It's easy to do a saved search for when some person is a member of the sales team - how can I search for customers where a particular person is NOT a member of the sales team?
What I'm trying to do is find all the customers in a certain geographical area which do NOT have a certain person in the sales team. They all should; I know some don't, and I need a list of those ones that don't.
I don't have sales team enabled on my NetSuite account, so I can't really write it out for you. But, essentially, you could just script a customer search, and load the sales team for each customer. Then loop through the team, checking as you go. If you find the correct person, move on to the next customer, if not, log that customer to a return variable. Hope that helps...
Related
Using Sales Force Automation in NetSuite, you can create Sales Teams (via Setup->Sales->Sales Teams->New). From what I can gather, these appear to be a kind of Group of employees (you can list them via a saved search). You can then use them to assign an entire Sales Team to a customer (which really means assigning all of the people in that Sales Team to the customer - NetSuite doesn't keep a record of which Sales Team you assigned, just its members).
We have multiple (hundreds) of sales teams defined. One for this state, one for that state, one for this group of counties in this other state, one for that state but just for customers who are under a certain threshold of revenue, etc., etc. So we get employees who are on multiple sales teams - again, some employees are on tens or hundreds of sales teams.
What I want to do is operate on those sales teams via a mass update or similar. For example, I want to be able to remove John Smith from all Sales Teams (I stress that by this I do not mean remove him from all customers in which he is in the sales team; I mean remove him from the defined Sales Team), or add Sue Brown to all Sales Teams involved in a specific state. Again, I stress that I don't mean to make changes to the people or sales teams assigned to customers - if I made this change, it would not change anything in relation to any customers; it would ONLY change the Sales Team itself.
But I can't even search for Sales Teams (or groups) and get the names of all the members in the search result.
How are Sales Teams structured/stored in NetSuite? Can they be operated on in this way?
I do not have this feature enabled in my account, so I cannot see first hand. However in Suite Answer I found Answer Id 9772 that explains how to perform a Mass Update of sales team members, i.e. to add or remove an individual from a Sales Team and the different mass update types.
We have team selling enabled on our NetSuite, so the bottom of our customer form contains the Sales Team sublist, like below.
My question is a simple one - can I access the fields in that sublist to disable them for certain users, change the labels, etc? If so, how? As far as I can see, it's all OOB and I can't find a way to edit any of it.
After surfing the web for more than 3 months, most of the problems that will face NetSuite users are related to Item Fulfillment. I want to know what is the relation between the Invoice and Item Fulfillment.
Invoice will not be created until we fulfill the order, so, there must be a relation between Invoice & IF.
But unfortunately, I cannot get at least Item Fulfillment Order #.
Our Customers are asking to include the Number in the Invoice, but, there is no relation between the 2 records unless one field which is (created from) and this field is getting the Sales Order Number and it is useless to us, since we may issue from one sales order many Item Fulfillment Transactions.
Could anyone suggest any help or hint on how to reach Item Fulfillment # from Invoice Record?
Thanks a lot
There is no system link between an Invoice and an Item Fulfillment.
Sales Orders are linked to one or more Item Fulfillments, and one or more Invoices, but as far as NetSuite is concerned there is nothing connecting any specific fulfillment to any specific invoice. In fact you could have products from multiple fulfillments that are invoiced together, or vice versa, a single fulfillment with multiple invoices.
If you want to store a link between the two documents you would need to customize this yourself using scripting and a custom field.
functionally it is possible only if the policy goes by One SO-One IF-One Inv.
Else you may need to look for scripting.
I have customers and prospects as companies and a lead can be individual or company. I need to create a saved search that returns all of the contacts of prospects, contacts of customers and all of the leads in one list. I can do a contact search where status = all available statuses and I get the primary contact of customers, primary contact of prospects and all leads (individual or company) If I add contact.name to the results tab, I get all contacts of prospects and customers but I lose all of the individual leads. I'm attaching image of the criteria and results field. This setup returns the primary contacts and all leads but I need all contacts. My goal is to get a list of every contact or lead in NetSuite to send to external system.
Do a Customer search with the following criteria:
USE EXPRESSIONS = YES
Contact : Internal ID is not none Or
Is Individual is true
In your results you can use a Formula(Text) to get the proper name and/or email:
decode({isperson},'Yes',{altname},{contact.entityid})
Finally heard back from support. It turns out you can tell NetSuite to treat individuals like contacts:
When you navigate to Setup > Company > General Preferences, you have there an option to SHOW INDIVIDUALS AS CONTACTS. When this feature is enabled, individual type customer records will now show in list of Contacts
You will need two separate searches to accomplish this. One for the Leads and one for the Contacts as these are two separate Tables in NetSuite.
When I click and fulfill an order we Debit COGS ("cost of goods sold") and Credit Inventory. The issue is there was no shipment at this point. I run into a problem because when we click fulfill to print the pick ticket but the sale may occur in the next month.
Is there a way to configure the system so that the fulfill function does not record the COGS, but the COGS is recorded upon shipping? If not, what is the work around?