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I saw a similar request recently that may work - here are the details from that case: Attempting to use Map/Reduce script in order to remove a set of custom roles for a set of employees. Map/Reduce script loads each employee in dynamic mode and checks their roles sublist against the array of allowed roles. Any roles not on…
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Hi Gabby, In order to cut down on the number of roles, you would need to start with a base role and add all the required permissions to it. It really depends on the user's responsibilities.
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If the HR role can't see the Administrator/Full Access roles under Manage Roles, you could customize the System Administrator role to access those records. See Answer Id: 36852 for details - https://netsuite.custhelp.com/app/answers/detail/a_id/36852/kw/edit%20administrator
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According to the Defect mentioned above, the alternate solution does not work if the employee has a Direct Deposit setup and the Setup > Payroll > Set Up Payroll > Calculate Funding box is = True. There is no option in the Account Register to mark the print box as the posting of the transaction for Net Pay and Tax Amounts…
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352441 was escalated and QA has verified the fix. A target release date will be set shortly.
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SuiteAnswers Answer Id: 12409 covers this use case and includes a sample search.
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I found this - https://usergroup.netsuite.com/users/forum/general/errors-troubleshooting/4928-restricting-access-to-admins RE: Restricting access to admins? There's a bundle out there called something like Custom Admin role that installs a custom role with all permissions in you account. This would be a good starting place…
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This search returns a list of login activity, that can include each session listed by date and time of initial login, the user's name, and the IP address from which the user logged in. When you drill down on individual login entries, you view a list of the transactions completed during the user's session. If no data…
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We are tracking the ability to pull Emergency Contact fields from an employee record in saved searches or reports via Enhancement 88081.
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There are 2 mass updates available under Individuals: Reformat Employees Using Last Name First Reformat Employees Using First Name First Thanks,
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A company preference is located at: Setup > Company > General Preferences > Use Last Name First for Employees. When disabled, it shows Firstname then Lastname for newly created employees. Thanks,
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I found a similar case that references that error in a csv import. Here is the solution that was provided: Note: Item is a regular Inventory Item Inventory Status feature is enabled To resolve: a. Create CSV file as follows: Account | Date | Item | Location | Adjust Qty. By | Reference # | Status | Quantity b. Proceed with…
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The ability to export .xlsx is being tracked in Enhancement Request 188904 : Lists > Export via Excel > the ability to export Excel file in .xlsx format. Support can attach your case to the request or you can vote for it in SuiteIdeas.
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Enhancement 116925: Saved Search > Export > Ability to have the data formatted in Excel the way it was formatted in NetSuite, i.e., highlighted and bold. (conditional formatting) was filed for this.
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You can access SuiteAnswers from the Support tab of your account. If you do not see the SuiteAnswers portlet on your Support tab, click Personalize Dashboard in the upper right. In the Add Content portlet, click SuiteAnswers to add the SuiteAnswers portlet to your Support tab.
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SuiteAnswers Answer Id: 29850 provides steps to accomplish this via csv import.
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The File Cabinet list page allows you to download folders and/or files individually. Click the Download link next to the folder you want and choose to save the file. Your browser settings will determine where the file is stored. Thanks,
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Can you give some more detail? I'm a bit new to Netsuite myself and unsure what an Activity record is. Is it anything like a Support record? Activities are Events, Tasks, and Calls that you can attach to Records and Transactions. When you create a task, call or event directly from a record, the activity record is both…
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There is a Help topic that describes each table and lists the names of fields included in the view, field descriptions, and field links, as applicable. See the topic titled, Tables of ODBC Views in Help. Thanks,
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We are also tracking the ability to import events using csv under Enhancement 130461 - CSV support calendar event import. Thanks,
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If you want to import contacts for entities (Customers, Leads, Prospects, or Vendors) that already exist in NetSuite, include entity names in the Company column of Contacts CSV file data. Thanks,
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If you are using two files for the import, the file containing Contacts data should include a column with values that map to the entities’ primary key field values. You will need to map the two files’ key columns on the Import Assistant’s File Mapping page. For a step by step, see the Help topic titled, Importing Entities…
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Hi Andy, This may be related to Defect 216482 - CSV Import>Leads and Contacts together>Add or Update>Error:Please enter value(s) for: Contact. Alternate Solution: Include a column that concatenates first, middle and last name. i.e. CONCATENATE({Firstname}," ",{Lastname}) Please feel free to open a case with support in…
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Log into the NetSuite Account Center on the Support tab, and click the Enhancement Voting tab. If you do not see the NetSuite Account Center portlet on the Support tab, an administrator can assign the role to you. Thanks,
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I confirmed the SuiteIdeas tab is part of the new Enhancement Voting Center. Click SuiteIdeas and search for Full CSV, then click the topic to register your vote. Thanks,
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I've seen a similar problem caused by utf-8 encoding when results are exported. A possible workaround is to add the 'currency' field to the results as well and export again.
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We are also tracking this request via Enhancement 166812. Thanks,
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A good starting point would be the SuiteAnswers Site and Learning Center. A quick search for keyword 'csv' returns over 800 results, including best practices and training videos. In NetSuite, click the Support tab and hit the Visit the SuiteAnswers Site button. Thanks,
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You can try searching the SuiteApp site for 3rd party solutions at: http://www.netsuite.com/portal/suiteapp/main.shtml You can also vote for Enhancement Request 167812 - CSV Import: Ability to import Vcard into NetSuite. Thanks,
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Hi Lipsa, If you are trying to restrict this search to a specific role, select the role under the Audience tab of the search. As long as this role has the export list permission, they can export it.