Thank you Jack Daryl Espiel-Oracle I must have something else wrong too. I can't get the workflow to recognize that the Tasks are marked Complete so that it "triggers" the Transition. I have included Edit in my Transition definition: I am still troubleshooting. Thanks.

Thank you Patrick Fresnosa-Oracle. I voted for the Enhancement & leveraged your sample formulas as examples to add a comment to the SuiteIdea. Thanks @Patrick Fresnosa-Oracle

Vernita If anyone would find the Line ID & Sequence # helpful in their Analytics reporting please have your NetSuite Administrator vote on this Enhancement Request. Please include your business case, how not having these fields impacts your analytics and how including these fields would benefit your analytics then VOTE for…

Hello 3968650 How did you make out developing NextGen Analytics? We are beginning an MDM project that will also include selecting a warehouse. I am starting to look for the best options and thought I would see what has been the best tool? Appreciate any feedback/suggestions/cautions. Thanks.

Thanks Patrick Fresnosa-Oracle. Can I make my column label dynamic? If so, how?

Patrick Fresnosa-Oracle I wanted to thank you for all the help you've provided me.

Hello Patrick Fresnosa-Oracle, The tip you provided above helped me with a saved search. Thanks. We are trying to forecast the revenue from the Revenue Schedules but we do not want to touch the formula each time we run the report for the next period. See the Jan, Feb, Mar columns.(assume there would be 12 or more columns)…

Feb 2023 Michelle Jabanes-Oracle T.Watz 3952366 We are using Google for our mail service. Our network team investigated and found Google had a bug that they have now fixed so when we click the request Read Receipt box, we do get a read receipt and it is recorded on the NetSuite email.

Hello all, we have a similar request. We are using the ODBC connector and excel to do this today but prefer it on Executive dashboards. Thinking about NetSuite Analytics capabilities, . . . if our ARR is a mathematical calculation based on monthly revenue and trailing 12 months usage, can a report be created in NetSuite…

i just created an Analytics enhancement request. I do not have the # yet but when I do, I will post it and ask any that need it to VOTE on it AND provide their business case in the comments so that NetSuite understands our benefit to having it and burden of not having it. Keep you posted.

Hello Vernita. Have you tried including Line ID in your Results and Criteria is Line Sequence # = 0? I suppose you really don't have to "display" the Line ID in the results, except to audit your results. Hope this helps.

Thank you Richard James Uri-Oracle . I had found the hightouch. I had not found the integrate.io. This one could be helpful. These are great. THANKS!! If you put up a "Did this answer the question? Yes No" question, I will answer it yes. Thanks.

Hello Michelle Jabanes-Oracle, That DOES help... in this example, there is no email address on the Customer record. The contact left the company in 2019. I removed it in 2019. I think my issue is because an invoice in 2018 was sent to her email address (that was on the Customer at that time) and when we use the Invoice…

Hello rnedelkow-Oracle. I attempted this link but the video is now longer available. Would you update it or if no longer relevant, remove the topic? Thanks. 😉

Hi Vernita, I was referring to Grouping in a Saved Search. While you can't "group" in a Workbook you can Pivot on the data. Hopefully it will help. Best.

Great, Glan ... Once you get what you are looking for, you add an email component so that the search delivers you an email when there is a change on a record after Approved.... Hoping it all works out. Best.

Hello Micah Timbol-Oracle or Patrick Fresnosa-Oracle I was looking at my unresolved items and wanted to mark this resolved but I do not find an Accept Answer option, would you somehow update this to resolved? Thanks.

We no longer have an issue with our Chase bank feed (we only use it for credit cards, if that matters at all). Hope everyone else's is working too. Best

Vernita If you want to send to recipient results & I assume that means Contacts, add another recipient field Contact : email Test it by making yourself a contact and limiting your saved search to only return your email address, without specifically entering your email address in the criteria (We have a fake customer called…

Hello User_929E1 Take a look here. https://www.netsuite.com/portal/services/training/suite-training/netsuite-certification.shtml and scroll down to the various offerings. https://www.netsuite.com/portal/assets/pdf/sample-test-ns-suitefoundation.pdf…

Hello Jack Goodwin Yes, Logged on as an Administrator, navigate to Customization>Lists, Records, & Fields>Transaction Line Fields>New You might give the list some thought and consider other types of records that might use the same adjustment reasons. Within the custom Transaction line field, you can define the records it…

Hello Glan. I just did a little testing and it may not get you all you need but I did have some success... I'm sure others have better suggestions but here's what I did..... For simplicity I focused on our Quotations and when the Amount changed after it was Approved. We have a Workflow that our Quotations go through to get…

Hello @Vernita Have you tried Grouping your results?

Hello Glanmor. Hope you are doing well. Have you tried starting with a Transaction Search for the record type you are monitoring? Join to the System Notes with criteria date after the New Value = approved, fields returned are any that you care about .... amount, account, company, etc..... I'll tinker for a bit to see what…

Thank you @Jack Daryl Espiel-Oracle. Worked perfectly.

Hello Elychelle Gulen-Oracle. Thanks. I appreciate the documentation links.

Yes, Thank you Elychelle Gulen-Oracle. I've been through the NetSuite documentation and I have had a Demo from our Account Manager but it was not a valuable selling tool that my Controller found worth investing. Our Account Manager Demo had glitches which immediately detracted from the power of SuiteBilling. My Controller…

Hello, 3961064 How did you make out? Did you get SuiteBilling provisioned, enabled, tested and using it? What are your thoughts? Anyone..... I am interested in convincing our team to use SuiteBilling but the videos I find are years old. We are a software company with subscriptions & license both have usage components and…

Hello 3959464, did you implement SuiteBilling? What is your Business case? Anyone..... We are a software company with subscription & license both have usage components. We bill annually in advance for the subscription access and license pieces. We bill the usage annually in arrears. Both of these are on the same invoice,…

Hello Michelle Jabanes-Oracle. Thanks Yes. I hope your New Year is starting off fantastic. Yes, the Capture Email Replies feature is enabled. I don't find any reference in SuiteAnswers to dependencies on mail provider settings or differences between Outlook & gmail. I have our network team looking into our settings on…