Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Sure: Create a custom non-stored field that shows PO Creator via Saved Search. In the Saved Search, use "Maximum" to show only one PO Creator. In some cases (i.e., the to-be-updated field is a list value), you would need this field to show the Internal ID of the record, as sometimes workflow won't "recognize" the 'Name".…

You can do that via scheduled Workflow. For the Saved Search's Summary Criteria, choose "Maximum" so that only one of the three creators will be populated. If you want to show a specific creator, you should be able to do that via a formula (e.g., MAX(CASE WHEN ****).

Hey @ONO4, Can you share some screenshots? I am unclear whether you are trying to sort a Custom List's or a Custom Record List's values.

The Sandbox isn't the best place to test email notifications, as the emailing is restricted by design (i.e., not to send test/multiple emails to users or customers). The actual email should be sent to all "Recipients from Results". You can test that in Production by: Creating a test project filtering the Saved Search to…

Hey @Glenn Van Doren, You have to check the "Send on Update" checkbox for the alert to be sent:

Thank you, Team!

I see what you mean, @HC22, Can you try setting "Own, subordinate, and unassigned" and see if that changes anything? As a workaround, you can also set up a daily email notification to send the list of Supervisor's customers to subordinates. Another option would be to allow viewing of all customers and then create a…

Hey @User_ETZRS, When you created the custom view, did you make it public? If, after making it "public," users still can't see it, add the following permissions to their roles: Custom Sublist = View Custom Sublists = View Custom Subtabs = View

Hey @HC22, The "Territories" and Custom Fields don't impact role access. When the role is set to "Own and subordinates only", the users are granted access to records belonging to their supervisor hierarchy. Are you saying that with the set preference, users can't see their supervisor's customers? If so, can you provide…

Hey @Puja Ghosh, The SuiteSuccess team tests the bundles multiple times before releasing them, so I would be surprised if that is a defect. Can you check if all standard roles are active? Sometimes, when standard roles are inactivated, bundles don't install properly as they are trying to access standard roles and can't.

Hey @MHS Crane, The best practice is to set up one customer with multiple Ship To Addresses. To facilitate reporting, you can create a custom "Branch" field and tag Ship To addresses and Contacts.

Hey @User_KY495, You can do that by choosing the Item join and select "Name = Does Not Start With":

Hey @Lauren Rosen, There is a SuiteApp called "Effective Date Pricing" that should help with that.

You can do that with a Transaction Saved Search with the following criteria: It would be best to schedule it to send weekly emails with the previous week's results, so you have all the required historical records.

Hey @Lauren Rosen, I helped to design the NetSuite Standalone ARM module and my response is biased. @Angela Bayliss is correct - it can be a nightmare if it is not configured correctly and users aren't properly trained. This applies to any advanced tool. If it is configured properly, it should make your work significantly…

Charge-based Billing supports any recurring billing patterns. For Charge-based projects, the billing frequency is defined by Billing Rule, not the Billing Schedule:

@Vernita, Yes - the SuiteApp uses JEs to redistribute costs. JEs can be linked to Projects. If you confirmed the "Transaction Line Distribution" SuiteApp couldn't be configured to post to Projects, then you would need to do the re-allocation manually or via script.

Hey @Mathias_Netsuite, What Billing Type do you have on the Project? If you use Charge Based Billing, you only need one default Billing Schedule and the Billing will be defined via Billing Rules.

Hey @Vernita, Take a look at the "Transaction Line Distribution" SuiteApp, which should help with your issues.

Hey @FazeprooF, To overcome that issue, you should turn on the "Use Expressions" under the Saved Search Criteria and use OR to define the "Is / Is Not" within parentesis.

If you want the MRP to order quantities of 24, then you should set the "Lot Sizing Method" to "Fixed Lot Size" and set the "Fixed Lot Size" to 24.

Perhaps you wanted to set the "Fixed Lot Size" and not the "Fixed Lot Multiple". Check SAID: 95176 - Setting Supply Planning Parameters for a reference. With MRP, you can't choose the "Fixed Lot Size":

Thanks for the clarification. Do you have the "Advanced Item Location" enabled? If yes, are you comparing the Fixed Lot Size and Workbench results for the same location?

Hey @Bill Quinn, You can create a "Payment Token" custom record attached to the Sales Order record. When you send the sales order and token information to NetSuite via RestLet, you can store the token information on the "Payment Token" custom record attached to the SO. You can then retrieve that information from the custom…

Hey @User_M4JOC, Would you need to enter a specific date or a date range?

Hey @Philly_NS, On one of your screenshots, the item is "1717-White," and on the other, it is "1717-Lagoon". Is it the same item?

When you create an account transaction and manually match it with an imported bank line, you can click the Make Auto-Create Rule From Selected Transactions box. That way, you can auto-create JEs based on Reconciliation Rules:

Hey @Gert Van Damme, Did you consider using the Project Intercompany Cross Charge Request feature? https://suiteanswers.custhelp.com/app/answers/detail/a_id/1011997/loc/en_US https://suiteanswers.custhelp.com/app/answers/detail/a_id/9313/loc/en_US Another option is to create a Dummy Customer representing the Subsidiary and…

Hey @Mark Dotson, Do you have the "Preferred Bins" set on the Item Record? If yes, you can choose the "Inventory Item: Preferred Bin Number: Name" to show the Bin Name. Or, you would need to create a custom "Bin" field on the Item record to include it in the Physical Inventory Worksheet report.

@esabis @Patrick Fresnosa-Oracle For most records (95%+) in NetSuite, you can show the "non-stored" custom field value in a Saved Search if the result is populated via formula or sourcing. The Time entry record is a rare exception. If you create a "non-stored" custom field on the Time record (check the Time checkbox, not…