User_EIPWY Red Ribbon

Permissions changes always require the affected users to log out/log in to take effect, and I've also occasionally noticed that they appear to just take time, i.e. even despite logging in/out they don't take effect immediately, as though it's taking some time for the permissions changes to propagate in NetSuite's DBs on…

Try Knowledge Base, should be Lists > Knowledge Base

No, not that I've seen. I'd recommend using the native status field for a top-level status, and then custom after that. You could look at using a custom record to creating depending status lists as well, might help with segmenting.

I think the parent-child structure is the best practice. Manual maintenance of it is challenging, but it can also be scripted. There's another thread about this here: https://usergroup.netsuite.com/users/showthread.php?t=23956 I think the principal difficulty is defining how it should work in a way that works for most…

Hi Brian, I've worked with Marketo-NetSuite before. Marketo's NetSuite integration is just a white-labeled Boomi license (unlike their SFDC integration, which is built into the application). Boomi support comes through Marketo, which can be frustrating. Overall, I'd say Boomi is a good integration tool, not great, but gets…

You're welcome!

When you say only the first two columns show, do you mean that only the first two have data? The third column still appears, right, it just doesn't have any data/results? My first guess is you're doing a Customer (or other entity search), and your custom field is on the Contact record, but you're not pulling the custom…

Yep. Create a saved transaction search that with at least the following criteria: Type = Sales Order Status = Pending Fulfillment (You may also want to include Partially Fulfilled, depending on your process) You may want to include other criteria, e.g. if you use a Ship Date field, you could include that, or alternately…

I don't think you can't disable the "Use Classic Interface" globally, but you can definitely set it to false for a particular role (on the Preferences tab). I haven't tested to see if an individual user could then override that (I think they could) or if it actually prevents them from selecting the Classic Interface.

Anyone figure out how to search on payments that have an Unapplied Amount? This would make me really happy. This option is very helpful however it only is taking into consideration the Amount Remaining on an Invoice and does not tie-out with the A/R Aging Report. How could I incorporate Payment transaction types…

I think performance is likely the main reason for the limit. Too many searches on a dashboard and load times would quickly become unacceptably slow.

There's not much customization available (assuming you're talking about the global search). What there is is available at Preferences > Reporting/Search. You can also use prefixes in the global search to restrict results to various record types.

I don't know when this happened relative to when you posted, but we observed all sorts of weird behavior with both web services and beforeload scripts Monday morning (CT).

Okay, my bad. I put contact as the type for both. Facepalm.

Okay, so I tried specifying the record type for detachFrom, but still same error. Here's my updated xml: <soapenv:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"> <soapenv:Header> <passport…

It may just be me (though I don't think so), but there's currently an S2 defect because both Suite Ideas and the Account Center are inaccessible due to a login/authorization issue. Evan

You can get credit card numbers via saved search, after jumping through some compliance hoops: https://system.netsuite.com/help/helpcenter/en_US/Output/Help/Accounting/BankingPaymentProcessing/FundsCapture_Credit_Card_Number_Security_and_Compliance.html?NS_VER=2013.1.0 I don't know about ACH on the customer record, but I…

Thank you, much appreciated. Missed that in my searching yesterday.

Yes, I know it's possible, but I don't know how we did it. Last company I worked for had an in-house data migration tool that did exactly this. We used it to multi-thread data imports when clients didn't have concurrent licenses.

They're exposed via NS webservices, so I'd guess that Boomi doesn't automatically expose new NS native fields. Have you asked Boomi?

Revenue commitments are their own transaction. You can post by line in the UI, but it involves deleting items manually from the transaction that is auto-generated from the SO (after pressing Commit Revenue). As Amy says, you're basically splitting the posting of AR and Revenue between two transactions. As far as I know,…

Hi Richard, I'm not an expert, but I can get you started. You can use nlobjSearchColumn with setFormula. What are you trying to do?

Have you tried creating a custom financial layout? 

Hi Marty, Any updates on this? Would be very curious to hear. I've turned them on in sandbox, haven't noticed slowness so far. Thank you, Evan

If you stick this in a formula on it's own, does it give you 10? (to_char({today}, 'mm'))-1 If yes, then I think the problem is datatype. Try wrapping the to_char in a to_number, e.g: to_number(to_char({today}, 'mm')-1) You'll need to do that with the other to_char as well. Also, set your formula fields to numeric if they…

Oops, yes. Subtract 1 from the result of the to_char on {today} (to_char({today}, 'mm'))-1 Those added parentheses may be unnecessary, not sure, but they won't break it.

I suspect you can't use the UI relative date filters in formulas. At least I haven't tried or seen it done. This will get you the current month as text: to_char({today}, 'MONTH') Evan

Oops, add a couple more brackets and one more syntax fix: "!=" is javascript, use "<>". This works, using {trandate} in place of your custom date field: WHEN (to_number(to_char({trandate},'mm'))) &lt;&gt; (to_number((to_char({today}, 'mm')-1))) THEN 1 ELSE 0 END Evan

Also, you're missing the first to_char. Adding that, and the to_number to both: CASE WHEN to_number(to_char({custrecord_tran_customer.custrecord_tran_ date},'mm')) != to_number(to_char({today}, 'mm')-1) THEN ({custrecord_tran_customer.custrecord_tran_est_gp} * 0) ELSE CASE WHEN…

There's no good answer to your question, but the answer is that the report includes joins that aren't supported in saved search. While odd, these isn't unheard. What you need is an employee search that allows you to join to activities and messages (emails), but I don't think the first join is supported. Which is dumb. I…