Nick Horowitz Green Ribbon

The "Save & Copy" will be more difficult, because you will notice that the Save button has a drop down and permits you to pick several permutations...Save, Save As, Save & Copy, etc. So you would need to remove one entry in the drop down list. Also that button remains sticky from however it was set on the last transaction.…

So you are using sub-customers? I.E., Company 2 & Company 3 are children of Company 1?

Jim I have worked with several big outsource data processing companies in the banking industry, including First Data Resources, FiServ/CBS, and both of those companies offer this option as a standard fare: The client pays the full cost of the enhancement, but all customers get to benefit from it (unless sometimes the…

I think you can pick a CC acct as the account to use for the Bill Payment? So just use the Bill Payment as designed and change it from a checking account to a CC acct.

Blitz, have to tried fiddling with the Gift Certificates function? Instead of issuing a Credit Memo and holding the credit balance as negative A/R, instead sell a Gift Certificate and hold the balance as a gift certificate liability on the B/S. That is essentially the same thing...store credit only. Procedure: issue the…

Did you know Contacts can be attached to multiple Customer records? It is a many-to-many relationship. So just keep the Contact attached to both the old and new employer, then everything is retained.

With the custom fields, you can probably source it to the existing lists in NS so you don't have to re-create the lists as custom records.

Lists > Search > Saved Searches and you get the list of all saved searches. The "Type" column is the underlying record type.

Your logo file is poor quality to begin with. You need a hi-res logo file to begin with. Realize that the screen is 72dpi whereas your laserprinter is 1200dpi or higher. So a logo that looks ok on the screen @ 72dpi resolution will look like crap at 1200dpi.

Dave, can you amplify on how to do this with a suitelet? I need to update Dept & Class on thousands of txns.

Hello Lewis, I sent you an email as well. Nick Horowitz Axeus nhorowitz@axeus.com

Are you basically looking for if the date of the newest payment record is less than today's date? Will that work? What about weekends?

Ok, I think I have this working with just standard Transaction Saved Search without needing any special formulas. Go to Lists > Search > Saved Searches > New Pick "Transaction" On "Criteria" tab, and "Standard" tab: For "Filter" pick "Type" in the drop-down menu For "Description" pick "Payments" in the drop-down menu Now…

Derek, that number is the InternalID of the invoice, so it is actually a relevant number. I have a couple of solutions for your situation.... You could do a Transaction Saved Search to create a cross-reference list showing you the InternalID and the Invoice#. You may have to turn on the "Show Internal ID" option in your…

Dustin: Customers are a record that you sell things to Vendors are a record that you buy things from Contacts are individual persons linked many-to-many (as children) back to customers & vendors (i.e., a contact can be linked to multiple customers and vendors) Companies are the union of Customers & Vendors Entities are the…

Derek, if your usual need is to email a couple of Invoices to a customer one-off, it may be easier to use the Email button in NS and let NS email the customer with the PDF attached (there is an option to control whether NS sends the Invoice as HTML or PDF) in each user's Home > Preferences > Transactions tab > Email as…

Unfortunately that is not possible. Something we are working on in the labs is SuiteSQL which would allow you to use actual SQL syntax in KPIs, list results, SuiteScript, etc. Thanks, -e Evan, did this ever roll-out? I have this need again.

Diana, I don't think you can get a total column, unless another user or Evan have a work-around. I would suggest exporting to Excel and adding the total column manually in Excel.

That is a 2 level linkage. You can only do 1 level linkage in base NS. But you could do this if you have the ODBC module. If you don't have ODBC, then you need to run 2 saved searches, export the results to 2 separate spreadsheets in Excel, then use VLOOKUP in Excel to link the "IN-Created From" to the SO# and then return…

Yes just pick the Transaction Type filter on the Filter tab and flag the types you want included.

Damian and Evan, here is a working formula for the credit card expiration date. Note that NS stores the CCEXPDATE as a variable type of CHAR string, not as a real DATE type variable. And it is stored in the format MM/DD/YYYY. The DD is always 01, but NS must ignore it internally; that's why it displays as MM/YYYY on the…

Evan, is there a way to put a short Oracle SELECT query inside a formula field in a saved search, where the SELECT query returns a single value suitable for the one cell in the row? Something like: (this is just an example; yes I know I can get the {trandate} directly in this particular example, but I just made-up this…

I don't think* you can get that all in one report. You will have to do separate reports, export them to Excel and then PivotTable them in Excel to get them matched-up. *you may be able to experiment with a field called "Amount Billed". That field on the Sales order may have the amount of the Sales Order that has been…

I think the other problem is that the CC Exp date does not store the day. Just the year and month, that's why it's text and not a true date field. I don't know if it is stored as MM/YYYY or MM/YY or YYYY/MM or YYYYMM. You need to match the mask in your formula to however it is actually laid-out in the text string. Also,…

CASE WHEN {datecreated} between '1-DEC-2009' AND '6-DEC-2009' THEN 1 ELSE 0 END Oracle has a 'between' operator for ranges. I am not sure if the straight date string value inside the apostrophe delimiter will work. You may have to use the TO_DATE function on the date instead.

Jocelyn, I don't know the answer directly, but here are some tips while you 'fiddle' to try to get it to work. Make sure the to_date function is returning a date type and not just a string type formatted as a date (I suspect it is just formatting a string type since you put MM/DD/YYYY as the mask). Because the…

NetSuite uses Oracle, so you can find an Oracle 10g or Oracle 9i reference on Google and most of the functions will work.

The two pipe characters are the concatenation operator, so you don't need to put it inside the concat() function too

Lori, are those 2 custom body fields free form text fields, or date type fields? What variable type did you specify when you created them? Date math only works with real date fields, NOT free-form text. If those fields are really free-form text, then you have to use an Oracle text conversion function to convert the text…

I think != is only for Javascript. In SQL is it: <> 0 greaterthan and lessthan Or you could do: Case when not ({field} = 0)