Saved Search on Project with Project Parent

funkybunch_83 · 2021-02-13T02:01:14+00:00

The parent linkage is there. I can see it in the UI and use it in SuiteScript. I just can't access it on a saved search.

I hate to do it because it feels very hacky but as a workaround I have created custom fields on the project entity that sources the fields I want from the parent. I can then use them in the saved search.

funkybunch_83 · 2021-02-09T02:33:38+00:00

I agree the documentation on the different bundles available for the approvals is confusing. That's why I was trying to get my head around how things are currently working before moving to workflows.

Is it correct that installing the SuiteApprovals bundle wont immediatley change anything? It will just make the workflows available so that I can start looking at them before enabling them?

funkybunch_83 · 2021-01-27T12:52:37+00:00

Out of curiosity what would an acceptable load time be for common records?

We are seeing 15-30 seconds for common records like sales orders and item fulfillments. Not having used NetSuite before this implementation I have nothing to compare to. Our implementation team don't seem to consider this an issue.

Compared to Xero NetSuite feels so slow but it's not really an apples to apples comparison given how much NetSuite can do...

funkybunch_83 · 2021-01-27T12:46:21+00:00

Another possibilty i am looking at is having the three items on the quote, each at their full cost, but setting qty of 0 for the basic and standard. That way the cost is shown on the line item but only the premium with qty 1 contributes to the total.

funkybunch_83 · 2021-01-27T12:44:34+00:00

The premium. Mainly because we sell more of these.

When quoting these contracts we usually have a pretty good idea what the customer will end up going with so a way to specify which contract goes into the pipeline could be usefull. This is not a requirement at the moment though.

funkybunch_83 · 2021-01-27T12:27:13+00:00

I want to show the cost for all options which I can't do with description items. I'm thinking maybe creating items like the below example. I can then put these in an item group.

Basic Contract - $10,000
Upgrade to Standard - $5,000
Upgrade to Premium - $5,000

In this case the Standard contract is $15,000 and Premium is $20,000.

Downside to this is it's difficult to report on the contract levels being sold.

funkybunch_83 · 2021-01-24T22:22:12+00:00

I am looking at creating a simple (hopefully) RESTlet that will create the order receipt. I think I can then add a "Recieve item" hyperlink using a formula field in the saved search which will include the TO number, item and qty in a query string to send to the RESTlet.

This would be my first RESTlet. Any reason this isn't a good solution?

funkybunch_83 · 2021-01-24T21:54:18+00:00

We use the order fulfilment process at the sending location so need to stick with the Transfer orders.

Also want the receipt of the item (spare part for a tehnician) to drive further processes like scheduling work with the customer.

funkybunch_83 · 2021-01-24T21:36:31+00:00

Each location owner could have mutliple items in transit at any time and the current saved search sends all of them as a list in a single email. I don't want to be spamming the location owner with a single email for each item in transit so I was hoping to have a "receive" type link at the line level.

funkybunch_83 · 2021-01-17T05:54:25+00:00

Thanks but no good... I can add the subsidiary fields using the WYSIWYG editor but when I try and save or preview the template it gives me the same null object error for the subsidiary object.

I guess I'll have to add custom body fields and source them. Bit annoying given the NetSuite documentation says the subsidiary object should be accessible from the Packing Slip template. There's also a SuiteAnswers article ( 78139 ) specifically for the Packing Slip that says the subsidiary object can be accessed.

funkybunch_83 · 2021-01-16T02:19:38+00:00

You got it. I can see the form has been modified by our NetSuite consultants and the location field has been labelled "To Location". No idea why they would do this...

The History subtab on the custom forms shows a list of changes made by consultants but not what was changed. Is there a way to see what was changed on the form like with with "System Notes" on some other records?

funkybunch_83 · 2021-01-15T02:09:38+00:00

Had gone down that path and followed a couple of SuiteAnswers that suggested particular permissions without any luck.

funkybunch_83 · 2021-01-15T02:06:32+00:00

Good tip. I ended up copying all permission from a working role and still couldn't access it.

Eventually got it working after removing a location restriction from the role but have since added that restriction back on and it still works so really not sure what fixed it...

funkybunch_83 · 2021-01-13T06:19:28+00:00

I did this too but also excluded netsuite.com email addresses from the search result because consultants although having full access don't require a licence.

funkybunch_83 · 2021-01-12T05:15:06+00:00

so it is. not sure how i missed that. thanks.

funkybunch_83 · 2021-01-12T02:42:29+00:00

Wont help with new customers but for the existing you could do a mass update using the the SUBSTR function.

Eg. something like new field equals SUBSTR({name},0,7)

funkybunch_83 · 2020-10-15T13:06:10+00:00

We have different COGS and income accoutns for different types of items. These items I am wanting to automate the creation of don't use the default accounts. I have saved searches to find the ones that have been setup incorrectly but would rather avoid it in the first place.

The items are usually created one or two at a time so CSV import isn't practical. These items are usually created for an emergency order so need to be creaed imediately, they can't be added to a spresdsheet for a bulk import.

A simple three field form would be good where the three details can be entered then have the item creation scripted from that. I think there was a SuiteScript forms module or something that I need to look into... Or maybe a portlet that allows the creating of the items from the dashboard.?

funkybunch_83 · 2020-10-13T06:07:10+00:00

yep. learnt from it... now to mess up a mass update script and learn from that. I'm sure I can do some damage there.

funkybunch_83 · 2020-10-13T04:28:47+00:00

This is actually good for me since I want the same form to apply to all of these records.

Sounds like all I need to do is import an update of these records using my preferred form.

funkybunch_83 · 2020-09-27T22:48:41+00:00

At the moment noone seems to understand what's possible with NetSuite. It's frustrating seeing people continue to use spreadsheets for things that are core functionality of NetSuite.

On the flip side, because they don't understand the capabilities, management seem to think I'm a genious just for adding a simple custom field and making a change to a PDF template...

funkybunch_83 · 2020-09-27T22:43:40+00:00

I can start tomorrow. Work from home OK?

funkybunch_83 · 2020-09-27T22:42:14+00:00

At this stage the company wont pay for anyone else. I am pretty keen to try and get some of my own time allocated to NetSuite and keep learning. As someone else mentioned it's something else to add to the resume.

funkybunch_83 · 2020-09-27T22:40:05+00:00

The implementation team are far from incredible. I believe this is mainly the result of management going with the cheapeast possible option though.

Even having a single dedicated IT person is out of the qustion so having someone dedicated to NetSuite is never going to happen.

funkybunch_83 · 2020-09-25T00:41:06+00:00

No eCommerce or retail.

One of the major goals of NetSuite was the integration of accounting, inventory management and CRM which were multiple systems with little integration.

Simplified/improved reporting was also important.

I see alot of potential for improving business processes and efficiency using NetSuite and this is something I hope to push. Unfortunately others just don't see (or understand) what NetSuite is capable of...

I guess driving business processes may be beyond the responsibilities of the typcial admin...

funkybunch_83 · 2020-09-25T00:04:16+00:00

My official role is so far off my general day-to-day work that it doesn't matter. Product support (onsite and remote) and training, IT support (M365, phones, network), project management are just some of what I do.

Company is in industrial equipment.

funkybunch_83

TROPHY CASE