Nick Horowitz Green Ribbon

Do NOT assign the tax code on the customer record. If you set it there it will OVERRIDE the dynamic determination. The dynamic determination is analyzed on each order from the Ship-To address on the order, as explained by the other poster here. So best practice is to leave tax blank on the customer record and let NS figure…

I believe the newest API has a function where you can add and subtract members from an HTML drop down list. You can certainly do this in the DOM but that is frowned-upon. Hence I think NS added a sanctioned API to do it. Basically you let the page load first, then your script fires after the page is loaded and it accesses…

Or write some script which removes items from the drop down list object while the page loads.

Individuals cannot have sub-customers, if you need that hierarchy.

Bruce, on the Criteria Tab, you want Contact : Role = Primary Contact, and on the Results tab, you want to include the Contact : Email field. Along with your Date Created and Type criteria. That should return the email address of the primary contact of all sales orders within the last week.

Hi Harry, each user needs to go to Home > Preferences, and check the box for TAPI integration. You will see a link to download a small NetSuite TAPI driver. Install that driver and then it will communicate with any TAPI software. We used Artisoft and it worked great.

Darren, is this 1 specific campaign that you want excluded? Do the filter on the Campaign Response Fields ID = ## you want excluded and then NOT those results. For example for id 23 NOT (Campaign Response Fields ID = 23)

Can't you setup some saved searches that show on the dashboard when cases have been assigned to a dept? And then you can use the alert email function to send an email when the event occurs.

Here is an article that explains the parameters to pass in the URL for a Bing map. You want the "where1=" parameter for the address. http://help.live.com/Help.aspx?market=en-US&project=WL_Local&querytype=topic&query=WL_LOCAL_PROC_BuildURL.htm The following example opens Bing Maps to a specific address: h t t…

I think D&B does this. For your one-time bulk update: This is a simple Saved Search to create the export of Company Name (and possibly address, phone #'s, etc.--whatever fields are needed for matching purposes). Make sure to include the InternalID in the file and make sure D&B gives you back the InternalID in their results…

Yes, in 2009.2 there is a "Convert" button that you click on the Contact record, and it will create a Customer record with the Contact attached to it. Read the release notes on 2009.2 about this new feature.

With 2009.2 there are different forms for Lead vs Prospect vs Customer, so when the status changes from 'prospect' to 'customer' it will automatically switch from 'default prospect form' to 'default customer form'. Should be automatic in 2009.2

D- This is an example of where it is better to change your procedures to adapt to how NetSuite does things, rather than change NetSuite to adapt to your procedures. Before you go to create a new Customer, simply type the email address in the global search box at the top of the screen before you create a new customer, and…

Well, now that we are talking about Email Templates, another solution would be to just put the text of the terms & conditions right into the Email Template. Then you will have the textual legal language right in the body of the email. That would be very solid legally (better than an attachment, in fact!)

To cover your butt legally, we put a disclaimer on the Quote "This Quote is subject to the Terms & Conditions listed at www.xyz.com/TC" which is a URL to our website. That way those T&C's get included in the offer to sell under contract theory. It's not your problem if they don't go to the URL to actually look at the…

Yes we have this problem, too. We solved it by publishing our T&C's with a unique URL on our website. Then we just put a simple disclaimer at the bottom of the Quote: "This Quote is bound by the Terms & Conditions shown at www.xyz.com/tc"

Or better yet, if the T&C's could be appended as add'l pages in the Quote PDF file...that would be really cool!!

This would be horribly complicated to do. Can I ask why you want to reproduce the wheel? You can pull your I/S and B/S from NS using a Excel Web Query and get real-time data that way. (I.E., NS makes a secret URL available to Excel that Excel can then navigate to that URL and "scrape" the data using the Excel Web Query…

Search the online help for this topic and it explains how to do it: "Exporting a Saved Report as an Excel Web Query"

I am not sure if the stored Credit Card fields in the Customer record are exposed in the webservices API. I think they are, but we'll have to wait for another user to confirm that question. Anyone? (Again, be careful here with this approach, because you can easily violate PCI security requirements if you are collecting…

Ray Tetlow of Skyytek does it on his website with this URL. Looks like you pass your NS acct # in the URL. Here is Skyytek's: h t t p s://checkout.netsuite.com/app/center/nlvisitor.nl?c=ACCTxxxx Also notice on Ray's homepage www.skyytek.com that he has a faux login box that is really his own HTML where he collects the…

Do exactly what NetSuite does on their homepage....which is if a user types the unsecured h t t p://www.netsuite.com that page redirects them (with a 301 redirect which will preserve your search engine rankings) to h t t p s://system.netsuite.com/pages/customerlogin.jsp?country=US which is now SSL secured.

T, here is the document Ray was mentioning with instructions on how to do it to avoid security concerns: https://usergroup.netsuite.com/users/showthread.php?t=2315&highlight=%22netsuite+partner%22#post71100

Ray, can't you just get an SSL certificate for your website, and then it will be HTTPS secure?

I suspect your current API integration to the authorize.net API is not PCI compliant. You are not allowed to touch CC data in your website unless you pass a PCI audit (which is very expensive). NS solves this problem because they are already PCI compliant. Your customer can log into the NS Customer Center and edit the…

Jim you may be using a customized Entity (customer) form which has the Address tab suppressed. Being in Admin mode is irrelevant if you are using a customized Entity form. You need to change the form to the default NS Customer form, and then you'll have all the tabs. The form is stored with the customer. You may have to…

In NS's database, Contact records are children of Customer records. Because you cannot import heirarchal data with CSV, you have to do it in separate steps. Parents first, Children second. Import all the Customer records FIRST. Read the CSV import instructions for importing Customer records. (A "Lead" is just a particular…

You should be able to write a Server-side script to do this for you when the company address onchange event fires.

Call GE Capital. They do a lot of the furniture store financing. GE also runs Care Credit for veterinarians, laser eye surgery, cosmetic surgery, etc. Also Wells Fargo Financial (the old Norwest Finance) is big in this space. This is Wells Fargo Financial (the finance company), NOT Wells Fargo the bank--WFF is an affiliate…

The CSV import in 2010.1 now supports a LineID on the lines of a transaction, so you can import just the LineIDs of the lines you want to close and choose "Update" mode, and click the pencil to set the default of "Closed" field to TRUE. That is equivalent to using a script to loop thru all the lines and close each line…