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

Thanks, @CDuf!

Hi @Liz Madrid For this, I would suggest to create a custom list with the new set of custom types. Create a new customer custom field. Type = List/Record List/Reord = set the custom list created previously Applies To tab = Enable Customer Assign the new customer type to the customer record. Navigate to the Sales by Sales…

Apologies for the confusion. Removing the "item" will only apply if the checkbox is applied in the transaction body. Below is my testing. However, if I have two items in the sales order, it will appear like this even if the second item does not have this checkbox enabled. You might want to check the workflow suggested by…

Thank you, @Martha Hakes. Per checking, there are transactions that can affect COGS such as Inventory Adjustments. In the custom role, below permissions are set to None. This is the reason why it is showing a different amount when running the custom role. I hope this helps.

Hi @Liz Madrid, Per checking, adding the Sales Territory in Sales report is an enhancement. Since the reports that can possibly pull up the field are not feasible for you, I suggest to cast your vote at SuiteIdeas and look for Enhancement #171558.

Hi @User_C6XDE, Since the data is coming from the employee record, we need to add both Employees and Employee Record permissions for this report to work. I hope this answers your question. Thank you.

Hi @emcee_uk There is no specific SuiteAnswers available since it is for 3rd party configuration. A user will always log in using SAML SSO as long as they use the email shown on the employee record and in your third-party SSO. I hope this answers your question.

Hi Vernita, Please remove the "item" in the transaction.item. <#if transaction.custitem_item_discontinued?has_content>"Message" </#if> This should work. If not, Kristoffer's suggestion is a really good alternative.

Hi Liz, Let us know if you need further assistance. Thank you.

Hi Vernita, This statement is working in my test account. <#if transaction.item.custitem_discontinued?has_content>"This checkbox is ticked." <#else>N/A</#if> I hope this works on your end.

Hi @User_GY7YY Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @Rick Cobb_2 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_USRCP, Per checking, this is a limitation of the system. Please do not forget to vote for the Enhancement (#155985) related to this feature you are requesting. Thank you.

I suggest creating a workbook and combine the Transaction and Employee datasets. Once you're done linking the two datasets; Filter it using the Transaction = Estimate Add the following fieds/columns Transaction = Add Internal ID, Type, Entity and Sales Rep (if needed) For the Employee fields, select Email, First Name, Last…

Hi @User_C6XDE, Try using the following fields in the Transaction Saved Search. Here's the expected output. I hope this helps.

Hi @emcee_uk, Changing the domain on the email does not have any impact on logging in with Netsuite as long as you are using the correct email specified on your employee record. This also applies in logging via SAML SSO.

Thank you for keeping this thread updated, @User_75YL8.

Hi Liz, I am thinking of customizing the Sales by Customer report and replace the Customer column to Sales Rep and add the fields you need in the report.

Hi Vernita, Please let us know if you still need assistance with the statement or if the above solution helped.

Hi @User_KUEVJ Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @Martha Hakes, I would like to follow up on this thread. Please let us know if you need further assistance.

Hi @User_75YL8 Does the duplicate record have a parent company or subcustomer? How do you merge these records? Is it through a script, by Duplicate Resolution or Duplicate Detection?

Hi Liz, Can you try to use this this report? Create a new Sales Report by Sales Territory, Sales Rep and Partner | Answer Id: 64285 Let me know how it goes.

Hi @Vernita The lists below are working on my end. We will further test the other conditions and will update this thread. <#list transaction.item as listItem> <#if !listItem.itemlist.quantitybackordered&gt;0><br> </#if>${listItem.item} </#list><br> <br> <#list transaction.item as listItem> <#if…

Hi Liz, Please be aware that the NetSuite sales rule is a set of guidelines for how potential customers are assigned to sales representatives. Example: So in your given screenshots, any new customer that contains "Andrew ISD" will be assigned to a group of sales rep. For the Sales by Sales Rep report, you cannot populate…

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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer…

Hi @Tybrneryan 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @David Levinson The NetSuite CRM Add-on is a SuiteSuccess SuiteApp. Please contact your account manager regarding the SuiteApp. Thank you.

Hi @Martha Hakes, Please provide us with the following information below. What is the exact name of the report? Is this a standard or a custom report? What column is in question? And what is the expected output? Is there any employee restrictions in your PG - Purchasing Analyst role? What Center Type did you use on both…

Hi @Hormese Paul, By default, it is mandatory to include all admins in Administrative Notifications. I checked for an available enhancement request related to this and found none. I suggest submitting this as a new enhancement at SuiteIdeas.