You can default the location on records on a per user basis by setting a location restriction on the users role. If the role does not have a location restriction, set the restriction to none - default to own.

I'm thinking you may be able to do this by creating a custom transaction column field that sources estimated gross profit. Then on the quota change the target on to custom field and then select the custom field you created. Let me know if you have any luck with this.

Are you looking for a list of all roles in your account that have the web services permission? You can do so by creating a Role saved search and in the criteria tab set the permission to any of web services. If you want roles that are web services only, include the web services only criteria instead.

Yes, this formula should give you the average number of days between transactions: ROUND(MAX({trandate})-MIN({trandate}))/Count({internalid}). Use formula (numeric) and summary type = Sum.

Hi Eric, To get a locations current quantity on hand use the field 'Location on Hand' instead of 'Current Qty on Hand.'

You may want to try generating this report using a transaction saved search and run a pivot report from the search. The pivot report BETA is a free bundle and many of our clients find it useful. The bundle ID 17447. On the saved search try using the following criteria: Date: Enter your desired date range Type: Is any of…

You don't see the description field under the columns tab when customizing the item receipt form?

I'm not sure why your reporting shows double the correct shipping expense. But you can associate a freight bill and other landed cost bills to item receipts. Under the landed cost tab you can select a transaction for each land cost category. In order for the transaction to show up on this list it must have an other charge…

If you post a screenshot of you criteria and results myself and others could take a look at it to see if the issue is due to part of the setup of the search.

For your first question I would try using the Sales Order of Deposit: Document Number field. For your second question you should be able to use sum, be cautious though and check to see if the search is over calculating the amount.

It looks like to do this you need to first create a custom field on the item record and source the account number. Use 'COGS Account' for the source list and choose 'number' for source from. Once this field is created you can add it to the search by itself or concatenate it with the account name using a formula. Let me…

Navigate to Setup>Accounting>Accounting Preferences>Order Management>Picking/Packing>Show Additional Items on Packing Slips. Make a selection for this preference to determine how items show on packing slips. Options available for this preference are as follows: [LIST] [*]None – Show only items being fulfilled in the…

Try using this formula in the saved search for the tracking number (replace entity with the appropriate field id) - SUBSTR({entity}, 1, (INSTR({entity}, ' ',1)-1)).

One option you may have is to create a new sales order form and from this new custom form you can link the packing slip and item fulfillment forms you want. Then you can set the role to have this SO form as the preferred form. This is the work around I would use but others may have input on this. Torin Salerno Aminian…

[LIST] [*]Go to Setup > Accounting > Preferences > Accounting Preferences. [*]Click the Order Management subtab. [*]Under Fulfillment, uncheck the Send Order Fulfilled Confirmation Emails box. [*]Click Save. [/LIST]

I would then try a transaction saved search with the following criteria and results:

For #1 I would do a sales order by item report. Under more options select collapse all for the expand level option. Under edit columns I would add the column back ordered and make sure to check add grand total. Lastly, I would add a formula field for percent ratio to get back ordered/ordered * 100. Make sure you check show…

I would use the sales back order report and add the current qty available column. Check this report periodically to see what items are on back order and the qty available to fulfill these orders. You could also add a filter to only show items with qty on hand greater than 0. Then schedule this report to be emailed every…

In the cases where there are both a package and return tracking number, how do they show up on the email? Is there a space between them and does the package tracking number show up first always?

Correct, if you are using classes for other purposes this would not be your solution. The simplest method of restricting items is by using class, department, location or subsidiary (if you use oneworld). See SuiteID 28124. I've never restricted items other than using one of the above methods. Unless someone else has come…

You would just need to assign the one employee record that can view all items and the restricted items the same class. For the roles that need to be restricted, set the class restriction to own, subordinate and unassigned and leave their employee record classes empty. This will still allow them to see items that aren't…

You must assign the employee record a class as well. Then they will only be able to view items with the same class while using that role.

Use this - REGEXP_REPLACE(REGEXP_SUBSTR({name},': [^:]+*$'),': ',''). Use a formula text field in the results tab and make sure to replace name with the field id of the account name. Let me know if this doesn't work.

Are you able access the Next Approver fields in the results dropdown? The approval limit you are looking for should be in there.

You should be able to export the item and/or group pricing using a customer saved search. The pricing fields folder will have your item price fields. After updating the file you can run a CSV import update to update the prices.

I don't believe that you can get the question they ask changed. You may need to contact NetSuite support to get the password reset if no-one else has admin access to the account.

You can try adding the sublist to the transfer order by using a custom record type. When creating the custom record you have to create a transaction list/type field that is associated to transfer order records through the sourcing and filtering tab. Select type under the 'filter using' dropdown and choose transfer order…

I believe the post vendor bill variances functionality takes care of this. It allows you to clear out the inventory received not billed account and post to a variance account that is set on the item record under the accounting tab.

You should be able to by creating a custom transaction column field that sources in the items volume from the custom field you created. Then go to the picking ticket form and add that transaction column field to the printing fields under the columns subtab. Let me know if you have any questions or need clarification.

You may want to look into using a download item. SuiteAnswers article #28179 overviews this item type.