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

Hi @shirley.zhao, By default, the administrator has full access to saved searches. Can you please confirm if the Custom Center Category is visible in the Admin role and you just cannot view the search result, or if the option is completely not visible when logged in as an admin? Sample: It is possible that the…

Hi @Nickoletta Gounaris, You need to assign it to a Center Category that belongs to the Center's role to show the Expense Report. Please see the steps below, as per testing. 1. Created a Center called E 2. Created a Center tab called E1 with Center Type = E 3. Created a Center Category called ER with Values set to Expense…

Hi @User_ZCWF3 Navigate to Set Up and check for filters. This field will filter the results shown on your scorecard. Try to select all and let us know if this matches the total value. I hope this helps.

Hi @User_7MHGN, Using the settings below should let you see the records that are in the same department across all subsidiaries. Please note that allowing this type of view is applicable on all records that are provisioned to this role. We cannot allow to view bill records only without disabling other records permission in…

Hi Dmitry Koroliov-Oracle, In this role, do you have access to the Customer record? Make sure to enable specific records that will be accessed by your script, you can selectively activate them one at a time. To identify the permission needed for a user or role, it is best to create a No Permission role to test what…

Hi @DarReNz, We kindly request that you submit a support case for this inquiry. Please let us know if you require any assistance with the submission process, as we are happy to help in any way we can.

This is not possible. I would suggest submitting it as a new enhancement request.

Hi @ConfusedNetSuiteUser, Is this a Custom A/P Clerk role? Are you using a NetSuite OneWorld Account? I suggest checking the role and user's restriction and permission. To do this, please verify and us the following screenshots. A/P Role: Employee record: Thank you.

Hi @tech work, This is the behavior of a Custom Search Portlet. The following are related enhancement requests that have been submitted: 157864 Dashboard List saved search >When you add a date field as an footer filter, allow custom/relative options 138916 Dashboard > Portlet > Ability to Show From/To Date pickers for Date…

Based on the standard form, we are only able to extract the item name from these specific fields. To better assist you, would you mind providing us with a sample of your item record so we can review it further?

Hi @Andrew Malek Can you try the steps below? Navigate to Lists > Employees > Employees Employee Record: Click Edit Click Access subtab Password and Confirm Password fields: Is Empty Note: Make sure to delete what is inside the text box so it will just use the Existing Password Click Save I hope this helps.

Hello Preethi Kondur, Do you mean by renaming the actual "Territory" record name by going to Setup > Company > Rename Records/Transactions? While I was reviewing the available options, I didn't come across an option to rename the record. I also checked for any existing enhancements, but couldn't find any. However, we can…

Hi @User_AB6UH, Enabling the Do Not Send Emails in the production should be able to turn off any outgoing messages. Log in to your NetSuite production account as the administrator Go to Setup > Company > Email > Email Preferences Sandbox and Release Preview subtab > Under Sandbox Options > Do Not Send Emails For reference,…

Hi @JohanvL, Have you tried listing the items? Try this below. <#list transaction.item as listItem> ${listItem.item}</br> ${listItem.description}</br> ${listItem.quantity}</br> </#list> I hope it helps.

Hi @SanjeevV. Per further testing, when utilizing a Estimate Saved Search, it is not possible to access the fields from the Vendor record. This is due to the involvement of three-level join fields, Transaction > Item > Vendor. Enhancement 188968 has been logged for the ability to set criteria on fields from records where a…

Hi @User_NG5TG Your workflow requires implementation of a complex custom solution. I suggest you reach out to your Account Manager. To set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include creating and implementing any complete custom solutions…

Hello Hormese Paul, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will…

Hi @Melissa H, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Chris Haygarth ISDM, Did the previous suggestion help?

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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @User_NC62U, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Maleeka, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn…

Thank you, @SanjeevV. You can use Item : Preferred Vendor or the Formula (Text) {item.vendor} for the Preferred Vendor Category. As for the Vendor prepayment % field, I'm still checking if this is possible. I will get back to you on this.

Hi Kedalene, I hope you're doing well. 😊 Only administrators and administrator-like role can change the owner of the search and reports. Log in as the administrator and navigate to the custom role and enable the Core Administration Permissions. However, please take note that a user logged in under a given role can be…

Hello SanjeevV, Could you provide me with information on where to find the preferred vendor category in your estimate as well as the vendor prepayment? Are these fields included in the joined fields? 

Hello Hormese Paul, Before reaching out to your account manager, please verify if you have the feature in your account. You can do this by logging in as the administrator and navigating to Setup > Company > Enable Features > CRM > Mail Merge. 

Hi @Melissa H, Which web browser is the user utilizing? Kindly request the user to follow the steps provided below and inform us of the outcome. Delete browser's cache and history Log out and log back in Try using a different browser to check the behavior of the portlet. Thank you.

Hi @User_O749H, I have just sent you an email. Kindly review it and I'll await your response.

I believe you need a custom field as a placeholder and use it to source the data in the search if you need to add this as a separate column in the same search. In order to obtain these values, I made a separate Opportunity Search using the following criteria and fields. Results tab: Output: It stays Procurement Review for…

Hi @Yumiko Fourbs Follow the steps below on how to customize and set the custom search as your view. Click on Customize View > Edit the search and its name > Save Navigate to your list of searches and click on Edit the search > Enable the following checkboxes if you want the users to edit it. To set this search as your…