Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

To restrict users/roles from doing an export, please use the steps below: 1. Setup > Users/Roles > Manage Roles 2. Edit the Role that you want to restrict 3. Go to Permissions Tab > Lists 4. Look for 'Export List' 5. Remove it 6. Save the Role Thanks,

Tried that, and it asks if I want to overwrite my existing form. That's not my purpose. Any other ideas? Please advise.. Thanks! Hi Alphonse, Are you using Save or Save As? It should allow you to save changes without overwriting the existing form. Thanks,

You may be able to use a standard NetSuite role or customize one to your liking. For a list of standard roles and their permissions, see the Help topic titled, Standard Roles Permissions Table. Thanks,

First, thanks for the tip. I wasn't aware of this setup option. I am not sure though where is its effect. My saved searches still show the full item name including the parent. Also when I have item as available filter on a search, the full name also still there on the drop down list. I am sure it affects some of it, but I…

Also note that when you enable the Multi-Location Inventory feature, you must also enable these features: Locations, Track Inventory, Multi-Location Inventory, Advanced Shipping and Advanced Receiving. After you have enabled the Multi-Location Inventory feature and distributed items, you cannot turn the feature off without…

The Learning Center located in SuiteAnswers might be a good place to start. Once you log in to NetSuite, you can access SuiteAnswers by going to the Support tab. You'll find Self-paced training videos in the Learning Center that address core NetSuite administration and end-user tasks. Thanks,

#2 - You could Restrict by Class, Restrict by Department, Restrict by Location or Restrict by Group. To restrict the folder to people who meet certain criteria, restrict it to a dynamic group. Thanks,

The formula should work in criteria as in this example: Thanks,

One thing to consider when Auto-generated Numbers is enabled on customer is the Customer ID is printed on transaction forms instead of the name. The solution for this is posted in SuiteAnswers, which provides a detailed summary of auto numbering on different record types. You can access this info in your account by…

A best practice document titled "Segmenting your Chart of Accounts for Detailed Financial Reporting" is available in the Learning Center for download.

You can give access to the customer center role on the Customer record through CSV Import. 1. Create a CSV File with the following columns: - Internal ID - Give Access - Role - Password - Confirmed Password 2. Setup > Import/Export > Import CSV Records - Import Type=Relationships, Record Type=Customer Only - Import…

The standard task form does not support cc email at this time. We are tracking this via Enhancement Request 82621 - Tasks > Ability to CC and BCC contacts associated to a task. Thanks, Rob

You can change this preference under Home > Set Preferences > General tab > Maximum Entries in Dropdowns. Enter the maximum number of records you want to appear in dropdown lists. Once a list has reached the limit you set here, the list will pop up in a window of its own. The highest number you can enter is 500. If you…

You can schedule saved searches and choose to have results emailed to the recipients you choose. Scheduled saved searches are run at 2 a.m. Pacific time on the dates you specify. Thanks, Rob

A SuiteBundle named Roles: Admin Access - VIEW is available in the Repository. The abstract states, "These roles provide a starting point for when you need to grant someone full access to an account, but only at VIEW level. One of the roles allows the user to create, save and share saved searches and reports, the other…

Hi Natalie, A good start would be NetSuite Central. In NetSuite, go to Support > Help > NetSuite Central. Click the Self-Paced Training link in the Learning section and browse the Presentation/Demonstrations.

A good start would be NetSuite Central. In NetSuite, go to Support > Help > NetSuite Central. Click the Self-Paced Training link in the Learning section and browse the Presentation/Demonstrations under the Accounting & ERP tab. Thanks,

Alternatively, you could use the Quick Search portlet on the dashboard if you know the zip/postal code. Thanks, Rob

Append a + to your keywords to include inactive records.

It sounds like you have a custom list that you need to populate. Check under Setup > Customization > Lists. Thanks, Rob

We currently have enhancement request 130094 for the ability to set a recurrence schedule for phone calls. You can vote for this feature in the NetSuite Support Centre. Re: I know in the set-up Event screen they have "Recurrence", but they don't offer every 2 week, and every 3 weeks. On Events, you can specify a bi-weekly…

We are tracking this feature request in Enhancement 181404 : List > Mass Update > Mass Updates > Ability to transfer the ownership of the custom saved reports and saved searches via Mass Update. Thanks,

Mr.Rohde, currently we do not have the option to archive or compress data in your account to maximize your data storage limits. Your Account Manager will be able to answer any questions you may have, and assist with additional storage requirements.

I'm not sure if this helps, but I found this in SuiteAnswer 78590 : From the error message itself, first make sure that you are not calling any SuiteScript API or methods on the define-callback function. (Even a simple log.debug() call may trigger this). This error is usually caused by having lines of codes contained…

I haven't tested this but here's an alternate solution from a similar case: Create a User Event script: [LIST] [*]The idea is to use API for search to get the Inbound Shipment(IS) related to Bill. (nlapiCreateSearch) [*]The returned ID from the IS search will be used to create an IB record object. (nlapiLoadRecord) [*]Once…

If it's not available from an Inbound Shipment search, you may need to create a custom field to store the info. SuiteAnswer 75943 includes steps to link the Inbound Shipment to Purchase Order: Once an Inbound Shipment has been created for a Purchase Order, no link is available on the Purchase Order to view the Inbound…

The issue is reproducible on all environments where accounts include an underscore character. The root cause is the fact that java.net.URI doesn't support underscore character in domain address.

A similar case was reported for SandBox environments since SCOMPIDs on SandBox contains underscrore character. The details of that case may differ slightly, but here is the solution that was provided: Alternate solution (Creating a blank CSV file then set the internal id of the file to export it to, using fileId) is…

This thread covers the basics and provides several examples that demonstrate customizations which are supported by the SuiteCloud platform.

Moved to SuiteScript 2.0 forum.