Thanks for the replies. This has been an interesting endeavor. The documentation isn't the most complete so hopefully this will help others. We are using Outlook 2010 witch apparently works a little differently with the Ns for Outlook addin than previous versions of Office. On an existing message, selecting Save Mail/Save…

Hi Daniel, Thanks for the advice. The log file shows the pretty cryptic message: UNEXPECTED_ERROR An unexpected error occurred. Error ID: gu7gq8orzgq4xpb7tdev That's no help to me but perhaps that means something to others. -D

It's a common request. Suite idea Number 17496 (Ability to Merge Items Automatically) is for this feature and has 573 votes. It's been near the top of the list for years now though so I don't expect this to be addressed. The only workaround I have is to mark the duplicates inactive.

I too don't have a Submit button on this page. Did you solve this? Thanks.

Thanks JCirocco. Clearing this checkbox did cause a Submit box to show up on the reallocate page. I turned this preference off, did the reallocation (which didn't work right) and then turned this preference back on. Now every single purchase order I receive doesn't get allocated/committed to the corresponding linked sales…

Similar issue here. I have an order where three of a certain item was ordered and a special order purchase order was automatically created. I now have 10 of the item in stock from another transaction and wish to allocate/commit three to this order but I cannot seem to do it. The inventory item shows several on hand and…

Hi Brett, I have a similar requirement for special pricing per customer, per vendor (and even subsets of vendor products and some specific part numbers only). I implemented a SuiteScript solution with a custom record to hold all the "standard discount" rules. These are exposed on the customer record and part number record.…

This SuiteIdea is still there and is still number 17496 and it's up to 259 votes. This feature would be remarkably useful...

Worked like a champ. Thanks errol.

If you are filtering main line = false, then you can add tax line = false as another criteria.

Hi Vic, I thought that might be the problem as well and that is why I tried the CONCAT statement by itself. For example, this by itself works fine: CONCAT({costestimate},' This is TOTAL price for kit') It just doesn't seem to work within other statements. Regardless, your suggestion worked. Thanks much for the assistance!…

Thanks for the reply. Great suggestion. I tried using the double pipe in various ways yesterday and had no success with that either. I've asked support about this and will update this thread with what I find out. Even if this can't work, I would really like to understand why the exact same function works by itself but not…

I think you nailed it. Create a custom field on the SO that will store the upstream estimate title. Then on downstream PO's, you can use Sales Order:custom field to get the estimate title. NS doesn't allow multiple joins to reach farther than one transaction away from whatever one you are dealing with. There is an…

I've run into the same issue but with different fields. I have the Multiple Prices feature enabled. This means that there is not a single sell price (baseprice) for items but rather a price sublist. When using saved searches, the baseprice field is still available though and shows the list price without having to use the…

Ahh NetSuite. It does so many things well but the pitfalls and landmines are plentiful. I guess then I would change the custom fields to have no sourcing so you can enable store value and use workflows or scripting to populate the custom fields on record create.

If I understand correctly, you want to take the Estimate.Title field (built in NS field) from estimates and ultimately have that on purchase orders. Is your normal process to convert sales orders from the estimates and then have special order or drop ship purchase orders created from these sales orders? If so, I think what…

Hello, I have multiple customers that require us to use their own internal part number on transactions. This gets compounded by the fact that the same part must have unique names per customer. Widget A is called Fred by Customer 1 Widget A is called Wilma by Customer 2 I solved this with a custom record and some…

Hi madhur, Thanks for the reply. I have tried exactly what you said and all I get is a link to the saved search. What I want displayed is the number that is the result from the saved search in case there is any confusion. I have tried several variations of settings but I keep getting "ERROR: Invalid Expression" displayed…

Excellent idea. I keep getting "ERROR: Invalid Expression" show up for the custom field on the customer record though. I have the custom field set to inline HTML and the default value is the URL for the saved search and the formula box checked (without this checked, I just get the URL as the field value). Does there need…

I never got this to work I'm afraid.

Hi Anton. I never found a direct solution to this. I only had the option of which problem was less objectionable. For me, the security of making sure reps could only see their records was paramount so I had to address the sales rep field not updating on my custom record when the customer sales rep field was updated. I…

Interesting Idea. I may try something like that. NS Support says this feature is an enhancement request (shocking I know). Enhancement # - 96641 - Summary: Ability to restrict permission/access to custom record entries for sales rep roles. Thanks a lot for the help/feedback Kirk. I really appreciate it.

Not completely. I have the list correct now and the right sales rep is assigned to each entry. The problem is that every entry is visible to all sales reps, they aren't seeing only the entries assigned to them. I have the employee field on this record as a parent but that alone doesn't accomplish the visibility restriction…

It definitely wasn't there but the issue was that on my form for this custom record, I had the sales rep field disabled (so users couldn't assign the incorrect sales rep). This makes it not show up on the available fields list when importing.

Thanks Kirk. Yes my Sales Rep field is a List/Record type and the List/Record is Employee. I do have it set to filter on SalesRep is checked but removing that didn't help either. I think this issue is cause by my turning on the Team Selling feature at some point after the creation of this custom record. Since my Sales Rep…

This appears to do EXACTLY what I needed. Thank you so much for posting this reply. NetSuite support didn't seem to be aware of this but I really am glad you were. Thanks again.

I received the same email as well. It does appear to be related to the handshake between NS servers and the CC processing gateway.

It loaded very fast for me. Faster than the average site for sure.

Gentlemen thank you! You are correct and using preferredvendor.entityid did the trick. The field help for Preferred Vendor on an inventory item shows that field id as vendor so that's why I was using if before. I am unclear why my code was returning the old value I had in preferred vendor though. This code has been working…

Thanks for the confirmation hhernandez.