This was very helpful. Thank goodness for the NetSuite Usergroup forums.

Definitely think scripting is the way to go on this one. Maybe this will be part of the new workflow management functions available in 2010.1 although I'm not sure that this workflow will create records upon creating other records like in your example.

Hi Aditya, You should try using a custom KPI Scorecard instead of simply KPIs

If I understand you correctly, I believe you are looking to publish a dashboard for a role and restrict their ability to edit that dashboard. The information you are looking for can be found in the help files under SuiteAnalytics>Dasboards>Publishing Dashboards Overview>Publishing a Dashboard. Take a look at this info.…

This is a report that comes with the Web Analytics Module. It is called Internal Search. Contact your sales rep or solution provider for pricing for this module.

We're also down.

My customer was having the same issue yesterday but today it is back to normal.

I would advise you not to make the switch. The standard NetSuite site builder tools are severely limited and I can almost guarantee you will end up regretting the switch. Having taken a look at your current site, I can tell you that you will not be able to recreate it using the standard site builder. That's just my two…

We were able to get Order ID and Amount which actually ended up being fairly easy. I don't believe item level information is available. Look in the help files under Web Site>Web Site Reports>Using Tracking Pixels and Attribute Tags in Your Web Store to get more information on this.

I have the same exact question. Any updates on this?

Hi Mark, Are you using Firefox or Safari? I have an existing defect #157212 that's been open for about a month that has to do with a record not updating after saving when the field you are trying to update is a list/record type that uses the ">>" button. If you try updating that field using IE, you should be able to do it…

I find that when I upload images using IE it automatically converts them to pjpeg, but if I use Firefox or Safari it uses jpeg. Is that what you guys are seeing?

mimib- Spread the word and create a case to get yourself attached to this defect. It may not be that big of a deal for those of us that use PC's and can use internet explorer, but our MAC using friends are not so lucky. The problem exists in Safari and Firefox. I haven't tried Opera or Chrome which I'm pretty sure MACs…

Use notepad. srogers is right. Most of the time WYSIWYGs junk your code up to the point where unless you really know what you're doing, you won't even be able to find bugs, much less fix them. I would also go with cpforbes suggestion and always e-mail yourself before sending to your customers. This will save you a lot of…

I have a client who needs the same functionality and this doesn't seem to work on an external hosted tab (which NetSuite support has confirmed). If you got it to work I am very interested in finding out how. Also if anyone from NetSuite can get me the source code for this function so I can play around with it I'd be very…

No worries. Glad it worked out well for you.

This can be done by doing just the opposite. You can pull just the good addresses and perform a sublist override on a CSV import to only leave the customers with their valid addresses.

Hello Patricia, Are your address forms normally set to show the phone number? Check in Setup>Customization>Address Form.

I think an easy way to differentiate is by the costing method. Only serialized items have specific or serialized costing methods. Probably not the solution you were looking for but it should work.

Hi CaseMateSeth, This is actually a pretty easy request. Customize a standard Sales by Item report, in the Edit Columns screen open the Sales folder and add the Quantity and Transaction Total(Revenue) columns. Then select Relative to Report Date in the Alternate Date Range Type dropdown and select Same Month Last Fiscal…

Have you considered using the Items Pending Fulfillment report? Global search for it or navigate to Reports> Inventory/Items> Items Pending Fulfillment. This should give you what you need.

Hi Sir Lunch, I'm not sure what you mean by you need so many of product a, product b, and so on. Do you mean that you need to know how many you need to purchase to fulfill the order, in other words the back order count? Are you looking to find out how many total you need to ship out in the form of a picking ticket? Let me…

Let me preface this by saying that I'm not a proponent of making unnecessary custom fields, but you could create a custom checkbox field for this search, or a multi-select field if you have many of these searches you wish to perform, and import an update for this list of customers to select the checkbox or a specific value…

Hi Chris, I don't believe this is possible since you can't use summary filters in a mass update. You may instead want to find these customers using a saved search, export a list of them and import an update. You basically want to run a customer search and filter for those whose maximum transaction date is before 2 months…

You could also run the search based on the system notes and look for when the status was changed.

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Hi zook, write the same saved search but start with a customer saved search and access the transaction data from the transaction fields folder.

Run an item saved search, pull the Transaction: Number field into the results from the Transaction Fields, add group to item name and count to transaction number in the summary type. Then add a criteria filter of Transaction: Type is sales order and filter for the previous rolling quarter using the Transaction: Date field.…

I would customize this field to source from the customer record to remove the risk of data entry errors. This will greatly reduce the time you have to spend manually validating data.

I doubt you can do it with a report. Have you tried a saved search? What other information do you want on the report?