Scott Bukolt Red Ribbon

Also, How to or what settings are needed in order to be able to enter time against a Completed Project Task?

Thank you for the quick response. The error was just resolved as I understand it, and we were able to submit PR timely. s.

Thanks but there are lots of scripts and workflows on the Employee record. How would I be able to determine which may be affecting the soft opt in function?

Browser Cache Cleared. As mentioned, this is SOFT, NOT CONFIRMED Opt...I am well aware of the difference. The function fails regardless of browser (tried several), Browser Cache (some of the Browsers I used had never been used prior on this computer), or method (Mass Update or individual employee record Edt). s.

Michelle, Thank you. That is exactly (one of) the procedures I used (mentioned above in my memo). It fails to make any change to the existing state of the Marketing Subtab variables. All remain exactly the same after the Mass Update.

I apologize but I have not been able to get back to this today due to other more urgent business tasks. I will be working to get this completed before the end of the week. Please keep this open for now. Thanks. scott

Thanks. I will reconstruct and post screen shots of Transitions tomorrow (6/29) after 12 noon CDT. Thank you for staying with me on this. Very much appreciated. Scott

Will do. I've been continuing to make modifications via trial and error so some of those may not be the same as they were last week. Stand by...

That is correct. Yes. While the workflow log shows change in Field Value with respective Approve or Reject button presses, when any Role/User views the Record, that Field is empty. The result is, that the SalesRep or creator of the Estimate, or their support staff, cannot see what the current Estimate Approval Status is at…

Thanks for all the help. I have implemented all the proposed actions, however, while some did help improve the workflow process, the original problem still exists; namely the (custom field) Estimate Approval Status remains blank when one views the Estimate Record.

I really appreciate all the help. I did make the following changes that did improve the Workflow process: Move the Remove (Sales Order) Buttons as directed. Changed the Workflow Trigger to After Submit as directed. Made the Approve State Non-Exiting While these all helped me a lot, they did not achieve the original goal of…

Above are various Screenshots of the Workflow and Custom Field and Custom List setups. Let me know if more are needed.

Thanks Patrick, but I don't believe that's actually the same issue. In our experience, Task Status (any, including Complete) has absolutely zero effect on Parent/Milestone task status. ONLY when Actual Hours for all Child Tasks are met or exceeded. In fact All Child Tasks can be marked Complete, but the Parent/Milestone…

Patrick, I just moments ago figured it out. The order of Tasks within a Milestone (Parent), is decided by the Insert Before selection. Thanks for your help though.

I'm fine with that. I just KNOW this is a flaw, and I have to believe there are many NS users faced with dealing with it. I'd love to hear from someone about how they manage any kind of real scheduling in Netsuite given these issues and lack of simple intra-application integration.

Here's the scenario/situation: Jane is a Field Tech, and as such normally assigned to Project Tasks most of her Work Calendar. Bill is a Project Manager and as such has Project Tasks as well as CRM Events such as Strategy meetings, corporate and manager admin meetings, etc. Joe is an Account Manager. Joe needs to meet with…

I wish I could help, other than to say that we are planning to eventually use the Support Case for the same purposes and I can say that we will have the same issue. It is only after some Triage that we can determine whether a Support Case is actually a Warranty issue or not. So we will be very interested in how to resolve…

I was told we received 5 with our Subscription and that they are sold in packs of 5.