acasale Green Ribbon

Thanks for the reply. I definitely need a little more detail to even attempt. Conceptually I understand what you are saying but at this point I cannot build this without more instruction. Unfortunately I will not be attending Suiteworld this year. I just can't justify the cost. I was there last year. To me it was geared…

Thanks for all your help. it was your formula. I just needed to know where to put it.

Thanks for the reply Evan. This is my first attempt at a summary formula criteria so I need a little more assistance. If I select "sum" as the summary type on the summary criteria page and I use amount as the field, I do not see a logic field on the pop up. I am assuming I'm in the wrong place. Any further instructions…

With this search I am only worried about the transaction total amount. This search is to check for any billing errors before invoices are sent to clients so I am not concerned with any partial payments with this search. The current criteria are: Mainline:True Date:last week Type:Invoice Status:Open Invoice plus 2 custom…

That is what I was thinking. however I need a little help with the formula. I am not sure of the proper structure because I am using the sum of one field.

That did the trick. Thanks Evan.

Yes, you have it right. I am starting with a transaction search. I am not 100%sure what you mean by only sum the total but I believe the answer is yes. The custom field is on a custom record.

The formula seems to have worked perfectly. I am pulling all sales orders from saturdays. My only problem is I cannot get the results to report on one main line for each transaction number. I get multiple lines in my search results for each transaction number which is inflating the totals. Any suggestions?

Hi Everyone, I've used this forum so far mainly to learn from others so I figured it was time I gave back a little. Our previous ERP software had a field on the Customer record that held the Last Sale Date of a customer. It made a lot of things in reporting very easy and convenient. I missed it in NetSuite so I came up…

Thanks for the response. I am currently using this feature for some customers. We have several customers place multiple orders every day and prefer to recieve weekly or monthly bills. Our current process is to manually print the customer's invoices for the previous week/month, save them as either one file or as a single…

yes, Thank you.

Case number 794809

I already corrected the problem manually but I would love to know how to correct this if it happens again. I have never attempted scripting. Are there any good resources out there to learn the basics?

Evan, I'm assuming this would be a very simple script. Where can I go to do to learn how to write it?

Will it work if we apply a script that would select the the division by a the custom form?

Evan, No luck using a standard sales order and applying it to a customer center role. The fields show up on the customization screen but when logged in under the customer center role the fields do not appear on the screen even though they are checked off to do so.

Again unfortunately not. They are able to make G/L changes.

unfortunately our full access users have the ability to edit transactions in a closed period. This is taken away from the Admin users when I uncheck allow admin to post in a closed period but it has no effect on the full access users.

This search pulls open sales orders older then one hour not assigned to an employee. I would like to change this search from 1 hour to 50 mins. The current logic is (1/31/2011-to_date(to_char({trandate},'MM/DD/YYYY'#||' '||to_char#{custbody4},'HH:MI AM'#,'MM/DD/YYYY HH:MI AM'))-1/24 Any help would be greatly appreciated.

It worked like a charm. Thank you Evan.

This is what I have. I can't get it to run without an error. Am I missing anything? ({today}-[to_date(to_char({trandate},'MM/DD/YYYY')||' '||to_char({custbody4},'HH:MI AM'),'MM/DD/YYYY HH:MI AM')])-1/24)

Evan, Thank you as always for the timely repsonse. I tried your formula, replacing custbody_xxx with the custom "time received" field, in our case custbody4. The search runs but is does not filter out any of the results that are not yet 1 hour old. I still have the same amount of sales orders with or with out this criteria.

I filed a case with support on 2-12-09, case no. 839614. They have been no help.

Once the task is complete the LSA will be automatically updated so the customer would not return to the search until the LSA again goes over 30 days. I thought about the check box but it just seems like an additional unnecessary step.

Evan, Thank you for trying to help. My last conversation with support was that this is not possible for whatever reason with workflows. Their position is it needs to be done with a script, which the can not assist with. If you have anyone specifically I can contact to discuss that would be greatly appreciated.

Yes, that is correct.

Daniel, I have created a simple saved customer search. The criteria are: LSA before 30 days ago and Task status not equal to "not started" or "in progress" and Sales rep equal to sales rep BR (who is not me) The search returns the proper results. Meaning any customers who have an LSA older than 30 days and who do not have…

Evan, Thanks for the reply. I have been working with support and although I do not have a resolution the experience so far has been great. There are 2 problems with the saved search that as of now we cannot resolve. 1.) the workflow runs the saved search every 30 minutes so it creates a new task every 30 mins. 2.) We have…

Yes, that is correct. My last conversation with support was that it doesn't report correctly because it is not possible. I will open a new case this afternoon referencing the search and see what response I get.

It omits the record when I manually create a task but not when the workflow creates the task.