Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Thank you, @Tafara for your insights. @Miki M-Oracle, Is Notify Assignees checkbox enabled under Setup > Support > Support Preferences > Update? With this preference enabled, Support Reps should automatically receive notification e-mail when support cases that they are assigned to are updated. I hope this helps.

Hi @User_D0WRP, You must login on roles that has the same center type for you to edit the Apply to Tabs. Click on Save And Update Content button Click Cancel Update the Apply to Tabs Click Save And Update Content I hope this helps.

Hi @Quatro & @User_NC62U, Due to the limited permission of the Customer Center role, publishing the Item Saved Search in this Center Type is logged as an improvement under Enhancement #111431. The workaround is to create the Presentation tab and publish the search. Here's the admin tip I posted last year about How to…

Thank you for confirming, @DarReNz. In my testing, I was unable to reproduce the message on my Administrator role. Could you try clearing your browser's cache and utilizing an alternative browser? Let us know how it goes.

Thank you, @User_FL4CK. Kindly refer to the SuiteAnswers section below for guidance on generating forecast reports that provide projections of your future billings. SuiteAnswer ID: 30197 Customized NetSuite Report Providing a Forecast of Future Billings by Month based on Billing Schedules Assigned to Sales Orders…

Hi @Paul Reading, After conducting an internal review, I can confirm that accomplishing this task is feasible using a script. However, the workflow requires implementation of a complex custom solution. I recommend that you reach out to your Account Manager for further assistance. To set proper expectations, please be…

Hi @AndreaK2 Use Formula in Validation & Defaulting and disable Store Value checkbox. I hope this helps.

Hi @OliverK 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…

I'm glad it worked! 😊

Hi @User_O749H, 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 @DarReNz , 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…

Thank you for updating this thread, @CDuf. I am glad that it is now working. 😊

Hi @AndreaK2 Because the transaction email templates do not support the inclusion of bills, we will need to use customization to ensure that the applied transaction details are populated within the template. For reference, see SuiteAnswers ID 8918 Working with Email Templates. I hope this answers your question.

Hi @User_USRCP, The action of limiting access to a file or folder based on roles in the File Cabinet has been recorded as an improvement in Enhancement #228634. The process of restricting access to these files or folders can be carried out through the use of categories such as Class, Department, Location or Group. For more…

Thank you, @User_8VQC3. 😊

Hi @Sivasubramaniam, In my accounting role, both Employee Record and Employees permissions are set to View access level, and I am still able to see the Labor Cost field. I am thinking that you may be using a custom Employee form and the Labor Cost field is hidden for this role. Make sure that the Labor Cost Show checkbox…

Thank you, @Andrea Rivetti - Artio AB. Hi @NS_YB, Please see SuiteAnswer ID: 87998 | Export as CSV File of the Saved Search Results to File Cabinet via Scheduled Script Using SuiteScript 2.0. I hope this helps.

Hi Jennifer, I added a Summary in Criteria , allowing me to successfully populate leads without activities from this year, including those with incomplete and complete activities from previous years. See example below. Lead Records: Customer Saved Search: Search Result: I hope this helps.

Hello @DarReNz , Could you please check that this button is custom and linked to a script? If so, set the record to a Full access level. For reference, please see SuiteAnswersID: 74885 Restrict Change ID Button on Custom Roles. I hope this helps.

Hello @User_8VQC3, Are you referring to the auto-generated numbers in the document number? You can set a Prefix, enter any letters that you want to appear in front of every record number of this type. Navigate to Setup > Company > Auto-Generated Numbers. For reference, see SuiteAnswers ID 102382 Setting Up Auto-Generated…

Thank you for keeping this thread updated, @User_NG5TG.

Hi @User_O749H, Would you know if your system uses a 3rd-party mail service like Mimecast? In your NetSuite account, you should be following best practices for sending email. See SuiteAnswers ID: 9429 which provides detailed information on email best practices. For reference, see SuiteAnswers ID 95602 Configuring a…

Hi BN, Could you please tell us how you added it to the other roles? Is it an external link using the RSS/Atom Feeds format? For reference, see SuiteAnswers: Employee Center Portlets.

Hi @User_FL4CK, Could you kindly inform me of the name of the forecast report to which you would like to add these amounts?

Hi @OliverK Try using the Highlight if...(Summary) and set the filters accordingly. Additionally, ensure that the Summary Type is set to Maximum. I hope this helps.

Hi @Paul Reading I'm currently verifying internally whether this can be achieved through a script. Alternatively, you can enable the 'Receive Customer Replies in Case List Only' option by going to Setup > Support > Support Preferences > General tab. With this option enabled, any responses from the customer will be recorded…

Hi @Lisa164 Were you able to pull up the value you needed in the saved search?

Hi @Dustin S, 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, How did it go? Were you able to get the search result you needed?

Hi @User_NC62U, 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…