It's on the list itself. Are you saying that if I restrict the records on the list, the same settings will apply to Sales Center > Customers > Other Transactions > Receive Purchase Orders? Because this is not a list like the others, Receive Purchase Orders has a drop down at the top of the page to select the vendor and…

Our issue may be related to yours, we encounter issues when sending emails to contacts (attachment included or not included). Maybe the emails are being flagged by your customers as spam? Awhile back, I went through this process with NS support and I was told there is nothing that NS can do. The customer must add…

Thank you, I got it. Here's a twist - is this possible in NetSuite? If so, what should our configuration be? I want to impose the department restrictions on accounts, expenses, and PO's but NOT on leads, prospects, customers, or contacts... Our situation: Marketing Manager should: 1) NOT SEE G & A accounts but 2) SEE ONLY…

nwolf, I was wondering if you could elaborate on your "Employee Center account" use as we have serious workflow issues in our company regarding PO's. Our situation: One designated employee (in the HR Dept.) is assigned the Employee Center role. She is responsible for submitting PO's when the company credit card is used for…

Hi Mark - I was wondering if you use the Employee Center for PO entry? For some reason, I thought NS support told me the Employee Center could not be customized...included forms used on the EC. Thanks, Jenny

We are not using the Employee Center but we have customized the roles to include purchase orders. I think the answer to this lies in NS Help. According to this, a purchase request exists before a purchase order. "A purchase request turns into a purchase order when it is approved. When an employee enters a purchase request,…

Just to confirm my understanding...If I want our department managers to "receive" the P.O. before our Accounting Dept. gets involved, I should enable "Advanced Receiving"?

Does it make a difference if you are in View or Edit mode?

I think I get it. So, basically both close options equal a situation where we wouldn't anticipate ever receiving the item. If this is the case, the only group to receive a P.O. would be Accounting? What if the item receipt does not filter through Accounting but is delivered directly to a Department Manager?

Hi jacky071087, How can reference the sales rep signature in an email marketing campaign template without an image? We want to use Preferences > Signature but when I use ${preferences.MESSAGE_SIGNATURE} in our email template and execute the campaign event the field is blank. thanks!

Yes we found we had to use ${salesrep.MESSAGE_SIGNATURE} in the Marketing Template AND the Sales Rep must have: 1) Set up their Signature (Preferences>General>User Profile AND 2) Check 'Add Signature to Messages' Good luck!

JCirocco I am having the same issues these fields don't pull anything into the email when its sent through a campaign event. Were you able to resolve this issue on your own? I am interested in your work around if you are willing to share.

Sion - Thanks for sharing the previous thread. I just don't understand the value it adds to the user? I must be misunderstanding...this new requirement forces users to create a new File Cabinet folder and move files into it from the Attachments to Send folder? Maybe knowing about this "fix" before it hit production would…

We did something similar in our company except we send the assigned Sales Rep a notification when an existing Lead-Unqualified is changed to Lead-Qualified status. This is accomplished by creating a saved search. We use the following criteria, make it Public, and check off the box "Available as Alert." We also checked off…

I am assuming you are referring to the User Profile subtab located under Set Preferences on Dashboard. This section only allows text! My question regards where in NetSuite can I include graphics within a signature?

I found the answer for any of you out there that may have the same frustrations. I uploaded the individual signatures as .gif Email Templates. Finally, this works! :rolleyes:

For our purposes, it would be most beneficial to have the option to display all levels.

I have a similar issue with one of my custom report snapshots. We opened issue #111740. The description is: Custom Report Snapshot displayed as Report Grid shows then entire employee (sales rep) hierarchy. When you click Setup and change the Custom Report Snapshot to display as Bar Graph or Pie Chart, it will only show the…

I would like to know how to schedule a specified time for a report. I would like this option too. I had to open an enhancement request for this option:#100975.

I second that!!! Elena - Which release are you referring to as the "next major release"? Should this functionality been included in the 2007 roll out? We are currently on 2007.0.5. I am trying to customize the Budget vs. Actual report to filter departments (Operations, IT, and Compliance) but I can't even remore the…

I made the exact compliant to NS Support. The explanation I received is users who sign in only once and do nothing more has child items. This really bites! I did a lot of testing with custom roles...now I can't delete the bogus custom roles we decided not to go with because I logged into NetSuite with the role once!…

Just a quick follow up on a resolution. I created a custom CRM field with Source List: Contact and Source From: Office Phone and applied it to our case forms. Now when user selects a contact on the form the contact's office phone populates in the custom CRM field. 

I am also interested in this but we want the Expected Close on the Opportunity record to be blank instead of today's date. I've tried out some workflow options but I can't figure out how to set the Expected Close date to be empty when a new opportunity is created. Seems like just a simple task....

The contacts DO source in and remain under the Opportunity. I'm not sure why the record I created didn't but everything seems fine now. This wouldn't be a new feature, would it?

On the Sales by Customer report, can you select "Year" in the Column drop down on the report? (The field is right next to the date parameter.)

Nevermind. Fix has been implemented. Issue # 131482.

I am fairly certain you can't just hide the field on the form... I tried doing the same thing but NS support gave me a "no-go."

As an Admin. go to Setup>Company>Enable Features. Under the CRM tab, uncheck the "Advanced Forecasting" feature.

The Email Case Capture feature was initially available to us when we rolled out NetSuite CRM+ (we have since upgraded to NetSuite). This feature provides efficiency by assigning an "id number" to each email delivered from NetSuite. When the contact responds, the "id number" serves as a router to the appropriate record in…

I can't add anything on SuiteScript but I just noticed our Item form has Department and Class fields. I assume you can restrict items to departments or classes by using these fields? NetSuite - do you have check the box on the the user role to enable these restrictions? "Apply Department Restriction to Items Also/Apply…