You can find more info here: https://www.strongpoint.io/netsuite-configuration-management They had (maybe it has changed) 3 tiers, and I only needed the basic/standard tier, which helped a lot with custom objects. It also allows you to build Saved Searches that you can't do natively (e.g., Saved Search to show all Custom…

That's good information. In principle, it is the same locking mechanism. A custom record/object (bundle, website, etc.) was set up to lock the specific field in Production (it is also done for lists, custom records, etc.). To unlock it, we would need access to the website, unlock the field there, and push the update to…

Great news!

If there was a way to locate the related bundle, we might have been able to unlock the field. As the bundle isn't available, we won't be able to unlock it. The only other option is to contact NS Support and see if they can help. They can technically do that, although I am unsure which team has the required access and…

Hi @User_5OUXV, You would need a script/customization to do that. The workflow can't access non-primary contact's email addresses from a transaction record.

Hi @User_2LD8N, Would you like to show the Parent Customer Name on a Transaction search?

Hi @Fabss, Typically, fields are locked as part of a bundle. Do you know if the related bundle is available in Prod or SB?

Hi @User_FL4CK, You cannot create Revenue Plans directly. Revenue Plans are created from Revenue Arrangements linked to source transactions. You can also create Custom Revenue Recognition Events if none of the standard "Create Revenue Plans On" triggers work for you.

Yes, for the "Closed-Won", you would need to do it with the dealer "Customer". If you want to automate the process, you can create a script, so when the "End User" Customer Opportunity is won, you click a button, and the information is copied to a linked OPP with a dealer "Customer", so you can "win" it, and convert to a…

Per SAID 10050 that NetSuite Support kindly provided, only the NetSuite Mobile App is officially supported for Mobile Devices. Browsers, such as Chrome, only support desktop operational systems, such as Windows and Mac:

Thank you, Team!!

Is everything working correctly when they do the same operation on a laptop? You can ask them to open a support case and see if NetSuite can troubleshoot it.

My recommendation is to rename the "Closed Lost" (Stage: Prospect) to "Lost Opportunity" and use it for all "Lost Opportunities". Or, you can create a new Customer Status specifically for End User Lost Opportunities.

Hi @Clement K., Do you plan to do the integration via iPaaS (e.g., Boomi) or a standard connector?

You can ask them to try a different browser(s) and see if that changes anything. Also, browsers have desktop mode, and the can try turning that On/Off to see if that makes any difference.

There has to be a unique identifier that you can use to link the records. It doesn't need to be the email address. You can use the External ID or any other custom field to do that. If you don't have the matching ID or any criteria at the time of the linking, you have to enter it manually on Employee Record or Case/PO to…

Hi @User_LLJM5, From the video you shared, you seem to be accessing NetSuite using a mobile device and browser. Did you try to do the same operation via the NetSuite Mobile App?

Hey @User_E15G4, Here are some clarifications: The Planning Repository stores related planning information that lets you control how often NetSuite updates planning inputs. The Repository Refresh Process accumulates the most up-to-date data from NetSuite to use for supply planning. The planning process calculates the…

Hey @tech work, Do you have any scripts (e.g., Tax Rate related) executing on Sales Orders / Invoices? If you have such a script, it is probably not designed to support bulk processing.

Are you able to replicate the error the user is receiving?

Hey @Cristian Cabacaba, You are correct - you cannot add the standard Reminders portlet twice. The workaround is to add the Dashboard Tile portlet and use it as a Reminder. As an added benefit, Dashboard Tile Reminders support "Alerts/Blinking":

Hey @Lisa Surya, There are multiple ways to do that. If you expect only one Case/PO per Employee, you can create a "Related Case" and "Related PO" hyperlink fields to the Employee Record and populate the record links in those fields. If you expect multiple Cases and POs per employee, you can create custom Related Case and…

Hey @User_MFH4I, You can't natively show the "Created By" and "Approved By" fields on the General Ledger report. The workaround is to create custom "Created By" and "Approved By" fields on transaction records and update them via Workflow. Once done, you can show them on your General Ledger report:

Yes, they have to remove the others and keep that one. If you don't want the others to appear on the Bill, you can select the "closed" checkbox for those PO lines.

Do you have use cases when you need to recognize revenue for a T&M project ahead of invoicing? Isn't it risky as the actual time might end up being non-billable or rejected by the customer? I have worked with 50+ customers, and it was common to have RevRec that's not synced with invoicing for Fixed Fee / Milestone…

Hey @Aaron Wilkinson, The Customer Dashboard doesn't support custom saved searches filtered by the "current customer". For example, if you create a Saved Search that shows data for all customers and add it to a Customer Dashboard with a "dedicated filter" (so it only shows the data related to the customer you are viewing),…

Sure, Rachel, let me clarify. Let's take a Time and Material Project as an example. When you create the project with "Billing Type = Charge-Based" and set up appropriate "Time-Based Rules", every approved time entry would create a dedicated record called "Charge". The charge will be used to generate a T&M Invoice out of…

Hi @Rachel Sheng, The leading practice is to use ARM. It works seamlessly with the Advanced Projects/SRP. Here are the high-level steps: Set up Projects (T&M, Fixed Fee, Milestone, etc.) as Charge Based. Create the Sales Order and link the appropriate project with the correct "Charge Type (e.g., Time-Based). Trigger the…

Can you clear the browser cache next time before running the Billing Operation via the Admin Role? There is a small chance that was causing the issue. If you notice the same issue again, I would recommend opening a Support Case and as NetSuite to investigate. This doesn't look like an expected system behavior.

If you want to show a sublist on a Project Template form, you would need to do that via SuiteScript. Natively, you can add a Custom Sublist to a Project form and not the Project Template form.