Jonjack We use Assemblies for this. Also, assemblies must be used if anything is serialized. You may want to think carefully about the use non-inventory items. Our rule of thumb is that if anything could ever be returned to us or somehow find its way into our building it needs to be an inventory item. We use non-inventory…

We operate two subsidiaries that purchase from common vendors. All vendor prices are published in USD. Our AU subsidiary purchases in USD and sells in several APAC currencies. Our US subsidiary purchases in USD and sells in USD, and eventually some other currencies. Since duplicate companies and contacts must exist, things…

After a couple of failed scripting attempts that included help from NetSuite consultants we tried a less elegant approach. We configured several alias addresses in our email server with multiple contacts for each customer or vendor that requires multiple recipients. We populate NS with the alias for each record and let the…

Try adding the Lists->Currency permission to the role. Full access to Currency will permit adjustment to the exchange rates fields.

We handle this with item groups. Since the sales order will put a for the lead item followed by x,y, and z, the PO will contain x,y, and z only. If you don't need the item group container, the sub parts may provide what you want. It also supports serialized items which is why we were forced to explore this option for…

Company: EnvisionWare, Inc and EnvisionWare Pty Ltd Licenses: 65 OneWorld Business: Software, Hardware, Implementation Services directly and via Resellers and Partners Location: Adelaide, SA; Atlanta, GA and other cities across USA Primary use of NS: We use nearly every aspect of the system including billing (customised…

We started with the standard Forecast vs. Quota by Class report under Forecast and then customized the report to add salesrep. Works like a charm.

I like the idea of customization but I was under the impression that removal of the footer would put companies out of compliance with federal law in many countries, i.e. CAN-SPAM Act of 2003. The FTC website reads: Tell recipients how to opt out of receiving future email from you. Your message must include a clear and…

Your image needs to be hosted in NetSuite. Upload it into the Images folder, edit the file and copy the url in place of the one hosted on your web site.

It's a mystery as to why this is called "Update Primary" as opposed to "Update Roles". This is one of the most frequently asked questions of our employees because we do a lot of contact association from other records.

Customize Expand the Customer/Project folder. Navigate to the folder: 'Customer Status'. Drag 'stage' to your report.

Here's a very simple solution that I use to 'Mass Update' Delete Leads Script ------------------------------------------------------------- function delete_records(recordType, recordID) { nlapiDeleteRecord(recordType, recordID); // Delete record } ------------------------------------------------------ The script is…

I have a Partner Tab that only displays for Partners based on Audience permissions for the tab. Within that tab there are published saved searches limited by specific partner name according to Audience permissions for the PSS. Within and in some cases outside that tab I have various saved searches viewable by different…

We limit the use of sales campaigns to our marketing staff but we let all staff perform merges. 1) We want to ensure that we maintain control over content and the use of words that might flag as spam, which has the potential to cause problems beyond ourselves. 2) Another reason for our position relates to our NetSuite…

We develop software and provide turnkey solutions with hardware and software. Here is how we use these two records. Cases are customer-specific records for concern at a site whether a question, defect, problem, enhancement, etc. Cases track responses and communications with customers and contain site-specific details. When…

We are a software / hardware company serving a global market. We found early on that customers wanted different roles for different users so we created multiple customer center roles, some unique to subsidiary and others unique to user type. For example, the billing contact wanted access to everything but he or she did not…

I don't have an easy way to show it without creating a customer record for you but I can tell you that our customers love what we now offer via the Customer Center. I agree that there is MUCH need of improvement in the Knowledge Base functionality but overall the other gains far outweigh this inadequacy. In addition to the…

Charla, Sorry for the delayed response. We created a Master Maintenance Estimate to track everything a customer owns. The Estimate is linked from support screens and the customer center. It's a tedious manual process at the beginning and it requires manual maintenance for each additional sale but it's the best we could do…

Claire, Here is how we solved this problem and it has worked fine for a year. Add a transaction body field called End User of type List/Record where List is Customer and apply it to sales transactions. Add a transaction body field called End User Address of type Text Area and place it on the Address tab of sales…

2009.2 delivers a new Lead form out of the box so it might be worth a wait for your upgrade after which you could customize the lead form to require only that data relevant to a salesperson.

We tried LivePerson several months ago but the product did not work for us. It linked to NetSuite fine but when we closed the chat session, LivePerson closed NetSuite, taking us out of the session and thus requiring us to log in to NetSuite again. We worked with their support staff and NetSuite's on the problem for about a…

Mark We get errors every FEW minutes. Defect 249331: SUITESOCIAL ERRORS CONSTANT It seems that any function performed by a customer in the Customer Center can trigger this defect. It happened when, like you, the new bundle was pushed into our account without notice. Thus we went from working system to a system that sends…

Create a saved search showing the information you wish to display. If you want drill down capabilities set additional fields so that when a customer clicks on the record he or she can see more information. Now Publish a Saved Search From Admin role, Lists > Web Site > Publish Saved Search > New This lets you decide on what…

We are planning to migrate. When we last spoke with Celigo they had no migration utility so it was really for use from the date of implementation. A representative indicated that they may be considering an option for migration at some point.

Yes, we created several custom Customer Center roles. Edit the permissions on a custom Customer Center Role by revoking permission to those things you wish to remove. Transactions: - none Lists: - Only the following: Cases, Contacts, Customer Profile, Issues, Perform Search, Track Messages

To change button text: Setup -> Web Site -> Customize Text / Buttons

According to NetSuite, No. 2009.2 Release Notes: NetSuite has more than doubled the number of lines that can be processed on a transaction submitted through the user interface. Formerly, the maximum recommended limit on a transaction was 200 lines, but 500 lines is now possible in the same amount of time. Note that the…

You might start with one of the Sales Activity reports. I added a field 'type' to the Sales Activity by Customer and it broke down the number of events, phone calls, tasks and emails by customer. I haven't tried working with Sales Activity by Sales Rep in this fashion. Note that we added the LSA bundle to our system that…

Our configuration handles this automatically and our help desk process is virtually out of box. If users enter help desk cases in the employee center, the employee's name appears in the Company field and his or her email address appears in the email field. The help desk flag is set. Employees receive the same email…

Works like a charm. Thanks Evan - your help is very much appreciated.