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

Hi @Strategit_Shunta4 Glad to have you with us today. Thank you for creating another thread. Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free to join in the discussion as well.

Hi @lilywu How many minimum digits did you set in the auto-generated numbers under Vendor Return Authorization? In my sample below, it was set to 4. Sample output: If I change this to 2 and update, it will remove the first 2 digits in my auto-generated numbers. Sample output: Note: Use this option with caution. You may…

Hi @Paul L. Walker Adding the Sales Rep field in the Results tab will give you the Primary Sales Rep of the customer. If you want to populate the Sales Team Member in the search, you can use the filter below. Customer Saved Search Criteria tab Add the Filter Formula (Numeric): case when {salesteammember}!={salesrep} then 1…

Hi @DougFBridges 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Asher_123, Separate permission for Global and Saved Searches is logged under Enhancement # 415347. As a workaround, you can provide access to the saved search results by using Custom Search portlets on the Home Dashboard. However, the user will only be able to view the results of the Saved Search and access the records…

You're welcome, @User_C6XDE. I'm glad I am glad I was able to help. 😊

Thank you for keeping this thread updated, @BCK! 😊

Thanks for the update, @Vernita. 😊

Thank you for your time updating this thread, @OliverK. Hope you had a great time off! 😊

Hi @DougFBridges To confirm, you changed the logo in the Company Logo (Pages) field, correct? If you have updated the logo from this field and it did not change after saving it, try to use a different browser or delete your browser's cache. Let us know if this helps.

Thank you for your response, @lilywu. What are the transaction records and fields included in the search? Does the user/role have access to view them?

Hi @BCK What is the exact message you received? Please make sure that the user's role has access to the following: access to the quote record No employee restrictions. Have access to the subsidiaries (if using a OneWorld account). If the integration has script deployment, make sure that the role is added to the audience. I…

You're welcome, Liz. I am glad to be of help.

Hi @User_BIGR1, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi OliverK, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @lilywu, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Vernita 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi Liz, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Rumaysa Mirza In the saved search, you need to set the formula to show the sum that is greater than 0. The same goes with the report. However, you need to create a custom field for it to populate in the report. Once the custom field is created and the value of 0 is present, you can add it as a filter. I hope this helps.

I agree with @Ivan Griggs UK. @Hormese Paul, I used the following values in my testing and the sales rep field went blank after saving the new estimate. Type = Set Field Value Trigger On = After Record Submit Parameters: Field = Sales Rep Value = Static = null I hope this helps.

Thank you, @User_BIGR1. Per checking, this is how it was intended to work, and loading messages past the permitted number will require us to use the saved search. Running a saved search might not look exactly like the history page. Nevertheless, you can arrange the fields to achieve the desired outcome. I hope this helps.

Hi @User_BIGR1, What are the steps taken when printing the messages? Do you have a sample format for us to check if we can replicate the output. See the example below. Please avoid sending confidential information in the thread. Thank you.

Hi Liz, If there is no other filter on the report and the invoice is within the date range, you should be able to see other sales rep invoices. Here's an example below.

Hi OliverK, You need to create a customer list/record field to source the contacts. Please see below. Here is the sample output of the note record. Only the related contacts of the customer/company will appear in the field after selecting the customer field. I hope this helps.

Hi @emcee_uk 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

I'm glad I was able to help. ☺️

You're welcome, Judy. 😚

Hi Colleen, This is logged under Enhancement #97630 Documents > Files > File Cabinet > Edit a file > Publishing tab. Customer would like the caption field length to allow more characters than it currently does. Per checking, I do not see any option for us to increase the allowable characters in this field. Thank you.

Hi @Judy Hughes, You need to assign the user as the authorized contact in your company. Please see SuiteAnswers Id: 37605 or watch this how-to video. I hope this helps.

Hi @lilywu, Below are the following that you might want to consider checking as to why the user can not display results when looking for transactions. Check if there are any restriction in the employee record. (Navigate to the employee record > Access tab > Global Permissions) Are you using OneWorld account? Subsidiaries…