Sorry I have been in and out for the last couple of weeks. Now trying to get caught up. But to answer your question, no. This is very confusing. I am still trying to get August to match and balance and it just isnt working

@Emilia Ironov-Oracle The box was checked in Accountign Preferences. So I checked the account and the missing transactions show as Yes in the Clr field and reconciled in that field. How do i reverse that so i can do a complete reconciliation for August?

Thanks @Joahnna Given Uy-Oracle but I already have and havent gotten any follow-up, and to be honest havent had great experience with ACS and PS so far.

I can confidently answer this part. when doing a CSV upload for item pricing, If you look down toward the bottom of the list of Netsuite fields on the right side, youll see a grouping called Item Pricing, one of the sub selections is quantity (see screenshot below). That quantity field maps to the quantity box you…

@Jeff Pineda-Oracle I was mistaken. What was renewed was our SSL certificate, not our domain reg. Should we not have renewed it? We did renew it since we had to pay for that and figured it had to be paid for to allow Netsuite to do what it had to do for the Auto Cert. Now I am really confused as to what to do next.

As usual John, you are my hero. Thanks

I just attached my test contact to a different customer with a long history of transactions and all the transactions showed up just fine. Could it have something to do with either the recency of the customers transaction, or the fact that the customer originally signed up online, and my test account and the other customer…

Hang on there is a difference. This version has a button "Continue to Create Case..." That gets me to familiar territory. Thanks I also noticed this version of suiteanswers is a LOT faster than going there from my dashboard.

I dont see any appreciable difference.

My point was that there is no such button any more

I recreated your search using the same terms and got no duplicates. Keep in mind I had to use one of our accounts and i could not see your results parameters, so the problem may lie either in the account you are looking at or in the results parameters. Will be glad to help further if you can provide more context.

* located in Syracuse, NY * Netsuite administrator for Bus Parts Warehouse * we are a wholesale distributor/retailer of replacement parts and accessories for the School Bus Industry * we have been live on NS for 6 years now

I went to my other admin with those instructions and we entered my email address and it gave us an error saying she was unable to reset my 2FA settings because she did not have access to all the accounts i have access to. Now what? This si precisely why 2FA should be opt out. I cannot do the full measure of my job right…

John, you remain my hero! This is exactly what I was looking for. Thank you again. Next beer is on me whenever we get together in person again.

are you also having the same problem getting to suiteanswers?

Not sure if this related at all, but I just tried to login to the Site Management Tools for SCS and got an error message that it was incompatible with Google Chrome version 80. I did not get that message yesterday during over 3 hours in SMT.

Julie I would be glad to help you out with this. There are a couple of good ways to do what you need. To fully automate the process would require you sign up with a credit card processor that interfaces with Netsuite. We currently use Cybersource. NS could use a saved search to send notifications when certain invoices need…

Robbie, I have printed out your post with the 4 steps and am working on Step 1 Territory DB record type. It says you added a State field and set the auto-naming convention to be State_County. How did you set up a naming convention?

Wow. This is the best thread ever. We are working on the same thing here because we are creating a new territory that will carve out a few counties from 3 different states and it would be great to be able to make it automated. I would like to hear more about creating a "Territory DB" record. Is it possible we can discuss…

Hello, Just trying to figure out what you are doing.. Are you guys referring to Setup> Sales> Sales Territories? Under Configure Rule, You can Apply a rule between two Zip codes. Not sure if this is what you guys want. Thanks, Mon That is not exactly whats going on. We are forming a new sales territory that will include…

Your ideas are intriguing to me and i would like to subscribe to your newsletter. I really like your approach to the problem and the fact that it automates assigning territories to customers upon creation and during updates. I am not a scriptor yet so that part might be a challenge, but I think i can at least implement the…

We use Constant Contact and are really liking it so far. We got onboard with them at beginning of August this year.

Ignore my previous post, I had not read your OP thoroughly.

If I understand correctly, you are creating a saved contact search and want to display the sales rep for the contacts company? To do this in the results tab, click in the fields box and scroll all the way to near the bottom and select "Customer fields..." this will open up a chooser and then you go down the list and select…

We used Mailchimp for about 6 months last year and never ran into that problem.

We had a similar issue and the only thing I could think of to cause it was the fact that came right after we were moved to a different data center so now all our Netsuite URLs contain na3. It also rendered some of my shortcuts useless until I updated them with the new URL

NS Support solved it by having me clear the browser cache for the affected employee and the text box returned.

Is that user using Chrome? We recently had the exact same problem with an event and switching from Chrome to IE or Firefox took care of the problem. He is using Chrome, but so am I and one of his coworkers and we don't have a problem. If this requires going to IE or firefox I can learn to live without text boxes. :h_a_w:

duh!! Thank you.

Hello Jim, When you say activity, are you pertaining to Events? If yes, the Organizer of the Event (Sales Rep) needs to perform the steps below to allow others to edit the Events they organized: 1. Go to Activities > Setup > Calendar Preference 2. Enter a Calendar Title 3. Set Sharing = Defined Below 4. In the Calendar…