We had a similar problem and decided to create a script on the sales order that (upon save) takes the sales order total and updates the related opportunity projected total. It is not an ideal solution -- such as when there are multiple sales orders per opportunity -- but this has done the trick for now.

I'm not sure what your exact search criteria is based on your comments so this may not be what you are looking for... but one option would be to group the results by Customer and use the "maximum" summary type for every other field. In other words, on your results tab where you define the fields select the following…

The "main line" will only work for Transaction searches not Customer searches unless I'm missing something. From what I understand the problem is a Customer Search returning several line items because there are multiple transactions being listed based on adding the transaction date field in the results column.

Any updates on this thread? The CTA is killing us now too.

Sounds great! I looked at the bundle and the list seems to include a lot of extra lists/records/files/etc. beyond the View suitebundle.

I just merged two records... and it's been almost 25 minutes before I can even get to the summary page. We need to be able to filter by date and set to Today.

Case submitted: Case: 1660396 Long Time To Merge

Is there an existing enhancement request to allow filtering of a KPI Scorecard? I like the ability to drill down by various time periods but would like to have filters in the footer to slice data within the scorecard.

The lack of this functionality is absolutely killing our ability to create a scalable solution for one of our core business problems. Elham - when you say "upcoming release" do you have anything more specific? I know this topic (in various threads) has been going on for years.

Did you look in the following area? (from Admin role) Setup Company States/Provinces/Counties You can select the Country in the footer and see the associated regions. You are also able to add to the list if necessary.

There does not seem to be an IntegerCustomFieldRef class that you can use to add integer values. You are restricted to using LongCustomFieldRef. However I believe you cannot actually send Long values which would not fit into the Integer datatype. The range of integer is much shorter and is restricted by Netsuite.

Any updates on this front?

Did this issue get resolved? What was the solution?

Another option is DECODE: decode ({value1},{value2},{then},{else}) You can fill in fields, formulas or text/numeric values in the options above. Example: decode({type},'Credit Memo',({amountremaining}*-1),{amountremaining}) (note: I didn't check the formula or field names... so you may have to modify) You have to specify…

I don't know if this has already been reported but we ran into a problem where the bundle script used a function which was a duplicate name to one of our custom functions -- so the two functions were conflicting. I think it was in lineinit or pageload -- we had to uninstall the bundle because it was conflicting so I can't…

ok I'm able to get back in now. Thank you.

By the way... this is a great feature (now that it works). I love both the formula and scheduling ability!

S1 Defect 162674

Still having the problem... as a matter of fact this has expanded beyond custom date fields and is returning an error with other custom fields (text, etc.) as well.

No... the problem is still there. The support rep wanted to close the case until after another 2009.1 bug was fixed on our account thinking they were related. I haven't officially reopened the case but I will now.

Yes I'd submit a support case as soon as you can. They indicated I was the first to report this -- it would be helpful for them to have another account to compare. Do you have custom tabs or any bundles installed? I think it might have something to do with those... I don't have a support plan either but this is a defect so…

Still no luck. It should be noted that the field I'm trying to populate is a custom date field. When I try the formula on standard date fields it works ok.

NetSuite just released a fix to this problem -- our account is back to normal! Great job NS in responding and resolving this so quickly! Thank you!

NS Support did recommend to me that I create a new date field as well... I didn't like to concept but since my custom date field was only a couple months old I knew repopulating the values would work ok. However, even after creating a new custom date field the problem returned on subsequent attempts to mass update the…

Case # 865378

Defect 153329 - Abstract: List > Relationship > Customers > Enable Editing > New button > New Task> does not automatically populate the task, call, etc., with the customer/contact information. WORKAROUND: Manually input the Company information on the fields. Your defect has been prioritized as an S2.

Defect Case #791725 filed. Thank you, Derek

We are in the process of purchasing a ShoreTel system this month. Do you know when they plan on releasing this feature?

Yes I see that we can create a list with the built-in Sales Territories as the source... but what I really need is the ability to access the Assignment (Sales Rep) data associated with that native list. I need to add/remove people to the territory assignment tab via scripting.

Benjamin, That would be ideal except that I'm interesting in creating our own custom notifications to be displayed to our internal users... for example: "The e-mail server will be down for maintenance tonight (July 21) from 10-11 pm Eastern. Please contact IT if you experience any problems outside this maintenance window."…