@"ERP Admin" I had this issue when using a Workflow to send transactions to customers, we wanted to rename the attachment. Basically we save the PDF with the standard name, then renamed it before putting it into the email to send. function setPDFName(){ var email_template = '99'; var filename_suffix = "new name prefix ";…

@"Christophe Tiers" here are a couple of things: Is the Invoice form the same one as is being used in the billing operations for the specific customer? Setting back to the default netsuite form (temporarily) can sometimes highlight if there is a form issue. Any workflow or script making Location mandatory? maybe, put a…

@"marthahakes" would you consider putting a new Transaction Body Field on your Sales Orders, something like Cleared for Billing Yes/No. You could have your search monitoring and workflow updating that field. Your billing staff could use as a filter on their Invoice Sales Order page so they only see orders where Cleared for…

@"jannespa" one thing I have done is added a Date/Time custom field (not a stored value) to the record I"m printing. This method has worked when putting a timestamp onto printed documents like Picking and Packing Lists. For a report you could do a Custom Layout to only have that date/time appear on a summary row at the…

@"JohnCirocco" it is valid that the specific non-inventory item will not give you any indication here is one idea from your existing data: Use a saved search to monitor total sales of the units that are packaged using the packaging. So if you have enough packaging for 10,000 units of X, Y & Z, your saved search could tell…

This question has been here a while. If you have since solved it, please post how you did your workaround. From this para "I created a Workflow including the Create Record, Subscribe To Record and a transition to the Go To Record and Set Field Value actions to populate the STE Version custom field on my Custom Record. It…

Depending upon how dynamic is your requirement, I have had requirements where I 'hard coded' sections by specific account numbers for each section. Just an idea.

Is the Invoice in a Closed Period? Changing the Class will impact the G/L where as the Quote & SO would be allowed in a Closed Period.

Yes, the Shipment Packages is what I was seeking. I had searched in Records Browser but had not seen that term before. My needs will be met with Item Fulfilment saved search with additional columns from the Shipping Packages table. Cheers

Hi Jay, I did a similar thing to this wanting to populate a record with the values from a sublist in a similar scenario. These are the steps I took: a) Created a search that gives the sublist value and had an Available filter by Record ID. I summarised by Maximum. b) Created a field (New Description) on the record which…

hi @"jayjay159" would it work for you to enter the cubic dimensions with a dead weight value? If you know your item is 1x1x1 and the your freighter using 300kg / cu mtr, then enter that item with a weight of 300kgs instead of wanting to use 1x1x1. coffeeguy

"I love this topic but I wish there was a way to export it so I could search better. Any ideas?" How about a Saved Search enhancement request?

just to clarify that I'm sourcing the tranid of the Created From transaction on a sales order. The issue is that the same code successfully sources the value twice, but fail son the third point.

yes, well done for finding that. I can reproduce the same behaviour. that will solve the issue. for the column headers & number of details i get the following results if I view the entire new window Headers Details Export XLS Button 80 -100% Yes Yes Yes 110% Yes No No 125% Yes Yes Yes Seems only 110% is my issue..

great, this will be a good workaround.

I wonder if this is a new question or an old question from 2007. If this is a new questions, then one way would be to have a single generic Non-Inventory item. When you create the cash sale transaction line populate the line Memo and/or description with the description from your external website. You might also choose to…

We have a similar issue which for us relates to the position of our Customer address and Invoice details in the custom PDF header. Ok on Friday, update Saturday, problem Monday We have a consistent layout for SO, Inv and Cash Sale. All have the same change to the layout with our details box moving from the right to now…

Looking at this further today, although we only have one series of active forms for the Transfer Orders, I needed to have have STORE FORM WITH RECORD = Yes on the custom form. I now can see that when the Packing Slip as being printed it was using the default as the custom form was not associated to the TO. When we view or…

I heard from support that it was a known issue today. hey are attending to the defect at U2 1-2 days fix.

I have used freemarker to conditionally populate email headings, here is an example: SUBJECT Your quote <#if transaction.custbody_registration?has_content>${transaction.custbody_registration} <#else>${transaction.tranid}</#if> For the original OP, just build out the conditions and field names. CG

When I would use the postingperiod in a Saved Search formula I use it like "Case When {postingperiod} = 'Jun 2020' Then {amount}*{contribution} Else Null END The "Jun 2020" format comes from the Customer's Accounting Period setup. The original sourced help file (…

Just while you are waiting for Shamaine's official response, you could try making these adjustments to the Results. I expect that will show you the trend times for each Customer over time. Removing the Grouping on Name will show your overall performance.

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I was thinking you could filter with a combination of criteria like: First select customers with Transactions with sales in 2018 and without sales in 2019 CASE WHEN TO_CHAR({trandate},'YYYY') = '2018' THEN 1 ELSE 0 END CASE WHEN TO_CHAR({trandate},'YYYY') = '2019' THEN 0 ELSE 1 END Adding this third criteria would then…

Hi 4204277, did you get this resolved. Please post your solution if you did. Why use Dense Rank? don't you want all Invoices after the last Journal?

When using Reconcile Account Statement and Confirm Transactions Matches (new way) is there a way to view a History of reconciliations which was previously available via the History button on (old way)?

I assume they are Matrix items. I would do a saved search with the results grouped on the Parent field I have included the item's Name field in the above so that you can drill down through an item and confirm that the On Hand sums the way you expect. If it is another requirement, please provide more detail. Coffeeguy

@"emuniz1107" one thing I did recently for a client that wanted to bring across migrated invoices was to create a Custom Record for their old invoices. The challenge was that many of the old invoices included old customers and old product codes that we had not migrated into Netsuite. WHen we did the financial migration we…

That is a great and easy solution. For the client we created a Purchase Order Saved Search which they can export as a flat file. This will suit the way that they receive the serials and they can then just import a single file after pasting them into the CSV. I did test it with 2,000 serials which flowed through onto the IR…

that's interesting. are you using Administrator? if it is a custom Role check for permissions Lists >> Locations