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

Hi @Nine-Oracle, 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 @User_EQGQ1, To see the System Notes, edit your custom role > Permissions > Lists > Add Notes Tab permission. I hope this helps.

Thank you for the screenshots. Per checking, the permissions are all good. There is an existing enhancement logged under #359404 to have the ability to view workflows with Workflow and Transaction permissions. There is no available workaround, and I suggest voting for this enhancement request at SuiteIdeas.

Apologies for the confusion. Enabling Allow Audience to Edit is to allow other roles to edit the search, meaning they can make changes and resave the search. If you're the owner of the search, you can always edit it. However, you also need to consider other permissions. Since this is a transaction-saved search, please make…

Hi @User_G9NIK, In the search, you need to enable Allow Audience to Edit for the Purchasing & Inventory role edit the search. Regards,

Hi @User_G9NIK, The owner can always edit and save the saved search. The scenario here was that the search was owned by a different user. The Allow Audience to Edit will only apply if the search is not in public and if you want another role or user to edit the search. I hope this aswers your question.

Hi @User_G9NIK, The ability to massively update the ownership of the custom saved searches is logged under Enhancement #246834. As for the usage, you can create a search for Saved Searches in Lists > Searches > Saved Searches > New > Select Saved Search. Make sure to add the Last Run By and Last Run On fields in the…

Hi @Benjamin Paul - USA Disabling the Export permission will remove the user's capability to send out the report via Email. Can you tell us what the steps are for how you send it as an email report? Thanks,

Hi @Nine-Oracle , Please see answers below. Navigate to Setup > Sales > Sales Preferences > General tab > Lead Status field Lead/Prospect/Customer are the three possible stages that can be defined for a customer so you can see these forms when creating Lead/Prospect/Customer record. There are some fields that are not…

Hi @Suitestallion What is the Center Type of this custom role? Please send us the screenshots of the permissions in each subtabs. Thank you.

You're welcome, @User_550RU. It is possible that the "Allow Override" option is enabled. This setting is to permit users to manually enter numbers other than the auto-generated numbers. Be aware that overwriting these record type numbers permits users to create duplicate numbers or numbering gaps. Some NetSuite users turn…

I don't see any changes related to this. The Choose File field does not work with drag and drop files. Thank you.

Hi @User_G9NIK, The Drag & Drop file will only work if you drop it in this folder below. The behavior of the "Choose File" button requires a manual click. I hope this answers your concern. Regards,

Hi @User_550RU You can enable Use Duplicate Detection Criteria in Setup > Marketing > Online Customer Forms > Edit Custom Online Customer Form > Set Up Workflow tab. Also, do you have a Duplicate Detection setup? Please see SuiteAnswers below. Duplicate Record Detection Duplicate Detection Preferences…

Hi @Biomerics_Admin You mentioned about the role can see other vendor record workflow, this means that the role has Permissions > Setup > Workflow permission, correct? A possible reason for this is because the Workflow runs on a Record Type where the Custom Role does not have permission on. Using an Administrator Role,…

Hi @Vusi Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @srussell, 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 @Kyle K 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 @Vusi Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi User_HPB3I 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 @ImeldaSanchez Try clearing your browser's cache and if this did not help, please send me the screenshot of your Item record and the field ID that you want to populate. See an example below. Click Item Name/Number link to get the field id Thank you.

Thank you for the screenshots. I agree with the locations. However, if the role or user does not have anything in the location field, the user should be able to view it. I am thinking that the role somehow got corrupted. I suggest recreating the role with the same permissions and Shipping Center type. Let me know how it…

Hi User_HPB3I In your custom preferred form, please make sure that Store Form with Record checkbox is enabled. This ensures that your records are viewed and edited with this form. I hope this helps. Regards,

Hi @JohanvL, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread. Regards,

Hi @User_IJB6M, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread. Regards,

Hi @User_ZCWF3, Is the email address different from the company/customer's email address? In the Sales Order, navigate to Communication subtab. In the To Be Emailed field, there is an email address set in the field. Did it match the email sent? Regards,

Hi @Mathias_Netsuite, This feature is logged under Enhancement #99800. Please include the details of your enhancement request when voting this at SuiteIdeas. I hope this helps. Regards,

Thank you for updating this thread, @Meherin. I am glad it worked. Regards,

If you are referring to the email template used after submitting an order online, the template is in Setup > Company > System Email Templates. Thank you.

Hi @Chad C, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.