Angela Bayliss · Senior Solution Architect · Silver Crown

You can customize any role to do this. An admin role will have a LOT of customizations needed to only create/remove access for users. You might want to try starting with a lower access role like - customer service. Click 'customize', give the role a new name, and under the permissions, you'll need to remove access to…

Set up your BOMS to source from a purchase order. This way, the special work order opens, when it is released, the purchase orders to cover the items needed are automatically created (if Preferred vendor is defined on the items)

I have run into this before, and was not able to find a workaround. Not very helpful, but this is a known limitation.

You absolutely can! In the bank feeds suiteapp, there are prebuilt files that can be leveraged if using the banks that already have templates available.

Did you get it? Do you need more help?

Have you installed the bank feeds bundle? If you don't have this bundle, you'll need to install it.

You might want to have her clear her browsing cache, Not cookies, just her cache. Weird things can happen if people don't perform basic maintenance while using NetSuite.

Criteria Tab Filter: Type: Is Kit/Package Filter: Inactive is false Results Tab Field: Name Field: Member Item:On Hand (note: member item is way down the bottom, not with the other 'M' words)

You will need to click on 'Create Saved Search'

C. Conditions

Hello, I've seen this discussed here before. I think this is the search you're looking for: Item Criteria Tab Filter: Type: Is Kit/Package Filter: Inactive is false Results Tab Field: Name Field: Member Item:On Hand (note: member item is way down the bottom, not with the other 'M' words) Save and run. It will show you how…

My Pleasure Leonardo! I hope that I was able to help. It looks like you got it!

You cannot make sublist fields required via customizing the form. Please test your answers prior to spewing information that is invalid.

Correct. Any NetSuite Consultant with experience will guide you towards loading a single trial balance, per subsidiary, per month. Meaning for each month, you will need a JE for each subsidiary that is transacting. Each trial balance must be in the subsidiary base currency. The difficult part of this is then defining the…

OK, I am not a developer, and I don't write code. However, I am very familiar with the NetSuite Schema, and I often write tech documents designing scripted solutions. So I'll try. Please note that I am using a stairway account (type of demo) to answer you. If you're working with a quote, and my assumption is that the…

I had a few more minutes- so I'm circling back to this. Within Roles, you cannot restrict these types of requests. What you might be able to do is: 1) Create a new Bill Payment Form - Under the 'actions' subtab on the form, remove the edit button, (remove all buttons except the Void button) Remove the 'custom form'…

Hello, I don't think that you can provision access to void a payment without provisioning access to edit the bill payment. Sorry it's not what you're looking for.

This is possible, using a script. The script would have to compare the base price to the personalized price set, and block the line if the personalized price is lower than base. Hope this helps!

I'm happy to assist, but I'm not sure of the question? My client uses OKTA for all SSO users. For the integrations, they use token based authentication - so it's a mix of OKTA & Tokens I hope this helps.

Hi @PaulRipley , This is done with multiple imports. As @Tigran Shahnazaryan mentioned, you really should work with your NetSuite consultant.

Absolutely you can. I have a client using OKTA, and it works quite well.

D - Invoice

Yes, you should be able to make the total weight field a formula of quantity*unit weight.

To set all attachments as pdf, do a mass update to ensure that PDF if the setting on all your vendors. Hope this helps!

Uncheck 'Store Value' on your field. This is your issue. Once you uncheck that setting, you'll be good to go.

Hi Dwight, Sure, here you go! This is from a testing account, but I've covered the names of the customers anyway. The trick with reports is to be careful of the folders you are pulling the fields from. In this case, I chose the 'Profitability' folder (transactions) and the ship to from that folder. Make sense?

Revenue reports are driven by sales transactions - so you would need to add the shipping or billing address information from the transactions - not the addresses from the customer record. It's entirely possible, if you choose the transaction address fields. 😉 I hope this helps.

Hi Veronica, I have no idea how long the results remain visible. I've noticed that the person who performs the merge can see the results when others can't. I'm sorry - it's not anything I've paid much attention to in the past. The vendor Tax ID's not matching will ALWAYS cause the merge to fail. You could create a vendor…

I understand your dillema, I really do. You have to make the decision that fits your company. You can choose to do nothing, and continue the issues you currently have. You can change the name of the inventory item you want to retire (add a suffix of 'DNU' or something) If you do this, you can then transfer all inventory on…

Hi Hannah, I don't think that you'll find a search or any other report that will provide you this information. I'm sorry it's not the answer you want. What you CAN do, is make a process for your team to follow. Customers/Vendors being merged could be an operation done on a schedule. The person who performs the merging…