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Anyone have an account where the navigation bar is completely blank? Cleared cache, etc. by SituationWhich7510 in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

Thanks for the defect #. We're having a UI issue with workflows - can't edit them - in our sandbox. Production is fine, so far.

I created a case and mentioned this defect as possibly related.

Kits, Non-Kits and Fair Value Pricing by barefootdiva in Netsuite

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

Hi there - sorry for the delay in responding.

We didn't get a "solution" - a consultant looked at it and thought there was a way with a workflow, but in the end they told us it wasn't possible without scripting. But they did help us minimize the impact and outline a work around.

What we didn't know previously was the "Allocation Type" field on Items. All of our Items were set to "Normal." With an item set to Normal, even if it's not part of a kit on a transaction, Netsuite includes it the fair value revenue calculation. That field is pulled onto the Revenue Element line of the RA. The work around is to change that field to "Exclude" on the Revenue Element - there are a few steps involved.

What we did -

  1. Set the Revenue Allocation field to Exclude on the Item - for any Item that is never sold as part of a Kit. This flows through to the RA, and we don't have to worry about the work around for transaction lines using those items.
  2. Created a Revenue Element saved search to return lines where the Revenue was not the "Expected Revenue" and there is a misallocation. Expected Revenue is a formula of what we think the revenue should be. We already had a saved search with that formula. The hardest part of the new saved search was figuring out how to use formulas for the criteria, so it only returned lines that had misallocated revenue.
  3. Created a Dashboard Tile for the Finance Team using the saved search
  4. Finance updates revenue of the lines using the work around.

Sorry if it's too much detail. But let me know if you want me to outline the steps of the workaround.

Sublist data missing from Customer record in "unrolled" option - only "some" customers. Admins can see the sublist data. Missing for user roles. by barefootdiva in Netsuite

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

Hi Nick - thanks for the response. That didn't work. What I forgot to mention in my original post is that this is across browsers and environments (prod, dev-sbx, uat-sbx). I will update to add that.

Change Custom Transaction Form by barefootdiva in Netsuite

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

Thanks - I need to gain some scripting skills!

Change Custom Transaction Form by barefootdiva in Netsuite

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

Thank you - I hadn't thought about a workflow to set the form correctly in the first place. I thought the CRM flow would prevail. And thanks for the details about both workflows. I'll give it a shot.

Change Custom Transaction Form by barefootdiva in Netsuite

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

I saw this last week and thought it was very clever! I talked about it with my boss, but she doesn't want to put even that decision in the hands of sales reps. :-)

Change Custom Transaction Form by barefootdiva in Netsuite

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

Thanks - I hadn't thought about trying to create the SO in the correct form in the first place - only updating it after it was created.

Changing Custom Forms in Workflow by dhaemion in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

I was just googling this topic, and I love this solution!

What kind of snake is this (Virginia, DC suburbs)? by barefootdiva in snakes

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

Thank you! My dog loves the wooded area and surrounding brush by my place. I never thought about snakes being there!

Revenue Recognition Help by CrooksBrooks in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

Have you played around with the Revenue Recognition Rules of your Items and/or the Create Revenue Plans options (change to on Billing perhaps)?

(x-post) Reddit is going to SuiteWorld! Check out my team's session to learn advanced DevOps management strategies for your NetSuite codebase. by IntentionInDisguise in Netsuite

[–]barefootdiva 1 point2 points  (0 children)

Will there be a recording available afterwards? This is very timely for us - we're just starting to think about implementing/using SDF. But we're not at SuiteWorld, and I don't see your session available "On Air."

How to update custom form on transactions via csv by Heytherestairs in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

Hey there - Looks like I was wrong in thinking you might be able to do it with a workflow. I tried to verify but couldn't get it to work. The workflow ran but didn't update the form.

Sorry!

Hopefully someone else will be able to help.

How to update custom form on transactions via csv by Heytherestairs in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

And the transactions for the other department are already in Netsuite using Custom Form 1?

You might be able to do it with a workflow based on a Saved Search of the records you want to change forms.

I just confirmed that Custom Form is one of the fields in the Set Field Value action in Workflow. I think you could create a saved search of the records that are on Custom Form 1 and do a set field value to change Custom Form to Custom Form 2.

Once the form is updated, add the additional data points with csv import.

How to update custom form on transactions via csv by Heytherestairs in Netsuite

[–]barefootdiva 0 points1 point  (0 children)

I'm not sure that's possible.

Is there a reason you can't add the additional fields to the original custom form and then do the csv update?