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

Hello @DarReNz , 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Thank you for updating this thread, @CDuf. I am glad that it is now working. 😊

Hi @AndreaK2 Because the transaction email templates do not support the inclusion of bills, we will need to use customization to ensure that the applied transaction details are populated within the template. For reference, see SuiteAnswers ID 8918 Working with Email Templates. I hope this answers your question.

Hi @User_USRCP, The action of limiting access to a file or folder based on roles in the File Cabinet has been recorded as an improvement in Enhancement #228634. The process of restricting access to these files or folders can be carried out through the use of categories such as Class, Department, Location or Group. For more…

Thank you, @User_8VQC3. 😊

Hi @Sivasubramaniam, In my accounting role, both Employee Record and Employees permissions are set to View access level, and I am still able to see the Labor Cost field. I am thinking that you may be using a custom Employee form and the Labor Cost field is hidden for this role. Make sure that the Labor Cost Show checkbox…

Thank you, @Andrea Rivetti - Artio AB. Hi @NS_YB, Please see SuiteAnswer ID: 87998 | Export as CSV File of the Saved Search Results to File Cabinet via Scheduled Script Using SuiteScript 2.0. I hope this helps.

Hi Jennifer, I added a Summary in Criteria , allowing me to successfully populate leads without activities from this year, including those with incomplete and complete activities from previous years. See example below. Lead Records: Customer Saved Search: Search Result: I hope this helps.

Hello @DarReNz , Could you please check that this button is custom and linked to a script? If so, set the record to a Full access level. For reference, please see SuiteAnswersID: 74885 Restrict Change ID Button on Custom Roles. I hope this helps.

Hello @User_8VQC3, Are you referring to the auto-generated numbers in the document number? You can set a Prefix, enter any letters that you want to appear in front of every record number of this type. Navigate to Setup > Company > Auto-Generated Numbers. For reference, see SuiteAnswers ID 102382 Setting Up Auto-Generated…

Thank you for keeping this thread updated, @User_NG5TG.

Hi @User_O749H, Would you know if your system uses a 3rd-party mail service like Mimecast? In your NetSuite account, you should be following best practices for sending email. See SuiteAnswers ID: 9429 which provides detailed information on email best practices. For reference, see SuiteAnswers ID 95602 Configuring a…

Hi BN, Could you please tell us how you added it to the other roles? Is it an external link using the RSS/Atom Feeds format? For reference, see SuiteAnswers: Employee Center Portlets.

Hi @User_FL4CK, Could you kindly inform me of the name of the forecast report to which you would like to add these amounts?

Hi @OliverK Try using the Highlight if...(Summary) and set the filters accordingly. Additionally, ensure that the Summary Type is set to Maximum. I hope this helps.

Hi @Paul Reading I'm currently verifying internally whether this can be achieved through a script. Alternatively, you can enable the 'Receive Customer Replies in Case List Only' option by going to Setup > Support > Support Preferences > General tab. With this option enabled, any responses from the customer will be recorded…

Hi @Lisa164 Were you able to pull up the value you needed in the saved search?

Hi @Dustin 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @User_NG5TG, How did it go? Were you able to get the search result you needed?

Hi @User_NC62U, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @MichelCA Does changing the summary type help?

Hi @Vernita, Please check my email to further troubleshoot this issue. Thank you.

It is a different setup, and setting up an email campaign domain is done through Commerce > Hosting > Domains. We require this if you send more than 10,000 emails per month with campaigns. Since troubleshooting this issue requires the gathering of data such as email headers and settings, I will send you a separate email to…

Hi @User_KZ7N9, Would you know if your system uses a 3rd-party mail service like Mimecast? NetSuite cannot affect the behavior of receiving email servers, as they may follow specific filtering policies, but there are a few things you can do on your side in order to improve the reputation of your sending domain. Please…

Hi @Lisa164 Please add the following permissions to your custom role. Lists > Partner Commission Schedules/Plans Transactions > Partner Commission Transaction For reports, you can add Reports > Partner Commission Reports I hope this helps.

Hi @User_NG5TG, You can try using these filters below and just change the Forecast type depending on your set up. I hope this helps.

I tried to replicate this on my end, but I did have my expected values, which have one line per applied transaction. I'm thinking there might be differences in the Summary Type selected on your Results tab. Try to remove the Summary Types and click on Preview button to check. Let us know how it goes. Thank you.

Use the following criteria below to populate all incomplete activities that were created this year.

Yes, it should be. Just change the New Value to "Procurement Review" in your criteria. Thank you.

Hi @JenniferTrejo, Is there any specific date that you want to set for when the activity should be created? For example, in this search, I should be able to populate all the Leads with activities created this year that are not yet completed.