I think this worked, I have to wait for my sales rep to verify the data being returned. Thank you!

Thanks for the update. I don't know that I would call it a solution but that certainly is an interesting workaround. So are you setting everyone up with 2 roles? I would think that you would still have to have people assigned to a role with the sales role option checked in order for them to show up in dropdowns and other…

Hi Everyone :) After many, many sessions with NetSuite support.. 'That feature is currently not available & is listed as an enhancement ... Enhancement # 97847 ' However, in order to make the quotas visible to all sales reps, I had to create new roles but leave the 'Sales Role' box unchecked in order to give them the…

Was anyone able to access the pdf of the release notes? I click the link and it takes me to the help center and the 2009.2 release notes.

I am using a customized email template - I'm trying to find out how to add the Company Name and Client Number to the subject line of the email and the <NLENTITYID> & <NLCOMPANYNAME> do not appear to work.

No, I was never able to figure out a workaround for this... the link still appears in full on our forms. Sorry... I had hoped someone in the forum would know what to do :)

Does anyone know how to make this work? All it will return is an invalid expression. CASE WHEN max({transaction.trandate}) <= to_date('12/31/2007','MM/DD/YYYY') THEN 1 ELSE 0 END I need to mark a record returned in a list if a customers last transaction date was on or before 12/31/2007 and then check to see if they had any…

That did it! Thanks much! :D

Is there a trick to getting the following statement to work? CASE WHEN {datecreated} >= '1/1/2009' THEN 1 else 0 END I'm trying to identify all customer records created on/after Jan 1 of this year and flag them somehow. Any help is appreciated! Jocelyn

try using to_date('1/1/2009','MM/DD/YYYY') Thanks, -e How would this work in the case statement? CASE WHEN {datecreated} >= '1/1/2009' THEN 1 else 0 END I'm still getting an invalid expression returned in my results. I've tried formula (date), formula (numeric), and formula (text) with no success. However, Formula (date)…

Is there a way to setup an approval process for RMA's? We're looking to have RMA's over $X amount go to the sales reps manager for approval prior to fully entering the RMA process. Can the Expense or Purchase approver fields be used for this? Ideas and suggestions are welcome. ~ JocelynM

I was adding new records, the headers in my csv file are - I had these all matched to the T in the import. CustomerID, Company Name, Contact Name, Mr./Mrs., First Name, Middle Name, Last Name, Address 1, City, State, Zip, Sales Rep, Contact : Email, Contact : Main Phone, Contact : Job Title, Lead Source, Category,…

I don't have a lot of experience with Journal imports done the old way through the Financials, so I'm not positive the failed ones showed up in the import status page, but this morning, the functionality of importing Journal entries through Financials showed up in our account. We've been on 2010.1 since April 10th. I…

We are receiving the message "Please contact the administrator" attempting to save records. Is anyone else experiencing this?

Per NetSuite, this occurs when trying to edit a custom record in which the Access tab is not displayed. Displaying this will allow for the save of the edited record. The defect was just updated from Under Investigation to Testing/Pending Release.

We are experiencing the same behavior across the organization. I have also filed a support case with NetSuite.

Our org is also experiencing the same thing, we use web queries for Quota reports and we can see the 'Actual' amount but not the quota itself.

No email messages from Cases are being sent. BIG PROBLEM! We are not getting critical alerts and notifications that are impacting workflow. It appears that all email messages, test emails, results from scheduled reports/searches, etc. aren't being sent. I was receiving emails from the beta site for a while, but those have…

Done. Case #860473

I also have a need to renumber our customer numbers. One of our users modified a customer number which was 5 digits to a telephone number which is 10 digits. We have to go into each new customer record and renumber it to the next 5 digit number in line. Can someone please help sometime this year? Thank you, Matt W…

We've had this problem since April 2008 and it still isn't resolved, i've updated the records and everything else - yet the autonumbering stays at the highest number... We started with 7 digit ids, moved to 8, now they're at 10 and its a direct result of someone appending an additional digit to an ID. We need to be able to…