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User_I4269 Blue Ribbon

Comments

  • I would love to vote for this enhancement but I can not find it in Suite Ideas since you cannot enter the Enhancement number.
  • After many different variations of formulas I finally found on that displayed the accurate data. The formula I used was: Formula (numeric) TO_NUMBER(CASE WHEN {systemnotes.newvalue}={systemnotes.oldvalue} THEN 0 ELSE 1 END )
  • Thank you Ashih this takes me one step closer. However This only subtracts one transaction and not all of the transactions (Bills) applied to this Purchase Order. It seems that the SUM function is not working. Any suggestions on that?
  • when you edit the Online customer form, there is a Workflow tab. On that tab you can specify how to handle duplicates, one of the options is to 'Always create a new lead' or 'Update the first matching record'. I think changing that option will get you headed in the right direction. I looked into that and I do have it set…
  • I am also looking to hide the pricing tab and the basic tab. Both tabs have a grayed out check box is the setup when I try to customize the item record form.
  • Thank you Ahumphrey, Your solution worked perfectly .
  • I am looking to restrict the automatic creation of contracts. We still want to use the bundle for the other features but we want to only create contracts manually. NS support can not tell me which script to turn off. Anyone else experience this and/or had success in turning off this part of the bundle.
  • Yes this in 14.2 and it was an issue during preview that netsuite never resolved or told us this was the issue so we could have the developer fix it. We were updated over this past weekend and overall everything except this issue went smooth.
  • Another issue is that the Shipping fee and Handling fee are combined on one line called "Shipping(UPS ground)" or the above case "Handling(UPS ground)" . We have selected the preference to charge shipping fee and handling fee separately. On the Sales Order screen in Netsuite both charges are on separate lines in the Total…
  • Thank you for the response. The issue is that the above works but every now and then after submit the values change For example before submit I will see this: To Apply - 500.00 Applied - 495.00 Unapplied - 5.00 After Submit and page is auto-refreshed I see this: To Apply - 495.00 Applied - 495.00 Unapplied - 0.00
  • How do you remove a contract that has been created by mistake.
  • No one has an answer for this ? Not even Evan or another Netsuite employee??
  • We have send out a weekly specials email each Monday. Currently it is a pdf attached to the email which has no links in it. I am looking to make the email interactive using item fields ( Name, description and price) from Netsuite Item Records. I am not happy with what netsuite's email marketing . I am looking for some…
  • There are a few options in the Saved search that will help clean up the look. The first is change the search style to "report" and the other is to use the pivot table function just make sure you have the customer name and customer internal ID in your results if going the route of the pivot report. From what I have heard…
  • I am looking for a way to track the days of the week a customer usually purchases. I have a report not a search that shows month by month sales total and the number of transactions but I also want to see what days of the week they usually order. I have a lot of customers that order every week or every other week.…
  • Just one. Is this only available from the employee center ?. How do you create a help desk case from general user access or admin ?. Wouldnt it make sense to have this available in any role - otherwise I will have to create employee centers for every user ?. which I dont want to do - only employees. IS there any way to…
  • Does anyone know if I can have different settings for help desk cases and customer cases. I need my internal cases to go to my help desk team and customer cases to go to the Sales and warehouse team. Any thoughts on how top do this?
  • farrago, What has your experience with Centek been and how do you like the Quick order Pro, is it as easy as it appears, also how long did it take to implement.
  • Evan , I need a promotion one buy get one free. If the customer buys 2 he gets 2 free ; buys 3 gets 3 free...etc. This sounds easy right. But it is not. I tested by creating a Buy X Get Y promotion. Then I created a Sales order and entered 6 pieces of an item. I am expecting a discount on 3 pieces but instead I get 5 free.…
  • Yes I am having a lot of trouble with the loading of Customers and Transactions. Customers are taking 30 - 60 sec to load and about 98% of that time is from the server. I have a case open with Netsuite but they have not admitted that there is a problem on their end. I have been complaining about this problem for months I…
  • Is there a way to create a saved search that looks for what Upload Queues are pending or processing. I usually pick a queue other than 1 because there is usually always an import in Queue 1 but sometimes the queue I pick is either in use or pending. There are a few other people in my company that use the upload queues.…
  • Is there an SME for suitecloud plus? I spoke to my account manager and got pricing and data sheet but the data sheet is not very helpful. I am looking to find out detailed technical information about suitecloud plus. I am having speed issues due to the multitude of scripts and workflows running during searches and…
  • I am right there with you Glen, I think that for the amount Netsuite is charging for a single license there needs to be a lot more clarification of what it does and what the limitations are. Is there an SME for SuiteCloud + ? I spoke to my account manager and got pricing and data sheet but the data sheet is not very…
  • Robbie thank you for the response but I am looking for the field in a saved search that will shows what "Global Permissions" a rep has. Currently the the only way I can see this information is by looking in the access tab of the customer record then clicking on the global permission subtab. I have tried to create an…
  • Hi Brett, The "Role fields..." join on an employee search includes Role : Permission, Role: Permission Change, Role: Permission Change Date, and Role: Permission Change Level. Thanks, Will this show if it is a "GLOBAL PERMISSION"
  • This helps however I am trying to see How the customer sales today compare with last years sales and I want to see customers that not Bought this year as well so I want to return the zero value in those instances I tried running my search the way that you suggest above but it only returns customers who have bought stuff…
  • CASE WHEN ({transaction.type}='CashSale' OR {transaction.type}='CustCred' OR {transaction.type}='CashRfnd' OR {transaction.type}='CustInvc') AND ({transaction.account.id}=194 OR {transaction.account.id}=195) AND {transaction.trandate}>'1/2/2013' THEN {transaction.amount} ELSE 0 END
  • I created the formula with the Transaction date rather then the creation date and it works great in Searches. However it can not be added to a Report and I am looking for the flexibility of a report. Anyone have some input?
  • Thank you I am using a report and not a search so would I need to create a custom formula field on the transaction?
  • I would love to see this entire video. I am currently using a suite extender called BluebridgeOne geo mapping which give me google map integration and geo coding from saved searches. However the features are not robust enough for my users. We have thousands of customers and about 50 or so Retail locations and my users want…