My Stuff
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?"
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?"
Comments
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@User_IJB6M . For what it's worth, the error is telling you that the field is giving you the entire link (anchor tag and all). You only need to place that in your template: <td>${item.custcol_console_orderurl}</td> However, this won't give you the "Click Me" ability (unless that is what is on the hyperlink text on the item…
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Hi @Venice Jane Lejos-Oracle It's OK not to switch it back. We are doing a new SC site simultaneously for the new owner/brand, so not important on the current site. We just want to ensure the products in shopping remain for SEO and brand exposure in the interim. I just want to make sure switching does not create other…
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OK, one more try. Hard to test, but maybe you have the data to test it. FORMULA(DATE) ADD_MONTHS(TO_DATE({lastorderdate}),6) + (TO_NUMBER(TO_CHAR(TO_DATE({lastorderdate}), 'D')) - TO_NUMBER(TO_CHAR(ADD_MONTHS(TO_DATE({lastorderdate}),6), 'D'))) And criteria would be "ON TODAY" Not sure if that fits what you are looking…
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Ah, same day of week. Sorry I missed that. I don't think subtracting a standard number of days is going to work either though given months are mixed from 28/29, 30 and 31. 30 days ago from today (Friday) is a Wednesday (if I'm understanding what you're looking for, then Friday would be 28 days ago). Your need may be more…
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Unfortunately not. That's for REST services accessing the template record itself, so means you want to "check" the checkbox under the Marketing Tab. Thanks though. I'm beginning to think this is not possible.
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My first thought would be to be sure the image in the file cabinet is set to display without login.
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You likely have an operation that is taking longer than the allotted 300 seconds time limit. Time limits are implemented so as not to allow runaway scripts which can reduce performance on the entire system. Not knowing the specifics of your script or workflow that implements it, perhaps try changing the script to a…
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Since you are understandably running this on the sales order after submit, this could simply be a race-condition where NS back-end processing is happening after the after-submit (since there are a lot of different events that occur downstream for transactions being created). So possible you are successfully setting the…
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If the user still must need to be able to switch other price levels besides the custom, a possible solution is to script the client-side and perform field validation on the price level field, so if a user with a specific role selects 'custom', you pop up an alert to let them know they do not have permission to use the…
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If using the N/email "email.send" method, in options passed to this method: { relatedRecords: { transactionId: <invoice-internal-id> } } This will tell it to attach the email to the invoice record's communication tab.
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You can try the following formula: Formula (Date) ADD_MONTHS(TO_DATE({lastorderdate}), 6) Then for the criteria = ON "today" Basically taking the last sales order date from this customer, converting it to a date and adding 6 months to it and then comparing it to whether it equals "today" (6 months later). If you must use…
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Ah, yes, your point with PCI compliance is such a very important clarification. Thank you for bringing that up. In fact I believe the standard identifies a 15 minute timeout and the reasons why are well documented. To that point I think it's important to clarify that the workaround mentioned was in a B2B environment where…
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No, there is no formal setting to do this. However, we have worked around the issue using a special "ping" extension and a setting for the number of minutes it can be left idle. Even with that, there are caveats, one being that session often expire automatically around midnight, even with the ping (my experience anyway),…
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Hi Steve, I just edited the Support Person role to have Employee Restrictions=own, subordinates and unassigned. If I login as a Support Person, I can see all unassigned cases as well as cases assigned to me, and the Support Group that I am a member of. I cannot see cases that are assigned to other support reps, even those…
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Hi Steve, I tried replicating your concern and here's what I did. Employee Restrictions=Own and Subordinates Only Allow Viewing=No Then I created a custom case saved search with the following setup: Available as List View=True Available as Dashboard View=True After this, I logged in as a Support Manager (or any Support…
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OK, nobody knows (or you can't), that's not good sign. I've been trying desparately to get this to filter only to those I want this role to be able to see and NOT be able to see any other. One in particular that I thought would work was a restricted saved search restricted to the role but it does not. Perhaps someone can…
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Yes, I thought it would be more difficult then not. Would be nice if NetSuite had some dynamic variables such as currentday, currentmonth, etc. that could be applied to a rule. I have rules that need to do different things based on when the case was submitted (created), what support plan the user has, and what time and day…
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Has anyone been successful using a Mass Update to reassign sales territories? I've been unable to get this to work, even after following the NetSuite guide. -Rob Haven't attempted, maybe you have, but NetSuite docs: 1. Update territories as needed. 2. To reassign customers, you first create a group containing the customers…
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If your biz relies this heavily on email marketing, you might want to consider going outside NS. Just my 2 cents Sort of defeats the purpose of a "fully" integrated solution does it not?
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This is *VERY* discouraging. It makes for serious debate as to the legalities of such an action (over-quota) and the impact on the business both financially and business relationships. I seriously doubt the NS user agreement will protect them from law suits on this. I can not for the life of me understand why this can not…
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Hi Steve, What is the case number? Thanks Ken 633397. Luci N is working it.
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I thought I would give an update. Although there are some very ruffled feathers in how long this took to resolve, I need to acknowledge that some people in NetSuite stepped up to help get us back online and that goes a long way to getting things smoothed out over the long term. 1. No way for marketing to view what is left…
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I'm thinking of doing the following. Hopefully not to confusing to read. Would appreciate anyone's thoughts on viability or issues that may arise from this design. First, some base leveling decisions: 1. All new leads come in as Individuals and not as Companies. This was our first design mistake since unqualified leads…
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Everything in this thread is good information. I think if there is anything that could benefit would be the ability to track campaigns as records themselves (rather than a selection box on the company record.) Ideally, campaign (lead source) should be a child record of the contact not company as their can be multiple…
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Cost estimate Type. Keyword estimate. This field is used to calculate gross profit BEFORE you know the actual cost of the item (such as on an opportunity). So Netsuite asks you how you'd like to go about figuring out what your cost is. Your TRUE profit (as basically reflected in your financial reports) is calculated using…
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OK, one thing I noticed was that NetSuite applies the impact to an equity account "Opening Balance" on importing via a single file. Am curious however where you define which equity account you want NetSuite to use, since I do not see anything in the import process to define this nor do I see anything in any Accounting…
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One way we've worked around the serial number/lot number issues is by creating html reports with suitescripts. Obviously it takes more time because of formatting and how we get the relevant data, but the value was there for our client. We have reports that match the serial/lot numbers with their related quantity and cost.…
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is the Customization of the "Current Inventory Status" report to include the Serial Number column and filter on your location not good enough? Cheers, Matt None of these reports work. They give me the correct count in the correct location with the correct values but serial numbers show the same for each location. In other…
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Hi Steve, Is the said checkbox a custom item field? Thanks, Cat No it's your field! A checkbox appears on item records with the label 'Use as Category Only' with no help associated with it. You can see it if you change your role to 'Warehouse Manager' but not as administrator. I do not see any field on the item forms to…
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Steve and mco, We are currenty using quantity pricing for "Service for Sale" items. We are running Ver 11.0.6 So I'm not sure why it's not showing up for you. We're on 11.0.6 as well. How can that be?