My Stuff
Comments
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Hi cdelacruz, Thanks for getting back to me, appreciate it. I will give that a try. Before seeing your comment, i ended up creating a custom dropdown field on the phone call record, which had the following options: answered and not answered. I also created a workflow, which meant that when a phone call record was set to…
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Hi Julien, Thanks for getting back to me on this. Kind regards, Ricky Mistry
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Hi hemang, Thanks for getting back to me. Kind regards, Ricky Mistry
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Appreciate the replies Kirk and cdelacruz Thanks, Ricky
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Hi cdelacruz, Thank you - appreciate the quick reply too. This works! Although see the document attached. It seems 2 categories can't be accessed via the Dunning tab in the custom Dunning Manager role: - Dunning Email Sending Queue - Dunning Bulk Assignment Thanks, Ricky
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Hi Evan, No problem. Good stuff Agreed! Right. I gave up on the dunning bulk assignment. I just created a scheduled workflow with 4 set field value actions: dunning manager, allow letters to be emailed, allow letters to be printed and dunning procedure and assigned it a saved search with the customers i wanted the relevant…
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Hi cdelacruz, This couldn't have come at a better time! I have the call tomorrow with the customer. Really appreciate the quick and clear reply - this has solved the problem. Thank you! Ricky
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Hi Evan, Very sorry for not getting back to you earlier I don't know where to start! I came across quite a few issues with the Dunning Letters bundle when implementing it for a customer. I'm assuming you're configuring the bundle in an account that already has many customers with invoices in. If this is the case, you have…
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Hi cdelacruz, I've looked at all the Script Deployments for the Dunning Queue script (see below) and have ensured my custom role has been selected for all of them, however the error above is still occurring for the customer: Dunning Queue Sendcustomdeploy_3805_dunning_queue_sendReleasedErrorDunning Queue…
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Hi cdelacruz, Another issue has come up which i think might relate to something similar. When the customer is in the Dunning Email Sending Queue and clicks Search they get the following error Account: 3963376 Bundle Name: Dunning Letters Environment: SandBox Date & Time: 8/7/2015 10:32 am Execution Time: 0.22s Script…
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Hi Robert/jbalboa, Thanks for getting back to me. I've raised this with NetSuite Support. Thanks. Kind regards, Ricky Mistry
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Hi Carl, Thanks for getting back to me. I've only been using NetSuite for a couple of months now, so as you can imagine have lots of questions. I checked the help centre for help with this, but couldn't find anything relevant. I'm not using a OneWorld account, no. I have created an expense report, ticked the 'use multi…
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That's right Carl, my base currency is GBP. I don't have a specific currency I want to make the payment in, but say I wanted to pay it in Euros. Thanks. Kind regards, Ricky Mistry
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Hi Robert, I'm fairly new to NetSuite, so i'm not sure what that means. What is Enhancement 168961? Thanks. Kind regards, Ricky Mistry
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Hi Robert, Any news on this? Cheers, Ricky
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Hi guys We are having this same issue with a clients SuiteCommerce Advanced website Is there any updates here? Cheers Ricky
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Thanks - that's great David. I did check SA but didn't find anything! Appreciate the quick reply
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Hi guys, We're about to go through this process for a customer too. I came across the below article in SA today which looks at another customers experience of the transition, including learning points from their mistakes. Definitely worth a look. MKS1242: Lessons Learned: Switching from Site Builder to SuiteCommerce…
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That works David! So there is now a dropdown list when you register that contains 2 values: test 1 and test 2. When test 1 is selected, when the lead is created in NS the Give Access field needs to be set to False (this is because these users will need to be approved and so shouldn't be granted access immediately). I…
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No problem Ben Thanks - i'll check them out Cheers, Ricky
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Thanks Ben - i will pass this onto our developer. Cheers, Ricky
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Hi there Ricky here from NoBlue - a NetSuite partner based in the UK with extensive SCA experience. Feel free to send me a message with some more detail if you would like us to look into these for you. Cheers Ricky
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Hi Guillaume, I followed your instructions and i was unfortunately not able to get the email to send. One of the options put forward to the client involves using the standard 'to be e-mailed' box on a sales order/invoice. As you will know, this can be checked by default if on the relevant customer record the 'send…
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Hi Robert, Thanks for getting back to me. Kind regards, Ricky Mistry
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Hi Guillaume, Thanks for getting back to me. I have made the changes you've recommended, however i still haven't managed to get it to work. The workflow log of one of the sales orders with the 'needs to be emailed' box checked shows that when the workflow is trying to send the emails to the customers, an error occurs. The…