Correct. Can't get that to populate.

Thanks for the response. I have turned on this feature (attached image) in the General Preferences under Setup. This automatically creates contact records for our employees. The problem is, even though I assign them a company in their new Contact:Employee record, It does not show up correctly under the Company record.

Thanks. Is the intent of the Expense Category to use it instead of an Item? Is it an either/or function? I can't seem to find any information on how it is used.

Helps very much and thanks for the responses. I like that the Event Resources show the availability and notify you of overbooking, I wish the same rules applied when booking Resources for the Resource Allocations. Having them one in the same would solve a lot of calendar issues. The separate paths, with oddly the same…

Anything?

Any input on this?

You are correct. That field was a Custom Field.

Circling back on this. I was able to modify the workflow to answer my prior question. I do have an additional question. BTW, this is all to resolve a time stamp issue. Since Netsuite doesn't timestamp when a user assigns a task, i am using this to compare when the status was changed. I created a simple workflow to add a…

Thanks! I am certainly looking forward to the response!

This is very helpful. Thank you. If I want to use this to change the Start Date to whatever the day of the assignment is, would that be run as a separate workflow? Can it support multiple variables?

no. I want to see the system information of when an assignee is assigned to a task (date period), then when that task was closed. Just leveraging the system information for the tasks.

Grant, Thanks for the response, this is very helpful. This appears to only show quotes with invoices associated with them? I would like to use this to validate if a quote/project has not been invoiced.

I got it! Thanks for your help! Here are the settings. It's not even utilizing a stacked graph. so weird.

very close. they are stacked, but it is, in addition to. Its adding the 2021 number to the top of the bars

this image may help. I modified it to try and show what I want it to look like. This can be a bar graph or anything to show monthly comparisons, year to year. Thanks for your assistance!

Thanks. modifying the formula provides some clarity in the chart, but it is not stacking the years? See attached images. it is just adding it to the front of the graph. I am hoping to overlay them to show differences

Thanks for the quick response. Attached are some images from the data set view and the portlet view. Also, the month formula worked, but there is no order to the months, I assume that can be specified?

What about the date criteria? How do I set a monthly range to accommodate what I am trying to do. It looks like your question answers my auxiliary questions of "I am also assuming that only KPIs can be represented as percentages."

I am evaluating quote transaction amounts. I have uploaded a screenshot (not sure if this satisfies your request)

Camille, You are correct on the Time Zones. The Tuesday Allocation was set by EST, and I am viewing it as Monday on CST. That is a serious problem. I can't have all my engineers changing their time zones all the time to validate the correct timing. So even blocking a 2 hour window of time places it in the wrong day. 

Unfortunately still no notification. I can't get any Saved Search to provide a notification when a new record is made. Only if a change was made to a record. How do I escalate this up the ladder?

It still doesn't work, but I think I know why, but need your expertise to verify. I think it is the Field Naming convention. On our templates we have a 'Project Manager (Custom)' field that is populated. But in the Email-Updated Fields option, that field does not exist. So it is looking at two different things. See images:

Well I am certainly stumped. Searching through the bounced and sent emails. There are none that show any outbound emails to the recipients I setup. I am not sure how to proceed.

This does not work based on the criteria you have provided. I can't get this to work on any new creations for any search type, only changes to existing records.

I'm not sure I understand this response?

Thanks for the feedback. I hope this enhancement is expedited as I would find this extremely beneficial!

Thank you. I am trying to create a financial report for all the invoices that have been paid so we can pay out commissions. Currently, on the invoice record, there is no way to see if/when it has been paid when running a report. I will try running it through a search.

* May I confirm if the calendar that you mentioned is the Work Calendar in NetSuite and not any Calendars from other applications (e.g. Outlook Calendar, Google Calendar, etc.)? Netsuite Work Calendar * What role are you using? Admin/Project Manager * What are the roles the other users are using? Project Manager/Sales Rep…

Sorry for the confusion. I mean if I have multiple PM's that should get separate notifications. For example. If our sales team initiates a project and John is the PM he gets a notification that he has a new project. If our sales team initiates a project and Dave is a PM, he gets notified. And so on.

Thank you for this response. It was very helpful. If i have multiple Project Managers, would the requirement be to setup a search for each user?