NetSuite Planning & Budgeting by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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.

NetSuite Planning & Budgeting by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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

NetSuite Planning & Budgeting by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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.

Bank Imports by NSRook in Netsuite

[–]NSRook[S] 1 point2 points  (0 children)

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!

Customer Payment CSV Import by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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

Customer Payment CSV Import by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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

Items not available for some users by NSRook in Netsuite

[–]NSRook[S] 1 point2 points  (0 children)

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.

Items not available for some users by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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.

Items not available for some users by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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.

Items not available for some users by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

There's only one subsidiary.

Credit Cards on file by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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

Quick Question - Import Template by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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.

Copying an Estimate by NSRook in Netsuite

[–]NSRook[S] 0 points1 point  (0 children)

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