sklett - Thank you for your reply but I was hopeful it could be accomplished without getting our developer involved. I will have to add this to our list of projects for him when he has time. :rolleyes: I am still interested to hear from others who use WS to update Customer Contact demographics and how they lock users to…

And I can already relate to your comment "..this isn't going to be easy..." I added all Transaction Amounts to Results and set Summary Type to "Sum" but I'm not getting any data in my report. The single filter I have is to filter out records down to one customer for now while I try to wrap my head around how I can build…

I wasn't having any luck with pulling the invoiced amounts in through a case search so i started a new TRANSACTION search but having a little trouble with the formula field to display number of closed cases in previous month. Formula (Numeric) Summary Type: Count case when {case.closed] = last month then 1 else 0

Krish0nan - I'm sorry I hijacked your thread. Did my suggestion of using scheduled saved searches work? I am trying to accomplish an automatic alert that generates to each sales rep when the: 1) opportunity expected close date expires, and 2) opportunity expected close date is in 14 days. "...triggered whenever the…

I second that. I ended up throwing out the alerts all together because I thought the alerts were automatically generated when the list results change but according to support each user has to specify what time to receive the alert under Set Preferences. (Case #647036) Instead I scheduled the search results to be delivered…

Thank you for your reply. This route had crossed my mind but the Employee and Manager need access to two account review forms (B2B & CD - consumer direct). If I restrict them to one form they won't be allowed to change the form, correct? I was hoping I could get this without getting our developer involved but it looks like…

For what's worth, it is comforting to know we are not the only company struggling in this area! :rolleyes: If I may ask, what/if any workaround have you implemented? For us, the only thing answer has been NOT to impose department restrictions by user role.

Can anyone from NetSuite chime in on this thread to help us? I posted a previous related thread on this subject: https://usergroup.netsuite.com/users/showthread.php?t=8918 This is HUGE for us!

I searched through enhancements in our "Issues" list in Netsuite's Support portal and found nothing. If you would be willing to share the issue # I would like to ask Netsuite add me to it. TIA

I agree 100%. We still find a lot of processes cross over department lines so the department restriction, as is, can not be used in our account. For example, our HR Manager (Dept= G & A) adds/modifies/inactivates employee records. I restrict her role to her department = no access to employee records except for those…

Yang - I don't know if this is the place to request additional information but I am hanging on by a thread (no pun intended). I was wondering if I could get more details on your "OnLoad User Event: Custom permission/restriction for read access to records?" We have serious permission/restriction issues regarding our G&A…

My original request was probably unclear. Is there a way to require our Accountant to Recieve PO before Billing the PO? If so, how?

I should probably open a new thread for this question but it is relative... the dangerous "yellow" email button. If I use this how do I know which recipient receives the email?

Sorry - the link indicates an "invalid thread" message in the user group. I'm assuming I can find my answer in NS Support Documentation?

Just to make sure, I gave them Full access to this permission and I did not see the "Receive" button. I can't believe I am not getting this! :)

I still don't see it.

I'm sorry, I think I miscommunicated our need. We need our employees to do is Receive the line Items on the PO. I think there is supposed to be a "Receive" button when the employee Views the PO. Does this sound familiar to anyone?

I really appreciate your help with this and your findings make sense. After further discussion with our Accounting Dept today and confirmation we are not using the Advanced Receiving feature; all receiving and closing of PO's will be done from the Accounting role only. Thank you so much! Have a wonderful week! Jenny

You got it - that's what we're after! I added the "Receive Purchase Order" permission but this does not display the "Receive" button on the PO. It does add a seperate function called "Receive Purchase Order" under Other Transactions...

Our Accounting department set up a vendor named "Credit Card Processing Center" - you can use whatever naming convention you wish just as long as everyone is aware of what it is. This is the vendor our employees select when the company credit card was used in a purchase. Then the Expense reports are kept open until the…

Our IT department is in the same situation. We need to be able to include tax and shipping & handling on their P.O.'s. Any suggestions?

Would the same workaround steps apply for a company who provides services instead of physical products? How could/would a service-based company use Refunds?

wrong post - sorry

So if I understand correctly...since I, (an Administrator), perform lead imports. My employee record should indicate Sales Rep = true. By doing so, the Sales Territory does NOT need to be included in the import for the Sales Territory rules to apply?

I would assume so but I thought I would double check. This is the response I received from NS support...basically the import process would require two steps: 1. Submit the Import, 2. Mass update the lead records imported to assign the Territory? There has to be a way to do this in csv file without having to specify a sales…

That is what I thought too so we set the value to 0.00 in the discount form but when we send the request to NetSuite it gets set 0.00. <ns7:item xsi:type="ns7:InvoiceItem"> <ns7:item xsi:type="ns23:RecordRef" internalId="151" xmlns:ns23="urn:core_2016_1.platform.webservices.netsuite.com"/> <ns7:description…

No customize button. From the Sales Center > Customers > Other Transactions > Receive Purchase Orders. (I can't seem to figure out how to attach a screen shot.) :(

Is it not Lists > Peform Search - Full?

Evan - Nevermind me. I tested it and everything is a-ok. I think the filter on the custom list tipped me off because "Opportunity" is available as a selection. While I've got your attention, do you know how to customize what the user sees when clicking the Receive Purchase Orders link? (Set aside the department/employee…

This is the page I'm talking about.