For the first issue on the record for your Online Customer Form here is the field help for "Allow Update On Customer Record" [SIZE=9px]Check this box to update existing records to show the values you selected for the Set Lead Source and Set Campaign Event fields .[/SIZE] [SIZE=9px]Clear this box if you do not want to…

Dumb question: If an item is shipped is it not Fulfilled? So items on the report are pending fulfillment meaning they have no ship date...

Your Balance Sheet will always balance if its the canned version. If you customize one and lose track of your accounts it can become unbalanced. If the latter happens you are on your own.

You sure this isnt your browser options showing this?

Hi Jim Set your Column setting (bottom right) to Accounting Period. Otherwise the option will be called Month depending on your report settings in preferences.

You can get the same effect by creating the report by scratch from "New Report". I don't think you can modify the report to be matrix after customizing a standard report

You want a Sales by Customer Report customized to bring in the Ship to Zip Column. The other fields should be available by displaying results "by Period". make sure you are reporting All Reports by period as sales reports dont have to follow accounting posting period but could follow month

The formulas only work as you have seen in a single direction. They show mathematical result not the impression a user desires.

the most trouble is the preset selections we have available.have you tried this question in the Slack group? http://netsuiteprofessionals.com/wp-login.php?action=slack-invitation

I encounter NetSuite systems rolling up into SAP nearly every month. Waiting for an existing NS customer to share their experience might be worthwhile

Jeff, Do you desire to keep the Account Name instead of Number_Account Name? if thats the case I think you are stuck. if you are fine with limiting the visibility of line items you can summarize sections by grouping (such as by subsidiary vs account).

thats a pretty complicated report to build with the inherent limits of the report generator

None.

The ideal solution is Adaptive (NetSuite Financial Planning) which allows this and even more granular permissions.

:Canned" report means any out of the box NetSuite report. I do not think it is possible to pull in unapproved Sales Orders into a Revenue Forecast.

I agree with most of what is posted but having dug through records before you should also search out lines (specifically Journal Entries). You can miss a lot. Group by Transaction Number but find all transactions. if your data entry person made a journal to adjust a payable balance or even a simple fee adjustment without…

I think your only problem utilizing a "canned" report is that the report only wishes to show approved orders. In theory you could have tons of junk out there that would never be approved and shouldn't show in the forecast.

Stephen's previous post is an example you could make use of. ODBC is a decent tool and can pulls the recent data on demand and populate whatever reporting database you have.

You can schedule each report to send at the same time...

I create comparative balance sheets using the customization to view the columns and select the periods to view relative to the report date. For instance the default would be current month with each column to the left being a distinct period before the current. for dynamic viewing you can have last period and period before…

This isn't a preference but NetSuite help menu has this under contacts... [LIST=1] [*]Note If you leave the phone numbers or the Email address fields blank when creating a new contact record, NetSuite updates these fields using information supplied in another record type. For example, when a new case record is created.…

Go Look this up in the help menu. I believe you will find your answers within the documentation. [h=1]Passing Parameters Through URLs[/h] You can use parameters to pass information through the links to your online customer forms. For example, if you link from partner Web sites, you can include the partner's name or code in…

[ATTACH=JSON]{"data-align":"none","data-size":"small","data-attachmentid":421627}[/ATTACH] There is also a setting for Including Estimates or Excluding by default depending on your preference.

Depending on how you are emailing transactions there are different approaches to solving this...for me I simply utilize a license to assign to an Employee record named "Accounts Recievable@email.com" so that all responses go to the same dedicated email i sent them from. Since this same email exists in my Outlook account…

So many times its true that dumber is better.

Create a simple Employee record to handle these. Doesn't need a login. Just a shell

Hey Eric, My former employer dealt with this. What a pain it was. Custom Records would be my approach this time around rather than hacking the basic OTC model. its too easy for users to be confused otherwise. Training and data integrity were our big issues. We dealt with contractors bidding on a large project. We want to…

Normal behavior Jason. Contact roles are relative to the record attached. for instance a primary contact on a customer could be an alternative contact on the same customers opportunity.

Technically no as soon as you hide the tab its now a "custom form". But yes you can hide the native tabs.

Messages are a pain. A really big pain. The "Contains" operator is the least effective way of searching. If you have to use it try to nail down the date parameter or anything to bring the result set down. Generally there is no good option. My employers and clients have been advised to begin a process for templating…