Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @User_R6WMC, Thank you for keeping this thread updated. I am glad that you were able to add it to your dashboard. If you encounter the error again in the future, please feel free to update this thread or create a new discussion.

Hi @Janice De Ocampo, The ability to lock a bank reconciliation to prevent unchecking of the reconciliation box on the item that was already reconciled if logged under Enhancement #158482. Please visit SuiteIdeas and vote for this enhancement request.

Hi @Nickey, Below are the most common reasons why an email alert won't send and things to check on a scheduled saved search. Saved search email messages currently are limited to 10,000 rows. It's important to understand the functionality of your saved search and determine the specific conditions for sending an email,…

Hi @User_4GX2Z, This is logged as an enhancement request under #678608 Email Template Fields > Ability to Send Customized Email Including Portugal Transaction ID Field. Please make sure to visit by SuiteIdeas to cast your vote and share your thoughts and feedback to help make this feature accessible and cater to your…

Hi @MatB, Using your Administrator role, let's check if the Save & Email Action button is present in the Standard Purchase Order form. To do this, please navigate to Customization > Forms > Transaction Forms > click the Customize link beside the Standard Purchase Order. If it is there, I suggest creating a new custom form…

Thank you for keeping this thread updated, @Vernita. 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 points and may unlock the Answer Accepter badge.

Hi @RS_RS, 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 @Sara Gregorsson & @User_7NK3Q, 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…

Hi @User_12, 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…

Anytime, @ksage! 😊

Thank you for posting this thread, @User_FL4CK Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @User_R6WMC. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Hi @MatB, Can you please confirm if you're logged in as the administrator? If not, please log in or ask your administrator to enable this in your custom form.

Hi @User_7NK3Q I understand that you wanted to have these features be available on the Employee Center Role. It's important to note that timelines for enhancement requests can vary widely. Some may be relatively quick to implement, while others may take a considerable amount of time, especially if they require significant…

Hi @RS_RS, In your Dynamic Group, do you see the Global Subscription Status? In Setup > Company > Enable Features > CRM, are the following features enabled? Subscription Categories Marketing Automation

Hi @ksage, This is only possible if there is a common field that you use to filter the top 5 of the drill down results. See sample below. In this test, I used the Transaction Number greater than or equal to 50 to get the top 5. Alternatively, you can filter only the top 5 drill down results. I hope this helps.

Hi Sam, That is correct; employees with an employee center role can only view their purchase orders and those of their subordinates. To view other employees' Purchase Order is also logged under Enhancement #193387 Employee Center > allow users access to Purchase orders (requests) other than those that they have created. I…

Hi @Jake Pangan, @Tigran Shahnazaryan is correct. But if this happened on your Sandbox account and the Opportunity record is still existing in the Production account, I recommend having a Sandbox refresh. Or you can also create a new one. This is also logged under Enhancement Request #171367 Provide the ability to retain…

Hi @User_12, As per testing, this is currently the standard behavior for the StickNotes bundle. As a workaround, you can create a workflow using the Return User Error. Although the StickyNotes Toolbar is on the record, if the user tries to create one, it will not be saved. You can use this SuiteAnswer ID: 22003 Restrict…

Hi @MatB, Here are the steps to make sure that the Save & Email button works properly on your Purchase Order transaction record. 1. In the Vendor Record > Preferences, make sure the Send Transaction Via Email is enabled and the Email Preference field is set to PDF. 2. Expose the Send & Email field in your Custom Purchase…

Hi Preethi, I am glad the issue has been resolved. 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…

Hi @Vernita, I agree with @User_ZCWF3. You can check on SuiteAnswer ID 48843 Step 3 Create the Workflow and Set the Schedule. I hope this answers your question. Thank you.

Hi @LK, 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…

Hi @emcee_uk, 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 @Patrisja Nuguid-Oracle 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…

Welcome back, @@JohnCirocco! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to direct them…

Hi @Brent Cirinelli, Thank you for keeping this thread updated, and I am glad you were able to find the reason behind the recurring task. 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…

Thank you for posting this thread, @Hormese Paul. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Hi @User_HWW8S, 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 @emcee_uk, In your Customer Center Role > Permissions > Lists > Set the Customer Profile permission to have View Access Level. As for the Transaction Form, yes, you can hide the fields, and just make sure to set this form as the preferred form of your customer center role. I hope this helps.