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@Judith Culanding-Oracle,

As I mentioned, we're already in the middle of implementing EBP and have created a custom file format so I don't know why you're telling me to purchase Electronic Bank Payments license. We can access everything we need except for what I said above. I'll go ahead and submit a case to Netsuite support.

Thank you

Hello,

You may also check the Records Catalog Overview SuiteAnswer Article to find information about the record types and fields available for specific NetSuite channels. This dynamic NetSuite model reflects the customizations and features enabled or disabled in your account.

Thank you!

NetSuite Users — I need your help!

There’s an open enhancement request that would fix a long‑standing issue with Flat Rate Promotions.

🆔 Enhancement 860915

Title: Flat Rate Promotions should not be applied to Free Items

Status: Open – Accepting Votes

Right now, if a promo is set up as a Flat Rate discount, NetSuite still applies that discount to items that are intentionally added to the order at $0.00. This creates inaccurate discounts, messy reporting, and prevents businesses from giving free items without unintended markdowns.

This enhancement would allow (or default) Flat Rate Promotions to exclude free items, which is exactly how most businesses expect promotions to behave.

If this would help your team or your clients, please take a moment to vote for Enhancement #860915 in SuiteIdeas. Every vote helps push this forward.

Let’s get NetSuite to fix this one!!!

Hi @mv_gibson . It looks like Oracle took down the article. I'm not sure it does any good to post what it said here, but you can find the link still on this page: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_0714082142.html#bridgehead_0804033316

Note that the link from that page is the same, so is also invalid (maybe will be valid again if Copilot Studio decides to support PKCE).

I see what you mean, and, in theory, the formula should have worked.

At the same time, because you are referencing "WHEN [type] = …", NetSuite should scan all transaction types to find the right types. These roles likely don't have access to all transaction types, which is causing the issue.

Can you check whether the Custom Roles have the "Find Transaction" permission, with the level set to Edit or Full? I wonder if that may help.

If not, try the "WHEN {recordtype} IN ( 'invoice', 'creditmemo' )" and see if that helps.

The only other options are to update the roles and give them access to the missing Transaction Types (that you use in your account) or check the "Core Admin Permissions" checkbox on the Custom Role.

Hey @Dext3r,

Most likely, the users don't have access to the records where the Formula is applied.

The "Run Unrestricted" can be confusing. It lifts some of the Role restrictions, but you should assign the right permissions to the related Custom Roles.

Here is an extract from SAID 8474

I'm also hitting a similar issue and when I try to connect I get

PkceFailed

This is really frustrating as there is a suite answers article specifying this is possible to do but it doesn't seem like it is.

Hi @User_Q1DPO ,

What record types are you trying to approve or reject? There are a lot of them in NetSuite.

We need these details to help.

Hi @User_IM2YY

If you can't find the error, you may need to file a case with support.