We found a 3rd party solution that allows us to do this - message me if you want more details.....

We use the Print Invoices screen with a filter on the Name (for the Customer) and tick 'allow reprinting' This also adds them all into a single PDF which makes sending much easier.

Thanks for the feedback Erick - initial testing of the script seems good, so hopefully this is a useful workaround.... Hope others find this useful.

Thanks Joy - i have voted on those enhancements, but for now e will have to rely on user processes to ensure Picking Tickets are printed correctly.

I think this script may work - I need to do more testing on it. It has to run 'AfterSubmit' I would be grateful for any feedback or comments on this.... /** * @NApiVersion 2.x * @NScriptType WorkflowActionScript */ define(['N/record', 'N/search'], function(record, search){ function onAction(context){ var rec =…

OK thanks Ivy - that formula field option in the criteria does make the search a little easier to manage. I will look to see how much I need to split the customer search in order to get it to run successfully. Would Support accept the underlying issue (that the pricing returned on a pricing search is inaccurate) as a bug…

Yes, the Customer search runs within a few seconds. Again, I can't select 'Custom' as the Price Level, so I have to exclude all others:

Thanks Ivy - yes that formula does work to produce the prices, but it can only be run for individual or a small number of customers. Trying to run this across all our Customers times out (even on a Persist Search). We need to extract a list of all Custom Pricing for all our customers (whenever we do a price increase), and…

Thanks Ivy, but to get a list of Customers with Items at Custom Pricing I would need to be able to set a Criteria on the Saved Pricing Search for Price Level = Custom. On the Criteria page, all Price Levels apart from Custom appear in the drop down. I can achieve the same effect by setting the criteria to 'none' and…

Apologies Jack, I've been distracted by more pressing problems / projects here. I had a quick look at our Contact records and couldn't see any obvious scripts or workflows that could be adding the address. I will have to investigate this in more detail here when time allows, but this may not be for a couple of weeks.…

Thanks Dominica I am well aware of the limitations in reporting on transaction data with UoM items, which is what that article refers to. However, this is of no use or relevance to the Customer Search on Custom Pricing - there are no 'quantity' or 'quantityuom' fields that I can use to show the pricing correctly.

Joahnna Thanks for your help and the linked article. My question is: If the Item Pricing data listed on the Customer Record is stored as 'plain text' - can you explain why the price is shown on the Customer Record in the Sales Units, yet exported on the Saved Search in Base Units?

Thanks for those details Jeff I'll start with that data, and look at building up the details I need.

Thanks Jeff - that process for moving the skin to a new theme works well - for anyone else looking at this you can also use 'save as' on the custom record to duplicate the skin to the new theme.

Emilia - yes this did work. It would be useful if the help fields were a little clearer on the requirements / process for making this functionality work. Overall our Finance team are finding these new screens complex and time consuming - are there any NetSuite resources on how to make best use of these new screens?

OK we will try that. We have only just been able to start creating deposit transactions from that page since resolving the Department required field issue via Workflow (see other thread on here). I will ask the Finance team to try creating a transaction and see fi that allows the creation of an auto-match rule.

Micah As I understand it the bank import process is a NetSuite provided tool. I don't believe I have any way to change what fields the bank details are entered into? The help file says: Your imported bank line contains a Payer/Payee or Memo. Which it does - it is in Memo. If you are saying the payee needs to be in the Name…

Thanks Jack - that is very helpful - I have that working here for Deposits using the settings you have shown above.

Thanks - I believe this is now working using || and the normal formula fields: Thanks for all your assistance in getting this working.

The default address from the Customer Record shows on the Contact record address when in the create screen, but when the Contact is saved, the address is lost from the Contact record.

Jack The initial comment from Emilia implies that the Match Bank Data process is populating the line level fields, and it is a header level field that is likely causing the problem. Please can you and Emilia agree where the actual problem is, and if it is header level let me know what Workflow context could possibly…

Micah As far as I can see there are no VAT elements on the Payment transaction, and the amount in GL Impact is the same as the overall total. The underlying Customer Invoice obviously has VAT on it, but quite frankly if that is preventing the matching from working then it will render it almost useless as all our Customer…

Yes it is a custom field that is sourced from the contact list filtered by that Customer (we use this because the native functionality for linking a contact to an order in the 'Relationships' subtab is (quite frankly) unusable.

Thanks - I have voted on the enhancement. I look forward to hearing if it is possible to improve on this using workflow in the meantime.

Thanks - I ended up contacting support who told me the same thing. My Finance team are adamant that this wasn't the previous behaviour, and something has changed, but I can't find any evidence to support this. As this is 'expected' behaviour we are working with it and waiting to see if it causes any issues in future...

I am using a Mass Update to update a Customer Field check box. The Workflow is using an After Record Submit action triggered on the Customer Field check box, to update Customer Field text box using your nlapi command (as per above). The error shown is seen when viewing (and editing) the Customer Record. The only way to…

Jack - apologies for the delayed response, it has been a hectic week! I have tried a very simple workflow action using nlapi, and used a standard netsuite field: And with this I get an error I have tried this with various field IDs and get the same error.

Thanks Pauline for your detailed answer - great use of logic to find the affected records by comparing the address fields. We'll work through some of that and see if we can improve our data.

Thanks Jeff I logged a call with Support at the same time i logged here. However, it seems that the support available under 'Basic' has been greatly reduced recently, so I can't log a call by phone, and I can't give the support ticket logged online any kind of priority - so I have no idea when I can expect a response from…

Thanks Dominica I've researched this with our Finance Manager and we are 95% confident that this is a US only requirement - but even the ACH website isn't particularly clear as to what their remit it. We believe we are controlled by BACS for payments within the UK, so we will assume this doesn't apply.