Olivier Gagnon NC Red Ribbon

The rationale of escalation is basically that the case gets the attention of a high-up or specialist, without the rep that started the case losing the ball. But I understand what you're saying. It would indeed be possible to put a bit of code there to play with the Assigned To person, setting it to the value of the…

FYI there is also a defect with campaing stats, making them currently very innacurate. Defect 167700.

If you have never scripted you'll need to read the Suitescript Developper's Guide to understand how scripting works, and probably a javascript primer which you could find by googling. The script you need to do is probably a onFieldChange trigger and will make use of nlapiSearchRecord(). What you do when you have a…

If you have a Payment Method, your SO becomes a Cash Sale. If you don't, your SO becomes an Invoice. That's the rule. You may have to select a different Custom Form to make sure Terms appears instead (or along with) Payment Method.

Yup, refer to this help topic: Web Site : Web Site Preferences : Setting Registration Preferences for Your Web Site : Displaying Login Fields on Your Web Page The process is explained and the necessary HTML is given.

With your Lead/Prospects/Customer, you can secure them using the logic intended for Sales Reps and such. In general, you should be able to configure them so that only the sales rep and his superiors can see a customer/lead/prospect assigned to that rep - i.e., other people won't see them. For Vendors, as pointed out,…

Oops, sorry! :o

You could create an item Group or Kit that contains your 2 items and a discount. But that seems kinda loopy to me. I think the best solution would be a script in this case.

Angela is quite right and this is the way this has been done in Netsuite since time immemorial but you might also be interested to know that I understand that Field level Security is coming in the 2008.2 upgrade due in a store near you this month. It will only work for Custom fields, though, not standard fields. You can…

My .2$ is that a non-script approach is in therory always preferable. However, the scripted approach is faster to set up, more flexible on the long run, and faster to modify. The downside being anything scripted is theoretically vulnerable to Netsuite changes (voluntary or not, such as injected bugs). In practice, this…

There is no mass delete functionality in Netsuite. You have 2 options: you can use a scheduled script that runs the search and then deletes all the records, or you can run your search (in the UI), Enable Editing, and Shift-Select all the contacts on a page (50) and press Delete, and keep doing that till they are all gone.

In this picture, the "Source List" needs to be "Entity". "Source From" should be the name of the custom field holding the location on the Customer.

Hi Will, You will need scripting to do this. What you ask is actually fairly common (for one reason or another) and we have often coded customer/location (or department)/form logic. But it is all done with scripting, there is no other way.

Sure, on the custom field record, on the Display tab, set it to Disabled.

Yes, indeed. This is called sourcing. You can accomplish this by a) Creating the "default location" custom field on the Customer record b) Creating a Transaction Body field that sources the field created in step A. Uncheck the "Store Value" checkbox, and Disable the field. The end result is that you will have a custom…

Can be done with scripting. I think we've done stuff similar to this a few times.

We also recentely pointed out to support that most of the "bread crumb trails" in the documentation are either missing or wrong. Hopefully the Documentation team will have that fixed.

Knowledge Base solutions seem to be what you want, I think. You're talking about receiving a case, and often the same questions come up, right? In that case, you'd set up your Knowledge base with a Topic for that common question, then write up your canned answer. When you get an inbound email with that question creating a…

If your requirement is only to track the qty, you should create your brochures as Inventory Items and play with them with Inventory Adjustments.

You will need to custom code this behaviour.

This is a bug that was introduced and never fixed when NS improved the tax functionality. Go to Setup Printing, Fax & Email, before last checkbox of the first tab, "Print Tax Code Summary on Sales Form". Make sure that's not checked.

Bonjour, Le setup ne sera pas particulièrement différent de d'autres situations, avec les même riques et points d'attention. Le point le plus difficile est le concept Français le lettrage, qui n'est pas résous par multi-book (ou tout autre solution offerte par NetSuite). Pour multi-book, ca sera problablement juste IFRS vs…

Hey Rich, Under Setup->Company Preferences, you can set a number of Preferences to disallow personal override. Personal Preferences not appearing here cannot be disallowed.

When giving new permissions to users, firstly they will need to log out and log back in to see them. However, sometimes even that is not enough. They may need to clear their browser's cache. Finally, it is my experience that some center types simply do not have menus for certain screens, and so while the user will have…

No ideas, I'd have to play around. My feeling is there's no way to accomplish this. Could be wrong.

Well that's correct, there is only 1 date filter than can be applied.

It is Classic center

You can make an Investor center, but you must decide what kind of center type you want to make it. It can be a limited normal license seat (so costing 1 license per center), an Employee center license (5 seats for the price of 1) or a Customer center (no fee). Obviously, with a full license, it is very simple to display…

You have double-quotes within double-quotes - "<embed src="http://a [...] Replace the quotes within your encapsulating double-quotes by single quotes. If that is not possible, use the escape character before your internal double-quotes (i.e. \" )

We would love to have the ability to type in a discount on each sales order/invoice item and have the customer paid amount per item show - instead of one overall discount. our customers want to see the regular price, their discount, and what their end cost per item is seems to be a huge issue with sales people! would…