Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hola @User_B515Y, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir…

Hello 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_NG5TG, 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…

Hello @abrook_41706, The Administrators will receive notifications for successful maintenance completion. For reference, please see SuiteAnswers ID: 1011809 Benefits of Customer-Scheduled Maintenance. I hope this helps.

Hi @SanjeevV, As per checking, there is a known enhancement request filed under Enhancement #242844. I checked for workarounds, and it seems that the Include Transaction checkbox is also not available using workflow. There is a separate enhancement request for making this field available for the workflow, and it is filed…

Hello @John Robertson Sr., As per my testing, this is the behavior of the From field in Messages. There is an existing enhancement request logged under #395292 Case Record > The From Name to be displayed in the From field under Message History in email upon case update should be the same as the From Name set up under Setup…

You can submit this as a new SuiteIdea so other NetSuite users who also need this kind of report or search can vote for the enhancement request.

Apologies, @LisaNC. If you used the Sent Email List Search, please add the Sent Email permission in Permissions > Lists and the users should be able to search the title of the Search you created. I hope this helps.

Hello @LisaNC, Searching the message subject is logged under Enhancement #82171. Since there is no workaround for searching the subject, I would suggest voting for the enhancement request at SuiteIdeas.

Hello User_HPB3I, The Estimate/Quote will not appear on the Sales Order > Related Records tab, but it will appear in the Created From field. All the transactions created from the Sales Order will appear in the Related Records tab. There is an enhancement request related to this and logged under Enhancement #51218 Provide…

Hi @User_NG5TG, Can you please confirm that there are two different customers in one Opportunity record? Is the second customer field a custom field? Where is the second customer sourced from?

Hello @User_OPUDV , @GauravAgrawal is referring to SuiteAnswer ID: 95855 Record Customization (Beta). Since Beta features are preliminary and may be changed or discontinued without prior notice, you may want to submit an enhancement request at SuiteIdeas. I hope this helps.

Hi @User_V5KBL, I suggest you create a Classic Center Type role and add the permissions and set it to View access only. You may refer to SuiteAnswers ID: 9918 for Standard Roles Permissions Table. I hope this helps.

Hi @User_NG5TG, Look for Customer fields... and select Name/ID I hope this helps.

Thank you for keeping this thread updated, @Denise Wallaceand for sharing your solution. 😊

Hi @User_7D2KD, 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_929E1, 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 Mathias_Netsuite, 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 @texhood, 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…

You're welcome, @Dwight Schrute😊

Hi @Denise Wallace In the Quote Search > Results tab, I added Item: Description. Please see the output below. I hope this helps.

Hi @User_929E1, You can use Bulk Merge Email. For more information, please see SuiteAnswers ID: 35878 Important Steps to Consider When Sending a Bulk Merge Email. I hope this answers your question. Thank you.

Hi @Dwight Schrute As per checking, what the workflow can do is validate the date field if it occurs on a weekend or holiday when the user tries to input the value in the date field. The user will see a prompt message, and you can instruct them to select weekdays except holidays. For more information regarding workflow…

Hi @Dwight Schrute You can create a custom text field and include it in the email template. You can look through the SuiteAnswers articles listed below for the steps. SuiteAnswer ID: 12290 Create a Default Vendor Message on Transaction Records SuiteAnswer ID: 105836 How to Include Vendor Message When Sending Email From…

Thank you @User_HQRSY for keeping this thread updated.

Hi @User_7D2KD, Your CSV template will depend on what data you will import into NetSuite. For details about fields that can be mapped in the opportunity record, see the SOAP Schema Browser’s opportunity reference page. For reference, please see SuiteAnswers ID: 9995. As for the Saved CSV Imports, navigate to Setup >…

Hi Mathias_Netsuite, 1. Per testing, editing Journal Entries using the Employee Center role is a system limitation, even if we add the Make Journal Entry and Journal Approval permissions to the Global Permission. 2. The report appears to have a subsidiary filter applied. Is the vendor part of that subsidiary? Try removing…

Hi Amjad Kasem, Have you tried customizing the Sales Order and Purchase Order forms, hide the fields you don't want the user/role have access to, and assign these custom transaction forms to the role? Uncheck the Show checkbox to hide the value in the form. In the Sublist Fields, there are fields that are set to default…

Hi @User_HQRSY, 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 Amjad Kasem, 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…