After creating a custom entity field from the administrator role Project manager role can’t see that particular field. Solution Add access to the project manager role in the custom entity field setup.
Author: Angel Maria P Davis
Saved search to see the cumulative value of formula field in the custom record
To see the cumulative value of a field even if that field is another formula field In this case, the client wants to see the cumulative value of the difference of another two numeric fields added in the custom record. Create a custom record, fields and add the entries Then Create the saved search The… Continue reading Saved search to see the cumulative value of formula field in the custom record
Adding Details of Related Credit Memo In Sales Order Record
The client wants to add the related credit memo details with the link of credit memo page of invoices originated from sales order. To add the the credit memo details we need to add a saved search and link this in a sublist of the sales order record. But we can’t add the credit memo… Continue reading Adding Details of Related Credit Memo In Sales Order Record
Saved search to see the custom roles
After creating the saved search other than administrator role can’t see the search result. Solution:- There is a audience tab to see the saved search result to other roles. Put check mark to this roles that you want to see the saved search result. Saved search> Audience Subtab Click Save
Saved Search To See The Time Track Details Of All employees In PM Role
Some times in PM role we will create a restriction to see the other subsidiary’s employees details. Then the Project manager can’t see the other subsidiary’s employee details. To see all the employees time track details, create a saved search based on project. This search will shows all the time track details in the Project… Continue reading Saved Search To See The Time Track Details Of All employees In PM Role
To add the total quantity of transaction records in the body field of the record
The client wants to add the total quantity of the PO, SO and related records should be shown in the body field of the transaction record To add the field we have to create a search first. Then add this search with the custom transaction body field. Make this search public. Add this search to… Continue reading To add the total quantity of transaction records in the body field of the record
Timesheet Error
When adding weekly timesheet in Netsuite it shows error as below. Solution Check the employee record details of employees who can’t enter the timesheet. If he is an inactive employee this error will be populated by the system. To check this, Navigate to List> Employees> Employees Check the box show inactive. If the inactive box… Continue reading Timesheet Error
Proposal For Customization of Workbook And Reports
Mycom OSI would like to add customization in reports of resource allocation and add this report’s summary in the dashboard. This document covers the solution for these pain points by making use of workbooks and custom dashboard portlets. Requirement Resource Grid: – They need to implement Resource chart/grid suiteapp in production environment. Mycom wants to… Continue reading Proposal For Customization of Workbook And Reports
Adding Custom Segment In Reports
After creating a custom segment we need to see the reports related to the custom segment. When we ticked the checkbox of G/L impact it will be added in the journal entry of each transaction. In order to see the impact of the custom segment, we need to customize the reports that you want to… Continue reading Adding Custom Segment In Reports
Adding Graph Based On Custom Workbook In Dashboard
To add a workbook in the dashboard Create a workbook based on your needs. Just click on the analytics tab and create the new dataset and workbook. In the workbook, there is an option to add a chart. click that view and add the values as your need. Save the workbook. From the dashboard add… Continue reading Adding Graph Based On Custom Workbook In Dashboard