Try removing the "Perform Search" permission on the role. That should allow them to view the list, but if they click on Edit View they should get a permission violation error.

Sounds like you're thinking in the right direction. Maybe all you need to use is the Sales Team feature, which allows grouping several employees (sales reps) and assigning them to customers. That, combined with Employee Restrictions on the Role should do the job. Is there a reason why Employee Restrictions doesn't quite…

Looks like I guessed too soon! Well, in that case according to the NetSuite Help Center, the syntax for DECODE is the following: DECODE(expr, search, result [, search, result ]... [, default ] ) Therefore, your solution would be the following: DECODE(TO_CHAR({trandate}, 'YYYY'),'2006',{amount},'2007',{amount},'') I tested…

Hi, In NetSuite, a Sales Team is a group of employees with a particular name, and additional information such as their roles in the team, their default contribution percentage, etc. I'm not sure what you were looking for in a sales team exactly, but that's how NetSuite manages it. If you need to add a Sales Team member to…

The CASE statement is a good alternative to DECODE when you need a range. The following formula should do what you need. CASE WHEN {grossamount} > 1 AND {grossamount} < 100 THEN {grossamount} ELSE 0 END

Could you give a bit more details on what you're trying to accomplish? Formula fields work on a per-line basis, so using {trandate} several times in the same formula will always return the same value on each line. I'm going to guess you're trying to say "If the transaction is within this year, put the amount, otherwise put…

Hi noknok, Here's what you can do: 1) Create a custom Item field of type List/Record and choose your custom record type. Let's say this field is called custitem1. 2) Set the value of this field on all your items to the correct record, either through mass update or CSV import. You can try putting a default in the custom…

This is indeed an interesting case: - No System Notes on creation of an Event; - No access to Message field in Event saved searches; - No e-mail on update for Activity saved searches. Sounds like scripting might be the only option. You could have a User Event script on creation of of Event records that e-mails a specific…

You should get a new line for each currency. To differentiate between lines, in your Results columns, go to "Pricing Fields..." and choose "Currency". I did a simple saved search with the result columns "Pricing : Unit Price", "Pricing : Price Level" and "Pricing : Currency" and got different lines for each currency price.

Although not officially supported by NetSuite, DBMS_RANDOM does work in SQL formulas in Saved Searches. I've tried to use it before and hit some roadblocks, but it might work for you! http://psoug.org/reference/dbms_random.html

I just wanted to double check that this had been logged as a bug and fixed. If not, where does one file bugs against current NetSuite issues such as this? Thanks. You can call NetSuite Support and open a support case. They will open a defect accordingly if needed. Referencing user group threads can help accelerate the…

I believe the values of checkboxes in formulas are 'Yes' and 'No', unlike in scripting where it's 'T' and 'F'. Think of the value you see when you have a checkbox column in a Saved Search. Try comparing to that instead and let me know if it works.

Looks like Firefox blocks these links as a security measure. Here's a short article regarding this: http://confluence.atlassian.com/display/JIRA/Linking+to+local+file+under+Firefox

Date fields have to accept dates. There's not really any way around that. Is this a custom field? If so, did you consider making the field's type Free-Form Text instead of Date?

Depending on how your end users enter youer leads/prospects/customers (NetSuite UI, online customer form, etc.), a simple client script might do the trick until the enhancement is deployed.

Yes, that's definitely possible, as long as the column is available in scripting. You can create a scripted button in a Client script (see NetSuite help for details). The script would have to iterate through your sublist and simply check the checkbox on each line item. Something along the lines of: var lineItemCount =…

Hi Rafe, If a field on a record is referred to by a formula custom field, you cannot edit the referenced field with Direct List Editing. An example is documented in our Help Guide under 'Using Direct List Editing'. Thanks, Rob Hi Rob, I don't mean to take this thread off topic, but I've been trying to reproduce the…

If you want to add/remove/change values of the Job/Project Type field, you can do so by going to Setup > Accounting > Accounting Lists and choosing Job Type at the bottom.

This could be done either client-side or server-side. Using a saved search filtered by project type and sorted by project ID, you could easily determine the next ID to use. Keep in mind though that if two projects are generated at the same time, there's always the risk of trying to use the same ID for both projects. If…

How about this: make a third opportunity form where all you can really do is choose the custom form (by hiding fields and such), and make this form Preferred. Edit: I meant make a third estimate form.

That error means you have a List/Record field that is trying to point to a record or list value that doesn't exist OR is inactive.

What is the relationship between your customer record and your custom "RFP" record? Can one customer have many "RFP" custom records associated to him/her? EDIT: Once again Olivier beat me to the punch!

You should be able to create a custom transaction column field and UNCHECK the "Store Data" box. On the Default Value field, check the Formula box, and enter your formula. That won't show the result without saving though, which is what the original poster requested.

If you want live updating of the field, I'd suggest a very simple Client SuiteScript that updates the field on Validate Line.

So if I understand correctly, you want a field that lists all values from the Info field where the Place and Asset Name are the same in both records? I don't think that's possible, since Info is a Free-Form Text field.

When you go to Lists > Relationships > [...] and click on one of the entity types, it brings you to the list of that entity. The field will show up there as a column. Also, when creating Saved Searches of the correct type, the field will show up in the Results by default.

Do you mean you want the customer to see the different ranges and price options on the line items of the estimate? Something like: [CODE] Item Min Max Rate Item-A 1 200 2$ Item-A 201 400 1.75$ Item-A 401 600 1.50$ Item-B 1 200 3$ Item-B 201 400 2.75$[/CODE] You could probably do this using Custom Transaction Column fields.…

I believe your search is wrong. When you do nlapiGetFieldValue on the custom field of type List/Record (Contact), it returns the internal ID of the contact, not the entity id. To get the contact's e-mail, try using nlapiLookupField with the contact's internal ID instead.

You can also use the event type to make sure it's only cleared out when you're creating a new record: function sale_init(type,name) { //Type is the event type, not record type if(type == 'create') { var recordType = nlapiGetRecordType(); if (recordType == 'invoice') { nlapiSetFieldValue('customfieldname',''); } } }

You mean using scripting? Did you try the field "emailaddr"? It's either that or "email".