Angela Bayliss · Senior Solution Architect · SuiteMaster

Sales Reps must be employees with the 'sales rep' checkbox checked. Sorry it's not the answer you want.

This is native NetSuite behavior. If you can't delete the credit memo, update the item and amount to be zero. This way, the transactions remain, but they are zero'd out. Might be worth a try.

What occurs when you try to save? Do you get anything that says you must distribute your inventory, or something else?

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…

https://community.oracle.com/netsuite/english/discussion/4499264/supply-planning 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.

https://community.oracle.com/netsuite/english/discussion/comment/16869774#Comment_16869774 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.

https://community.oracle.com/netsuite/english/discussion/comment/16869786#Comment_16869786 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.

https://community.oracle.com/netsuite/english/discussion/comment/16869719#Comment_16869719 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)

https://community.oracle.com/netsuite/english/discussion/comment/16869464#Comment_16869464 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!

https://community.oracle.com/netsuite/english/discussion/comment/16869191#Comment_16869191 You cannot make sublist fields required via customizing the form. Please test your answers prior to spewing information that is invalid.

https://community.oracle.com/netsuite/english/discussion/comment/16869415#Comment_16869415 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…

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!

https://community.oracle.com/netsuite/english/discussion/comment/16869276#Comment_16869276 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

https://community.oracle.com/netsuite/english/discussion/comment/16869155#Comment_16869155 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.