Vernita Bronze Trophy

Hi Michelle I have had another look. There was a file generated with the correct naming convention. The problem is what it is pointing to. i..e. previously, a file with the naming convention "Credit memo for invoice FIN4546805" would point to the pdf file of the credit memo created against the invoice record for…

Hi Jack So for the approval of entries, I should have been clearer, there is already approval routing in place. 1.The employee codes time against a project. 2.The checkbox 'include' is marked for certain projects. This is sourced from the project task. i.e. the 'include' box is marked at the project task set up- this flows…

Hi Jack Thanks again for your response When I remove the available filter, the sublist shows no results Regarding the suitelet, I don't have any knowledge of coding or creating one of these. Is there anywhere I can find out more on how to do this for this particular example? thanks

Thanks for the explanation Michelle on how to set up the CRM field I am little bit stuck still on how I can use this to filter the list of available projects to those where the employee is assigned as resource? Thanks

Hi Chris I have tried the following though it is still not the correct figure For example, one employee works Monday to Friday, 8 hours per day Taking the date range 1/5/2020 to 5/5/2020 gives 72 hours using this formula

This screencap shows what I am trying to achieve thanks

Hi Michelle I have had a look and this is enabled It looks like there is an issue with the naming convention of files generated on the 'print' button of invoice or credit memo records. Previously, these would be accessible/searchable through the global search bar. Now, these don't appear to be stored anywhere Where can I…

Hi Camille Yes, that is correct: the first screenshot is of the results from the saved search, the second is the criteria and the third is the formula behind one of the additional columns used in the search The saved search is on time entry records I am trying to find the sum of all billable hours (a project task flag on…

Hi Michelle Thanks for looking into it. I have found the way to create a hyperlink so that it updates with the record ID (I am including my findings here in case anyone else finds this useful) The URL format: Companyaccount.app.netsuite.com/app/common/custom/custrecordentry.nl?rectype=99&id=${customrecord.id} The non bold…

Thanks so much for the detailed response Jack. I will try this later today and let you know how I go

Hi Micah Thanks for the response. For the work around, I was wanting a solution for a saved search if possible and not a report. The reason for this being, I have additional columns that show the sum of customer billable hours, and other project task related measures in the same search Is there a workaround available that…

Thanks so much Pauline.

Hi Michelle Thank you for your response. (I have only just got around to testing this) Related to this, is there a way for the sent invoices mass update to run automatically after the first mass update is done? i.e. for the second one to be 'triggered' by the first one using a workflow? Thanks

Hi Jack 1. No, there is no email action configured in the workflow 2. Yes, the approval routing is enabled for invoices thanks

Hi Michelle I am using a saved search on all allowance claims ,where allowance claims are similar in nature to employee expense claims, though 'allowance claim' records are created as a custom record. The list view is being accessed as a search when the user clicks into the 'allowance' tab on their employee self service.…

Hi Camille I'm not sure I explained my requirements particularly well. Here the background to what I am trying to do: - I have a form called 'allowance claims' - This is a custom form that is associated with a custom record, 'Allowance Claims' - This custom record has the following fields: *Employee *Rate *Claim Type…

Hi Mikko De La Fuente The formula(text) won't work for this purpose as I need the summary type to be 'sum' and not group since it is a numeric total. The native functionality from Netsuite appears to highlight the entire row (unless I am doing this incorrectly) whereas I only want to highlight values in the particular…

Thanks so much Michelle I will try this and let you know how I go

Edit: Is there a way to combine the over partition by formula and case when?

In this case, I am logged in as an administrator. Is that why I can see 'submit' as an option? Is that to say, the other regular users (e.g. those with only 'employee centre' roles) won't be able to submit at all? They can only save? thanks

Thanks Mikko De La Fuente I have tried this though the option for 'Save and Submit' is not in the 'Standard Actions' menu for this form, despite it being there on the button: Once I select 'Customize Form' from the top right hand corner of the record: Why would this not be an option? thanks

Hi Michelle I have tried this approach though when trying to edit the filter itself (using the steps you have described above), you would have to manually select the supervisors from the list and adding it to current selection. The issue I am having is that in the list of available items to add to the current selections,…

Hi Pauline Thanks for the reply. I had followed the steps in your initial response to remove the ability to create new items.on custom lists. As mentioned on your second reply though, this removed the option to create new items on all custom lists and not just the one list in question where I did not want the project…

Thank you so much Shyam Bandari That worked. A follow up question on this (sorry, it should have been part of my original post), do you know whether it is possible to lock the record and prevent editing once approved and once 'email' is selected from the actions menu? (or if a bulk email mass update is done?)

Thanks so much for all of your help Pauline. I really appreciate it. There is only one final step I am getting stuck with: Is there a way to set the workflow so that if the administrator/journal approver were to edit the journal, the status would return to pending approval? (or require the journal creator to resubmit?)

Thanks H-Medina Is it not possible to change the settings (at a project level maybe) so that only the project manager or someone on the resource list designated as a 'project manager' on the resource list can approve the time entries that relate to that project? If that were the case, I would have thought that would…

Hi There appears to be a page created called 'Temp - Assignee List' by the team that did the implementation on our Netsuite. I am assuming they were not able to find the default, system 'assignee' list so created another record for this. If I wanted to unhide the default Netsuite one (to avoid using the custom created…

Hi Medina We just tried again right now for this user and myself and we didn't have the date auto-populate. We had manually deleted this last time and Netsuite seems to have remembered this preference. Thanks for your help anyway

I have found a few scripts online for mass updates to delete records and have deployed them successfully. I was hoping to modify one of these to adapt it for this purpose. I am getting a bit confused with the elements of the suitescript and which part needs to be changed from deleting the record to updating values Thanks

Hi Mikko De La Fuente Yes, there is time entered against the task for some of the records I am trying to update (there are multiple tasks with the incorrect category of .billable entered when they should be non-billable) Is there an existing script that can be used to create a mass update to update these records? Thanks