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

Hi @User_CS0M4 Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Is the email used in her employee record has a @netsuite.com domain? Do you see other role assigned to her employee record aside from the NetSuite Implementation Team role? Please remove if there's any. If the user that has NetSuite Implementation Team role is given to a NetSuite Employee that has an email domain…

Hi @JarebCoupe, The Opportunities represent negotiations with prospects. It can help you track a potential deal. Note that this is a non-posting transaction. For more information about Opportunities, please see SuiteAnswers ID: 9605 | Opportunity Records. To create an Opportunity Record, navigate to Transaction > Sales >…

Thank you for updating this thread. If you don't mind, can you share with the community your formula that fixes your search? This would greatly assist other community members who may encounter similar challenges and could benefit from your solution. 😊

Hi @OliverK Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Thank you for keeping this thread updated, Cristian Cabacaba. 😊

HI User_VDCAL, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also…

Hi @User_NG5TG I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also…

Hi @User_NG5TG I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also…

We apologize for the inconvenience. I highly suggest voting and leaving a note on the enhancement request.

Thanks, Kei. 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. You will also earn points and may unlock the Answer Accepter badge.

Hi @Kedalene This is arranged alphabetically. Can you scroll down and look for Campus Center or try to type in the word to search?

Hi @Carla Bell, Navigate to the employee record and locate the Payroll tab. Is the Include in Payroll checkbox enabled?

Hi @PaulFleetwood, I agree. You can only edit the Event record if you are the organizer of the event or a NetSuite administrator.

Hi @Dexter Thank you for initiating this thread! Please let us know if you need further assistance. 😊

Hi @eleran Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi Kei, Yes, that is right. We cannot change the saved search because it is part of the bundle. You can save a copy and edit it from there.

Hi @Wendy_M I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also earn…

Hola @RICHARD AVENDAÑO ESCORCIA, Sólo quería saber si has podido ver el comentario anterior. Le agradeceríamos que nos proporcione la información para poder revisar esto más a fondo. Gracias.

Hi @User_NG5TG Here's the sample test if you use the formula. Opp 44: Opp 47: Opp 31: In these opportunity records, only Opp 44 should appear in the search result because it has the Expected Close and Actual Close of June. Here's the search Criteria and Result tabs. Search output: This is the closest I can get using the…

Hi @User_NG5TG If you can find the right Criteria using the Opportunity Saved Search, you can utilize the Summary Type and Function in the Results tab. Sample Result: If you were unable to find the desired information through the search, I recommend voting for the enhancement and including notes explaining the importance…

Hi Cristian Cabacaba, Is this email being sent every time you create an invoice or any transaction? From what record is this message? Navigate to Documents > Templates > Email Templates and locate this template.

Hi @User_NG5TG Try using Formula (Text) in the Results tab and use CASE WHEN to_char({expectedclosedate},'MM YYYY') = to_char({today},'MM YYYY') THEN 1 ELSE 0 END. It will show 1 if the Actual Close is within this month. I tested both fields for your reference. Sample output:

Hi @User_NG5TG Can you paste the exact formula that you are using for us to check?

Hi @Kei inoue-mizu Thank you for providing us the screenshots. As per checking, Searches that are locked, is more likely that it is a part of a Bundle when it was installed in the System. In this example, Contacts without sales activity in the last week is part of the Bundle: Last Sales Activity (Bundle 53195). These…

Hi @Kedalene Please add Level is Edit in the Criteria. I hope this helps.

Hi @Kellyann Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Thank you for confirming. Setting a Summary Type in a saved search drill down is a limitation of the system and it is currently logged as an enhancement request under #225314.

Hi @Elizabeth Vance, The ability to have a separate permission for Inventory Numbers is logged under Enhancement #432317. I suggest to visit SuiteIdeas and vote for this enhancement request. Thank you.

Hi @RICHARD AVENDAÑO ESCORCIA ¿Se refiere a crear un campo personalizado a través de los campos de CRM? ¿Puede indicarnos a qué registro concreto desea añadir esta información?