Thanks! Getting closer... Now I can add child entries (of days) to the parent record (request) and it automatically assigns the correct parent id to the child record (and I can just hide the field). However, the tab to add days to the request form doesn't show up until after I save the request. Surely there is a way to…

Apparently, it was right on the child custom field in Parent tab field on the Display tab.

The Create New option for the Custom Record didn't appear as an option from the Opportunity record until I set a Parent tab on the custom field. I didn't need to do this for Quote and Customer for the Custom Record to show up as an option in that menu. Also, I created a workflow, so that if Transaction is not selected, it…

I'm doing this as well. The custom record appears on the Custom tab of the customer record. I can't figure out how to move this 'sublist' to a different tab.

Not the ideal solution, but I figured out how to customize the Default View which created a new Custom view. I was then able to add the Custom View to the Permissions tab to restrict it to a particular role, since I'm not sure how to update the Default View (I just hid it) and am displaying the custom one instead.

Ok, figured out that permissions get loaded upon login, so if you make changes to the permissions, users have to log out and log back in again for them to take affect. The New Record button didn't show up for employees until after they logged out and back in again (when given View-Only permission). Still trying to figure…

How to achieve this through scripting? Or are there other ways? Any help will be much appreciated. :cool: Thanks! We are contemplating making the switch to Lead Conversion. What issues does converting a lead have after a transaction has occurred?

Looks like enabling Item Options is a better approach, but I'd still like the option to be mandatory for the particular item.

Did you ever figure this out? We would also like the ability to see all files for a customer at the customer record, even if the files were attached at project, case, and other sub-record levels.

Thanks Lorne. That did the trick.

Did you ever get this to work?

Thanks, this is what I'm trying to do, but I can't seem to find the right command to update the fields. I've tried both of these, but to no avail. I have a nlapiLogExecution, so I know the script is being ran, but my fields don't get updated. form.setFieldValues({custrecord_pto_vhours_accrued:vhours_accrued}); var record =…

Thanks. This works, but even though the script is set to run BeforeLoad, it still shows the old value when the record is viewed. If I refresh the page, then the user sees the new updated value. Can I force a reload?

I don't see the Execute as Admin option anywhere. In the Help Center, it is supposed to appear on the Edit Script Deployment page, but mine doesn't show Log Level or Execute as Admin. Perhaps I need to contact Support.. https://system.netsuite.com/app/help/helpcenter.nl?topic=LIST_SCRIPTRECORD

:o Wow. Thanks.. As soon as I got the error I started looking through the help, scouring the community, etc. Sometimes it is the simple things that get you.

Turns out the problem is because I had the Employee field access for Search set to Run. Which to me, would mean that users in the Employee Center role could 'run' searches, but apparently in order to use a search script, the EC role needed 'edit' permission on Searches. Seems like a defect to me...

That was it. If I tried to edit an existing value it would show me the old value. I ended up using the ReCalc and doing a loop of all the items.

Hi Ben, Thanks for the reply. I guess I should have mentioned that nlapiGetFieldValue was the first thing I tried. That works fine for all the other fields on my form, but not for the List/Record type fields. The error that I get is Object Expected. alert(nlapiGetFieldValue('custrecord_pto_employee');

Ok, found the solution to getting the logged in user's id. alert(nlapiLookupField('employee', nlapiGetUser(),'custentity_travel_approval_limit')); Now to figure out how to obtain the employee id of the parent record...

Yes, using the field name of the Record/List field on my custom record. nlapiLookupField('employee',nlapiGetFieldValue('custrecord_pto_employee'),'custentity_pto_vhours_total')

I am having issues with Revenue Recognition Journal entries with 1000 lines on them. We are trying to run a script to update the product class on each line, but it exceeds the allowable script quota of 10,000 units.

Anyone ever set this up? I don't believe Concur has a SFTP server...

I realize this is an old post, but we currently use Actian DataConnect to pull Employee information from NetSuite (along with customers, sales orders, departments, projects, business units, etc.) and then use secure FTP to send to Concur. Curious what other methods are out there for this.

Turning off the Revenue Recognition feature looks like it will do the trick. Thank you! You are correct, currently this is an enhancement request. You can just reclassify the journals to associate them to a correct class or department. I tested this in my test account and what I have noticed is this: if you temporarily…

The field is not shown on the external form, but since it is required on internal form, an error is presented when the user submits the form saying the field is required.

None of the Search fields are select-able (all greyed out). It seems to do the match ok, based on the Duplicate Detection option of Email (Domain only). The Update Customer column is also hard-coded to yes on most all of the fields I care about. No option it seems to have it not update those customer fields unless I have…

Yes, it is a lead generation form on our website. Org Name, First Name, Last Name, Job Title, Email, Phone Number, Country, State, City, Comments. The duplicate detection works fine. I just don't want the existing customer's name and address to change just because someone tried asking a question through our website. If…

My account manager doesn't know what this is.

Hi, sorry don't have anything to add. We are looking at Marketo now. What did you end up doing? How is the integration working?

What permission does a role need in order to see the Setup button in the Key Performance Indicators portlet?