Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @Benjamin Paul - USA, 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…

Hi @texhood, Navigate to your custom record and make sure that Include in Global Search checkbox is enabled. Also, please send us the screenshot of the Permissions > Custom Record > Custom Record page. Thank you.

I'm glad it worked, @User_IJB6M! 😊

Hi @Paul L. Walker, Sales teams in NetSuite are groups of employees. Each employee in a sales team has a designated contribution percentage. A member's contribution percentage determines how much of a transaction's total is used to calculate: commission earned for that transaction how much of the transaction counts towards…

Hi @esabis Per checking, the Rate field is not available for inline editing due to data validation that prevents editing generally. You may refer to SuiteAnswers ID: 8953. I found an enhancement request related to this, and it is filed under #251991. I suggest that you visit SuiteIdeas and vote for this enhancement. I hope…

Hi @User_P5CGP, Are you trying to use this in a custom field? There is an enhancement logged under #93917 to show all contacts attached to the customer, not just those listed in the Company field of the contact's record. Thank you.

Hi @User_IJB6M, I suggest clearing your browser's cache. If the role has full access to the Vendor record but is still unable to create a new vendor, please send us screenshots of the following: Employee record of the user > Access tab > Global Permissions Custom Role > Permissions > Lists

Hello User_NG5TG, I'm afraid that this is not possible. I found a related enhancement request logged under Enhancement #87876 Reports > Show Sales Orders with Associated Purchase Orders and PO Approved Status. Go to SuiteIdeas to vote for the request or submit a new one. Thank you.

Hi Amjad Kasem, I suggest customizing the preferred forms for the custom role to limit the values you want to populate.

Hi @Paul L. Walker #2: Could you please confirm that the Commission Rate in the Sales Team Member sublist is not the same as the Contribution %? Is it a custom record? #3: This is possible through scripting. You may refer to this SuiteAnswers ID: 26266 as a guide. (Note that this is still in SuiteScript 1.0, please review…

Hi @User_HQRSY, I suggest performing the steps below then test if the user can do inline editing. 1. Clear the cache in your browser. 2. Remove the Custom Saved Search portlet and re-setup 3. Make sure the Allow Inline Editing checkbox is enabled. I hope this helps.

Hi @Mathias_Netsuite, You need to have both Journal Entry and Vendor permissions to view the records. Please note that whenever you need to access a certain record or transaction, you need to grant permission to the role or user. I hope this helps.

Hi @GauravAgrawal Based on the System Notes provided, it seems that the previous user attempted to reset and login.

Hello @User_Q1DPO , 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 @iecpradeep_14007, 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 @User_QVZJ9, 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_75YL8, 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 @SanjeevV, 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 User_NG5TG, What is the field name of the cost and sell totals in the Opportunity record? Is this the Projected Total? In the Transaction Saved Search, you can filter all Transaction Type = Sales Order and in the Results tab, you can add the Opportunity Fields. Please let me know if you were able to populate the…

Hello @User_Q1DPO , I agree with @GauravAgrawal. Utilize the Core Administration Permissions feature as it gives the role access to a functionality that is currently only accessible to the standard Administrator role. For more details about the Core Administration Permissions feature, please see SuiteAnswers ID: 82465.…

Hi User_75YL8, Do you happen to know to which bill payment this is applied? Or was it there before and voided?

Hi @iecpradeep_14007 , Please make sure that your NetSuite is DMARC-compliant with DKIM-based Identifier Alignment. This is one of the important factors to check as email best practices to avoid any failures. For more details, please see the SuiteAnswers ID: 95602. I hope this helps.

Hi @User_QVZJ9, Thank you so much for checking. Since you mentioned that this is a custom record, please make sure that it is added to the role and has Full access. Navigate to Permissions > Custom Record > Add the Custom Record Name. If this did not help, try to clear your browser's cache and attempt to search the page or…

Hi @Benjamin Paul - USA, Based on the System Notes, it seems that the previous user attempted to reset and login. Once you remove "Give Access" and the role assigned in the employee record, he/she should not be able to reset it again. I hope this answers your question. Thank you.

Hello User_EISK3, Please correct me if I'm wrong, but you want to populate the item's amount from both Opportunities and Sales Order in one search. Is that correct? If so, you can use the Opportunity : Item Amount and Amount fields in a Transaction Saved Search. Here are the example transactions: Sample search result.…

Hi @SanjeevV, Please see the answers below. 1.Add the following fields to get the Transaction Type and Document Number. As for the direct URL of the transaction, please see SuiteAnswers ID: 66674. 2.This is only possible if the Read Receipt is enabled. However, exposing this information in a search is logged under…

Hi @CDuf, I hope you are doing well. 😊 I was able to test this in Outlook and receive a response. Can you please confirm if the Capture Email Replies feature is enabled? It is in Setup > Company > Enable features > CRM subtab. For reference, see SuiteAnswers ID: 33773. Thank you.

Hi @Benjamin Paul - USA, It seems that the ex-employee previously received a password reset email and reset it from there. He/She should no longer have access once he/she attempts to login. However, since "Give Access" is enabled, they will still be able to receive an email. Removing the assigned role from the employee…

Hi @User_QVZJ9, In your example you used "pag:customer rel", is the Customer permission added to the new role?

Hi @SanjeevV, I agree with @JasonM. Creating a saved search for the email replies and adding it to the portlet will serve as your queue.