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Hello @User_Y04XD, Upon viewing the screenshots, I suggest can you assign this role to yourself and Test if it meets your expectations, below are some of the Permissions that you might need to re-assess. Reports : Customization Report List : Publish Search/Perform Search Setup : Dashboards List : Kpi/Scorecard _______ In…

Hello @Greg Ebel, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @esabis, I was able to send an email containing the Purchase Order Hyperlink. Below are the Steps : Documents > Templates > Email Templates > Edit/Create New : Rich Text Editor Area : Click Hyperlink : Add the Link as per Below : URL :…

Hello @Ron Mc, I am still working on this. Meanwhile can you take a look at the SuiteAnswer below, which mentions the correct Payload for creating a Vendor Bill. The only thing I can notice so far is the Structure is incorrect, you might need to specify the ID for item as well. Sample : POST { { COMPANY_URL } }…

Hello @User_Y04XD, Just wanted to check if you were able to see the possible solutions provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Gab JS, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…

Hello @User_A, You cannot customize the Administrator Role when it comes to permissions. You can Create a custom role, based on Administrator or another relevant template, Remove or adjust the Workflow permission on the custom role, Assign this custom role to the intended user(s). For this, Create a Custom Role and Compare…

Hello @KennyM, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you know…

Hola @Jessica Mercado, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hola @Jessica Mercado, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hello @User_Y04XD, adding to what @Tigran Shahnazaryan metioned. Sorry for the delay. In NetSuite, default roles (especially for warehouse and operations) often come with overly broad permissions, which can unintentionally expose sensitive financial data such as KPIs, reports, costs, and revenues. Ideally, this information…

Hello @esabis, You can try removing the formula "{quantityshiprecv}-{quantity} = 0" When creating the saved search and this will send email for the PO that are partially received. I was able to create a saved search where It sends email to users with PO Link. If you are facing difficulties creating saved search, you can…

Hello @Vernita, I wanted to follow up on the concern. I was also able to find a known enahcne On SuiteAnswer : 77701 Contact's First Name Does Not Show up When Sending Email in Customer's Record it's mentioned that "It is currently not possible to pull the contact's First Name from a Customer record using the…

Hello @Vernita, were you able to check my first comment on this thread. I mentioned in that comment that : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However,…

Hello @Gab JS, Below are certain possibilities : 1. Try Unchecking "Include Children" checkbox using CSV Import. Test it for a single record. SuiteAnswer : 65353 Unmark Include Children Checkbox on Item Record Via CSV Import If you still receive error or if the update fails try 2. 2. The SuiteAnswer : 36273 Edit Item…

Hello @User_AS0HK, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! _________ In…

Hello @Elizabeth Vance, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! ______ In…

Hello @Vernita, Just wanted to check if you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Vernita, To update the Primary Contact 1. Navigate to > Customer > Contact(Subtab) > Click Update Primary 2. Edit the Update Primary Record > Click the List Next to your Expected Contact > Select the Blank area to unassign Primary Contact 3. Click Save _____ In case you know someone who is new to NetSuite, we…

Hello @esabis, Just checking in to see if you got a chance to look at the solutions posted above. If you found it helpful, please consider clicking "Yes" under "Did this answer the question?". It helps others with similar issues find answers more easily and also, it contributes toward earning your Answer Accepter badge. If…

Hello @User_UWHZ9, adding to @Chelsea Jacobs Below are my insights, you can try the following : To make the saved search public: Only the owner or an admin can do this. Ask the admin and original owner to edit the saved search and set its “Audience” to Public or assign it to Jane’s role. To let Jane schedule exports: Jane…

Hello @Vernita, I tested this on a Sales Order Below are my insights : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However, there are limitations to how this…

Hello @esabis, I am sorry if the approaches I provided were too complex. I agree with what @Chelsea Jacobs, has to say. Creating a PO saved search that has JOIN with Applying Transactions(ITR) would be a great way to achieve this. I tried to create a saved search of similar kind and below are the results. 1. Go to Lists >…

Hello @User_K51C7, Just wanted to check if you were able to see the possible solution provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Narayan Sharma, Just wanted to check if you were able to see the possible solution provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @esabis, I understand it can be frustrating to run into these limitations, but this is by design in NetSuite — the Employee Center role does not have access to Item Receipts. Here are some practical alternatives: Custom Email Workflow (No Code Option) Create a workflow that triggers when an Item Receipt is created.…

Hello @Narayan Sharma, It seems like this form is shown when there is an insufficient number of licenses for New Users on the account. This is also true when editing existing employees with access. The system will not allow the modification until the license seats are equal to the provisioned quantity. On your…

Hello @KNason76, Glad we were able to assist. If you need assistance in future, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @User_K51C7, I agree with what @Sakshi_Garg has to say. Adding the condition on the "Add Button" action should resolve your concern. Condition : Approval Status != Approved Steps : 1. Navigate > Customization > Workflow > Workflows > Edit (Your workflow) 2. Navigate > Action > (Submit for Approval)Add Button > Edit >…

Hello @KNason76, For storing customer-specific shipping instructions per Ship-To location, the cleanest option is usually to add a custom field directly on the native Address record (Option 1). This keeps instructions tied to the address and ensures they flow naturally onto sales orders, pick tickets, and packing slips. If…