Yes, it is possible to populate a transaction body field with the the primary contacts info such as email or phone. Are your fields not getting populated?

Have you tried the formula: {createdfrom.totalamount}-{createdfrom.shippingamount}?

Have you checked to see if there are forms disabled on the role record? And to clarify, is the field to select the form hidden or set to inline on the form?

If the number of possible entries for this field exceeds the number set for maximum entries in dropdowns preference (Home>Set Preference>Optimizing NetSuite), then the list becomes a pop-up list. Using the item field on a Sales Order as an example, if you have 200 items in your account, you would need to set this…

That's strange that you are unable to set the customer ID via CSV import. Make sure that you are mapping the fields: internal ID and customer ID during the import. I should have been more clear in my response. You do not need to actually turn auto-generated numbers on after setting the customer ID's for your current…

Do you have the allow override checkbox checked under setup>company>auto-generated numbers?

This should not be an issue for you as I have done this before and just recently tested it. Use suite answer article 41339 to double check the steps you are taking. I would get in contact with NetSuite support and tell them you think you've found a defect. Walk them through the steps you are taking and once they see that…

I would export all of your existing customers and set their customer ID's in excel. Re-import the customer records to set their new ID's then turn on auto-generated numbers and start the sequence from the next highest number.

You're going to have to source the custom field from the item record into a custom transaction column field by itself first. Do so by choosing item as the source list and then choose the desired custom field. After this field is created, use this new custom column field ID in the formula. You can then simply hide the…

I'm not familiar with scripts but this seems like something that can be done using an action in a workflow. The action would be show message and the condition would be a formula {entity.balance}<0.

This is a late response but Suite Answer 46503 offers a great solution. You can use a custom body field to source in the tracking numbers from that fulfillment using a saved search. You can then use this field id on your template.

You are unable to hide the fields by unchecking the show checkbox when customizing the form?

That's strange. I see those fields when I look at one of our forms. Are you looking under the columns subtab?

I have experienced this issue as well. As a workaround I choose another list/record until the 'record is parent' checkbox is no longer grayed out. Then I choose the list/record I originally wanted. As far as the custom record not appearing on the parent record, have you tired choosing a parent subtab when creating the…

You may want to check out the Accounting Preference ' Duplicate Number Warnings' : Setup>Accounting>Accounting Preferences>Items/Transactions>Other Transaction preferences.

That's strange. Suite Answer #46183 mentions that you should receive a warning when this preference is enabled. I would check with support to see if this is a defect. An alternative solution would be to use the script provided in that same article to prevent users from saving a vendor bill that has a duplicate reference…

Was the dashboard published to the user with the lock shortcuts box checked?

You're welcome, feel free to reach out if you have any questions. Torin Salerno Aminian Business Services NetSuite Support: [EMAIL="support@aminian.com"]support@aminian.com[/EMAIL] [EMAIL="torin@aminian.com"]torin@aminian.com[/EMAIL] (949) 407-8416 | (888) 800-5207 x 16

I see this as well. You can show it on the form by customizing it but it looks like you can't un-check the mandatory box for this field on the form.

To add to Sam's response. In the criteria specify the type of transaction you want and in the results group by customer name and count for document number.

We have helped clients with this scenario many times. The best way to go about this is to make a journal entry of offset the GL impact of the checks that are to be imported.

Under the highlighting tab of the saved search select the custom date field and use the condition 'is on or before same day two weeks ago.' Hope this helps. Torin Salerno

Have you tried using 'Name' in the Account subfolder? This folder is in the transaction dimension folder.

You're very welcome. In order to specify customers in this way I would use the LIKE function. The formula should look like this - CASE WHEN {custcol_2663_companyname} LIKE 'H%' or 'M%' or 'O%' or 'S%' or 'T%' or 'U%' THEN {paymentevent.amount} ELSE 0 END. Just make sure to use % behind the letter. Also, note that this…

The field you would use to add a formula to a saved search is in this case 'formula (currency).' The formula section will be available after choosing this field. I would also create two more results to test the fields you are going to add in the formula. You are going to need to know which field ID to use for cash…

I would try to do this using a saved search. In the results tab try using the formula - Case WHEN {Field.Id} BETWEEN 'A' AND 'G' THEN {Field.Id} Else 0 END. On this result set the summary type to sum.

You should have a column filter in the footer when viewing the balance sheet. Select accounting period from this drop-down list and you should see the balance sheet by month.

No problem at all. Before you finalize the report I want to let you know that I did notice a serious issue when I ran some testing using the BETWEEN condition. When I was looking for customers A-C using the formula I was only getting customers A-B. It seems like it is going up to and not including 'C' customers. Not sure…

I'm guessing you got an invalid expression error. I tested this and got the error as well. The solution is going to be a little tedious but it works when I do this: CASE WHEN {custcol_2663_companyname} LIKE 'H%' OR {custcol_2663_companyname} LIKE 'M%' OR {custcol_2663_companyname} LIKE 'O%' OR {custcol_2663_companyname}…

It looks like the WHEN needs to come right after the CASE. Also, the 'Jorge Guzman' part is not quite right and I'll explain below. Also, does each team member get a portion of the alphabet and customers are not shared? If so, you do not need to include the collections member name. The formula would look like this- CASE…