coffeeguy, We have not had any problems with the backordered item not appearing on our Order Items screen. I do know that you need to make sure your reorder point and preferred stock level are 0 and not blank for each item for each location (if you have multiple locations). Without that, it does fail. Yes, that's exactly…

OK, I'll give it a try. So, just to clarify, I'm going to have the workflow on non-inventory 'create'. I was thinking I would need "inventory" create as that was the item being created. I'll give it a go later today and report back.

I have previously added some saved searches which I've added to our Inventory Item as subtabs, along the lines of Sales per month and Purchases Per Month. I just get grustrated that there is so much money invested in Netsuite and it wont answer this question. The questions I fall short on:"For this vendor whom I'm…

OK, I can see where you are heading. The wrokflow does appear to be triggering. Stubbornly not co-operating with the field updates. I'll keep experimenting over the weekend. Now it's giving an error message when loading the 'inventory' item "The record you are attempting to load has a different type: noninventoryitem from…

I couldn't get that to work :( Looking at the System Notes of the 'new' inventory item created from the Convert to Inventory button it doesn't look like a new record. It has the system notes from its life as a non-inventory item. With this in mind I tried workflows on combinations of inventory and non-inventory plus…

Thanks for sharing this.

You are going to need a different UOM measure for each variant. It seems like a pain initially but once they are set up you rarely work on the UOM. Also, once a UOM has been selected for an item it cannot be changed. On a related note, think carefully when viewing unit & pricing information for items as it isn't always…

I don't like your idea of having multiple unit type when they share the same base unit of measure. I would just set up. LB 1 unit (base) 5 LB Bag 5 units 10LB Bag 10 units 20LB Case 20 units i don't understand why you would create multiple unit type of the same units. We seem to need some flexibility. We've had the one…

I would suggest you need two saved searches, which you add as Custom KPI. Search 1 : Count total Sales order , Available filter by Date (As per hasanyorukoglu) Search 2 : Create another version of Search 1, this time Count Customer. Then in the KPI Formula Search 1 / Search 2

I have a set of Saved Searches created by an accountant for us. Rather than having them on the Menu we did it through a naming convention so that typing it into the Global Search produces the menu selection ie SALES_[report name] so a Global Search for "Sales_" shows up as search:SALES_Monthly report search:SALES_Itemised…

You could try incognito browsing but you would need an alternate user login (ie another licence).

In a Workflow, would this work when creating a New Task ie for setting a DueDate. For instance would this work {NOW}+7 to set a Task with a DueDate 1 week from today?

Hi, Try this, 1. Modify your Custom View (Case Sublist). 2. In the Criteria Tab> Summary Sub Tab, set: Summary Type = Maximum Field: Messages Fields> Message Message= is Not Empty 3. Click Save. Hope this Helps! Thanks for the suggestion. The process didn't give me what I had hoped. I think my issue is that I am wanting to…

HI Meghannellis, geez you have me scratching my head on this one from three years ago. Since then we evolved to having a couple of workarounds and haven't revisited. Things we've done: Added specific new case fields where we put the data we need, reducing the use of the messages field. Added a Saved Search which emails the…

We had a similar issue. We wanted to see earlier transactions on our statement and historically in our previous software when producing statements we had used a range ie 1 June 10 - 30 June 10 for a monthly statement. When we do our statements in Netsuite we only need to enter the actual statement date (ie 30 June 2010)…

We were similarly frustrated with the reconciliation process when we migrated to Netsuite from MYOB. The method that we have since been shown is something like as follows: 1. Lists>>Accounting>Accounts and drill down to the account to be reconciled. 2. We refresh this page to show transactions as a single line and and show…

When I did it as "Accept Customer Deposit" it didn't appear on the statement. When I did "Accept Customer Payments", ticked one of the outstanding invoices for payment and then in the top box "Payment Amount" I put the full amount of the payment ie invoice + overpayment. This overpayment then appeared as the balance on the…

OK, I see what you mean. We have had a similar situation where a customer prepaid for some goods (future invoices). We recorded the first payment against the first invoice and then the balance was the overpayment which did appear on the statement.

You can update the displayed fields and reorder the columns of the Expense sublist. While the Items have their own Sublist tab on the customization, for the Expense columns, look in Screen Fields >> Expenses

Thanks for that frederic.jannelle but that didn't resolve the issue. Another suggestion was the Address Box on the default Statement Form. It is empty and also not the issue.

Yes, you are right. The address was in the overide field on the Remittance Slip.

Using Oliver's idea the sublist did show on the test account. However it won't be until Monday when the users start using the live accounts that I'll have a better feedback. What we are hoping to achieve is for our order entry person to be able to quickly check for the customers purchase history of some specific products.…

Evan, Ok, I'll log it as a Support case with more specifics.

So I have a role that can't edit anything on the vendor form. Is there a way to add a field that they can edit without giving them access to edit anything else on the form? Would it be an option to design a form that only allows edit access to the fields you want edited. The other fields could be displayed as in-line text…

So removing formula and using {id} works. Thank you for your help. I've watched the actions of the "Formula" tick box really carefully. I am sure that it ticks itself randomly. I created a new URL field today, made sure the Formula box was unticked. After I had saved the form it came back Ticked. Weird but true.

I hadn't considered it as the "new" records after all of my changes were still using the original form on View. That old chestnut, the InternalID import with a dot in the memo field. :) Ill give it a go.

[ATTACH=JSON]{"data-align":"none","data-size":"large","data-attachmentid":444568}[/ATTACH] Thanks for your help. The issue is that when the users View the Custom Record, they see the default form, when they Edit they see the customized form. Customized form is set to "Store Form with Record" as well as Preferred. I'm…

Did a much better look through the installation and found I had missed backend.configuration.js form the libraries. Newbie mistake

Thank you. Yep, they are there and have now been reordered. Thanks for your help.

It looks good, no fantastic. It has been sporadically available to me over the past week, I guess as they roll out the infrastructure. I like the google comment extrapolating how they save time for every search resulting in If everyone uses Google Instant globally, we estimate this will save more than 3.5 billion seconds a…