Hey @John Nikko, The "Pipeline by Sales Rep" is based on the "Projected Total" field value. This field can be updated manually or auto-generated based on the sum of all item line …

Three things to make a sales order taxable: Subsidiary has the necessary Nexus Customer is taxable Item is taxable. If all of the above is setup, you should see a taxable sales order if the shipping …

Hi @JPrice, Here’s the simplest and clearest CPQ logic pattern you can use when working with actions to evaluate questions and answers. In CPQ, you normally check: The question using its internal ID …

Hello @User_FAN5P, Glad to hear that it works now! These are the required permissions entity: List > Perform Search permission accountingperiod: Setup > Manage Accounting Period permission CUST…

Hello @User_FAN5P, Good day. NetSuite2.com schema does not use SuiteAnalytics Connect - Read All permission anymore. Instead, each transaction type needs to be added in the list of permissions. As st…

https://community.oracle.com/netsuite/english/discussion/comment/16904936#Comment_16904936 Hi @Maxine McNaughton-NetSuite-Oracle, Good question! There’s no publicly documented limit per role for how …

Tip #2: Tips for Customizing Dashboards Tailor to User Roles Customize dashboards based on user roles and functions (e.g., sales, finance, operations) for relevant, actionable data. Use the “Publish …

Tip #1: Configuring Email Notifications for New Lead Creation in NetSuite Overview: Set up an automated system alert to notify specific users (such as sales representatives or managers) whenever a ne…

https://community.oracle.com/netsuite/english/discussion/comment/16904934#Comment_16904934 Hi @Divya Unnikrishnan, SuiteTax does not support NetSuite CRM, and there are no plans to support this. Howe…

@Clarisa De Torres-Oracle - I worked with a consultant through ACS today to get an answer to this. We added the following formula: CASE WHEN {name} = {sourcetran^transaction.transactionlines.amortiza…