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

Hi @User_VA1OM, This concern is related to reading receipts in a saved search, which is currently not possible in NetSuite. However, an enhancement request is already filed for this under Enhancement # 290418: Expose Read Receipt Data in Saved Searches. Please visit SuiteIdeas to vote for the enhancement request and be…

Thank you for keeping this thread updated, @Aaron McCausland.

Hi @Vernita, This applies only when uploading a single file from the internet. In the URL field, enter the URL path of the file's location on the internet. For reference, please see the following SuiteAnswers: - Answer ID: 8927 Uploading Files to the File Cabinet - Answer ID: 8929 File Cabinet Overview As for the ability…

Hi @Vismay Barot, Please note that in the quota record, you set a specific amount as the sales rep quota for each month. In this case, it is $574,073.25 each month. The quota amount is always the dividend, and the number of days in the month is the divisor. You cannot simply add the total number of days across months and…

Hi @Chan Man, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Hi @Benjamin Paul - USA, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily,…

Thanks, Angela! Hi @Chan Man, Could you please confirm if you are using Sequential Liability Suite App? If so, please see SuiteAnswers ID: 91827 Sequential Liability Roles and Permissions for the list of custom roles for Sequential Liability and their corresponding required permissions. I hope this helps.

Hi @Vismay Barot, Please see the computation below. 6,888,879.00 (2024 Quota) / 12 (# of months) = 574,073.25 is the Quota per month 574,073.25 (Quota per month) / 31 (# of days in a month) = 18,518.49 is the Quota per day I hope this answers your question. Thank you.

Hi @Benjamin Paul - USA, I agree with @Dext3r. For more information about granting access to these folders, please see SuiteAnswers ID 8926: Restricting Access to File Cabinet Folders.

Hi @User_VA1OM, 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 @R. Dieka Pribadi G. E.,, 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.…

Hi @User_VA1OM, Create a Message Saved Search and add the filter Is Incoming = True. Please feel free to add criteria as needed.

Hi @R. Dieka Pribadi G. E.,, NetSuite offers flexible, and convenient integrated sales features to help manage your sales team. It handles every stage of the selling process, from lead generation to lead assignment, from opportunity to order. By integrating SFA and accounting features, NetSuite saves you the time and…

Hi @User_APABE, 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 @Febin Antony, 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_2LD8N, Upon checking, there is no feature in NetSuite for this functionality. I looked for any existing enhancement requests but found none. I recommend submitting a request on SuiteIdeas. Please specify your desired feature in the comments and provide a detailed, concise description along with the navigational…

Hi @Febin Antony, Have you considered using the Alternate Sales Amount (ASA) feature? It allows you to track alternate sales amounts, which appear on sales orders, estimates, and opportunities. You can use these amounts to calculate commissions, track sales forecasts, and establish quotas. When you enable the ASA feature,…

Hi @Febin Antony, It appears that this thread may be a duplicate of another thread titled: Quota vs Opportunity Closed Won- By Sales Rep. Please be advised that we will be continuing the discussion on that thread, as it covers the same topic. Thank you.

The freemarker of the Amount Paid field is ${amountpaid}. Have you tried adding this field in your dunning email template?

I see. Thank you for clarifying the issue. Let me tag my colleagues who specialize in workflows. @Angelica Mae Segador-Oracle @Jervin Nicholas Teopengco-Oracle

Hi @Amjad Kasem, Could you please share how you set it up in your system? Below are the steps for properly customizing a system email template. Navigate to Setup > Company > System Email Templates. Apply the following Filters: Template Category = Marketing Subscriptions. Click Customize next to Standard Opt-In Invitation…

Hi @User_APABE, Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @User_9MVSV, Please feel free to update this thread if you need further assistance. Thank you.

Maybe you can use a custom field to hold the amount and use it as your criteria. This way, even if the sales rep updates the transaction, the field won't change. Please feel free to update this thread and let us know if you have questions. Thank you.

Hi @User_APABE, Can you please confirm if the Amount Paid field is a custom field? Click this link to check the fields that are included in the Transaction Saved Search in Dunning Templates.

Hi @Vajrala Madhu Reddy, In your Sales Order > go to Communication tab > User Notes subtab. If this field is not available, edit your default Sales Order form and make sure to check the "Show" checkbox for User Notes. I hope this helps.

Hi @Aaron McCausland, 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 @Elina Kourouzidou, 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_9MVSV, Just checking if you were able to see previous comment. You need to set up criteria for what the customer needs to buy that should not affect your promotion when a sales rep edits the sales order. The criteria need to be unique. We'd appreciate if you can provide us the information for us to be able to…

Hi @Aaron McCausland, To create a plug-in implementation, use a developer account to develop and test the plug-in implementation. Or you can use SuiteBundler to bundle the plug-in objects and distribute them to other NetSuite accounts. NetSuite administrators use the bundle to install the plug-in implementation in a…