That might be helpful. I had a request to at least run a "Chart of Accounts" report that included the contents of the 1099 field so they could scan through to see if there were any omissions. Then I found that this report can not be customized. Oh it gets so much better than that. Venting time... My client wants to do…

It's true Return Authorizations can't "Bill" a sales order. Instead, to avoid having to close the sales order, you have to invoice the sales order, then credit the return auth, applying the credit to the invoice. We run under the assumption that billing generally happens immediately upon fulfillment. Thanks, -e What exatly…

Closing the sales order and RA (via "close remaining") also seems to be an option for you. It will then say "Closed" and also will not show up in the aforementioned places. Thanks, -e OK, good. Final question: With the Close Sales Order method, I would assume we would not need to do any type of refund since we never billed…

Hi Steve, There is a drop down menu in the fulfillment screen that allows you to pick multiple serial numbers based upon availability. Not sure what else your looking for.:confused: I also thought you could edit them. Am I missing something? We do not use a scanner (yet) and have had more than a few times where the serial…

Hi, Processing Evals and Demos is an age old problem. I first encountered this in 1979 at Digital Canada. They had a $15 million problem (which was a lot then). Part of the solution was to set up new (additional) customer accounts (I have used the variation - "9.CustomerName" for example). Process the order at $0.00 using…

I would just like the ability to keep the eval on the pipeline review. Here's a thought? Is it possible to use the forecast report (since it includes unbilled sales orders) and filter it so that is only returns what the pipeline would return (e.g. no renewals, recurring rev, etc)? Does anyone know if we can filter this in…

Would you not be able to run a search within the code for a sales order that has the currently displayed opportunity entered in the SO's Parent Record custom field for an opportunity? It probably wouldn't work as quickly as the DOM, but at least you avoid the DOM. John Hmmm. Good idea. Could put the lookup in the button…

Sounds like a good workflow just by looking at it. To be cliche, of course the devil is in the details. Let us know of any roadblocks you may come across. Roadblock #1: The idea of creating a new Opportunity list/record field for the transaction and having the Opportunity be parent so I could have a nice sub-tab that has a…

Good to hear! Are you up and running now? Yes, processed several Evals today without a hitch. Works very nice. We have a sub-tab next to the 'Estimates' tab in the Opportunity that now show 'Pilot/Eval' and this link does not effect Pipeline or Opportunity reports which is great. The custom field we put on the sales order…

Oh yeah, one other thing. We've done this with two opportunities (putting through a $0 sales order). One opportunity had an open quote (what my problem above was) but the other has no quotes or transactions other than our sales order for the eval. It also does not show up in the pipeline and opportunity reports so NS must…

One problem that I can see for now is that it still will change the status of the customer to CLOSED-WON, but I don't see any way around that if you want to use the standard order fulfillment process. Yes, but at least this you *can* change back, so we have a server-side script that will do that for us: BeforeLoad { Looks…

Update on using the sales order and fulfillment process for managing evals. I did some further testing and found that we can create a sales order from within the prospect/customer record without impacting pipeline and opportunity reports since pipeline and opportunity reports are based off of orders only associated with…

Steve, I don't know of a way to do this within the UI. In v11.0.6, I tried to force the document status of a processed estimate by typing the following into the address bar when editing said estimate: javascript:nlapiSetFieldValue("status", "Open"); This appeared to work on the client side copy of the record, but did not…

Todo: 1. Automate the changing back of the customer record as it always gets set to 'Customer' when the order is saved. 2. Build some logic into the Custom Code button for the 'Eval Request' so if there is already an eval in the list, they can't request another (e.g. only one eval per Opportunity). 3. Inspect in beta…

Have you checked the New Bar? I have some parent-child implementations that can have transactions created via the New Bar, but haven't yet explored a "New X" button on an actual list. Would this be an acceptable workaround? John Do not see any create sales order button on the new bar (except for the standard one). I got…

Steve, Just wondering if you ever figured this out? thanks, Tom No way I found to suppress the alert but changing the pricetype column to 'custom' gets rid of this. Problem here is that I must now track (source) new hidden column fields to identify what the default values from items are (e.g. in case they are selecting a…

It should be possible in our 2007.1 release anyway - where you will be able to attach any search as a sublist on a record, filtered to that record. So you could have an opportunity search filtered on Customer : Parent. Thanks, -e I ended up adding a ListRecord Opportunity to the job record and making it Parent. I put it…

I think I see this in the 2007.0 release notes. The Nexus manager and the tax schedule manager look like they allow you to assign different tax rates to different types of products in each Nexus (i.e., one rate for software items and a different rate for maintenance in each Nexus). Can someone who has access to beta verify…

Hmmm... ...(with the advanced taxes feature)... Anything in NetSuite that begins with the word "advanced" means yet another module I need to buy. This will likely not go over well given this should be a standard thing in NetSuite (at least for the ERP/full NS product since the out-of-the-box product sells online and…

Really? Anyone?

Steve, I'm not sure I'm following you. If I have a fulfillment for item 1 and item 2, I can generate an invoice and delete item 2 from the invoice. Then if I generate a new invoice only item 2 shows up on it, as it is unbilled. It's not working like this then you might have run across a bug. - Miguel Honestly, I am just…

you mean api can work only on edit mode, right? Well yes, assuming client-side scripts is what you are referring to. You could still call suitelets (e.g. via remote/AJAX calls and such).

So did anyone ever get the Close and Close Remaining buttons to be removed from Sales Orders using this method (i.e. the crude remove email button method)? If so, can you share the code? I believe code has been posted here on how to hide a button (I think I did as well). You simply need to know what the id of the button is…

At the risk of you only hearing from people who want a change, let me just voice the opinion that you should NOT change or get rid of the "Save & Email" option. It works fine, and conveniently combines two steps into one. To select it, you need to specifically click on the drop down from the simple save, and the only way…

When add javascript code this way how can I make it call to netsuite api Depends. If you are in view mode, not likely. In edit mode, the apis should all work just fine.

I was really just responding to Cindy's questions. She said she was new and I thought maybe she didn't know about the grey email button. My comments don't have anything to really do with the yellow button. OK, didn't see the mixed-in question. Probably should have been a different thread...

2007.1 seems to have corrected this -- preference to have it pop up versus just email. Note that you need to explicity check this in your Setup > Print, Fax, Email preferences due to backwards compatibility which defaults it to the current dangerous setting. I still have the buttons hidden, but have updated my preferences…

Angela, I've already tested and implemented this. IT WORKS! But you must locate the Inline HTML field BELOW the EMail button. I put it on the ITEMS tab. Best Regards, JMU OK, I am getting pretty darn frustrated. I've tried everything I can think of with no success. I keep getting 'ERROR: FIELD NOT FOUND'. However when I…

In fact would suggest: <script type="text/javascript"> try { document.getElementById('emailbutton').style.display = 'none'; } catch(e) {} </script> Sorry typing and clicking to fast...

I have to side with Alison on this, even though I am a heavy javascript implementer. Scripts are great for customizing things that would never be made available in the core product or for creating temporary workarounds. But my experience is the more you move away from the core product, the higher the cost to maintain and…