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

Hi @Greg Ebel, You can create a workflow for the users to not print the transaction if it is not yet approved. As for the users who have access to the Return Authorizations List View, create a saved search that will filter the approved status and set it as default so the users will not be able to print the transaction from…

Hi @David DeLisser, If the Team Selling feature is enabled, and you add the Sales Rep field in the report, it will automatically pull up the primary sales rep. Also, if you are looking for the total quote amount when the transaction was initially created, you can use Total Amount (Transaction Currency). I hope this helps.

Hi @JenniferTrejo, In your Criteria, add Status > Field Values and look for the Opportunity status. Double click to add the fields and click Apply. I hope this helps.

Hi @User_8OYHM If the custom field was deleted, please navigate to the entity forms that the custom field was applied to and make sure to uncheck the Show checkbox. I hope this helps.

Thank you for sending us the screenshots, @Jeanine S. Instead of manually adding the search to the portlet, have you tried publishing the dashboard instead? If you have an existing published dashboard for admin roles, make sure to click on Save and Update Content button. In Apply To Tabs, select desired tabs to display the…

That's interesting! Are you trying to test this directly on the saved search or from the portlet? Are you experiencing this on other saved searches, like transaction or other entity searches? Also, please send us a screenshot of the employee search in question.

Hi @User_8OYHM 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.

Thank you for updating this thread, @User_UFOSV.

Apologies, I forgot to include the Enhancement #332540 for updating the FROM name even after setting the Return Email Address to its subsidiary. Per checking, there is no workaround in changing the from name. Please visit SuiteIdeas to vote for this enhancement.

Hi @MathewB, Change the Return Email Address for Subsidiaries. To do this, please follow the steps below. Using an Administrator role, navigate to Setup > Company > Subsidiaries > Child Subsidiary > Edit The Return Email Address can be changed directly Click Save In order for the Subsidiary Return Email Address to be…

Hi @User_UFOSV Does using a different browser or deleting the cache help to resolve the issue? 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…

Hi @Meherin, It seems like this is related to an existing defect. Kindly wait for our Support Rep to further assist you in this concern. Thank you.

Hi @Jeanine S., Thank you for updating this thread. Are you using a NetSuite OneWorld account? Per testing, if the administrator who created the saved search has a different subsidiary than the one who is accessing it, the saved search will not be visible in the saved search list. However, if the other administrator has…

Hi @User_UFOSV, The only time you can't delete a file is if it's referenced by another record in NetSuite. Based on the steps you provided, you should be able to delete it and it will reflect on the record as well. Can you please try to use a different browser or delete the cache to check if you will experience the same…

Hi @Jeanine S., I would like to follow up on the requested information above. 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…

Hi @CodeMe1010, 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 @SanjeevV, When setting the Documents and Files permission to the View access level in the custom role, it will affect all of the files and folders in the file cabinet. The ability to set this permission on the folder level is logged under Enhancement #89284. Please visit SuiteIdeas to vote for the enhancement.

Hi @SanjeevV, Thank you for confirming. Per checking, this is related to Enhancement request #57827 Setup > Manage Roles > Add more flexibility to Employee Restrictions - one for Transactions and one for Entities(Customers). As a workaround, do not enter a Sales Rep in the Customer Record. The other sales rep then should…

Hi @Jeanine S., Yes, I agree that the Account administrators have access to the following: Shared searches, with or without the Allow Audience to Edit option enabled, whether they include the administrator in the audience Public searches, with or without the Allow Audience to Edit option enabled Private searches owned by…

Hi @User_RPUL1 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 @SanjeevV, I would like to follow up on this thread. Can you please confirm the information above? 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…

Hi @CodeMe1010, I am afraid that this is not possible. As a workaround, you can copy the files into one folder, and from there you can download the files in bulk. You can move files in bulk by using the Move Files to Folder mass update at Lists > Mass Update > Mass Updates (Administrator). For reference, please see…

Hi @JohnCirocco, While checking this on our end, can you please confirm that the emails are not redirected to junk or spam folders and that they are not being filtered in your exchange? Thank you.

Hi @User_RPUL1 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 @User_RPUL1 Please see SuiteAnswers below to import Vendors using CSV Import. Vendors Import Importing CSV Files with the Import Assistant

Hi @User_SZ9XE 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 @david.kelly, 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 @SanjeevV, Please confirm the following: Center Type of the custom role you are using Are you using a workflow for the approval routing? Thank you.

Hi @OliverK, Edit the custom field and uncheck Show Hierarchy checkbox to not include the company name. 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 @Manuel Dambo, Thank you for creating this thread. It seems this thread is duplicate of the thread: Why project transactions do not appear in the role with sales center. Please note, we will communicate on that thread as it has the same topic of discussion.