Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Thank you, @User_CTXXW. Please keep us posted. ?

Hello @HertsChris, Can you please confirm if you are trying to view or create an estimate from the Opportunity record > Sales tab? Does the role have permission to at least view the estimate record?

Hi @Strategit_Shunta4, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also…

Hi @User_HPB3I, Thank you for updating this thread. Do you still need assistance in the search? If so, please provide the details below. Is it still quote transaction saved search? When you mean by 'last record sent per line', how was it sent? Is the quote manually edited and entered into the line items? If you want to…

Hi, User_HPB3I, The Summary Type = Group is not yet supported in the system when it comes to highlighting conditions on Summary. There is currently an Enhancement request logged for this. See Enhancement 109013. For search results that include grouped values such as counts, sums, and averages, please use the Highlight if..…

Hi @Estee, I would like to confirm the following; Are you using a NetSuite OneWorld account? Are there any restrictions in the custom role or in the employee record? From the Admin role, edit the Vendor record and copy the URL. Switch roles and paste the URL. What is the exact error message you received? To identify the…

Hi @Estee, In your custom role, please add Vendors permission in Permissions > Lists subtab. I hope this helps.

Hi @User_HPB3I, This is to list the most recent message sent. Thank you.

Hi @User_CTXXW , The image should be accessible externally. Check the URL of the image from the displayed. When creating Templates in NetSuite, user should be using the URL containing the Account Specific Domain (e.g. https://12345.netsuite.com) wherein 12345 reflects the Account ID to ensure that the images will render…

Hi @MichelCA, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @User_YMWNR, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn…

Hi @Strategit_Shunta4, Yes, the YYYY-MM-DD format is supported in CSV import. I would like to confirm the following: What is the error message you get when importing the csv file? What is the record that you are trying to import? What is the date format used in the Date Format field found in Home > Set Preferences >…

Hi @Greg Ebel, Per testing, there is an option to uncheck the Print button in the Return Authorization custom form. However, it still appears on the form. It seems like this is a potential defect, and I created a support case for this. Please kindly wait for our support rep to further assist you with this concern. Thank…

Hi @Tom Dalton Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi Kirsten, I appreciate you adding the resolution to this thread. In my test accounts, I was unable to reproduce the problem because I could not retrieve the field value even after the To Be E-mailed checkbox was deselected. When customizing a transaction email template, we need to specify the record to get the source…

Thank you for updating this thread, @Jeanine S.

Hi @User_Q72RK, To know the user who uploaded the file, add System Notes : Set by field in the Results tab. As for the email alert notification when they have added or updated a file cabinet document, it is currently logged under Enhancement #30395. Please vote for this enhancement request at SuiteIdeas. I hope you spare…

Hi @User_YMWNR, I would like to confirm the following: Is the admin role getting an error message when directly accessing the search? What type of saved search is not showing in the admin role? Is this the standard role of the administrator in NetSuite? Are you using a NetSuite OneWorld account? Is the saved search set to…

I noticed that you're using Formula (Currency). Please change it to Formula (Numeric) and let us know how it goes.

Hi @User_6PTNW, The ability to have Next Bill or Bill Remaining buttons on Estimates is logged under Enhancement #520574. The available workaround is to create Estimate (with Billing Schedule) > Sales Order > Invoice. Please vote for this enhancement request at SuiteIdeas. I hope you spare some time to vote for the…

Hi @Greg Ebel, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Jeanine 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @User_8OYHM, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @JenniferTrejo, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi Kirsten, Please navigate to Setup > Company > Email Preferences > Transactions tab. Can you please confirm if you are using the same emial template in the Default Email Template field?

Thank you for keeping this thread updated, @Meherin.

Hi @MichelCA, Have you tried setting the Summary Type to Maximum? Let us know how it goes. Thank you.

Hi @JenniferTrejo, You need two separate datasets to link Opportuinty and Invoice amounts in your workbook. For reference, please see SuiteAnswers Link Datasets in a Workbook | Answer Id: 104215. I hope this helps.

Hi @Altmann02, Sending bulk email with attachment is possible through a scheduled workflow. You need to create a customer saved search for where you would like to send the attachment to and then create a schedule workflow. For reference, please see SuiteAnswers Scheduling a Workflow | Answer Id: 40554. I hope this helps.

Hi @Jeanine S. Yes, that is correct because by default, for other administrators to view/access the private saved searches, they need to set the Show All Private Searches to Yes. In the dashboard, there is no filter for us to show the private searches. That is why we either need to set it to public or add the role/user in…