User_EIPWY Red Ribbon

Yes, al3xicon is correct.

I realize not giving them edit rights is part of your stated requirement, but what you describe seems easily solved by edit rights with form restrictions. What about giving them edit rights to the SO, but restricting the role to a form where only those 2 fields are set to Normal (editable)?

pbrennan I'm guessing you don't wan't to give them edit rights due to SOX audit. For what it's worth, we've gotten sign-off from external audit for solutions like what I described above. Providing evidence isn't as easy as the saved searches you can build for SOD controlled via permissions--it involves at least one…

Thank you Hanako. Much appreciated.

Nope, it's not possible.

Sweet, thank you. I'd never noticed this.

Can you give some more detail of what isn't working and what you're after? As far as how search results are displayed, there's just the Normal, Grid, and Report options. If you're configuring the default basic search form for particular record (e.g. items), you can do that on the roles tab of the search.

We tested in sandbox last week, and are going live today. Setup is super easy. There's a one-time fee to NetSuite for some back-end configuration, and then a little point and click configuration in Okta.

Okta is a great tool. I like it a lot. NetSuite didn't used to support SAML, so you had to set it up via their token-based inbound SSO. The $1k was for NetSuite to deploy the token to your account. We never got user provisioning to work via this method, with both NetSuite and Okta blaming each other, but to be honest we…

There are a couple basic places to customize: the purchase order transaction form, and the pdf layout. When you customize the transaction for, there's a tab called "Printing Fields", where you select which fields print, and for body and column fields, define their width. Any custom transaction body or column fields you…

This is one of my favorite preferences. If you're configuring for yourself, or say for Finance users, I always like to set it low. This way you can type GL account numbers into the field and it auto-completes, instead of having to work with a long list. You can also set this preference globally (and allow user override),…

Yep, no field by field settings.

Hi David, Are these invoice lines? How are date, channel, start time, and coach defined? And are all defined at the line-level? Evan

Yep. If you go to Setup > Users/Roles > View Login Audit Trail You can create a saved search that has this info. To get only older than 30 days, set a summary criteria on the Date field, set to Max. You'll also want to set a criteria of "Employee: Login Access" = Yes, and possibly also filter out inactive employees,…

Yes to the last one: after you make a field mandatory, it will be required the next time that record is updated. Until then, however, no effect: no report generated (though you can create one pretty easily), no inability to enter transactions, etc.

It was ExpenseCloud. I asked specifically about corporate cards, but didn't dig into details. As far as process--I'd vote for Vendor Bills. That's how we do it with Concur, and it works really well. Our integration creates vendor bills and payments, tied to an employee/vendor record. True, you wouldn't hit a credit card…

Hey Dave, There was a SaaS T&E tool at SuiteWorld whose booth I stopped by, I can't remember the name unfortunately (and google didn't help), but maybe you saw them? I just got the very high-level overview, but it looked good, including NetSuite integration and support for corporate cards. We use Concur, but if I were…

RESTlets are faster for sure, highly recommended if you're dealing with larger volumes.

I think it's the Product record in the Issues module. Yeah, unfortunately there's no CSV import, and at least the last time I set up a bunch (8 months ago or so), it wasn't exposed to web services. . .which leaves manual.

Yeah, super lame. There are a few other records that are manual creation/edit only that sometimes can run into the hundreds. I think Tax Schedules is another I've encountered in the past. It can be a major pain.

No way around this. You could actually import them together though. Your first import will error out on all the child records. Re-run the import and they'll all upload. The second upload should error out on all the previously uploaded parent records. If you want to be extra-safe about not duplicating data, or changing…

That makes sense as a solution, though this seems like a scenario where NetSuite should auto-post a base currency adjustment?

Hi Rich, I think all roles can see that page, and so it doesn't have a specific permission. What's controlled by permissions is what appears on the page. The best way to identify a missing permission is to: 1) open the page (record, list, etc.) in question in a role that has the permission, e.g. Admin 2) In another…

Cool, I just restarted our server (that's pulling down the data). Production is fine, but sandbox is still broke. Will file a support case as well. Thanks, Evan

Yes. And of of a few minutes ago, connection to production ODBC is timing out.

No, we haven't, at least not yet. Created a new role for the first time in a while yesterday. I'll do some testing later today. Have you reached out to Avalara? They've been superbly helpful to us in the past, whether it was their own issue or NetSuite's. Thanks, Evan

Down, both main and system2

Revaluation at the end of period is manual. There's a screen, what NetSuite calls a "task" where you select the accounts you want to revalue by subsidiary. When you click submit this creates a currency revaluation, which is basically a transaction. It also creates the reversal at the same time, which posts in the next…

Hi gvec, First off, have you read through the documentation? There's pretty detailed documentation on most of this (not all), but it's a useful place to start. That said, this is the general process for all AR/AP accounts: [LIST] [*]You post an fx transaction. It hits the ledger at the current rate for that day. [*]At the…

You can't, it's not supported. Evan