Articles tagged #CUSTOMER
Articles tagged
#CUSTOMER
Remove Parent-Child Relationship on Customer
When viewing the parent customer, she can see the child (subcustomer) customers under the Relationships > Subcustomers tab. The user would like to remove the relationship between the subcustomer and the parent customer record.
Customer Saved Search Shows Total Sales for Both Parent and Child Customers
User wants to create a Customer saved search that returns the Total Sales for both Parent and Child customers.
Journal Entries not Available in the Customer Profitability Report
The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.
Show the Internal ID and External ID of the Record in a Custom Field
The user needs to display the customer's Internal ID and External ID as fields on their customer forms.
Extract Parent Name : Child Name of Customer Record in Transaction Saved Search
Auto-generated numbers is enabled in the Account. Customer Name appears as Name + ID + Parent Customer Name: Name (e.g. Doe, John 12345 Apple, Inc : Doe, John) in transaction search. User wants to display the Customer name in format the Parent : Child excluding the Number.
Accept Customer Payment for Invoice in Different Currency
It is currently not possible to directlyaccept Payment in different currency from the Invoice (as well Bill) currency. This is because NetSuite is not capable of double conversion of Currency. We only have a single Exchange Rate field on a single transaction.This feature is requested underEnhancement112956.The alternate solutionis applicable when a Customer Payment (in USD) and an Invoice (in Euro) were already created and it consists of 4 steps.Step 1: Create Customer Payment for Invoice inEuro. This is the original unapplied Payment based on the Invoice currency.
Currency Field Disabled when Creating New Project for Multi-Currency Customers
When creating a newProjectfor multi-currencyCustomers, theCurrencyfield is disabled.
Advanced PDF/HTML Template > Print Out Displaying Previous Customer Name
The user has updated the name of a customer who has invoices in the account. This change automatically updated the name from the NetSuite Invoice Record but when they try to print the PDF, both Bill To and Ship To are still showing the old customer's name.
CSV Import of Unapplied Customer Payment
CSV Import of Unapplied Customer Payment.
Change the from Email Address When Sending out Customer Statements
User wants to edit the From Email Address when sending Customer Statements.Enhancement96513is logged, to be able to create and select multiple email addresses for outgoing emails to customers.
Modify the Opportunity Status Dropdown List
User wants to add a New Opportunity Status available on the Dropdown.
Alternate way to edit a locked custom list/record field from a bundle
User needs to update a field however it is locked and can't be edited.
Setting Up Customer Center Price Preferences
Set the display of current price in the Order Guide Entry popup window in the Customer Center role.
Transaction Saved Search to Show Item Pricing per Customer
The user is utilizing Multi-currency and would like to show the Transaction Foreign Item Rate and not the Base Currency Item Rate. They need to have a Transaction Saved Search that would show the Item Pricing Level, Item, Amount per customer.
Add Project Name to Customer Statements
Currently, there is no way to print Transaction Body/Line Fields that have been sourced from a different record on Advanced PDF/HTML Templates. A custom field and workflow can be used as a workaround for this limitation.
Role Is Missing Under the Roles Subtab of a Saved Search
Some roles are missing under the Roles tab of a Saved Search.