps. Regards,

One way to do this is to have Custom Entity Fields and have a User Event Script that Sets the Second Address for you.

Hi Marylin, yes a script would work. Hope this helps.

Isn't there already a Tax Code on each line items on the Purchase Order? If that's not what you want, could you explain a bit more?

That should be exactly the Case Update Email Template. Take a look at it and if you need help let me know.

Are you talking about the Case email you get whenever the Case is Created / Updated etc. through NetSuite? If yes, then you simply need to modify the System Generated Email Template (System - Company - System Email Template) Hope this helps.

You can do it by CSV Import, you're pretty close don't give up :) In your CSV Import setting, when you get to the DATA Handling part (Import Options) Expand the Advanced Options and make sure you select Overwrite Sublists. That way your update will/should replace the Sales Team Member instead of appending another Sales Rep…

This should work perfectly fine with a Mass update (Sales Force Automation - Replace Sales Team Member). However if you are Mass Updating a Transaction, you cannot Remove the Sales Rep if there's only one sales rep. You said you are Removing Sales Team Member and that's why you might be getting the Contribution Error…

Did you try this from the Documentation: You can choose to have NetSuite determine the proper tax code automatically when an order is entered manually or through your web site. To turn on tax code lookup, go to Setup > Accounting > Taxes > Set Up Taxes. Check the Enable Tax Lookup on Sales Transactions box, and click Save.…

For this purpose I do not have any script but here's a good start. You would write a client script: function FieldChanged(type, name) { if (name == 'customRateField') { alert("You are changing the rate Field"); calculatedValue = parseFloat(nlapiGetCurrentLineItemValue('item','customRateField'))/1000;…

Hi, For sure with a Client script you will be able to achieve this operation.

Hello Abi, It is most probably related to the lines: if (name == 'cpm') and nlapiGetCurrentLineItemValue('item','cpm') you must provide the field internal id and it should look like this: if (name == 'custbody_cpm') clicking on the label of the field should show you the internal id otherwise go to Home - Set Preferences -…

Hello Earl, I would go with the Marketing Campaign and Target the Group that is populated from the Saved Search you have. You can modify your search to get only the contact of the customer you want. The Group of the Marketing Campaign can be Dynamic and therefore each time the campaign will be setup, the group will be…

There are a couple of different ways you could do this. I would use a beforesubmit script where you would get the value of the two custom fields on the other record as: var customStartDate = nlapiLookupField('otherrecord', 'id', 'customfield', false); var customEndDate = nlapiLookupField('otherrecord', 'id',…