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Unable to create new entity group record (2026.1)
We have a sandbox that just last weekend updated to version 2026.1. We are implementing the Advanced Pricing feature and need to have a training about how to setup and handle that, however, now that I'm trying to create new dynamic customer group, I keep getting the same error: "You must specify the 'grouptype' and…
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Unable to save project record in the form that is not preferred.
Hi, I have multiple custom project forms and whenever I switch the preferred form setting from one to another, NetSuite changes the form for all the excising project records accordingly. Also, I am not able (in admin role) to save the project in the form that is not defines as the preferred at that moment. Can someone…
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The entity prefix in the auto generate numbers
The entity prefix in the auto generates numbers set up only applies to the company itself or prefix would also apply to the subsidiaries? Setup > Company > Auto-Generated Numbers
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How to Access Display tab for a specific roles?
Hello Some roles can not see the related records, like Employee or Customer So how to solve it? Regards
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NSC | To Be Able to Build a Saved Search but Will Not Allow the Users to Save It in NetSuite
Scenario I: Transaction Saved Search In the custom role, you only need to add the Transaction permission that you want to populate in the search and set the Find Transaction permission access level to View. When you log in using the custom role, this is the expected page of your saved search. You only have a Preview button…
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Entity Find - Exact Match ?
Hello guys!! Hope you all are doing great! We know that we can type the first name and Netsuite will suggest all the possibilities. We also could use the % sign, to find any records with that word. Is there anything we could use to force the exact match? In this case it will be only show if we had only "GABRIEL" into our…
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Locking an entity - Best Practice
Hello What is the best practice when it comes to locking an entity so no transactions can be posted to it going forward? A use case is a merger of two legal entities, in which case one needs to be locked down in NS permanently. Thanks!