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Try Intelligent Payment Automation – Fee Free For Your First Month
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
What are the Permissions for Sales Team sublist on Customer Records?
Rightly or wrongly, we appear to be using the 'Team Selling' functionality within NetSuite, but only actually allocating a single Sales Rep per Customer.
My confusion is that I am seeing some differences in permissions between roles, and this is also affected by the Customer stage (lead/prospect/customer) - but I cannot see where these permissions are being set / configured (role permissions, workflow etc).
Some roles can edit the Employee and Sales Role fields on a Customer, but other roles can only do this on Leads and Prospects, and on Customers it is 'greyed out':
The 'Primary' checkbox appears to be available to all roles / statuses.
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