Pratik Teredesai-Oracle Bronze Trophy

Hello @Wil T, It seems like there might be a preference or setup that is causing the issue. 1. Check Store With Form Record checkbox: - Go to Customization > Forms > Entry Forms, find the Lead Form, and disable STORE FORM WITH RECORD to prevent it from persisting post-conversion. - Ensure the Prospect Form is marked as…

Hello @Vishal_, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…

Hello @User_Q3A12, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @User_FNWKM, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @User_HCU4O, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @User_MEWQI, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @User_MEWQI, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @Vishal_, Can you also try checking if the Vendor record that you are testing has the Give Access checked ? After assigning the Vendor Center role and enabling access, make sure "Give Access" is checked, a valid email is entered, the role is active, and the vendor contact is set to active. If the issue continues, try…

Hello @GiCo74, Thanks for the update. If you require further assistance, don’t hesitate to reach out. We are happy to help!

Hello @User_Q3A12, You are on the right path, your page looks different because you are past Step 2( The page would look like mine on the Step 2) then it will look the one you are sharing. Now on the Page where the Parameters Sublist is Item add new action which will be "Set field Value" given the condition and then save.…

Hello @User_VNJPJ, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @Wil T, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you know…

Hello @ABDUL HANNAN glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @User_Q3A12 Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @User_44UPO, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @User_Q3A12, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Maria Robinson, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

@User_Q3A12, just a small change to the After Field Edit trigger, you might need to use Before Record or After Record submit which will serve the same purpose but the record would need to be saved in order to get the Billable Field to Set Value

Hello @User_Q3A12, I was able to create a workflow as per the configurations you requested with some minor tweaks. To access the line level on a Vendor Bill we need to create a sublist group and add action to that particular group.| Step 1 : Click New Sublist Group to add action on the Items Sublist Step 2 : Select Item…

Hello @User_63KD7 Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @NE_JohnC, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you know…

Hello @User_56FCP, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case you…

Hello @Dext3r, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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 case…

Hello @Maria Robinson, Employee Center-based roles including custom ones cannot be assigned custom entry forms for record types like Vendor, even if you grant access via Global Permissions. To assign a custom form for Vendor records, you need to create a custom role based on a standard (non-Employee Center) role and grant…

Hello @User_Q3A12 Yes, this is a limitation of the Employee Center role in NetSuite. This is a limited-access role, mainly for things like time entry, expense reports, and viewing paychecks. This role is intentionally restricted. Users with Employee Center role often can’t see or select all segment fields on forms. Even if…

Hello @User_63KD7 You can hide a department and subsidiary from users by restricting their access. This can be done by setting restrictions for custom roles in the use of the Subsidiary, Department, Class, and Location filters on the GL Matching Dashboard. Depending on the restrictions set on subsidiaries, a custom role…

Hello @User_Q3A12, I feel like the condition you have should be on the state instead of the workflow. When setting the trigger to "On Field Edit," you can choose specific client fields, such as "Constituent," as the trigger point. What follows? The workflow will activate whenever a record is created or modified. However,…

Hello @User_037HV, Interesting. Thank you for the solution. Glad it seemed to be working for you. Feel free to reach out or post questions in future if needed.

Hello @Ashoka_Sanjapu, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! 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! _________…

Hello @GiCo74 Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…