Steve Buttitta Blue Ribbon

Agreed. The employee center license is a bit of a pain in the butt to deal with. Only other option to consider would be rearchitect your security so that a custom role wasn't needed, but that seems like a heavy lift and may not be practical.

….well, maybe. What are you trying to grant access to and in what way. You are correct that employee center role is severely limited, but there are some work arounds depending on what you're trying to do. Either tag me or DM me when you respond so I can check out your response.

You can with a saved search. base it on a transaction then filter by type and status. If you need help setting it up, it would only take 5 min and I'm happy to help. DM me if you need help.

I've used that infrastructure with my company for many years and there are a lot of holes for a professional services company. For example, NetSuite does a great job of tracking percent complete based on time entered vs planned work, but in the real world, not everything goes according to plan. We have a consultant entered…

You need a JSON field that has a hierarchy. Something like: [{tranid: 1, lines:[…]}, {tranid: 2, lines:[…]}…]. It's a pain in the butt and unfortunate that you have to do all that extra work, but if it's a requirement to do what you proposed, I think it's the only way. If you want to meet, I'm happy to walk you through…

I agree with all that. One other approach would be to not give direct access for your customer to the file cabinet. Provide a front end that you control. When they "remove" a file, you can audit the change and then remove the file from the file cabinet with SuiteScript.

I'm afraid it's not really that easy. NetSuite typically has a go live line in the sand approach and they don't have a great way to import a running transactional history. I've done it before, but it's painful. For example, you can't import a deposit until you import a payment which you can't import until you have the…

Right….you'll need a User Event SuiteScript (or Workflow) to pull the new rates. The copy brings over the data "as is". Happy to help if you need.

Yes…saved search would work with summaries. Set the Summary Type to Group for any fields you want to group by. Set the Summary Type to Count for the some field on the associate images tab. If you want to only return items without images, set a filter on the Criteria → Summary tab. You can also accomplish this with SuiteQL…

Yeah….Advanced PDF/HTML data is kind of hinky. The work around I've used in similar circumstances is to write a User Event script to copy the data I needed into a custom field as JSON. Hide the field in the UI. The custom field will be available to the Advanced PDF/HTML generator. In the template, you need to parse the…

I haven't see that, but if you post the custom approval code I can see if I can help you figure out what the issue is.

I'd be happy to jump on a call and go through it with you. My guess is that the item configuration isn't correct and that when you added the new location and subsidiary, the import no longer successfully assigns the subsidiary correctly. The easiest way to start to troubleshooting is to go down to a single line CSV and…

There's not a great built in way to handle this. You would need to create a historical table of employee/billing class/effective date. In the timebill after submit event, you would update the billing class (if it's different). Happy to show you how and provide some sample scripts if you want.

…adding one more option of custom SuiteScript + SuiteQL.

Yeah….I got hosed by that too. I had to buy full licenses for staff because they needed project information. After 5 years, I built an external portal for my consultants to use to avoid the need for any NetSuite licenses. Now only core accounting team works in NetSuite. Happy to explain further and share insights if you…

Depending on your end goal, you can get these via SuiteQL. For example, below is a query that gets all project task resources for project tasks in a particular project (substitute project internal id for ###). If you want hours summaries (actuals, planned, percent complete, etc), you can join in timebills. We do tons of…

I agree with what Jebin noted as I've run into this myself in the past. I wrote a script to migrate information to the new project. It gets tricky because you have to ensure that you either duplicate items (like project tasks) or copy/deactivate items (like timebills). If you share the data that you have hanging off the…

Yeah, I've run into that in the past as well as we're opportunity to project based as well. I wrote a suitescript that attaches to the opportunity and updates child records either during the before submit or after (depending on your criteria). I'd be happy to help you implement something similar if you would like. Feel…