Mike Monk_7801

I have a similar issue. The introductory email indicated that if I used the same email as the one used for my NetSuite account, a new role would be added that would take me to the developer account. I am an admin on my system and I have no new login role under Change Role. Any attempt to login takes me to my standard…

We used the online videos to help us better understand the various components and workflow.

Apple with Celigo NetSyncX works very well, like a NS mail client should.

We use departments as: IT Marketing Sales Operations Development Support Operations Product Management etc That lets us break down financial reporting by department, employees by department, etc. We use classes for items. Each item fits a particular class or sub-class. RFID RFID: Hardware RFID: Software Self Service…

Thanks for this post. It's something I've needed and once I did it I realized how to solve some similar challenges.

Thank you both for your replies. All of our receipts/bills are linked to the PO; we're careful about that. The issue seems to be related to LC because we can enter Freight as a LC on the receipt but we don't enter the same LC value on the Bill (because we don't know how.) So an item that costs $100 plus $10 for freight in…

For drop ship items we set the GP calculation to use either Last Purchase Price or Purchase Order Rate. And because we sell software we publish we set non-inventory items for sale using Item Defined Cost. GP Calculations work well for us both for enabling sales consultants to properly estimate projects and for using the…

We use the incentive compensation module (add-on). We associate a partner to a customer record which causes it to be linked to sales orders and invoices. We establish a commission basis in a Commission Schedule and associate the partners to the plan. NetSuite does the rest. In our case, a partner (or employee) is…

In your hierarchy, are each of your reps subordinate to you? As you look at commission reports you should be at the top tier with the reps reporting to you nested a level lower.

That feature is in the new release.

Mike, The built-in REPORT, "Sales Activity by Sales Rep Summary" does the job for us. We've used this as the basis for creating several reports to monitor activities.

This works for me when using a saved search of *customer* records. Formula(Numeric) decode({internalid}, {me}, 1,0) = 1 You may need to change {internalid} to {customer.id} for transactions.

Thanks Evan. I returned the following error: "Error: Your formula has an error in it. It could resolve to the wrong datatype, use an unknown function, or have a syntax error. Please go back, correct the formula, and re-submit." Search: Project Search Formula: decode({customer.id},{user},'T') ----------- I tried replacing…

Support solved the problem as follows: Formula(Numeric) decode({customer.id},{me},1,0) =1

If I understand your suggestion correctly, I removed the criteria and put these values in the search results as formulas. Just to verify, I put each of the formulas in the search so I could view them in an admin and Customer Center role. As expected, {customer.id} returns the customer entity ID and {me} returns my employee…

Thanks for sticking with me. That didn't help so I am headed to Support.

Evan, Here is a link to a screen capture of the search in the customer center: https://system.netsuite.com/core/media/media.nl?id=16192amp;c=856814&h=2966a4a4d411174ab5d5 As you can see in yellow, the {customer:ID} matches {me} when logging in as that customer. In the example, I removed the filter criteria in order to…

We implemented a simple and effective approach. We added a field to designate a report as Company Charge or Reimbursable. Another field designates the card, i.e. Amex, Avis, Staples, etc. We require employees to submit separate reports so that only company charges are on a report and similarly, only reimbursable expenses…

Our new users often forget how to do this. It would seem to make more sense if the button were marked "Update Role."

Remittance slip is a customizable transaction form. Our forms display the invoice number - the invoice number is called Doc. No. by default and we have added other text/info such as ACH information.

In my experience, unexpected errors should be reported to Support. They can view your error logs on the server and provide counsel about the problem.

SuiteCloud IDE https://system.netsuite.com/app/help/helpcenter.nl?topic=CARD_-29

Joe Which BFO version is free?

We pass in the subsidiary as part of the online form url: &subsidiary=2

There is package available in the list of bundles that does what you want. We installed this when we went live with NetSuite and it has worked flawlessly since. It provides two buttons but we only use the Sales Order button because we want to create the RMA from the invoice since our process involves advance replacement…

We created a collection management system with a custom record. We added a sub tab under the Customer Financial tab. Fields include: Courtesy caller Collection status Payment promised (date) Promised amount Follow up date Notes We created appropriate alerts and customized AR reports to show data from the custom fields. The…

Awesome. I should have asked a long time ago. As it happens, the info about Tax Schedules was the missing link. Our Tax Schedule was actually misconfigured with the incorrect purchase code so one change fixed everything. Thank you.

This is what I use to filter common published saved searches in the Customer Center: Formula(Numeric) decode({customer.id},{me},1,0) =1

Robert Select a Customer Record. Click the icon at the top to View Customer Dashboard. The portals can be customized EXCEPT for the Links portal - at least on my system as administrator. I don't recall ever seeing an option to customize links in the CUSTOMER Dashboard . I can customize links on regular role dashboards but…

Once a sales order has been entered it is generally approved as the next step. In our Company those are different roles. Once the sales order has been approved it can be FULFILLed which is the button that appears on a SO. Once fulfilled the BILL button appears. Each role is set to permit specific functions in our…