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

Hi @"Drewmich" Do you happen to have a popup blocker installed in your Chrome? Below are the steps on how to check on the pop-ups option in Chrome. * On your computer, open Chrome * At the top right, click More tools * Click Settings * At the bottom, click Advanced * Under "Privacy and security," click Site settings *…

Hi NS_YB, It seems that your opportunity sublist is only available in the campaign record and you're using the Opportunity Saved Search to filter it. If you add this field in the opportunity record then you should be able to use it as a filter. Hopefully this answers your concern. Thank you. Michelle Jabanes-Oracle

Hi NS_YB, You can create a custom list for parent category and use it to source in your custom field on the campaign record for this field to be available on the saved search. 1. Navigate to Customization > Lists, Records & Fields > Lists > New 2. Enter the values for parent category 3. Click Save 4. Navigate to…

Hi NS_YB, The {category} field will pull up both parent and sub categories in the searches if a subcategory is populated in the campaign. Try using the formula below and it should pull up the parent category. CASE WHEN {category} LIKE '%:%' THEN SUBSTR({category}, 1,INSTR({category}, ':',1,1)) ELSE '' END Hopefully this…

Hi @"kimt", Per checking, the ability to send email messages from a task is currently filed as an enhancement request. Please see the details below. * Enhancement # 186996 * Scheduling > Tasks > Ability to send email messages from a task. The possible workaround is to create a note which will be used to track emails, and…

Hi @"George Williams", I would like to verify few information. 1. Are you using a multi-location inventory and when is this feature enabled? 2. Have you tried running the Inventory Back Ordered Report from Reports > Inventory/Items? Did you get the same result in Quantity Back Ordered in the Item record? Thank you.…

Good catch on that Sales Activity by Customer Detail report @"RickG_1136"! The report lists sales activities involving each customer for the time period you select. Activities include events, tasks, phone calls, messages, campaigns, cases, and notes. However, even if the report shows the activities created outside the APC…

Hi @"RickG_1136" Per checking, there is a related enhancement request to your concern. Please see the details below. * Enhancement #: 71977 * Please allow Administrator to share Calendar with Advanced Partner Center user I tried creating different searches as an alternate solution, however it is currently not possible to…

Hi @"mike foxall" You need to create Sales Rules & Territories to accomplish the Saes Rep assignment. Please see below Suitenswers. * Sales Rules | Answer Id: 9785 * Sales Territories | Answer Id: 9786 Apologies for the late response. Please let me know if you have questions. Thank you. Michelle Jabanes-Oracle

No worries, @"CDuf"

Hi @"gmiTodd" Here are the steps on how to hide the Sandbox roles: 1. On the View All Roles page check the SHOW INACTIVES box found on the upper left hand of the page. Note: Another column for Inactive will show up on the left side of the screen. 2. Select the roles that are no longer active then click Submit. Note: The…

Hi @"fonzie" Below are the steps on how to create a case priority: 1. Go to Setup > Support > Setup Tasks > Case Priorities > New 2. In the Case Priority field, enter a name for the new priority. This name appears in the Priority field on case records 3. In the Insert Before field, select where you would like this priority…

Hi @"CDuf" Apologies if it took me a while to reply to this post. Below are the steps on how to preview the External Online Case Form without logging out as the Administrator. 1. Navigate to Setup > Support > Online Case Forms 2. Click View beside the Online Case Form 3. Navigate to External subtab 4. Click on the link…

Hi @"rajeshkonduru" Are you still experiencing the issue? Have you checked if there's a Case Saved Search created that sens an email alerts when new case records are created? Please let me know if you need further assistance. Thank you. - Michelle Jabanes-Oracle

Hi @"4019075", Are you getting this message below when viewing the Sales Order from the affected user? If so, please check the Customer record from the Sales Order if there is a Sales Rep assigned to it. Make sure that both the Sales Rep and the user accessing the Sales Order has the same department. This behavior is…

I'm glad it worked, Aisha!

Hi @"Shelli" Based on SuiteAnswers: Accounting Period Management | ID: 7665, if you're not using NetSuite OneWorld, you cannot disable the Accounting Periods feature if an accounting period exists. Let us know if you have questions. Michelle Jabanes-Oracle

Hi @"4126314", Sending Email Notification upon every type of Case closure is possible by a saved search that sends Email Notification when Case changes Stage from Open to Closed or when it changes Status for example from In Progress to Closed. For the steps, please see SuiteAnswers: Sending Email Notification to Customers…

Hello @"4123228" There are a number of possible reasons why a valid email may be routed to junk or spam folder. One of which is the receiver's filtering system which screens the message and identifies it as possible spam depending on the sender address or the contents of the email. Setting up DKIM in NetSuite can help…

Hi @"PaulFleetwood" & @"JCirocco", For email delivery from NetSuite application concern, I would suggest to submit a Support Case directly to our Email Infrastructure team to further investigate the issue. Please attach the copy of the undelivered email list when submitting a case. Thank you. - Michelle Jabanes-Oracle Ask…

Hi @"John Griffin", The permission is very limited in Vendor Center and the permissions available are pre-set. If you're decided to use a different Center Type it will enable some of the center tabs and permissions depending on its roles. You may want to try to restrict the custom role from the records that he can access.…

Hi @"RickG_1136", Adding the Company and Contact in the Task > Related Records subtab is a workaround for you to know who created the activity. Based on my testing, this is the behavior of the Contact when saving an activity, since they are sharing the same access with the Partner's APC role. I don't see an existing…

Hi @"Msid" It is necessary because NetSuite sends emails using a technique commonly called as Spoofing where the FROM part of the message is an email used by the company, but underneath it the sender header is still NetSuite. Domain Keys Identified Mail (DKIM) is a method of digitally signing your email to allow its…

Hi @"RickG_1136" The reason being is that your Partner and Contacts are sharing the same access/role. You can check this by going to the Partner record > Access subtab. However, you can set the Company and the Contact in the Related Records subtab for tracking purposes. See sample screenshot below. Hopefully this will…

Hi @"Msid" When a user sends an email from NetSuite to a customer or a vendor and this customer or vendor replies back, the reply is first received in NetSuite, logged under the Communication tab of the relevant record and then forwarded to the user's mailbox. As NetSuite is the actual sender of this forwarded email, the…

Hi @"RickG_1136", I would like to verify if there are any restrictions in the role assigned to this user. Also, if you have NetSuite OneWorld, check if the Allow Cross-Subsidiary Record Viewing checkbox is enabled. You cannot use this setting to view employee payroll or commissions data if this setting is enabled.…

Hi @"CDuf" Thank you for the additional information. It seems that the search needs to be more customized, since you want to send the related contacts per company record. Per further testing, this is possible if you create a separate search based on its criteria which is the Company Name or group the contacts per company.…

Hi @"Msid" I found an enhancement related to your concern. Please see below details. Enhancement #: 119244 Email Campaign Template > User would like to have the ability to show the "list of items" the "customer's last purchase." Currently, there's no available alternate solution and you may want to create a Support Case to…

Hello @"kschraft", Thank you for the additional information and for submitting a case in Support. You may refer them to this Issue # 271456: Always Display Subsidiary Name = T > Still showing the company name on the upper right corner of the page. - Michelle Jabanes-Oracle

Hi @"CDuf", You can create a target group of contacts based on Customer (Primary) : Contact. Before you create a dynamic contact group based on customer criteria, you must first create the contact saved search the group is based on. To create a contact group based on customer criteria: 1. Navigate to Lists > Search > Saved…