プロフィール
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
コメント
-
Hi @Patrick Fresnosa-Oracle! If been honest I am not familiar with the Revenue Management options. In my Enable Features I see the below: The issue here is that during UAT we have noticed that all invoices affected Deferred Income account than the actual Income account so P&L reports do not contain any Revenue figure. We…
-
Good morning! Yes we have created a Custom Segment (named "Pillar) and we are trying to create a Pie or Bar Chart to compare Revenue per Pillar. The graph is requested to be presentable as Dashboard view. From which feature should we built this Graph?? Through Analytics? Through a Trend Graph? Through Saved Search Graph?
-
Hi @Clarisa De Torres-Oracle! I searched as requested:
-
Thank you @Tigran Shahnazaryan for the options provides I will check. Also can I configure the module somehow not to automatically create/generate a contract on the selected Sales Order status and the Contract to be only create with "Create Contract" button??
-
Hi both @Tigran Shahnazaryan and @Clarisa De Torres-Oracle ! Can't spot my Custom Form on Custom Entry Forms: I flagged the form as Preferred from the "Customize" of Contract Record but still doesn't work: I have also tried with a Workflow but again doens't work.
-
Thank you @Tigran Shahnazaryan and @Clarisa De Torres-Oracle for the clarifications above. Could you also assist with why my Custom Contract Form in Contract's record is not kept upon saving of contract record and its returning back to the Default Contract Form???
-
Hi @Clarisa De Torres-Oracle ! Sure! See below screenshot: Yes I confirm that I am using the Administrator role :)
-
Hi @Clarisa De Torres-Oracle :) Yes:
-
Hi @Angelica Mae Segador-Oracle! Yes thanks a lot for the information provided. Payment Receipt printout though shows the Company Information of Customer's Primary Subsidiary rather than the Subsidiary's selected on the transaction (payment). How we can tackle this??
-
Thank you @Alex Joves -Oracle for being so kind! Yes thank you if you could initiate a support ticket would be much appreciated.
-
Thank you @Patrick Fresnosa-Oracle for your input! Is there any workaround for this type of companies/transactions that they want to implement NetSuite? Also, what "Default Locale" do you suggest to select on setup of a Crypto currency is such a case??
-
Hi @Clarisa De Torres-Oracle! Yes thank you this is what I was searching for. I have noticed lately though that the functionality does not work correctly. The "Bill to Customer" field - that was previously disabled - is now a normal field and once I select a relevant value in "Bill to Tier" field in Channel Tab nothing is…
-
Hi @Alex Joves -Oracle! I have responded to the client to revert if the issue persists as its not clear whether the PO/Bills where created using the "Make Copy" functionality. I have tried previously to open a case in NS Support Team but the response I got was that this is not an issue that can be covered through Basic…
-
Hi @Alex Joves -Oracle ! Yes thank you for your response! Any ideas/insights on the second layer of my question? Copying the issue for ease of reference: "There are Bills without any linked POs that have value in "Purpose" custom field that seems to be the value of another PO. The field does not contain any default value.…
-
Dear @Clarisa De Torres-Oracle and @Angela Bayliss! Hope you are doing well :) Just another clarification I needs with "Paired Intercompany transaction" field: While the user performs the manually pairing an Intercompany Bill and Invoice, is there a way in the Invoices dropdown list to show the Bills #? Can this field work…
-
Hi @Micah Timbol-Oracle! Thank you for reaching out! Items' record.
-
Hi @Clarisa De Torres-Oracle! Thanks! This clarifies a lot the picture!
-
Hi @Patrick Fresnosa-Oracle! Thank you so much for reverting. Actually I have checked the forms thats why I am wondering. List Price affected the Standard Sales Order form as well as in other records: Regarding the error, I am creating the SO from Create New option and I am adding both Service and Non Inventory Service…
-
Also, upon saving we are keep getting the below error: Any ideas on how we can fix this?
-
Yes @Patrick Fresnosa-Oracle thank you very much for your help! Are you aware whether I can import a "Resource Group" for each task to be imported?
-
Hi @Alex Joves -Oracle! In addition to my comment above, do you have any ideas why my second point is happening? There are Bills without any linked POs that have value in "Purpose" custom field that seems to be the value of another PO. The field does not contain any default value. The user tried to change the value field:
-
Hi @Alex Joves -Oracle ! Thank you for your input. Is there a way to prove that the "Make Copy" function was used through the System without asking the user? I can't from System information as I' ve checked.
-
Hi @Ayitah Tallada-Oracle! Thank you for creating this thread! Awaiting for community's insights. Regards, Elina.
-
Hi guys! We have approval flow enabled for Journal entries and a workflow for a client, In case of system generated Depreciation related Journal Entries. How can we set through the workflow that when the employee is the System (custom field where takes the value from the User) the Next Approver field value to be a specific…
-
Hi @Ayitah Tallada-Oracle! This is the first time we have been reported such issue.
-
Thank you @Amanda Edwards! The problem I have with this customer is that he requested a template for Customer receipt prior to Invoice. The client accepts payments from its customer prior to generate an invoice and as I can understand Customer Payments printouts use info from the related linked invoices. When I tried to…
-
Hi @Amanda Edwards! Thank you for your input! Could you please explain more how we can do that to the Customer Receipt PDF Basic Template?
-
To add on my my comment above, by saying Related parties I mean the transactions (Sales, Purchases, Recharges etc.) between the subsidiaries.
-
Hi @Patrick Fresnosa-Oracle and @Amanda Edwards! We have been requested for a Financial Report that looks like the below: Is it possible to recreate something like this?
-
Hi @Patrick Fresnosa-Oracle! Yes lets take the nominal accounts as an example. How we can handle this type of accounts through NetSuite?