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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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Nevermind, I just answered my own question. The transactions are being memorized with the Charge Credit Card box unchecked. Nevermind the nevermind. I did NOT answer my own question. The transactions are memorized correctly, with the Charge Credit Card box checked. When I look at the resulting Cash Sales, the box is…
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Greetings, Any idea what's going on here? Nevermind, I just answered my own question. The transactions are being memorized with the Charge Credit Card box unchecked. Now I just have to track down the responsible individual and thrash them. I sure hope it isn't me! :eek:
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The ASA value is scriptable, so if you can store the value in a custom field/record and then script the value onto the sale order, you may be able to get what you need. Darren As the original poster stated, the reason for this thread is that we do not use a Sales Order process and can't change workflow. In our case, the…
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So I just found out, pretty late into implementation, that Alternate Sales Amount (ASA) is not supported on Cash Sales or Invoices, only Sales Orders. This despite the Help text under (SuiteFlex (Customization, Scripting, and WebServices) : SuiteScript : SuiteScript Reference Guide : Supported Sublists : Items Sublist)…
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Just to follow up: this was a known defect that was fixed with the 2009.1 release on March 20th. That's great, except that I only found this out on March 19th after wasting countless hours of my time over more than a month trying to get customer support to listen to what I was telling them. :mad:
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Sounds like you have picked the value for "Categorization applies to" which does not match the class-specific quotas you established. Changing the value to "Both Attainment AND Payout" should make the schedule match the categorized quotas you've got and you should get calculations. Or more simply: "Both Attainment AND…
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Well, that didn't take long. If Alt. Sales Amounts can't be entered directly on Invoices and Cash Sales, they are of no use to us.
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That was what we did in a past life (QuickBooks). When we moved to NetSuite we took the opportunity to NOT create multiple items purely for the purpose of tracking that one bit of data. I think we've come up with another solution, which I just reviewed with our developers an hour ago. [LIST=1] [*]Migrate our Class…
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This preference does not impact the reports. It only affects the 'Authorize Commissions' screen where it sets the 'Date Eligible' field. Darren Maybe that's the problem? It SHOULD impact the reports. Because the detail reports DO NOT display data properly. Forgive me if I sound frustrated here in text. I am having a very…
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I agree that something doesn't look right. Please file a case and post here. Thanks, Darren "Your Customer Care Case # is 846533" I decided to approach it in through a different question, which I think is at the heart of the problem. Why does the setting on Setup --> Sales --> Commissions for "Commission Eligibility…
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The quota attainment of one classification (here New Sales) cannot determine the payout rate of another classification. You can either have each classified quota attainment determine the payout rate of that classification or have an unclassified quota (ie all sales) determine the payout rate of various classifications. If…
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Thanks for the answer. We arrived at more or less the same conclusion. Creating an additional sub-level of Classes will solve the problem, but in a fairly messy manner. It is never ideal to use one data field to store 2 different types of data. Instead of having data field A with 20 items in a list, and another data field…
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OK, so if I understand correctly, you're saying to leave both Old and New values blank and just use the Field Name itself? I'll give that a try and see what happens.
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I have a very simple saved search: Record: Case Criteria: None Email - Recipients Form Results - Recipient Field: Assigned to Send Alerts When Records are Created/Updated: Checked Send on Update: Checked Show Recent Changes: Checked Updated Fields - Field: Assigned When Old Value is...: Blank When New Value is...: Me Going…
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List > Search> Saved Searches > New > Customer Search In Criteria (Standard) select System Notes Fields > New Value , put in the status of your customer eg: Customer Closed -Won 100% select System Notes Fields > Old Value , put in the status of your lead eg: Lead new In the Results Tab> Display all the fields you want EG:…
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OK, I just answered my own question by discovering that I can use SQL to create Custom Fields, and then use those Custom Fields within the Search. Now I just need to learn enough SQL to accomplish the specific task! :p
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Well... I finally got some time to start mucking about with this, and it seems that things were much simpler. All I needed to do was add Zip Code and Phone Number to the Available Fields in the Saved Search and put them in the Footer. Then you simply type the first three digits of zip or the area code followed by % and the…
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Name on Card can be updated on the Customized Text area. Can you be a little more specific? That's the problem. I can't find anything in the multiple "areas" that one has to go to in order to accomplish anything with a form.
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Well here's a really stupid question. Where do I go to look up an existing Case? seems like that should be pretty obvious, but it isn't.
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After a week of phone calls and emails and trial and error, I finally got to the bottom of the problem, and a solution. This was due to a lot of patient help from an employee named Regina. In this particular case, the Custom Field I was trying to use in reports was called Sales Type. It was based on a Custom List of 4…
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Alright, this is getting more than a bit irritating. I clicked on the link in the reply email I got, only to get the following error message: Permission Violation: You need a higher level of the 'Lists -> Cases' permission to access this page. Please contact your account administrator. A) I AM an administrator! B) there is…
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ahhhh.. I wasn't quick enough. :p Your Customer Care Case # is 766552.
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Anything ever come of this? We have the same requirement and need to pull in other data to manage memorized transactions? I never looked into this, as we decided to go a different route. We are currently working on a project to handle all recurring subscription transactions directly from our website backend and push…
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You may be able to do this by creating non-stored transaction custom fields that source in the various customer custom fields you need, then using them from the memorized transaction search. Let us know how that goes if you try it. Thanks, -e Thanks for the reply, Evan. I'm going to need a little bit more detail to…
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Please file a support case. A defect have been created regarding due dates not calculating properly-- Defect 163031. Case Number: 868605 thanks!
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OK, that part was easy enough. Just change the PDF layout that the form uses. However, the Remittance Slip is showing the Invoice Amount, not the Balance, and I don't see an option for that.
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Hmmm... no, I bet our Custom Invoice is based on something other than those. That explains the Aging part. Is there any way to more simply show a prior balance and a net amount due on a non-aging invoice?
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Got it. Thank you for the answers. For our purposes, it would be more appropriate for the Remittance Slip to state the Balance owed on the account, the amount the customer should Remit, to bring their account to a zero balance. We rarely use statements as we are a subscription based provider and all services are paid in…
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Yes... Type-Ahead is enabled. It seems to be this field only. The icon to the right of the filed is a drop-down arrow instead of the double right arrow (type-ahead, I assume). Other things I that may help. When I change to Administrator, type-ahead is available. It is a drop down list when I have any other role selected.…
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That did the trick. Apparently we Inactitvated a few Items off of our list, and it was just enough to drop it under the default setting of 200. I had everyone change the setting to 150 and we're good to go! Thanks so much! Oh, and now that I know this, a suggestion for the future would be to allow that Type Ahead control…