Pratik Teredesai-Oracle Silver Trophy

Hello @User_AS0HK, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! _________ In…

Hello @Elizabeth Vance, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! ______ In…

Hello @Vernita, Just wanted to check if you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Vernita, To update the Primary Contact 1. Navigate to > Customer > Contact(Subtab) > Click Update Primary 2. Edit the Update Primary Record > Click the List Next to your Expected Contact > Select the Blank area to unassign Primary Contact 3. Click Save _____ In case you know someone who is new to NetSuite, we…

Hello @esabis, Just checking in to see if you got a chance to look at the solutions posted above. If you found it helpful, please consider clicking "Yes" under "Did this answer the question?". It helps others with similar issues find answers more easily and also, it contributes toward earning your Answer Accepter badge. If…

Hello @User_UWHZ9, adding to @Chelsea Jacobs Below are my insights, you can try the following : To make the saved search public: Only the owner or an admin can do this. Ask the admin and original owner to edit the saved search and set its “Audience” to Public or assign it to Jane’s role. To let Jane schedule exports: Jane…

Hello @Vernita, I tested this on a Sales Order Below are my insights : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However, there are limitations to how this…

Hello @esabis, I am sorry if the approaches I provided were too complex. I agree with what @Chelsea Jacobs, has to say. Creating a PO saved search that has JOIN with Applying Transactions(ITR) would be a great way to achieve this. I tried to create a saved search of similar kind and below are the results. 1. Go to Lists >…

Hello @User_K51C7, Just wanted to check if you were able to see the possible solution provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Narayan Sharma, Just wanted to check if you were able to see the possible solution provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @esabis, I understand it can be frustrating to run into these limitations, but this is by design in NetSuite — the Employee Center role does not have access to Item Receipts. Here are some practical alternatives: Custom Email Workflow (No Code Option) Create a workflow that triggers when an Item Receipt is created.…

Hello @Narayan Sharma, It seems like this form is shown when there is an insufficient number of licenses for New Users on the account. This is also true when editing existing employees with access. The system will not allow the modification until the license seats are equal to the provisioned quantity. On your…

Hello @KNason76, Glad we were able to assist. If you need assistance in future, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @User_K51C7, I agree with what @Sakshi_Garg has to say. Adding the condition on the "Add Button" action should resolve your concern. Condition : Approval Status != Approved Steps : 1. Navigate > Customization > Workflow > Workflows > Edit (Your workflow) 2. Navigate > Action > (Submit for Approval)Add Button > Edit >…

Hello @KNason76, For storing customer-specific shipping instructions per Ship-To location, the cleanest option is usually to add a custom field directly on the native Address record (Option 1). This keeps instructions tied to the address and ensures they flow naturally onto sales orders, pick tickets, and packing slips. If…

Hello @Craig_Verde Just wanted to check if you were able to see the possible solution in the above provided comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Narayan Sharma, I agree with what @Sakshi_Garg has to say. The SuiteAnswer : 87438 User Access Reset Tool Mentions : To initiate a password reset for a user with access to multiple NetSuite accounts, you must be an administrator in all of those accounts. Users who aren't Administrators but have only Core…

Hello @ksage, Thank you for the update. Feel free to post questions or reach out in future if needed.

Hello I agree with @Tigran Shahnazaryan & @Angela Bayliss, the permission you are missing is "Bulk Manage Roles". You can also see the difference or compare roles by navigating to Setup > Users/Roles > Show role differences. In NetSuite, permissions for custom roles are managed via the Role setup in the UI. Simply enabling…

Hello glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you know someone…

Hello @ksage, below are my insights : The saved search isn’t showing everything because NetSuite treats private activities as completely invisible unless the role explicitly has permission. “Run Unrestricted” doesn’t change that. To get complete counts without exposing details, you either: The Run Unrestricted option only…

Hello @aisaadaniya, checking in, If you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @User_1D0ZP, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Suitestallion, In NetSuite, the Sales by Customer Detail report only displays transactions that are considered sales transactions (e.g., invoices, cash sales, credit memos). If you don’t see your Non-Inventory Items for Sale showing up, it might be due to design. You can create a "Transaction Detail Report" and get…

Hello @User_TQMLE, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @User_OREVM, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Suitestallion, Could you provide more details about your report setup? Is it the Basic Report accessed via Reports > Sales > Sales By Customer, or are you using any specific filters or additional settings? Meanwhile : Can you add a filter to the report : Item : For Sale > Yes ______ In case you know someone who is…

Hello @User_TQMLE, The barcode generated on the PDF is generated using FreeMarker, NetSuite email bodies (plain text or HTML templates) don’t natively support <barcode> FreeMarker tags the same way PDFs do. There is a known Enhancement : 51384 Bar Codes>Print on HTML forms that is submitted for the same. The workaround I…

Hello @User_1D0ZP, You can scroll down on the list of results Tab to add "User Fields.." which will give you more insights. So if we look and understand the Saved Search below : User : Role → This shows the role of the user who made the change. User : Name → This shows the Name of the user who made the change. Name → This…

Hello @aisaadaniya, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…