Good afternoon,
We've had a question come up which I can't find the answer to, in relation to the Item Pricing sublist on Customer Records in Netsuite.
Basically we want to know if it is possible to Restrict Access to this sublist, so anyone who has access to Customer Records can View the sublist, but only Users with certain Roles can actually Edit the sublist.
Is there any native functionality, or possibly customisation, that could do this?
I haven't been able to find anything in Role Permissions, but I could be overlooking something.
Appreciate your help, thank you!
Potentially a UserEvent with N/serverWidget or last resort will be JQuery.
I'm assuming this has been sorted out by now, but I have done something similar to this.
One of our clients did not want their sales reps to have access to the information on the pricing of an item.
To achieve this, I made a custom form that was the exact same as the standard, except I removed the pricing sublist from the form on creation.
Then on the role record under the forms subtab, the item sublist, I ticked only that customised form for inventory parts.
This meant all with that role can only see that inventory part form. ie, no pricing information.
Related
I have an online store where ~90% of what we sell is real, but ~10% is virtual. (software, training licenses)
Currently in our system all items are coded as "Inventory Item" because operationally on the back end there are benefits. (not sure exactly what)
Because they are inventory items, they show as out of stock and they require shipping, even though they are virtual.
Do I need to just add a custom field called "IsVirtual" and note which products are virtual explicitly, or is there a built-in mechanism for handling virtual products?
Best approach is to add those items in Netsuite as non inventory.
If you really want to keep them inventory and do not show shipping and out of stock, you got to write a SSP. Based on item attributes returned from search you can modify your code on front end to show/hide shipping and out of stock notice. Additionally when the order is created in your ssp add a logic to add dummy or a free shipping item and also a logic to add inventory.
You should make them non-inventory items for sale (unless you are reselling them).
However if you can't do that you do not need to create an SSP. All you need to do is alter the out-of-stock behavior for the item on the item setup page. You may need to tweak your item display template but you shouldn't need to unless you were already displaying stock levels on the buy page.
I need to display account notes across all opportunities. typically a MSCRM creates a blank Notes section for each new Opportunity you create inside a account, but I need to display a running Account dialog of conversations to review in one continues notepad (means display all notes).
Can anyone tell me how I can display all notes in the opportunity form?
Is this possible without coding (or in fact, with coding!)
Thanks in advance,
SD
Well you can do this a few different ways.
1) The easiest way is to add an IFRAME and then point to the applicable Account notes container. You'd have to set the "id" attribute based on the account. Here's what your IFRAME url will look like:
/_controls/notes/notesdata.aspx?EnableInlineEdit=true&EnableInsert=true&id=%7bEF88BCAA-C3EB-E111-B142-78E7D162EE67%7d&ParentEntity=1
2) If you are only wanting to display the notes and not allow for a user to edit them (read-only), then you'll need to use fetch to query the annotations where the related id equals the account.
Just to be clear the on requirement here.
I believe you are saying: Each Account has multiple Opportunities, each Opportunity has many Notes. On the Account you want to show all the Notes for all the Opportunities.
I don't think you can achieve this with out of the box functionaility, I would suggest creating an SSRS report and iFrame'ing it in.
Is there a possibility to have fields that are added to a contentpart to be grouped. I don't know upfront what fields the customer will add. And if he adds a lot of fields to the contentpart, it would be nice if there was some kind of identifier to group them.
Should I take over the Orchard.Fields module and modify it or is there an easier way?
There is no easy way to do that today, but this is such a common request that I think it should be submitted as a work item (or even better, a patch) on CodePlex. We should add a group attribute to fields and maybe even parts.
UPDATE: I created it for you: http://orchard.codeplex.com/workitem/18920 Feel free to vote for it.
I want to create a new view for the activities entity. My aim was to show only the activities that were related to a record of a certain type eg account. But when i was creating it i saw that aside from saying if it contains data or not, and for specific records, there isnt an option for entity type.
I can understand why this isnt an option in the list, as its not really something people would need to do, but is this possible at all?
Thanks
Create an Advanced Find and specify the following criteria:
Look for: Activities
Related > Regarding (Account)
This will get you all activities which are related to an account.
I've just started to look workflows in 2010 which seem pretty good but I can't find seem to find out how do something very simple.
Basically I'm creating a lost property list and workflow, essentially anyone can add a new item to the list for an item that they've found. Next anyone can make a claim on an item in the list which should then email the admins where they can investigate and close claim if the rightful owner has claimed their item.
Should be very simple and would take me no time in .net but not in SharePoint! Any suggestions on how I could do this?
I've been looking at SPD workflow tasks and not really getting anywhere. My next step is to go into VS2010 but this seems overkill for such an easy task.
Thanks
Dan
what is your intention to allow someone to "claim?" are you intending to enable a "claim" as just a flag and a workflow sending emails to the admins?
Create a Yes/No field Claimed with the default value set to false.
Create a SPD Workflow that would start OnItem Create.
In this workflow add an Action that waits till the Claimed Flag is set to true.
Then you can send the email to the administrator (also with an SPD activity).
Optionally you can delete this item from the list after a period of time.
Based on my understanding of your question and the fact that we tried something similar a while back, I have created a blog (my first blog entry!). Below is the link, feel free to leave comments;
http://sp10tech.blogspot.com/2010/10/creating-simple-workflow-using.html
Alternate Idea;
Maybe use two lists. One for items lost and one for claims. This way you can have multiple claims on each lost item. Add a field that references the claims list so the user can select it. Then simply have the administrators use a out of the box alert mechanism. No need for elaborate work flow.