Thank you. We won’t be provisioning that just for this feature. Maybe my question was “Is there an method for achieving a consistent Employee Center dashboard?” hopefully without Suitepeople

@Mark_BRIT and others I've seen this in two other accounts and now that I check, both times it is the original customer's administrator at the time of provisioning. The same fix worked ie untick the auto, rename, save etc

What if.... Idea 1 You have a Saved Search of the 5 matrix items that make up each time. The search SUMS the line Qty of orders. Then put that number (or maybe 400 minus the sales) on the Parent item and maybe the same number onto each of the Matrix items. I'm thinking trying it as a custom Item field based on the saved…

I just had a look at a Workflow script that we have to send an email //Get the internal id of the transaction var tranid = nlapiGetRecordId(); It is a SS1.0 Workflowscript that can be triggered in a workflow which will rename the attachment from the default NS transaction name and then send the email. Here is is as it…

one thing I have discovered which worked for me with the online form is the Custom Fields will be sourced If you pass the email address as suggested byRed Atok. Then on your case form you have the (new) custom field for First Name & Last Name which can be sourced from just knowing the email address. Have to think about…

@"PaulFleetwood" in Global Search search using words ..View Login Audit Trail.. which will allow you to set up the saved search similar to what you want. https://system.netsuite.com/app/common/search/search.nl?searchtype=LoginAudit I use this also as a basis to help clients understand their license usage. For the OP…

This Customization > More Options, Description box would be handy if example SQL TO_DATE(SYSDATE, 'DD.MM.YYYY') could be used @"jannespa" you could use that formula in a custom field on the record on which you are reporting. I was meaning maybe try it as a Custom Transaction Body field which you cold then select in the…

It's Ok to call me Coffeeguy, it has significance for me having had to drink litres of coffee thinking about leveraging the power of Netsuite I've been with you for almost ten years, even visiting the office in Makati. I first started in the Netsuite forums in 2011 on the legacy forum platform.

Do you need the online case form for it's layout or dynamic features? Thinking about that online form do you need the &custevent_ns_employee=${employee.internalid}? Could you populate that after the form has been submitted and the case is created considering that the email is unique to the User? Netsuite will be making the…

@"3967582" & @"Shamaine Chan-Oracle" would it work to Customize the vendor transation tab and add the "Cleared" field to the Results. I am proposing something like this:on the Vendor record.

@"JohnCirocco" is onto something with his method. My method was to just create a new Transaction Line Field on the IF and populate that field with the Item Rate from the SO. This allows me to report on Fulfilled Sales Revenue plus I have used the same field for producing a Commercial Invoice from the IF. Coffeeguy

@"4077320" if you are investigating Candian taxes also have a look at the setup of Tax Groups in your account Setup >> Accounting >> Tax Groups. Because you have a combination of taxes being collected on behalf of your province plus the GST and they can both have a different rate, it is the Tax Group that gets selected on…

@"4320617" how many user notes would be created per customer record? If it's just changed rarely or once maybe you could just have an additional text field on your Custom Record. Use a Workflow to detect a change in the date. This change would then make the additional text field as mandatory. If the date field is not…

@"Eunice_C" I've seen a few customers that have Saved Search alerts that email the User if they have created an address with too many characters. Could also be used as a Reminder to allocate the checking to someone. If the user received the email immediately (on create) they will go and fix it.

I think the issue is that your current case <> transaction setup is 1 : Many. One case could have multiple Invoices so Netsuite would not know from which transaction you want to source the value. How about a sublist (today's favourite topic) on the Case. Sublist of Item Fulfilments by the Case Customer with an additional…

Best workaround I tested was a summary field giving the user a total count of the messages or notes. What I wanted to prove to myself was the Company could be used as a filter at least when I setup the custom field.

have you tried Entity:ID? I unsuccessfully tried a couple of searches myself. It's certainly not intuitive. I 'think' the issue is that the Activity record itself does not have a Customer/Company field. According to the connect browser Best workaround I tested was a summary field giving the user a total count of the…

@"PaulFleetwood" a) Can you make the "picker" field a multi-select list/record of Pickers? then when your script updates the field it adds Picker names.not sure how that will work or b) Make the sales order picker field a text field and append the new picker to the field value. so initially the first picker gets appended…

@"Zoran Roncevic" what is the range of values that you need to submit? If it was a small set of parameters ie 1,2,3,4 you could have small buttons one to submit each value. Another work around type idea would be a custom table which the user could complete with a transaction number. Once the transaction and integer value…

@"Amy W" in the account I just viewed my customer has used the native Netsuite field "Start Date" on their sales orders and renamed that as "Expected Shipping". Clicking on the field help on the transaction showed me the value that applied in my case. then I found this in the Analytics Dataset.

I solved this issue for my then company by putting a custom field on the transaction. the problem we had was going from the case >> transaction we could not then get access to the item and other sublists on the transactions. with this field populated, we could then started our searches at the transaction and linked to the…

@"NetSuite4All" We recently solved a similar issue using a script where we were received the text value and needed to find the internal ID in order to populate the sublist by script. We submitted the "text value" to this function which returned a search object with the one column value being the matching Internal ID…

@"PaulFleetwood" In a slightly different action on Netsuite Activity records I was filtering a sublist by "Customer - Internal ID" which solved my specific issue. Just an idea while you are looking at it.

@"Kenny Wise" you original requirement is a common requirement say for understanding order times etc. Are you using Netsuite Reports, Saved Searches or Netsuite Analytics? In any case, the field of the Sales Order you are seeking is called Date Created {datecreated}. If your search is primarily showing Invoices, then the…

One way would be via a Saved Search which you can put on the Dashboard This is my Results tab It's going to refresh each time you hit 'refresh'

@"Martin Randall" Try something like.... CASE WHEN {created} < TO_DATE('03/09/2020','DD/MM/YYYY') THEN 1 ELSE 2 END A couple of things to note.{created" is actually a date/time value. The initial way you are entering the date is text. So SQL will not compute that. TO_DATE along with the format gets it into a useful form..…

@"Jay Schwausch" I'm excited to see the guru answer but in the meantime would the logic be something like this... When AVAILABLE quantity is greater than my PREFERRED STOCK LEVEL quantity then output 0 All other times then output that formula calc. Could look like this: CASE WHEN NVL({locationquantityavailable},0) >…

Netsuite support advised this is a known issue and is covered on Defect 371976: Workflow go to record Entity id not populating. For the benefit of forum readers, here are some suggested workarounds: Alternate solution provided is to re-select the value of the Customer field so that the Subsidiary field will be populated.…

Alternatively you can also use a Workflow to copy the "saved search" results field to another field on the same or another related record. That results field is not available for use in saved searches but it is available as a source field in a workflow. Might be easier to see what is required.

@"PaulFleetwood" have you considered limiting the menu option by Center type as well as Audience. The Finance menu you could limit by Audience role to just the Finance Dept etc