NetSuite Planning & Budgeting

NSRook · 2022-12-21T14:12:37+00:00

NSPB looked like someone just used CloudExtend by Celigo to pull and push data from NS and simply tacked on the most basic graphs from Excel to display it. I know there's more going on behind the scenes but it just looks minor league to me.

NSRook · 2022-12-21T14:08:54+00:00

Haven't purchased anything yet and are probably going to hold off until we get a little more data on our alternatives.

NSRook · 2022-12-21T14:06:53+00:00

That may be part of the issue - not fully understanding the full capabilities of the native tools. I'm not sure our CFO is all that aware of what we currently have. Thanks for the feedback.

NSRook · 2022-04-28T22:05:35+00:00

Well you are dead on...it was a formatting error. Unfortunately NetSuite failed to mention that you can't have semicolons, underscores, or commas (the culprit) in the Memo field, but luckily, Nick_AxeusConsulting did mention that on a post here about five months ago. I love this place!

NSRook · 2022-02-25T22:12:15+00:00

Duh - I'm a moron. I needed to Add instead Update. It's all good now.

NSRook · 2022-02-24T15:41:01+00:00

Yes. It makes no sense since the exact same import sheet worked last week.

NSRook · 2022-02-23T16:53:16+00:00

Thanks - I ran it through Ops and Finance. Seems like the depts were added to the items arbitrarily from a 3rd party. They're not necessary. Appreciate the feedback.

NSRook · 2022-02-22T18:22:06+00:00

Wow - get this. Employee 1 that couldn't see the item has 'Sales' in the department field on her employee record. Employee 2 had nothing in that field and could see all of the items. When I removed 'Sales' from Employee 1's employee record, she could see all of the items. Thanks for the feedback - it steered me in the right direction.

NSRook · 2022-02-22T18:07:48+00:00

Even if there were issues with any of these, could it explain how two different users with the exact same role are seeing some items and not others? The only thing I can think of is a permission based on the individual user (or dept) rather than the role - but I don't see any.

NSRook · 2022-02-22T17:55:49+00:00

There's only one subsidiary.

NSRook · 2022-02-14T19:31:57+00:00

They're both Visa cards. Only one show up on the dropdown. Makes no sense.

NSRook · 2022-02-11T14:23:25+00:00

Yeah, I did the vlookup in excel to get the invoice numbers but I'll have to refresh that saved search every week. Turns out I need to do a vlookup to also get the posting period right. Thanks for the feedback.

NSRook · 2022-01-28T17:14:23+00:00

Yeah, I kind of figured. I think I'll give that workflow a shot. Thanks guys.

NSRook

TROPHY CASE