jayfiggins Blue Ribbon

This is a common request. Try searching the bundle repository for solutions. 

What type of search is this? What is the record type?

Thanks Olivier, Just wanted to make sure I wasn't crazy and missing something obvious. 

I ran into the same thing today. Had a form-level script on the sales order, with a function called recalc. In addition to that, we had a record-level client script that also had a function called recalc. I changed the name of the record-level script function to "recalcRecord," and all errors were resolved.

I see this issue quite a bit. Scripting usually provides the most elegant solution, as Olivier mentioned. Try searching for bundles that address this issue.

Are your sales to customers derived from inventory items? If so, the Total Cost column should reflect the COGS from the sale of those inventory items. The Total Cost column should also show any expense transactions (vendor bill, credit card transaction, expense report) where that customer was selected in the…

You may be able to get this done via workflow, but it may require a script. If you search SuiteAnswers for "Workflow Redirect" there are some good support articles on the topic.

If you are emailing one statement at a time to a customer, this works quite well when sending the email from the Communication subtab. When the email window opens up, navigate to the Message tab, and select the template you created (which will define the verbiage in the body of the email). After that, navigate to the…

You could probably extend your current workflow to trigger on before load, type = view. Basically, if the box is checked, you want to show a pop-up alert when the transaction is loaded?

If you wanted to automatically "receive" any purchase order that did not contain any items (expenses only), you could look at writing a workflow to accomplish this. If you used a saved search of of PO's with no items as your criteria for the saved search, you could use a transform record action in the workflow to…

Through standard statements, Evan's suggestion is correct. We have done this be exposing the subcustomer/job column as he suggests. For clients who need more detailed customization and control over customer statements, we've seen a lot of clients develop custom PDF's via scripting.

Rich - in situations like this, I like to recommend creating a separate account to record these entries. You could include this account in a parent/child hierarchy of COGS accounts, allowing you to view the standard COGS and the COGS adjustment accounts individually, or rolled up to a parent account. Could this be an…

I have found that 50% of my clients want this same functionality. It's interesting that NetSuite provides the ability to bill multiple purchase orders with one vendor bill, but doesn't have the same functionality on the sales side as it does on the purchasing side. The ability to bill multiple purchase orders with one…

I've experienced the same issue, and I'm not sure there is a simple solution. The way NetSuite applies bill payments/checks to transactions (bills) is that the check (debit to A/P) is applied against the total amount of the bill (credit to A/P). For example, a $500.00 check that paid 1/2 of a $1,000.00 vendor bill is…

You could try adding a result column for Applying Transaction Fields... then choose Number. To limit the applying transactions to just item fulfillments, add a criteria for Applying Transaction Fields > Type = Item Fulfillment

AFD - I think you just pointed out the two main deficiencies of the Beta release. I am hoping both these features come in the full release. One additonal benefit is the ability to create one field that can span multiple record types (a field on a vendor record with the same field on a transaction column) without creating…

Roger - are you talking about storing multiple email addresses for a vendor, so that transactions for that vendor are sent to multiple addresses? If so, it is not possible through standard functionality, but there are some fairly simple ways to tackle this through workflow or script.

Are you using Units of Measure? You're right, there are probably several ways to go about this. I'm thinking you would store the price per square foot on the customer record, and then use that as a multiplier for the number of square feet per the SKU, which gives you your rate on the sales order. Our Application…

I've had several clients use Piracle. The functionality is very solid. An added benefit is that it has a nice ACH payment processing functionality that is more robust than the free NetSuite Electronic Payments bundle.

I have assisted a couple clients with implementing Piracle Pay, and I am in the process of doing the same with a third client. Piracle provides some great features that all of my clients have found very useful. Their ACH payment processing interface is great. They also have a great feature for inviting vendors to provide…

Jimk, I tested this and accomplished it using the following steps: 1) Create a custom field on the sales order, store value = false. Source this field from the customer record, balance field. 2) Create a workflow with one state, deployed on the sales order 3) Within the workflow state, create an action that is triggered on…

One option would be to create two workflows. The first workflow would mark change the sales order fields, and possibly check a box or flag the sales order indicating that it has been updated. Next, create a saved search of your child record. This saved search criteria would be filtered by joining to the sales order record,…

I've tried doing it with workflow custom fields, but am running into the issue where I cannot join to the value in the customer record in a client-side action, such as a field change trigger. You could accomplish this through a fairly simple script if you want to avoid creating a field on the transaction. Otherwise, I…