Does the Status field on the Opportunity do this function for you? 6 L01 New 7 L02 Qualified Follow Up 17 L03 Dead - Lead Closed 8 P01 Opportunity Identified 9 P02 In Discussions 10 P03 Proposal 11 P04 In Negotiation 12 P05 Purchasing 14 P06 Closed Lost/ No Sale 13 C01 Closed Won 16 C02 Lost Customer 15 C03 Renewal

Would you be able to do it from a Saved Search of Customers? Include in the Results the following fields: Pricing Item Item Pricing Level Item Pricing Unit Price Then work it into a format or sort order that suits you. Coffeeguy

I've been noticing that Receipts are having less relevance. I always set up all of our Outlook accounts so that they don't acknowledge with Read receipts. I think Google Mail doesn't send them either. My understanding is that Receipts may be losing relevance as people don't like the tracking part of security implications…

Hello, You can go to Set Up > User/Roles > Manage Roles > Edit Intranet Manager Role > Permissions Tab > Set Up Subtab > Add Publish Knowledge Base > Save. Thank you.

We have seen a similar issue and it is difficult to track down. I think it mght be relevant to this discussion to mention that the customer's Case initiation email doesn't get a BCC to our BCC email address. When we had a customer say they weren't getting the email we noticed that initiation emails don't get a BCC copy. We…

Firstly, congratulations on the new Netsuite Administrator responsibility. The little pencil shows that inline editing is available for Role A for that column. The Dashboard looks like the default List for Tasks. Look to Manage Roles >> Edit Role B>> Permissions >> Lists . Then review the Level available for Tasks. View,…

Sometimes it's the heading that doesn't change, but the figures update to the results of the new search. I just go get a coffee and come back.

that's the idea but it's not intuitive. For instance, when you create a website Tab or Category a) Ticking "Display in Website" will display that Category to everyone. b) Unticking "Display in Website" will then only display that page to the viewers determined by that Category's Audience tab. . For instance, you might…

Thanks for this. We ended up deleting the custom folder and reinstalling the bundle twice. Didn't resolve the issue on the first re-install. The second time we more thoroughly to identify and deleted all of the files we had been working on. We are base level in Netsuite. We did find this youtube video Netsuite Suite…

Does any of the Reference functionality going to work out of the box? or is it all requiring customization? ie d the bundle provide functionality as they are?

Thank you, absolutely worked. In the item's Meta Tag HTML field we added : <%=declareCurrentAttribute('item','storedisplayimagehtml')%> In the item detailed description we used: <%=getCurrentAttribute('item','storedisplayimagehtml')%> Into the published web page this produced the following <img…

Thanks for that. I've been successful in putting the new test where we want.

Getting pretty close. I changed from Internal ID to {Custom Field 1} as the grouping on Internal ID was producing too many unique listings. Looking close to workable on the internal search results. The link is available but on the website gives the following error: Notice Permission Violation: You need the 'Lists -> Items'…

To create the Customer Centre our web developer added a <a href> link to the Netsuite Customer Centre login page. For the default for new customers go to Setup>>COmpany>>General Preferences. set "Default Role for New Customers"

Welcome to netsuite forum. Another feature of the caching is the timeliness. Sometimes the changes display instantaneous, sometimes, 5 minutes , sometimes 2 hours.

I think it works for us. Viewing our pageview data in Google Analyics we are getting tracking from ourdomain.com checkout.netsuite.com checkout.f.netsuite.com We are using the Google code as supplied from Adwords. These key crtieria may be important: Analytics Settings > Profile Settings Main Website Profile Information…

Have done some more work on this and thought I'd post it in case it makes sense to someone: I have created a new client with the following results: Using "My account" link from our website, the new customer gets the following link "Re-order Items" (which is the required way. The customer gets the Custom Customer Center.…

Have you tried setting Sales Order to Edit? This should add a Re-Order Items link to the My Account page. I agree with you. I have the Sales Order set to Edit. Have tried Create and View for good measure. No joy on any of those settings. Previously I think the functionality when we went Reorder Items was to see a list of…

Select to View the form in Setup>> Marketing>>Online Customer Forms. Go to the External tab. The URL is shown as Publishable Form URL.

Our web designer used the Netsuite Customer Centre and applied our design & theme to it. Exactly how they do that I'm not so sure. I think there are limitations as far as creating too much customisation of layout.

Thanks blitzsport & Olivier Gagnon. I configured that and it works. I am impressed with the way it references the account status of our existing customers and determines the time of options available to them. Cheers Coffeeguy

Thanks for the reply. Ended up when we redirected the domain that the domain host had cloaked the domain when redirecting it to Netsuite. The Netsuite documentation says not to do it this way. Has been rectified now. The issue with the www. is that many people these days do not bother to enter the www. so we prefer to…

Depending upon what you are constructing, the Date Created {datecreated} is a Date/Time field and holding a value like 12/14/2019 4:50 am , so 12/14/2019 4:50 am will never equal 12/14/2018. Use TO_CHAR to convert if needed.

Some nice souls helped me with a similar query the other day, although I wanted to have the columns selected by class. Would it work to have each of your result columns as: Formula (Numeric) Summary Type: Sum Formula: DECODE ({month}, 'November', {amount}, 0) then the next column Formula: DECODE ({month}, 'December',…

Great. That worked for me. I knew there had to be some magic there somewhere. We know have a nice little sublist for each customer that helps us understand their purchase history in our various product classes.

I have created something similar. Check out the Criteria / Results here: https://spreadsheets.google.com/ccc?key=0AjpWx1X_EtB-dDJIM3dZMmhyTmRQVEotVGRBMXVnS1E&hl=en&authkey=CO6JvZ0E Start from a transaction search. Thanks for this. This process introduced me to a few new Saved Search techniques. The Saved Search did start…

Just keep in mind that this is the average cost of the units currently on hand of the item at the time the search is run, not at the time of the transaction. So if you run this search 6 mos later for transactions 6 months in the past you might not get what you expect. If you received a PO the next day with a significantly…

Anyone ever have any luck with this requirement...a report by invoice (and/or line item). I'd be hoping for something like: Transaction No-----$Cogs-----$Sales----$GP-----%GP From there I'd like to have a Saved Search which notifies us of any threshold breeches of our GP targets. I am definitely going around in circles on…

You don't actually need to edit the PO, the receipt can be edited to correct the value of the items. Yes, this is the method we used. We did some trials and looked at the balance sheets effects and it achieved the inventory revaluations that we had hoped. It also improved the sales margin report that we had been using. To…

I think what you want is the "Centralize Purchasing in a Single Location" preference on setup > accounting > accounting preferences > items and transactions > inventory Thank you. It was unchecked and has now been set.