Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

For more info about BFO, you can download their guide from here:http://faceless.org/products/report/docs/userguide.pdf

I don't think a Defect was ever filed for this. According to SuiteAnswers Answer Id: 9627, The Customer Credit Limit Handling preference does not affect the entry of opportunities, estimates or cash sales.

Corey, if you are the owner of the Custom List field (you created it), you would have the ability to add items to the list regardless of the role you are logged in with. Can you try it with a different login using the same custom role? Thanks,

To remove the plus sign beside the custom field sourced from a custom list, the user's permission to Custom List has to be removed. 1. Edit Role. 2. Under the Permissions tab, Setup subtab, there is the permission for Custom Lists. 3. Assign a View permission or remove the permission altogether so the user with the role…

As an Administrator, you can edit the role and make sure it has the Lists > Financial History permission. To confirm, log in with the role and view a Vendor record. Depending on the Vendor form, the Transactions tab may be located under the Financial tab. Thanks,

I am the administrator, and cannot find the NetSuite Account Center on the Support Tab. What could be happening? If the NetSuite Account Center is not visible, click the Personalize Dashboard link at top right and click the NetSuite Account Center portlet from the Add Content pane. Thanks,

Hi Megan, You need to log in to the NetSuite Account Center on the Support tab, and click the SuiteIdeas tab. If you do not see the NetSuite Account Center portlet on the Support tab, ask your account administrator for access. See the Help topic titled, Voting for Enhancements for detailed steps. Thanks,

A SuiteAnswers article titled, NetSuite Integration with Google Apps (Gmail, Calendar, etc), Answer Id: 13872 lists several partners. For more information visit SuiteApp.com. Thanks,

Matt, another useful tool is "Show Role Differences" under Setup > Manage Roles. Choose a base role and compare it to another role to show permission differences and permission levels. Thanks,

Aside from the xls permission doc, a useful UI tool you can use to quickly review the differences in permissions between roles is available at: Setup > Users/Roles > Show Role Differences. Thanks,

As Lorne pointed out, you can use a mass update to add, remove, or change the level of a permission for multiple roles at the same time, instead of editing each role individually. Thanks,

You can also view recorded training videos in SuiteAnswers. Click the Training Videos link in the Related Links section to access recordings for SuiteFlow, SuiteScript and SuiteBundler. Thanks,

Duplicate detection is also available on Contact records. To enable this record type for detection, go to: Setup > Company > Duplicate Detection. Thanks,

Edit the custom field and go to the Display tab. i.e. Setup > Customization > Entity Fields. Thanks,

You could enter your description in the Help field under the Display tab of the custom field. This help is available when the name of the field is clicked. Thanks,

Do they appear when Store Value = T? Note: Take extra precaution before altering any changes in the custom field settings as existing data may be erased or the field will cease from from functioning correctly. Thanks,

There is a user preference at: Home > Set Preferences > General tab. Maximum Entries in Dropdowns - If you always want your lists to pop up, set the maximum to zero. If you always want lists to be dropdowns, set the maximum to 500. Thanks,

Edit the role > Permissions Tab > Lists > add Finanacial History. Thanks,

Currently, all scheduled saved searches run at 2 a.m. Pacific Time. Enhancement Request 193996 - Mass Update > Add ability to set time when a scheduled mass update is run, would address this. You can vote for this in the Support Center. Thanks,

A default Company-wide setting is available at: Setup > Company > General Preferences > Default Customer Type. Thanks,

The Help topic titled 'Multiple Dependent Dropdowns' includes an example of this. Thanks,

This is an excerpt from the Help topic titled International Number Formats. As of Version 2012 Release 1, two new preferences enable NetSuite users to determine how numbers display for transaction forms, entity forms, and search results. The default formats are comma separators for thousands, period for decimal places and…

The Help topic 'Defining Recipients for Saved Search Email' includes steps for setting up the alert. Thanks,

Thanks. No way to do it without code? The Multiple Dependent Dropdowns method does not require code. Thanks,

For "4/27/2013" format, try to_char({custfield},'MM/DD/YYYY') Thanks,

Kevin, I apologize if I misunderstood the question. The create new bar I was referring to lock down is this: Thanks,

By using Published dashboards, you provide a consistent interface to users with related roles. Once you have finished personalizing your own tabbed pages, you can set a restriction level that indicates the types of changes users can make to each tabbed page of the published dashboard. See the Help topic titled 'Publishing…

You may want to consider publishing a dashboard and lock down the Create New bar. Thanks,

We are tracking this request in Enhancement 82738 - Notes > ability to customize the Notes Form. You can vote for this feature in the Support Center. Thanks,

Hi Richard, We are tracking this feature Request in Enhancement 109779 : Address book > Support custom fields on addresses. Thanks,