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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

Voltron Green Ribbon

Comments

  • I think you can trust the documentation and your test and won't have a problem. Are you aware of the test window for this in production? March 13 11a - 11p Pacific While I'm talking about this, check any 3rd party integrations with NetSuite. There are other companies I deal with that don't keep up with this stuff like they…
  • My code for that... var sr = nlapiSearchRecord('employee',591); var url = 'https://system.sandbox.netsuite.com/app/common/entity/employee.nl?id='; var a = {"User-Agent-x": "SuiteScript-Call"}; var totalContent = '<table><tr><td>User Change Log</td></tr></table>'; for(i=0;i<10;i++){…
  • My system doesn't have payment event search due to our feature set, so I can't run any tests. However, I think you could try out page scraping. You'll need to use SuiteScript and nlapiRequestURL. I experimented with it recently with good success when trying to get at Global Permissions in employee records (parts that don't…
  • Hi Robert, I am trying to do roughly the same thing as Cecelia, but I still don't understand the procedure. How can I create a case rule that uses a custom Date field in a customer record and that selects all cases for customers where the value of Date field is more than 45 days in the past? Can you clarify exactly how to…
  • This can't be a current concern since the requirement has now been implemented. Just thought I'd add I specifically spoke to NetSuite Support about it before the change and confirmed ODBC connections would not require 2FA. Probably a technology limitation. We've been able to continue with the Administrator role with our…
  • I have the same problem whereas I did not previously (different company, still NS). We have an external system (TM1) that needs to connect to NS via ODBC, and the user set up is not Administrator, but I had to add that role to his account so it would work. This is an issue our auditors are unhappy with.
  • I'm unclear on the scenario and problem. I think leading with nlobjSearchFilter had me believe you're scripting. You're just doing this in the UI, right? How are your users changing the filter? Is it shown in the filter region? If so, I think you can untick the Show in Filter Region box so it's hard coded, or you could…
  • Thanks for clarifying. I now recall encountering a similar problem from... maybe 5 years ago. I may have submitted a case. The text field may be your best option unless you want to write some code. Maybe needs a Suitelet.
  • That's your problem. Seems like it should be an integer field. If you're hung on text, you'll have to convert to numeric before assessment and math. Maybe this will work: case when TO_NUMBER({custbody_cbms}) > 0 THEN (TO_NUMBER({custbody_cbms})/2.27) END
  • You can use INSTR and indicate whether it should or should not contain something. Normally, I use case statements such as : case when INSTR({title},{customer.altname}) > 0 then 1 else 0 end. Use Formula (Numeric). Set the criteria to 0. INSTR returns the index of the start of the desired string if found, and 0 if it's not…
  • I think the only problem is your number, 0, is in quotes, which is problematic because you're saying "greater than a character/letter," essentially. Remove the quotes and see what happens.
  • I'm unsure of the global search problem. An alternative is to create a search form and place on your dashboard. In my case, using the Classic Center with my Administrator role, I can show it on the Lists dashboard. There is a portlet called Search Form. The search I used to generate that search form has one filter, Name,…
  • altname may not be doing it. Try companyname. An additional method I use when a formula eludes me is to break its pieces into separate columns. You could create three Formula (Text) columns that contain simply {title}, {customer.altname} and {customer.companyname}, respectively.
  • What is the field type of custbody_cbms? Is it stored? I decided to set up a search like yours and have no problem. The field type I tried it on is Integer.
  • Thanks, David. I'm sure I am getting header and lines. The lines share the transaction number, so that shouldn't make a difference. It's a rollup. The totals per line would, of course, change with a grouping that results in more lines, but, I'll reiterate, my contention is that regardless how the rollup occurs, the…
  • Seems strange. A value in the Results should not be able to reduce the number of returned rows, only increase. I often put formulas in Results prior to putting them in Criteria to ensure they're doing what I think they are; this apparent change in behavior neuters that possibility. Knowing you and your capabilities with…
  • I did something kinda like this awhile back for the Advanced Partner Center and custom records; found I had to do it with code, and a cursory review of your desires tells me you need to do the same thing. There's a native context API, nlapiGetLocation(), that you would use as your starting point, assuming that's what…
  • The emails from the system are essentially spoofed already. It could be used maliciously, I suppose, but the functionality is valuable.
  • Consider dropping the Status criteria and maybe the transaction criteria. If that doesn't do it, pull off the summary criteria. If that doesn't give you useful info, I'd be surprised.
  • jrattinger, did you try my solution? Or did it not work? My comment on mklecka's reply was simply a response to him having deleted his post as I was responding to it.
  • Maybe I'm misunderstanding your request (I don't see an attachment either), but it sounds like a good time to learn Summary Criteria. Here's loosely what you could do. Customer Search... Criteria: - Status is Customer - Closed Won (not really necessary since the next criteria should take care of it) - Transaction: Type is…
  • Seems like you're asking if the sublist index is stored on the Contact. I'm sure it is not. I don't know where that value is stored. Sublists are a strange "object" I don't fully understand. Your exercise is the same thing I did with Contacts awhile back. Basically, ticking a single checkbox on the Contact record and…
  • I don't know definitively, but I tried to do a similar thing and was unsuccessful. I had to step thru every line and check the ID and grab the index of the one that matches. Also, remember that if you remove a sublist item, the length and indexes change, so you'd actually have to check again that line index you removed and…
  • Copy/paste works. I do that all the time with our script files for our auditors. Just confirmed it works on a custom list page, too. I always start at the beginning of the header line and highlight as far as I need to go, copy, then paste into a spreadsheet and delete any unnecessary columns. Match destination formatting,…
  • If you do a search based from the custom record, and the Sales Order and Item are listed on the custom record... Results: Group by Sales Order # Group by Item Count of Item Use summary criteria to show only results where Count of Item is 2 or more.
  • I dig the formatting possibilities. It's great if you KNOW it will only be used in the system, but exporting produces undesirable results as I've seen with formulas before. Using the "span style" example, it looks great, but it shows the entire markup when exported. Sometimes, I create URLs for Edit & View when using…
  • What is the Customer Project ID? It kinda sounds like you're saying that, instead of entering the customer in the Company field, you've created this Customer Project as a company and are entering its ID in the Company field. That can't be right. :confused: If that is what've done, seems like you could just put a Project ID…
  • I have projects setup within NetSuite and they belong to a Parent Customer. Example: Acme Solutions is the customer and they have an "Installation" project. So the Project ID in NetSuite would be "Acme Solutions : Installation" When a support call comes in regarding "Acme Solutions : Installation". The Company ID on the…
  • Has this enhancement ever been implemented? We have some remote employees and would like to be able to create a report to determine if they are regularly logging in. You can already do that with a login audit trail. This enhancement request appears concerned with knowing when they log out or go idle, indicating the amount…