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Expense Category Missing on Form But Appears on PDF
Hello, We are seeing something strange with our expense reports that only seems to effect employees assigned to a specific Territory. Below is a normal expense report with the expense categories listed and territory populated. Here is the PDF which is correct. However for employees with territory = SLC, the expense…
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Expense Report - Source Territory Field
Hi, When an expense report is created and an employee is selected, the territory is populated from the employee record, which populates the territory in classification section. We want the territory field at the line item level to be dependent or sourced from the first territory field. The territory in the classification…
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How to rename a Territory?
Hi, We have a request to rename TERRITORY record. I don't see a way to do so in NetSuite. Any help on this is appreciated!! Thanks, Preethi
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Default Round-Robin case assignment
We have not yet used/defined Case Territories but want to. When implemented someone may have "Inactivated" the Default Round-Robin because we manually assign our cases. We are interested in utilizing the Round-Robin feature. I am looking for the "default" Round-Robin but cannot find it. I went to Setup>Support>Case…