-
NSC | How to Check if 'Specialized User: CRM' and 'Specialized User: View and Approve' Licenses
NetSuite licenses are granted based on specific user roles and permissions. Administrators must ensure that each user has the appropriate license for their role to comply with Oracle's licensing policies. Different user roles in NetSuite may require various license types, such as 'Specialized User: CRM' and 'Specialized…
-
NSC | Merge & Send Attachment Error: 'You Do Not Have Permission to Perform This Operation'
A specific user is unable to attach file/s in any NetSuite record > Communication tab > Messages subtab > Email > Attachments and receive an error message: 'You Do Not Have Permission to Perform This Operation.' By leveraging the ability to attach files in NetSuite emails, employees contribute to efficient information…
-
NSC | Disaster Recovery with NetSuite
Disasters, whether natural or technical, can disrupt operations, but a robust disaster recovery plan is key to resilience. NetSuite offers powerful features to help businesses get back on their feet quickly after unforeseen events. In the event of a failure, is backup data automatically stored somewhere? Yes, Oracle…
-
NSC | Data Backup in NetSuite
NetSuite's data backup functionality is essential for businesses across industries, offering data security, compliance, and peace of mind. It ensures critical information is protected, enabling businesses to recover from potential disasters, comply with regulations during audits, and maintain operational efficiency. How…
-
NSC | Custom Administrator Role with Read Only Access Level
A retail business using NetSuite wants to grant external auditors administrator access for a smooth audit process. The challenge is to allow read-only access to all relevant data without compromising security. By creating custom roles, setting temporary access, and implementing security controls, the company ensures a…
-
NSC | Attachment Preview Not Rendering in NetSuite using Mozilla Firefox
A situation may occur where file attachments in NetSuite do not display in the preview pop-up window. No error message is shown, but the preview fails to load. Despite this, the same file can still be downloaded and viewed locally without issue. Given that the user has already cleared the browser’s cookies and cache but…
-
NSC | Attachment Preview Not Rendering in NetSuite using Microsoft Edge
A situation may occur where file attachments in NetSuite do not display in the preview pop-up window. No error message is shown, but the preview fails to load. Despite this, the same file can still be downloaded and viewed locally without issue. Given that the user has already cleared the browser’s cookies and cache, but…
-
NSC | Attachment Preview Not Rendering in NetSuite using Chrome
A situation may occur where file attachments in NetSuite do not display in the preview pop-up window. No error message is shown, but the preview fails to load. Despite this, the same file can still be downloaded and viewed locally without issue. Given that the user has already cleared the browser’s cookies and cache but…
-
NetSuite Tip - Setting Values to a Country List/Record Field
In Netsuite, the Standard Country list's internal id cannot be seen through UI. We need to find the internal id of the country we are about to set to the field Solution Get the country value from any of the Netsuite records and store it in a variable For ex: Pulling ship country from sales order and setting that value to a…
-
Customizing Journal Entry Form with Bundle 550273
Hi everyone, We’re currently using a custom Journal Entry form that was created as part of bundle 550273. On the line level, there are several fields such as "ZC Vendor Transaction Index" and "ZC 3WM Matching ID" that we don’t need for our use case. We’d like to add a new custom field called "Company Name" to the journal…
-
NSC | Add Automatic Location Assignment Configurations to a Custom Role
Scenario: An organization wants to empower a custom non-administrator role to manage Automatic Location Assignment configurations within their system, ensuring efficiency and decentralization. Solution: Login using Administrator role Go to Setup > Users/Roles > Manage Roles Edit the custom role Go to the Permissions tab >…
-
KPI not showing last month's data for the custom search.
Hi, I need all of the list below that I mentioned, but the problem is that these are all custom saved searches that only display the values from this month or this year, In KPI, it shows current month or current year data but not the past. How can I get this to work? New Opportunites (this mth vs last month) Mine New Leads…
-
Error trying to import new items to an existing sales order
When attempting to add some new lines to an existing sales order, I get the following error "Ambiguity error on logical key multi-match". The item is the same on multiple lines so I understand why I got this particular error. Based on other threads I've found here, I tried adding a Line ID to differentiate. I then got this…
-
NSC | NetSuite Menu Bars Are Missing
The NetSuite menu bars might be missing due to several reasons: Customization Browser Issues Permissions See below steps on how to troubleshoot and isolate the issue: Determine how many users are affected by the issue. Check for any changes in the user's preferences, permissions, and role. Use a different browser. Use the…
-
Disable 'In-Transit Payments' feature
Hi, We have a NetSuite account where the 'In-Transit Payments' feature has been enabled during the bundle deployment stage. However, this feature was later found to be not relevant. We do not have the permission to disable the feature as it is an irreversible feature. Could you please guide on how to get this feature…
-
CSV Imports.. general question
Can a CSV import of components of assembly items have gaps? LIKE this…. ITEM, COMPONENT 1, COMPONENT 2 COMPONENT 3, COMPONENT 4 Item 1, Component 1, __<Null>__, Component 3, Component 4 Item 2, Component 1, Component 2, Component 3, Component 4 Item 3, Component 1, Component 2, Component 3, Component 4 Item 4,__<Null>__,…
-
Is it possible to show Average Days To Pay and Average Days Overdue on a Customer Saved Search?
SuiteAnswers and old (2007 / 2008) Oracle Community posts address how to show Average Days To Pay and Average Days Overdue by customer on a Transaction saved search; but no guidance for same on a Customer Saved Search. Does anyone have info on how to do this? Thanks
-
Continuous Password Reset Messages
Good Day, My employee has reset her password and can log into NetSuite. The next morning when my employee attempts to log in again, she is prompted to reset her password. This loop has happened continuously for (4) four days. As an administrator, I reset her password; I thought perhaps this would override the issue. No, it…
-
Heaadline not showing on KPI
I marked for a KPI to show as a headline and it will not show up. I tried different roles with the same result. Anyone else have this issue?
-
Unable to fulfil non-inventory item for sale
Hi, We have a non inventory item for sale. It has a tick against "can be fulfilled" under Preferences tab. However when we create an item fulfilment, this item is shown in the list but can not be selected for fuflillment. So we are unable to fulfil it. Any clue?
-
Opening Balances Data Migration - intercompany equity balances
Hi There I am migrating opening balances subsidiary by subsidiary in a large organisation. One of the subsidiaries (Subsidiary A), has a balance against an intercompany account, 30100 Equity. The balance arises from another subsidiary (Subsidiary B)'s investment in subsidiary A. The rest of the trial balance that I am…
-
How to Remove Secondary Account Information
I did a CSV import of bank account information for employees to the Bank Entity Details section. However, I realized I made a mistake with my import and had to re-import all the information. Now every employee has both a Primary and Secondary account listed under Bank Entity Details. The Secondary information is incorrect…
-
Customize Sales Order/Invoice to Show Discount Total
I have a unique situation. We have a 50% referral discount that can be applied to the first 10k of purchases. I would like the sales order/invoice to not only show the discount applied to this order, but the cumulative discount so that the customer is aware of the remaining discount that can be used on future purchases.…
-
Tax Transaction type
Dear, All of a sudden the tax transaction type from SuiteTax disappeared from the form on vendor bills. Afterwards, the field is not populated anymore and the SuiteTax functionality is not working anymore. What could be the explanation for this? Kind regards, Mathias
-
Set On Hand Value of items to zero
We have a handful of items that have a Onhand Value but zero units as of our July 31 month end. I have tried the inventory adjustment worksheet and the inventory adjustment to get the on hand value to zero but no success
-
create transfer order based on sales order quantities
Hi Team, I was wondering if possible to create a transfer order based on sales order quantity location (when this is 0). I guess this would be possible only with scripting. Example: Sales order created on X location with no quantites on hand Then create a transfer order to transfer quantities from Y location to X thank you
-
Role on employee record keeps disappearing
We have an existing employee record and am adding a role to the record and saving it. The system gives the message that changes are saved successfully but the role does not get saved and disappears.
-
Export Report as Query - Columns Order
Hi Community, Any idea why when you export a query report the order of columns change?
-
How to make Purchase Request with Administrator role
Hi community, That. Basically purchase request appears to be only for the employee center. I want to do those from the administrator role.
-
NSC | Need to Edit Serial Number Record Page
The user need to provide Edit access to the Serial Number Record Page. The Serial Number Record Page shares the same permission as Items. Using an Administrator role, navigate to Setup > Users/ Roles > Manage Roles Click Edit beside the Role Go to Permissions tab > Lists subtab On the Item permission, set the permission…