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

Hi @User_EGVUA, I would like to verify the following. When you copy the URL of the Return Authorization record that is on edit mode from a working role and pasted it using the new role, did you receive any error message? Do you have any restrictions in the new role? Are you using a NetSuite OneWorld account? Perhaps the…

Hi @User_EYKZ1, The values for gross profit fields are not included in any standard reports, simple searches, or standard KPIs. To have a standard Gross Profit Report is logged under Enhancement # 154320. Please vote for this request at SuiteIdeas. I hope this answers your question. Regards, Michelle Jabanes | Ask a Guru…

Hello @KNason76, I'm afraid that we can't sort these Contact Roles in the drop down list. An enhancement was logged under Enhancement # 234344. You might want to include this when voting for the requests at SuiteIdeas. Regards, Michelle Jabanes | Ask a Guru

Hi Hakam, Per checking, the ability to have a unified administrative view of an audit trail of a user activity is currently filed under Enhancement # 264712. However, we do have some alternate ways on how we can pull up the logs that you need. 1. Transaction Audit Trail where it gives you history of transactions a user…

Thank you for checking. I tested this on both versions and I was unable to replicate the concern. Can you please confirm that this Category field from the Customer record is the Standard field? Also, try the following to check if there's any difference. Login as a different user Clear cache and delete browsing history Use…

Hi @Mark_BRIT, Can you try <a href="${itemline.custcol36}">${itemline.custcol34}</a><br /> if this will work? Here's my sample below. My custom field ${transaction.custbody20} contains a link and I want my {custbody9} to have a hyperlink directed to the link from {custbody20} In my email template, I entered Expected result…

That's interesting! Instead of selecting the field from the dropdown, can you try to copy and paste the ${customer.category} to check if this will populate the information? I was able to pull up the Customer Category using the same tag, please see below. Hope it will work. Thanks, Michelle Jabanes | Ask a Guru If you find…

Hi Kris, Can you try changing the ${customer.firstname} ${customer.lastname} to ${transaction.entity}? If this will work, it means that the Customer Type is set to Company. The tag ${transaction.entity} should get the information from either Individual and Company Customer Type. For the Customer Category, did you check if…

Hi Kanika, I agree with @JohnCirocco, the steps he provided is the best way to get the permission you need when accessing the record. If the Return Authorizations and Return Authorization Approval permissions are already set to full, you might want to check in Permissions > Transactions > and look for Item Receipt if it is…

Hello, An issue has been filed under #620551. Please feel free to open a case and have it attach to the Issue. I will continue to update this thread for any update. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By…

Hello, This has been reported and we are aware of the issue. I will update this thread for any additional information. Regards, Michelle Jabanes | Ask a Guru

Hi @charles_at_velocitek, Have you tried disabling each online forms to isolate which form the spam leads are coming from? I understand how you need this feature in NetSuite. Our Product Management team periodically reviews the Enhancement Requests and what I can suggest is to add more details on how you would like to have…

Thank you for keeping this thread updated, Colleen. We used 8/24 since 8am is the start of your business day and we added 4 hours to make it to 12/24 for the SLA. We actually have the same settings set on both preferences. Here's my saved search. And here's the outcome If the formula did not work, I suggest to do the…

Thank you for keeping us updated, Shelli. Regards, Michelle Jabanes | Ask a Guru

Hello Kris, How do your customers receive the Sales Receipt email? Is it when they make a purchase from the website or when your sales rep creates a Sales Order internally? If the sale is created internally, you can customize your email template by following the steps from article Creating New Email Templates | Answer Id:…

Thanks, Joy! Hello @PaulFleetwood, Please try the steps below and let me know how it goes. Select the misspelled word Hold CTRL key on the keyboard Right click on mouse For reference, see SuiteAnswers Id: 95525. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Thank you for the screenshot. By the way, I edited it and removed the URL with your Customer Id. Please refrain from posting confidential information in the future. Going back to the concern, I would like to confirm if you are able to reproduce this on a different role and browser? Have you tried clearing cace and browser…

That's great! Thanks for the update, @Kellyann. ? Regards, Michelle Jabanes | Ask a Guru

Thanks, Pau! Hi @Kellyann, An accounting role is an example that you can use to create a quote. If you are using a custom role, make sure that Estimate/Quote permission is added and set the access level to at least Create. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Hi @ScandyAndy, Welcome to NetSuite Support Community and thank you for creating this thread! I can replicate the scenario if the Contact record does not have a company assigned to it. Did your sales reps receive the same message below before they continue to create a new task or phone call record? The contacts in this…

Look for any unique field that you can add and use to filter the spam leads. If there's none, you need to manually select and delete the spam leads from the search. Regards, Michelle Jabanes | Ask a Guru

Thank you. Try to use below filters in your Customer search and check if these are all spam leads before deleting them. Once done, navigate to Setup > Marketing > Online Customer Forms. How many online customer forms do you have? Are you using all of these forms? Do you have any inactive form from the list? Did you receive…

Hi @charles_at_velocitek, Sure, I will do my best to help you with your concern and to any members, please feel free to comment your insights or if you have a workaround to prevent creating a spam leads. The Context = is Web Store is telling us that the lead record is created from the web store. I would like to confirm the…

Hello @User_Q9SHI, 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 type of workflow, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @EarnestC, 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 Customer saved search, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Thank you so much for updating this thread, Lily. Creating a Center Category is a brilliant idea and I am glad that you can now view the searches. I am unable to replicate the scenario if there's no restrictions on the saved searches, unless it was created by a different subsidiaries and the FYT Clinic Users is only…

Thank you for keeping this thread updated, Mathieu. Regards, Michelle Jabanes | Ask a Guru

Hi @charles_at_velocitek, Apologies for my previous response. Please see below steps on how to delete the SPAM leads in your NetSuite account. 1. Create a Saved Search to pull up records to be deleted for your Lead 2. You need to make sure that Inline editing is enabled. 3. Click on the Company Name of the first Lead,…

Hi Lily, I got the Purchase Orders Locations saved search from the screenshot you provided for testing purposes. Please perform the following. Clear cache and browsing history. If the first step didn't help, edit the search and navigate to Results tab to enable the Run Unrestricted checkbox. Let me know how it goes.…

Hi @charles_at_velocitek, Thank you for creating this thread. Preventing new spam leads is currently logged under Enhancements Requests. 138483 - Online forms : Support for Human Verification Image before submitting the form. 137220 - Web Store > Registration > Support for CAPTCHA feature In addition, you may set the…