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

Hi @Dustin S, To hide the price, customize the Sales Order form and set the custom Role to use the custom Form. You can use this SuiteAnswer ID: 94252 as reference. I hope this helps.

Hi @lilywu, I hope you're doing well. 😊 The ability to merge quotes/estimates is logged under Enhancement #221542. Importing the transaction into the existing quote is the workaround. I hope you spare some time to vote for the enhancement in SuiteIdeas so we can raise the number of votes it has. Thank you.

Hi @Judy Perry, Make sure the Item Substitute permission is added to the Custom Record and has full access by navigating to your custom role. For reference, please see Roles and Permissions for Item Substitution Thank you.

Hi @User_NC62U, As what the field description says, this group's email address is used if you want to send a message to this group. Mail merges is set to use the current user's email address as the return/from email address. The ability to set return/from email address for mail merges is logged under Enhancement #111788.…

Interesting! Please do the following and let us know how it goes. 1. Navigate to Customization > Scripting > Scripted Records and check for any scripts related to attachment restrictions on your invoice. 2. Create a custom role. Navigate to Setup > Users/Roles > Manage Roles > Click Customize beside the standard Accountant…

Hi @MichelCA, Add the Applying Transaction fields... in the Result tab to view these transactions. Sample output: I hope this helps.

Hi @User_NG5TG, 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…

Hello @brocha, 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…

.Hello Paul Reading, 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…

Hi @Benjamin Paul - USA 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…

Hi Andy, Does assigning proper permissions help ease your concern? 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…

Hi @Vernita, 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 earn…

Hi @Kedalene, Let us know if you need further assistance or if the last solution helped.😊

Hi @Judy Perry, When you have enabled the Item Substitution feature in your account, set up the roles records of those who will use Item Substitution. Go to Setup > Users/Roles > User Management > Manage Roles. Edit or customize the role to set up the following: On the role record, under the Authentication section, check…

Hi @User_NC62U, For groups with more than 100 members, NetSuite schedules and sends the bulk letter merge operations within an hour of submission. For groups with fewer than 100 members, NetSuite sends the bulk letter merge operations at submission. You cannot send bulk letter merge operations to groups with more than 4000…

Hello @brocha, You need to create a custom field for the list/record based on Price Level. Work on filtering your price level and setting up a workflow or script to copy the value to your standard Price Level field. To set proper expectations, please be informed that the scope of our support here in the NetSuite Support…

Hi @Kedalene, When assigning a new role to a user, the user needs to logout and log back in for the changes to take effect. If this does not work, please ask the user to use a different browser or clear the browser's cache.

.Hello Paul Reading, The Create New Lead on No Match might be enabled in Setup > Support > Support Preferences. I hope this helps.

Hi You need to share the workbook so other users/roles can view it. Please refer to the following SuiteAnswers: AnswerID: 106327 Sharing Workbooks and Datasets AnswerID: 77543 Accessing and Sharing Workbooks and Datasets I hope this helps.

Thanks for the update, @CDuf! Yes, please feel free to submit it as a new SuiteIdea. Who knows, other NetSuite users might need this feature. 😊

If you recently set up your DNS, it will take 24-72 hours to reflect it in NetSuite. If the setup was made beyond 72 hours, there might be something wrong in setting up your DNS.

Hi @User_NG5TG, You can use the System Notes field to populate and filter the date change. In you Opportunity Record > System Information > System Notes, check if you want to get the value from Document Status or the Entity Status. In your Opportunity Saved Search, add the following criteria. In the Results tab, I added…

Hi vti, We've checked the Mail Merge folder and the invoice document, and there's no restriction on them. Have you checked the Letter Template folder to see if it has restrictions as well? By default, the Standard Accountant role has full access to the file cabinet, unless the main and sub-folders have restrictions, as…

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?" 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 @Amjad Kasem 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 Andy, What role are you using? Do you have access to both Estimates/Quotes and the File Cabinet? You need to ask your NetSuite Administrator to grant your role a permission to these records for you to upload them. Thank you.

Hi @MichelCA This is logged under Enhancement # 221864 Customization > Center and tabs > KPI Scorecards > Customize Financial Ratio > Unable to select Custom Record Type saved search for KPI scorecard if Use Period field = T. Try to create a new KPI Scorecard without the Use Periods checkbox enabled. Please visit…

Hi Colleen! I hope you're doing well. 😊 This is actually the email address used in the Customer record when you enable the Send Transaction Via Email checkbox. The field ID for this is {emailtransactions}. I hope this helps.

Hi @Vernita Yes, it could help. Also, please verify the following; Check if your DKIM was set up properly using this tool. Confirm if your SPF record includes the entire definition include:sent-via.netsuite.com Go to Lists > Relationships > Bounced Email Addresses and check if the email address is listed as a bounced…

Hello @MichelCA, This is because of the Applying Transaction fields added in the search. Please see my example below. Open your OP50033 and look for the transactions associated to this record. I hope this answers your question. Thank you.