I want it to act in this instance like a case. So I want it to send an email to the assignee on save. No customers will be interacting with this form, it is internal only.

Thank you so much! Next step is to make it email its existence to the person to which it is assigned.

There is no reason I can think of actually. These were setup by NS during our initial implementation and the problems are coming to my attention to fix.

Thanks. I was using the correct form. I know this because after i made the change the first 2 times I went in and entered orders to test and it was fine. Then when I went back in to enter real orders it was back to where it started. Finally after the 4th try it stuck and has worked ever since. My theory now is that I may…

Standard cost is a "price level" we setup to use as a basis for calculating some other prices. We don't use true cost on all items for a variety of reasons. Short answer, yes it is a price level, but it is one I would like to hide from everyone putting in orders so it cannot be accidentally chosen.

Anna, Thats not the problem we are having. Although thanks for publishing it I will keep an eye out for that. Our only remaining problem is is that credits should show with a minus sign since they are negatives to the account balance, instead they show with no sign which confuses a lot of our customers. Also, I see we are…

Yes that right is completely different from one that would reveal payroll information. It just needs to be adjusted within your role. If you have an out of the box role then it would become by default a custom role. But once a role is customized you can do other tweaks without creating another entire role.

Your rights likely need to be changed to Full if it is not already there.

Thanks everyone. Mail Merge and Track Messages was the answer.

We get them as well, but they only appear in the confirmation emails that go out to the customers. In Netsuite itself the actual order number on the sales order does not carry the prefix.

I would think we want it to factor into the profitability of the item.

For some odd reason it is working now. No idea why, but happy it is.

Simple. Refund that item for 0 units but put the correct amount to be refunded as per your rebate scheme. Thanks. I guess I had thought about it but decided it was counter-intuitive. Appreciate the help.

Yes, I made sure to use a customer who regularly receives other info by email.

Thanks. I went to her PC and logged in as her instead and approved them that way. But I appreciate the help for future reference. 

Actually I found the answer. You can close these from a CSv but the field you need is hidden in a subfolder. There is a field called closed and you just make that true. Thanks.

I feel really dumb reporting this, but I figured out the issue. I had started an import on Saturday that was pretty big. I didn't even realize it was still importing 4 days later. So my new small import is in queue and will execute once the behemoth is done.

Shelly It is set to the account I want it to go to. However, the article you referenced made me check and the Default Payment Account was blanked. Which according to the article meant it would auto default on all cash sales to the account referenced in our CC Processor Gateway. I put in a default in the Default Payment…

If you are using Ozlink, check the settings in Ozlink and see if there is a handling charge or some other random thing set to add itself to whatever it returns to Netsuite. 

I actually contacted support for this, if we cannot figure out I will ask again. I hate to waste your time :) What we did is, created custom fields for entity, and transaction (which copies data from entity text field), and a workflow that's supposed to send email to the addresses in that custom field. Workflow does not…

Hi eleran Would you mind sharing this solution as it would be very helpful for us too. I am familiar with Workflows but I am not sure how you accomplish sending email from transaction record. Or is it sent from customer record? I would be glad to. Sorry I didnt see this earlier I have been away on business and sickness…

We did this. We created a custom field called AP email address and put it in the finance tab of the customer record. In this field we put whatever email address the customer would like billing sent to. Then we built a workflow that looks at each invoice or cash sale created and checks the customer, if there is an address…

Figured it out. The check box "Display components on transactions" was checked. This causes a problem when doing the credit. Its all good now.

The discount wasn't anything formal or automatic we just set the kit pricing a bit lower than the 3 components bought separately. 

For a workaround we do the credit by zeroing out the quantity and put the total of the credit in the Extended Price field. This way it has no impact on inventory. Our other option is to make the customer aware of the mistake and to edit the invoice if it is still in an open accounting period. Then issue them a revised…

The terms are set in the customer record in the Finance tab, but they carry over to the sales order where they can be changed on the fly. In the standard sales order screen they are in the Billing tab.

Yes, attach yourself to defect #283131 Where does one find the list of defects?

Could it be as simple as them needing to go back into the little green doodad and clicking personalize and re-checking Sales Order in the include column?

Great, thanks Tomas. My phone's blowing up this morning; the workarounds of creating a blank sales order and typing names in has been deemed 'too much work' by my users. :) Wow, this gives me hope as i had decided my people were easily the laziest workers on earth. :D

I think the easiest way to tell is to look at the Shipping tab. If they clicked drop ship it will use the customer address if they clicked Special Order it should be your normal receiving address if I am understanding your question correctly.