Mr Rob Red Ribbon

Hey guys, You could replace the standard estimate/sales order Print button with a custom print function whose first page is the Terms and Conditions. We've added in several types of coded custom print forms here. It's not exactly easy, but an experienced developer could do it in probably several hours. Robbie

Hello, You can mass update all your customers that have a Default Credit Card to uncheck that box. Here's a mass update function to accomplish that: function removeDefaultCC(rec_type, rec_id) { var customer = nlapiLoadRecord(rec_type, rec_id); var cardCount = customer.getLineItemCount('creditcards'); for (var i = 1; i…

Okay, so maybe I got bored and built it:

Hey Carrie, I don't think there's any built-in way to do that. But it wouldn't be too difficult to build a custom interface that would allow you to choose which addresses of the customer belong on each contact. Corey could probably build that for you, or else I could :) Robbie

Hey Mike, Could you have your clients fill out a web-form instead of sending an email to your support address? If so, then you could set up an After Submit script that examines their message and sends back replies tailored for specifically what they're asking for. Robbie

Hey Slumisboi, You could use a script, a workflow, or even a Saved Search to notify you when a field changes on a customer record. The best answer would depend on the context of how you expect the sales rep to be changing. For example, is a regular user changing it on a normal customer form in NetSuite? Or is it being…

Hey Carrie, You could accomplish that with a pretty simple client SuiteScript. I could help you set it up if you want to do a screen sharing session with me, it would only take 10-15 minutes. Send me an email if you want, I'm happy to help. Robbie

Hey Madhur, I had the exact same thing happen for one of the dashboards I manage. I was able to fix it by adding some permissions to his role. I can't remember exactly which one it was, but here are a few you should definitely try: make sure your role has at least View permissions on "CRM Lists", "CRM Groups", and "Custom…

Hey Joy, What context do you want to do this in? Do you mean on a regular NetSuite record entry form? Are you familiar with SuiteScript? You can use the nlapiSetFieldLabel function to add on the (number) to the label. Robbie

Hello, Did you add a filter for Main Line == No? If your search is supposed to show line items by tax item only, then this may help. It should make the custom shipping cost field show up on each line of the results, but will filter out the header-level results. Hope this helps!

Hello, If you need some advanced reports created, my company may be able to help. We have quite a bit of experience creating portlet/suitelet reports that would not be possible using NetSuite's standard search/reporting tools. If you're interested, please send me a message here on the NUG or go to my website and send us a…

Hello, Sure, what is your phone number? Thanks

Hey Brett, The permission that appears to control Global Search is the "Setup -> Perform Search" permission. I've found that when adding/removing it though that you have to clear the browser cache for the Global Search box to appear or disappear.

Hey John, I haven't worked with tiered item classes, so this is just my best guess, but are you able to set a search filter for the parent class of the item? If so, maybe you can find all the "Draft Beer" items that way. Except usually you can't jump two levels in a regular search, so you may have to search the Level 2…

Hey Mike, It sounds like the fields you're interested in are probably custom fields added by whoever built your website? If you want to look at it together, send me an email and we can set up a short screen-sharing session to get it figured out. Robbie

Try this instead: function updatePackedBy(type) { nlapiSetFieldValue('custbodypackedby',nlapiGetUser()); var salesOrderId = nlapiGetFieldValue('createdfrom'); var salesOrder = nlapiLoadRecord('salesorder', salesOrderId); salesOrder.setFieldValue('custbodypackedby',nlapiGetUser()); nlapiSubmitRecord(salesOrder); }

Hey there, It sounds like you want to go from Return Auth -> Sales Order -> Item Fulfillment. You can't normally jump through two record links in a saved search like that. There are a couple of other options though. An easier choice might be to start at the sales order. You could run a search on sales orders that have a…

Or, instead of loading the record, setting the field value, and submitting it, you could do this: var user = nlapiGetUser(); nlapiSubmitField('salesorder', salesOrderId, 'custbodypackedby', user);

One way you could do this would be to add a "Last Project Date" custom field to your customers. Then you would always have a quick lookup for their last project. Then you could run a search on Projects where status is Open and customer's last project date is three years ago. Robbie

Hey Julie, Are you wanting to build a standard Saved Search, or are you creating a search in a SuiteScript? If you're doing it in SuiteScript, you could find all customers that have an open project this quarter, and then for each one do a search on Projects that have that customer and a date three years prior to the…

Oops, you're right, there's no built-in field for that. You may have to go with the second option I mentioned. Or, are you familiar with SuiteScript? You could set up a simple PageInit script that runs on new Return Authorizations that looks up the sales order's item fulfillment's creator. I could show you how to do that…

Do you happen to have a Sandbox account? I don't know of any way to restore an older version of a saved search, but if you have a sandbox account, you could look it up there and re-create it.

Diane, I'd definitely recommend you have a script built to do that. It's quite easy to look up which item fulfillments come from the sales order and to pull data off of them through NetSuite's API. It would probably take an experienced developer only an hour or two to put that together for you. Might be worth the…

Hey Marv, Yep, it's always good to see you guys from House of Antique Hardware at the NW NUG meetings. Okay, I'll send you her email address in a private message. Thanks Robbie

We use OzLink here at Lightspeed as well and have been very satisfied with it. I see you're in Portland, we are here in Tualatin. If you want to come out for a visit I'm sure our warehouse manager would give you a tour of how we have our barcode scanning operating set up in NetSuite. We're always happy to help other…

Hey Corey, You may not be able to debug them in the SuiteScript IDE, but you can certainly debug them from within NetSuite. If you go to Customization -> Scripting -> Debugger, your script will show up as an option if its in testing mode. It's also a nice way to test them because you don't have to wait at all for the…

Sorry for duplicate post, system hung up while posting.

Hey Josh, There is an "Image" custom field type that you can use. The way it works is in Edit mode you'll see the file selector for the file cabinet, then in View mode you'll see the image you pick. The other option is to add an Inline HTML field and to display the image through it. This is how you do it if you need to…

Which field is it, when do you want to auto-populate it, and what do you want to auto-populate it with? I created a short (10 minutes) "SuiteScript 101" tutorial video that shows you the basics of getting your first script up and running. If you send me a your email address I'll share the video with you.

Oliver and Nick are both correct. SuiteScript is much more powerful but less understandable by non-technical people. Workflows are great for a few special cases, like approvals. I prefer SuiteScript and I stay away from workflows whenever possible though. Seems like every time we try to do any moderately advanced solution…