Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Can you send the list of the Permissions under the Setup and Custom Record of the custom role? There appear to be other required permissions missing. Also, did you try any other custom roles? If you can see the sublist using any other custom role, you can then compare the role permissions to reveal the ones that are needed.

In that case, you might be missing these "Setup" permissions:

Can you again paste the link of the custom record using the custom role and see if you are now getting any different permission-related error message?

Could you check if the custom role has the "Setup -> Custom Record Types" permission? If not, that's what is causing the issue.

Can you check if the "Set Preferences -> Analytics" settings are the same for both Admins? Also, can you confirm the standard Income Statement is run with exactly the same filters?

In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Copy the hyperlink and paste it using the Custom Role. NS might tell you what the missing permission prevents the custom role from viewing the…

In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Copy the hyperlink and paste it under the Custom Role. NS might tell you what the missing permission is preventing the custom role from viewing the…

Hey @Nine-Oracle, You can add it to a Custom Search Portlet. Typically, the name of the Saved Search is "Weekly Cash Projection". It is part of a SuiteSuccess Bundle.

Hey @User_7NEDX, Are they using different roles? If yes, can you check if both have access to the relevant registers (e.g., Income Registers, Expense Registers, etc)?

Hey @User_7NEDX, To test this properly, you should select someone else as the "owner" of the Custom Record. When you are the owner, you get elevated permissions even when using a Custom Role. Did other users log out and log back in to check if they could see the sublist?

You can create a custom Saved Search and add it to the Order Allocation Schedule: More info here: https://suiteanswers.custhelp.com/app/answers/detail/a_id/87878/loc/en_US

Hey @Sivasubramaniam, It might be tricky to delete it as there appear to be back-end dependencies that will be hard to identify. An alternative is to inactivate the custom role.

Hey @User_B6T7M, You can't remove the "Reports" tab from standard roles. You would need to create a custom role from scratch and define the center tabs you need.

Hey @User_7NEDX, You might be able to bulk approve if you temporarily inactivate SuiteApprovals.

Hey @Martha Hakes, It might be related to the Campaign Category selected on some Campaigns and not others.

Hey @Judy Perry, One option is to uncheck the "perform allocation after transaction entry/update/delete" box on the scheduled re-allocations. You can also look into introducing other custom formulas/checkboxes to the saved search to exclude the required orders from the schedule.

Hey @User_G9GZ7, Yes - you should be able to do that by customizing the 3-Way-Match Workflow's States and Exception Criteria.

Hey @Sean Howells, As an alternative, you can create a custom "Where Used" subtab on the Item record to see "where used" for the assembly you are viewing:

There might be other permissions missing preventing the operation. Can you try a few other custom roles and see if the functionality works for any of them? If yes, you can compare the permissions to the custom role in question and see what required permission might be missing.

Yes, the item fulfillment updates aren't currently supported via CSV. If the manual method takes too long, you can consider making the update via SuiteScript or REST Web Services.

Can you check to see what "60" represents? It could be another (e.g. Work Order) lead time or a default preference. Once we are clear on the source, we can look into other options.

Depending on your system configuration, the fields might be different. Try unchecking the "Store Value" and use this (or the "Location Lead Time" field):

Without a script, you can do it via a custom "Address" sublist, which can be used to view the addresses without the "Residential" checkbox. The custom "Address" sublist won't have the native "edit" and other features. This is how you can create Custom Sublists:…

Hey @Satrangi, If it works with the Admin role and doesn't work with a Custom role, it is probably a permission issue. Check if you have all the "Custom Body Field", "Custom Fields", "Record Custom Field" etc permissions on the custom role.

Hey @RS_RS, You can do that via a custom "Address" sublist. You might be able to hide it on the native Address sublist via script.

Hey @Cassie_N, Yes, it is possible. You would need to create a custom column field on the BO revision and source the "Location Lead Time" to it. Most probably you can do it via field sourcing and won't need a workflow and/or extra custom fields.

Yes, the levels are updated on the Item Record. At the same time, you have to select the correct Price Level (e.g., 30) on the Sales Transaction, which would take 5-10 seconds. Switching from auto-selected "Base Price" to "Custom" and entering the rate manually shouldn't take too much extra time. You can create 10 levels…

What is the main reason you are avoiding the "Custom" price level? It is quite common, and I haven't seen any issues with using it. I didn't come across 100 price levels with a 1% increment. Even if you do that, there is a chance you might need to use the "Custom" if the Rate * Qty * Price Level results in amounts with…

Thanks for confirming, @Carissa, Accounting Lists do not support CSV imports, so you need to create them manually. There is a small chance you might be able to do it via Script, although the manual method would take significantly less time (1 hour or so).

A Transaction Saved Search with Criteria and Results like this should work: