Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

みなさん、時間です！ 正しい解答とその説明については、次の詳細を参照してください。 正解:A. 「設定」 > 「ユーザー/ロール」 > 「ロールの管理」 > 「権限」 > 「トランザクション」 説明: 見積依頼(RFQ)機能は、トランザクションとみなされます。見積依頼の作成、編集または表示に関連する権限は、ロールの構成時に「トランザクション」タブで管理されます。 詳細は、次の記事を参照してください: NetSuiteの始め方 | トランザクション権限 > 見積依頼権限 記事…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Correct Answer: A. Setup > Users/Roles > Manage Roles > Permissions > Transactions Explanation: The Request for Quote (RFQ) functionality is considered a transaction. Permissions related to creating, editing, or viewing RFQs are…

Thank you all for sending in your nominees! 🙌 Your appreciation, gratitude, and participation made this a truly meaningful quarter. We’ll be reviewing the entries and announcing the winners soon. We also extend our sincere appreciation to all the nominees for their valuable contributions and positive impact. @Tiru…

Thanks for keeping this thread updated, Diana @dle_35705. Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer.

Hi @dle_35705 Please log in to this site to update your mobile number. I hope this helps.

Hi @User_JI1MI Thank you for the additional information. When Projected Total does not update automatically when quantity or rate of items is changed in the opportunity, it is an indication that the amount was manually entered into the field, that is, the computed amount was overridden. To resolve this and allow the system…

Hi @Maria Gabriela Barbosa-Oracle You don't have to keep a card on file. While there is no specific documentation on this, it’s at their discretion whether to save the credit card information in the file cabinet, as long as it is properly encrypted. For Payment Card Number Security and Compliance. see Answer ID: 1020651. I…

Hi @User_JI1MI I would like to confirm whether you are referring to a custom field that is not updated in the form.

I checked for any workarounds, but there doesn’t seem to be one. I suggest voting for this enhancement request, and don’t forget to include the business use case in your comment.

Hi @User_Z3A0R, I believe this question is the same as the one in the thread below. I will then mark this as a duplicate. https://community.oracle.com/netsuite/english/discussion/comment/16905163#Comment_16905163

Hi @User_Z3A0R, The Custom Segments feature lets you create custom classification fields similar to class and department that can be use the to classify records as needed. However, setting up roles including custom segment restrictions is currently not available and is raised as an enhancement: Enhancement #356372 Setup >…

Hi @User_Z3A0R, In your custom role, navigate to Permissions > Custom Record and locate your Segment Region. I hope this helps.

Hi @questbahlin. Please send us a screenshot of this error and make sure to hide any confidential information before attaching the screenshot in your reply. Thank you.

Hi @User_O09AT, Welcome to the NetSuite Support Community! We're excited to have you join us and can't wait to see your engagement! ☺️

https://community.oracle.com/netsuite/english/discussion/comment/16904942#Comment_16904942 Hi @User_6CYS8, Aside from Help Documentation and SuiteAnswers, here are reputable, on-demand resources to deepen your knowledge on querying data from NetSuite using SuiteAnalytics and related tools: NetSuite Resource Library Filter…

https://community.oracle.com/netsuite/english/discussion/comment/16904941#Comment_16904941 Hi @Clarisa De Torres-Oracle, Yes, I do! I already have some plans for the upcoming break. I’m really looking forward to it. ☺️

https://community.oracle.com/netsuite/english/discussion/comment/16904938#Comment_16904938 Hi @Chelsea Jacobs Customer-Renewal is typically used to indicate that an existing customer is in the process of renewing a contract, subscription, or service agreement. Allowing you to manage and prioritize retention activities…

Thank you for your questions. Allow me some time to further check on the remaining questions. We are now closing today’s session. We hope to see you in the next #AskAGuruLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAGuruLive tag for updates. To help us improve this program, feel free…

Tip #3: Tips for Setting Up and Using Reminders Configure Reminders Portlet Add the Reminders portlet to your dashboard for quick visibility of actionable tasks (e.g., approval queues, overdue payments). Customize Reminder Criteria Set up custom reminders using saved searches or system defaults (such as “Leads to Follow…

https://community.oracle.com/netsuite/english/discussion/comment/16904937#Comment_16904937 Hi @Sakshi_Garg, For users with multiple NetSuite accounts, only Administrators with access to all the user's accounts may perform the Password and 2FA reset or unlock the user's access due to multiple failed attempts. See 87438 User…

https://community.oracle.com/netsuite/english/discussion/comment/16904936#Comment_16904936 Hi @Maxine McNaughton-NetSuite-Oracle, Good question! There’s no publicly documented limit per role for how many employees can have a specific NetSuite role. The limits are more about how many user licenses you have in total, not how…

Tip #2: Tips for Customizing Dashboards Tailor to User Roles Customize dashboards based on user roles and functions (e.g., sales, finance, operations) for relevant, actionable data. Use the “Publish Dashboard” feature if you want to push standard layouts to certain roles. Leverage Key Performance Indicators Add Key…

Tip #1: Configuring Email Notifications for New Lead Creation in NetSuite Overview: Set up an automated system alert to notify specific users (such as sales representatives or managers) whenever a new Lead record is created in NetSuite. This ensures timely follow-up and efficient lead management. Key Steps: Navigate to…

https://community.oracle.com/netsuite/english/discussion/comment/16904935#Comment_16904935 Hi @Robert Nedelkow-Oracle, Absolutely! There are several on-demand webinars and videos available from NetSuite and industry experts that cover CRM and the Configure, Price, and Quote (CPQ) process. You can visit this link for…

https://community.oracle.com/netsuite/english/discussion/comment/16904934#Comment_16904934 Hi @Divya Unnikrishnan, SuiteTax does not support NetSuite CRM, and there are no plans to support this. However, you can check the SuiteApp/Bundle Name table in SuiteAnswers ID 98937 for the equivalent SuiteApps available for use…

Hi @Jodes and @CristianCiz, Welcome to the NetSuite Support Community! We’re glad to have you here and look forward to your participation! ☺️

Hi @Chelsea Jacobs, It will be on the 19th between 1-2 PM EST. Please see this page. Thank you.

Hi @esabis, Rallying support for SuiteIdea 30557 is a great strategy; hopefully, with enough votes, developers will prioritize this much-needed enhancement. Don't forget to add the importance of this feature to be included in the future releases, as developers often review these types of notes in enhancement requests. In…

That's correct. the Document Status of Estimates/Quotes is based on the Probability. If Probability is 0%, then Document Status is Closed If Probability is 1-99%, then Document Status is Open If Probability is 100%, then Document Status is Processed For more details about this, please see SuiteAnswers ID 22956 Set Document…

Hello @User_MD6FY, We’d like to follow up on this thread. Please let us know if you need any further assistance. Thank you.