We are currently unable to use the NetSuite global search to find items by purchase or sales description. I tried creating a custom field that defaults to the purchase description, but if I enable "Store Value", then there is no data in the field and if I disable "Store Value", then "Show in Global Search" is disabled. Any workarounds for this?
You just need a script or workflow to set the field whenever someone changes the description. You can then use a mass update to backfill the existing item records.
Related
I have a tab that i would like to show ONLY on purchase orders and not other transaction types. That tab essentially has an associated custom record's fields on it.
First I made a custom TRANSACTION subtab called "PO Acknowledgement Tab".
Next I have a custom record that I would like to be related to purchase orders only. I made a custom record (call it PO Acknoledgement) that has a number of fields (one of which is a field that is a 'parent transaction' ("record is parent" setting on the field is checked) field that points to the transaction. and of this parent field on the bottom is select that new tab I created. The rest of the fields have no tab set.
This shows just as I would like but the issue is I see it on ANY transaction since the "parent" record field is a Transaction and I cant figure how to filter to only show this tab on PO screens. How would this need to be done to accomplish that?
First is a screen shot of the field inside the custom PO Ack record
And below is the full PO Acknowledgment Record
WS Was correct it seems. "In your custom field, in the Sourcing & Filtering, can you add a filter Filter Using = Type with Compare Type = equal to Value Is = Purchase Order and see if that restrict it to only the PO form? –
W.S"
Just like expiration date on inventory number subrecord on Item Receipt, can we have a custom field for manufacturing date in inventory number subrecord. Is there any feature need to be enabled? Does NetSuite have any functionality of Production/Manufacturing date? or any way to create a custom field in inventory number subrecord that is visible in IR subrecord?
As far as I am aware, it is not possible to add a custom field to the inventory detail subrecord. Checking the CUSTOMISATION > LIST, RECORDS & FIELDS NS menu (using the administrator role), this sub-record is not available. I have, however, in the past re-created the subrecord using a Suitelet and a saved search which auto-populates the item lines with additional columns. Perhaps this route is a potential solution for you too.
I have recently encountered this in an implementation. We were requested to add the Gross Weight and Net Weight fields in the Inventory Details window.
We used a SuiteApp called Lot Auto Number (Answer ID: 100706).
Goal:
3 fields titled "Assigned Date", "Ready for Review Date", and
"Submitted Date".
When a user changes the Internal Status field to
"Assigned", the "Assigned Date" field should update with a timestamp.
When the same record's status is then later changed to "Ready for
Review", the "Ready for Review Date" is updated with a timestamp
while the "Assigned Date" timestamp remains un-changed.
Limitation: Unfortunately, I cannot create a customized workflow. Otherwise I wouldn't really be asking. My team is limited. We cannot access any other software / UI besides SharePoint online or InfoPath. There's no going around this. I know, it's redic.
My Attempts:
I tried using InfoPath where I added an Action Rule (Set Field's
Value). However, for me, this only worked when adding records. But
for existing records, when I change the status in the Datasheet View,
the timestamp fields did not update. Also, my team does not operate
in webforms. We create and update the list in the Database View.
I tried using a typical formula. See formula below. However, the
timestamp output from the formula changes when the status changes. I
need it to be a timestamp. See formula I used below:
=IF(Status="Sent to Client",TEXT(NOW(),"dd/mm/yyyy hh:mm"),IF(ISBLANK(Status),"","NULL"))
I'm thinking this request is kind of impossible without using a Workflow. But I'd thought I'd give it a try if there's a fancy formula that I can use for a Calculated Field or if I could use InfoPath.
Appreciate the help!
The only other option then is to use (serious) JS coding to program what the Workflow would have doen.
Usually allowing SharePoint Designer is cheaper than coding for a week
I just tried to add field into invoice.
I created fields in Transaction Body Fields(Customization/Lists,Records & Fields/Transaction Body Fields) and make Access to Full Access and display to main
but I couldn't find it in Invoice record.
Where could I find this?
On your custom field definition, you also need to click "Apply to Forms" and make sure your new field is enabled on all applicable forms. Then, clear your browser cache before viewing an Invoice record.
I have a problem deleting a custom field from a vendor in NetSuite. When I try to delete it I get the following error message.
This custom field cannot be deleted because it is referred to by other custom fields
I've looked at many of my other custom fields and columns but I can't find any that are referencing this one. Is there a way to find all fields that refer to a particular custom field?
This is because you might be using this custom field value some where else. I'm not sure if there is any inbuilt functionality to identify the other fields which are being referred by your custom field. I had a similar issue but I solved it using mass update. I set that field value for all the vendor as blank then I was able to delete the custom field.
In case it is a custom list field then follow the steps bellow :
First delete the list from Setup > Customization > Transaction Item Options, then from the Custom Item Fields and then finally from the Custom Lists
To narrow down the list of fields to check, go to Customization->Lists, Records & Fields->Entity Fields. Sort that list by the Vendor column. That is the list that needs to be checked. Open each of these fields, and check that the 'Field' under the 'Validation and Defaulting' tab is not your custom field that you want to delete. Then check the values on the 'Sourcing and Filtering' tab as well.
Good luck, and hopefully there is not too many vendor fields to check this way!