Articles tagged #CUSTOM
Articles tagged
#CUSTOM
Custom Role > Create KPI Scorecard > Unexpected Error
Solution
- Log in as an Administrator
- Navigate toCustomization>Centers and Tabs>KPI Scorecard
- Affected Scorecard: ClickEdit
- ClickContent
- ClickCustom
Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3. - ClickSave
Customizing Login and Logout Behavior
Customizing the user experience during login and logout in NetSuite is possible with various options.
Custom Segment > Making a Value Inactive by Clicking Manage Values
In some cases, you may not have permission to edit segments, but you do have permission to edit values for a segment. In these cases, to make a value inactive, you must open a page designed specifically for managing the value. You get to this page by viewing the segment definition and clicking the button labeled Manage Values.
Custom Segment > Making a Value Inactive by Editing the Segment Definition
In some cases, you may have a set of permissions that includes the ability to edit the segment definition. In these cases, you can make a value inactive by directly editing the segments Values sublist. One advantage of this approach is that you can view all values as you modify the list.
Creating Custom Report Snapshots
If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.
Project Profitability Detail Report Shows "No Data Available"
Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary
Project Profitability Report > Employee Column
User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.
Custom Role Cannot Access Project Profitability Report
User with a custom role cannot access the Project Profitability report.
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.
Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link
Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:
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.
Cannot Find the External ID on Chart of Accounts Record
The user is unable to locate the External ID of any Chart of Account.
Change the Default Font Format of Outgoing Case Message
The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.