thanks wizard, i used that too, but it does not autopopulate if stored value is true (as past records will have balnk), and if stored value is done false i.e. fetched real time than it does not appear in reports builder (particularly for financial reports)

great, thanks olivier :) its always good to reconfirm with an expert

hi suzanne, no.. the template information is not stored in the email data, the template is just a renderer to create the underlying text and subject data one workaround would be to search for messages containing a particular text (which is common to the template) or mentioning the template id somewhere in the message…

i am not sure if i understand the issue - i can easily pull account fields - number for both item and expense account in the same column in the saved search, goto account fields and select number - this will list account number for expense account and also for items linked account number

bump.... any progress on this one... its long overdue... report does not have dynamic filters like 'Mine' - 'My team' etc. anyone ???

if you are pulling line level search, count of items will not return any data because the count is tied at the transaction level, an ideal method would be to put a custom field which stores the line item count and then use it for the search to allocated ...

set the filter in the saved search "mail line" = "True" this should sort it out ...

not sure if i understand it right - there is a simple time search which lists all time data like rate, date, billable, billed status etc. we use this always to get all data. Also there are multiple reports in time and billables section by customer, employee, project etc.

its been 9 years since and still the option to report budget by period is not available, the search option does not have a period column, even a budget record cannot be loaded, so how do we go about listing / reporting budget by periods - we need to prepare custom reports/kpis based on this. using netsuite report builder…

You can have one default sales location on sales order without any customization if that helps - goto-setup-accouting preference-order management and set the default for sales order

The best approach would be to close the orders. This will just mark the order closed and remove from showing pending in reports and lists. It should not have any GL impact. Hope this helps.

i had a similar need but seems that standard tabs and centers are locked and not accessible by any means, the only alternative that I did was to create my own center and tabs which was tedious but worth it in the end as I got full control over tabs and menus

great. Just add copy button to the popup :)

perfect. 10/10 :) david.smith

we can leave it if the external id is not being used, or set a value to 'na', that brings to another question are external ids restricted to be unique by netsuite ? - on second thoughts if unique we can populate external ids with internal ids making them same and less unpleasant to the eyes

for scripting you can use [h=2]nlapiSearchGlobal(keywords)[/h] this is equivalent to performing a global search, you can use this to create a portlet and search & display records if required. i am attaching a code snippet - var searchresults = nlapiSearchGlobal( 'simpson' ); for ( var i = 0; i < searchresults.length; i++ )…

in your case its a simple saved search results that can be emailed, using workflow is recommended when you various states and custom logic and criterias, just create a saved search on your criteria and setup the email tab

there are two line fields available already in NetSuite - Line ID and Line Sequence - Seq is always in Order, ID is unique and may differ than seq based on where and when inserted. Ex - Seq 1,2,3 ID 1,3,2 (if the third item is inserted in between later)

well ... that would still need access to the net.... this was a requirement for travelling people who would approve/reject by replying to emails only and with not continuos access to net .... planning to use suitescript to send email & track the reply and subject and a scheduled script to execute and update the expense…

thanks olivier, will try that and see if it works .... Hmm... I'd stick a link in the email, which would be the URL of a suitelet with some extra params to identify the report to approve and such. When clicked, the Suitelet would activate and cause the approval of the expense report.

why not use the bundle suiteorgchart - this displays the employee hierarchy graphically and it looks neat. the bundle id is 49118.

thanks a lot randmname ... these notes help a lot to people looking to integrate with expensify,

we can bundle all the required objects (fields, reports, searches, records) and entire meta data including configurations and create a bundle. share it with your production account and install. note - this will not import any data.

See if the GL Impact Posting is 'No' - if its no means there is no impact

alternatively you can disable autofill in chrome as it creates issues while filling forms not just in NetSuite but other applications and drop down values / lists selections are botched up

discount item will automatically minus from the line above, so entering positive integer here actually means reducing from the total which the system handles automatically. for adding to totals use markup items

we are also experiencing the same issue. the netsuite report area shows nothing no waiting icon / sand timer displayed and the page is totally blank. anyone got any response or fix to this ??

You need to check the permissions. Which role is being used ?. these are needed for accounting approval of expense reports : [LIST] [*]Expense Report permission set to Edit or Full [*]Restrict Time and Expense preference is set to False [/LIST]

You should be able to see it under Job->Related Records or alternatively create a transaction saved search for PO with project as filter

It might be published to Partner Center role, Open the tab settings and select roles and make sure you exclude the partner center role Alternatively restrict it to Classic Center only.