My Stuff
Comments
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Hey @Herman Suherman, It might be related to the "Allow Per Line Classes" not being checked under the Setup > Accounting > Accounting Preferences. Please check to confirm that preference is selected.
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Hey @Elina Kourouzidou, The "Actual Utilization by Project" shows the grouped/sum values of Time Entries, which is why you can't show the "Memo" field. You could do that if a report shows one Time Entry per line (1:1 relationship).
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Hey @Imzy_code, Some of the Center Tabs, such as Documents and Activities, are controlled by NetSuite and will automatically show once the role has the related permission. You can't natively hide those Center Tabs. It might be possible to do this via scripting.
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Hey @Catriona Bowie, To allow the custom role to view Customers, you have to add "List → Customers (View)" permission. To allow the custom role to create and edit Cases, set the "List → Cases" permission to "Edit" level.
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Well said, @Robert Nedelkow-Oracle!
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Hey @KJD, I can't allow the pulling of hairs to continue! :) Questions: Is this happening on Leads/Prospects, Opportunities/Quotes, or other records? Do you have the Team Selling feature enabled? Is the "Sales Rep" field native or custom? Do you have any Sales Territories under Setup → Sales → Sales Territories?
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Hey @BenP, There is no native report, as each customer may have different criteria to define a "slow customer" (e.g., it varies based on industry) and the time frame they consider for calculations. This will be a custom solution, and I have done this for several customers. On a high level, you have to: Create a custom…
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Hey @User_KP3US, Please contact NetSuite Support - they will be able to resolve the issue.
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Hey @mardel, One of the reasons can be that the asset cost changed between the "WO Completion" and the "WO Close". The WO Close ensures the Work Order is reconciled and the GL Impacts are accurate. If you check all GL impacts of the Issue, Completion, and Close, listing all items and the respective Average Costs, you will…
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Hey @user8949742, NetSuite's official documentation doesn't specify a limit for the number of Fixed Assets. Here are the limits that are explicitly mentioned: You should limit the compound asset to five levels, with a total of 1000 assets and 1000 tax methods. There is no limit to the number of assets that the Fixed Assets…
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Hey @User_FQ0VR, The Electronic Payments modules' Payment Notification templates are saved in the File Cabinet under the relevant SuiteBundle (your Bundle ID might be different):
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Hey @User_DQTHD, You can turn on the "Bill in Advance of Receipt" Accounting Preference and generate the Vendor Bill before the Item Receipt. Would that work for you?
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Is this a transaction Saved Search? Are you sourcing the UOM from the Item record? It would be great if you showed a few screenshots from the search, so I can see what criteria and results you have.
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One of the reasons might be the cache. Did you try deleting it? A few forms are entered under Contract Renewal Preferences, but this wasn't one of them the last time I checked. However, perhaps the bundle was updated to include the form there. Can you check? Also, do you get the same results when using a Custom Role that…
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TO_CHAR() works with Formula (Date). When Formula (Text) is used with Date & Time fields, you get 0000 at the end, which is why I prefer Formula (Date). Maybe there is a defect. I recommend opening a Support Case and seeing if they can explain why it is not working.
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The issue might be related to the extra parenthesis in my original formula. Please try: Formula (Date) → TO_CHAR(TO_DATE({custrecord_ctc_cw_contacts_lastupdated}),'MM/DD/YYYY'))
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Thanks for the summary. Can you try this with a "Formula (text)" and see if it works?
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If it was a 1-hour task, my technical team might have done it over the weekend so I could share it here. This will take 10+ hours to build, and that would happen only after a discovery to identify business requirements.
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You have to go to Customization > Forms > Entry Forms and check the check the "Preferred" box for the required forms (e.g., OC_Contract Form)
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Do you get any results if you just enter the {custrecord_ctc_cw_contacts_lastupdated} as a formula?
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Hey @User_BD08X, This can be done only via customization. A combination of custom fields and scripts is required to achieve this.
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Did you try it with a "Formula (Text)"?
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Hey @SWSearcy, I use TO_DATE with custom fields all the time. Can you try (TO_CHAR(TO_DATE({custrecord_ctc_cw_contacts_lastupdated}),'MM/DD/YYYY')) and see if it works?
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Hey @Elina Kourouzidou, The Contract Renewal module is based on various scripts executed in a pre-defined sequence. You can create standalone Contracts only via CSV imports. First, you have to create the "Contract" record. Then, you have to import the related "Contract Items". Ensure the "Run Server SuiteScript and trigger…
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Hey @User_Q1DPO, Roles are one of the records that can't be created or updated via CSV imports. You can update individual permissions via Mass Updates, which is rarely helpful. Your task will be difficult to accomplish manually. You can do that in bulk via scripting. We typically build scripts for bulk uploads to records…
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Hey @HX_SUBHANKAR, You should be able to do that by using a formula field in the saved search. For example, you can use formulas such as ({quantity}/{quantityuom}).
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Hey @User_K51C7, You can resolve this by going to Setup > Support > Support Preferences > General tab and removing the checkmark from "Default Case Form to Send to Customer."
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Hey @HX_SUBHANKAR, If you build a Saved Search and add "Applying Transaction" and "Applied To Transaction", you can see the related transactions. That should help figure out some data sources for the required transactions. You can also go to the Setup → Records catalog to analyze the relationship between fields and records.
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This will be an advanced level Saved Search and not something we can solve here. You can learn more about saved searches for related NetSuite guides, such as https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N676039.html#procedure_N676115
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Hey @Benjamin Paul - USA, You would need to build a Saved Search or Analytics Workbook to get the data you are looking for. You can't do that via standard reports.