Did you try to select the default forecast type as upside? Setup>sales>sales preferences>forecasts>default forecast type= upside No I haven't. I don't want to make upside the default estimate type, I simply want to understand why upside estimates do not appear on forecast or pipeline reports. A NetSuite support rep told me…

If you are looking at the sales by item summary, when you are in Report View mode as opposed to Report Customization mode, at the bottom of the page you should see a Column dropdown. Simply select Month or Period, edit the Date field to your desired date range, Refresh the report, and you should see the data you want to…

A lot of summary reports give you the option to specify a column view for month. If the report you are looking at does not give you that option, I wouldn't use a standard NetSuite report and add comparative amount columns. Try creating a new report (Navigate to Reports>New Report) select the report type you want and in the…

Hello Lina, Thank you for your reply. The specific estimate I do not see on the Pipeline by Sales Rep report is tied to an opportunity so it makes sense that the opportunity would not appear on the report, however the estimate is an open estimate so it should appear. The estimate is now appearing on forecast reports but it…

Both estimates that are created from opportunities and standalone estimates will appear on the pipeline reports. The issue is with estimates that are set to Forecast Type = Upside not appearing. All other open estimates do not appear.

I know you can create a saved contact search that will access fields on the customer record but I don't believe you can access child records of the customer record. If your saved customer search works, you can use a scheduled script to e-mail the contacts associated with those customers. You will of course run into usage…

If you activate your account in NetSuite your negotiated rates will apply.

Try a KPI scorecard if you want to view multiple comparative date ranges for a KPI

Hi John, I don't see it either. You may have to create a SuiteScript to populate your custom transaction column field with the costing method from the item record. Hopefully someone else has a better suggestion.

Hi Bill, I recommend going through the entire purchase/fulfillment process. Not only will it help you with your printer setup, but you will also get to experience first hand what your customer sees through your website checkout process. You may find out there are some web site setup options you want to fine-tune based on…

Same issue. Case: 817882 Defect: Not Yet Filed

I don't see how this would be possible with NetSuite's standard "out of the box" functionality, but you could setup a script that adds a button to your form and prints out whatever format packing slip you want, including items in a specific order.

Hello Steph, Try the packing slip pdf form.

Did you follow the steps in the NetSuite help file for installing an integrated label printer?

Hi Kristina, The only way we've been able to handle this in the past is using a saved search and script to identify the fulfillment records/lines you want to update and post the updates to those lines. Feel free to reach out to Stephanie or our support team to to discuss (support@aminian.com).

Hi Mark, Billing is simply the act of creating an invoice or a cash sale from the sales order and is irrespective of payment status. You could have an open invoice from a sales order but the status of that sales order would still be billed because you have billed the customer for the order through the invoice. I hope this…

Hi Brad, There is not. This workflow is a good candidate for creating a custom record type for your bid table and a script to convert bids to purchase orders. Let me know if you are interested in receiving a quote for this type of customization. Thanks.

Thanks Tom. I'll definitely try it out as a workaround while NetSuite works on resolving the defect.

Hi Padma, That is why I added a link to the help file. I followed the steps exactly as outlined.

Seems like a good workaround but my problem is I've already sent out marketing collateral with the old link. Adding the - tab would set my url to domainname.com/-/pagename, wouldn't it?

I'm with you. NS support is working on a defect for me. I'll post it as soon as I get it.

I agree that it should never stop uncategorized items from displaying but apparently NetSuite support does not. They are supposing that this is a previous defect that has been fixed which is doubtful because the Display in Website checkbox controls which items are displayed in the website, not the Show Uncategorized Items.…

Did "Show Uncategorized Items" always apply to "information items" or ...pre-2010.2 did it only apply to web site items (EG: inventory and non-items for sale in the web store)? -Tom It always applied to both. It only ever controlled the ability to search, not display altogether. I don't believe my issue is related to this…

1. Copy the external URL from a customer form. 2. Edit a tab and in the greeting field add the html as follows: <iframe src="external url of the form"></iframe> 3. Visit the store and view the tab. Instead of using a website tab, create an info item. If you create a website tab the NLPAGETABS tag will populate a tab for…

An iFrame on our customer's website is currently not loading a custom online html customer form. This seems to be connected to their 2010.2 upgrade. They estimate a loss of $10K in business without this form. Please help! Update: It appears that NetSuite no longer displays uncategorized items in the NetSuite webstore.…

Defect #187833. Get your cases attached to get this thing moving.

Hi Ken, Thanks for your reply. The Show Uncategorized Items checkbox under Setup>Web Site>Set Up Web Site under the Setup tab in the Preferences section has always been checked in my customer's account and this preference controls whether uncategorized items are displayed as search results, not if they are displayed in the…

Hi Padma, It's an Online Customer Form that has been encapsulated in an Information Item via iFrame. We use the instructions provided by NetSuite to complete this process so of course we expect them to work: https://system.netsuite.com/help/helpcenter/en_US/Output/Help/WebSite/27_EmbeddingOnlineForms.html#1032226. View the…

Obviously not what anyone wants to hear on Sales Tax increase day but there is currently and issue being drafted regarding the tax tables not updating. I'll post the defect # here as soon as I get it.

You will need to update sales tax tables if you are using them or manually update your tax codes/groups if you are not.