James Virtudazo-Oracle

Hi @User_LEFEU, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Logo on reports Comment by James Virtudazo-Oracle Jul 5, 2022 8:01AM

Hi @TK - Finance Intelligence, Glad to have you with us today! Thank you for posting a new thread. ? We can pull up Messages and their respective Attachments using a Message Search. You may then add the Attachments' Internal IDs by adding the Attachments : Internal ID field. You can also narrow down the results to only…

in Saved Search for List of Message and their respective File attachment Comment by James Virtudazo-Oracle Jul 5, 2022 7:08AM

Hi @david.kelly, I ran some tests on my end and verified that this is an expected for the Standard Partner Center role as it only has the Home Center Tab available by default. This is the only Center Tab available to the Standard Customer Center as well. With regard to the behavior observed on your end, you may check if a…

in How to change the landing page on the Partner portal Comment by James Virtudazo-Oracle Jul 5, 2022 5:02AM

Hi @User_AIMSY, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in How do I change the expiration date of a lot record for a lot numbered inventory item? Comment by James Virtudazo-Oracle Jul 4, 2022 7:53AM

Hi @Jeanine S.@Jenny_LN, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Reclassify COS or Expense Account of Item per Transaction Comment by James Virtudazo-Oracle Jul 4, 2022 4:34AM

Hi @Benjamin Paul - USA, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in how to change default status Comment by James Virtudazo-Oracle Jul 4, 2022 12:17AM

Hi @Benjamin Paul - USA, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Edit Work Order after status changed Comment by James Virtudazo-Oracle Jul 4, 2022 12:14AM

Hi @Benjamin Paul - USA, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in How to charge the Vendor Credit balance to vender Comment by James Virtudazo-Oracle Jul 4, 2022 12:13AM

Hi @User_KHKYI, Just following up on this. Do you still require assistance with the workflow setup? Also, by clicking Yes on the "Did this answer the question?" on my previous comment, it will be tagged as the Accepted Answer. Doing so will help other community members who might have the same concern find the answer easier…

in Including Invoice Last Paid Date on Customer Statement Comment by James Virtudazo-Oracle Jul 1, 2022 7:56AM

Hi @Kedalene, Just following up on this. Do you still require assistance with setting up Center Tabs? Also, by clicking Yes on the "Did this answer the question?" on my previous comment, it will be tagged as the Accepted Answer. Doing so will help other community members who might have the same concern find the answer…

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jul 1, 2022 7:55AM

Hi @Jeff Pineda, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Crediting Expense Report on a Non-A/P Account Comment by James Virtudazo-Oracle Jul 1, 2022 7:33AM

Hi @PaulFleetwood, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Banking - Customer Mapping Rules Comment by James Virtudazo-Oracle Jul 1, 2022 7:33AM

Hi @User_PEP34, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Consolidate Line Items On Advanced PDF Comment by James Virtudazo-Oracle Jul 1, 2022 6:50AM

Hi @PaulFleetwood, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in SuiteScript Suitelet Search Order By not working Comment by James Virtudazo-Oracle Jun 30, 2022 7:30AM

Hi @Kedalene, These are the same preferences found under the Home > Set Preferences page but users with access to editing role records can set preferences that tailor NetSuite accounts to the needs of a particular role. The preferences set for a role serve as the defaults for any account users who log in with that role.…

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jun 30, 2022 6:06AM

Hi @User_KHKYI, It mainly depends on the value you set on the Set Field Value > Trigger On field. For more information about the Set Field Value action and its triggers, visit SuiteAnswers 11527. With regard to triggering the workflow without viewing or editing an Invoice, I suggest initiating it as a scheduled workflow.…

in Including Invoice Last Paid Date on Customer Statement Comment by James Virtudazo-Oracle Jun 30, 2022 2:44AM

Hi @Amjad Kasem, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in closing accounts but small amount still appears Comment by James Virtudazo-Oracle Jun 29, 2022 8:18AM

Hi @Amjad Kasem, Glad to hear the issue has been resolved. With regard to customizing standard Center Tabs, you may visit SuiteAnswers 48984 for the detailed instructions.

in Add / remove Navigation menu bar Comment by James Virtudazo-Oracle Jun 29, 2022 7:46AM

Hi @User_XQ321, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in "Invoice Printing" Audit Log Comment by James Virtudazo-Oracle Jun 29, 2022 7:40AM

Hi @Kedalene The preferences found in Home > Set Preferences page are specific to your NetSuite role. If you have multiple roles in NetSuite, the preferences you set in one role usually do not affect your other NetSuite roles. For more information, visit SuiteAnswers 8980.

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jun 29, 2022 2:58AM

Hi @User_KHKYI, Feel free to let me know if you encounter any issues with sourcing the Last Paid Date. ? Also, by clicking Yes on the "Did this answer the question?" on my previous comment, it will be tagged as the Accepted Answer. Doing so will help other community members who might have the same concern find the answer…

in Including Invoice Last Paid Date on Customer Statement Comment by James Virtudazo-Oracle Jun 29, 2022 12:19AM

Hi @Amjad Kasem, Just following up on this. Do you still require further assistance with the Support Center Tab?

in Add / remove Navigation menu bar Comment by James Virtudazo-Oracle Jun 29, 2022 12:15AM

Hi @User_LEFEU, I'm glad I was able to help! ?

in CRM tasks on projects Comment by James Virtudazo-Oracle Jun 28, 2022 11:57PM

Hi @Kedalene, Just following up on this. Were you able to verify the source of the Reports Center Tab? ?

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jun 28, 2022 11:55PM

Hi @User_LEFEU, Apologies for the delayed response. We can create a custom sublist by creating a Saved Search and deploy it to the Project > Resources by following the steps below. We cannot deploy it to Time Tracking as it is also a sublist. 1. Navigate to Lists > Search > Saved Searches > New 2. Click Task 3. Click…

in CRM tasks on projects Comment by James Virtudazo-Oracle Jun 27, 2022 7:45AM

Hi @Kedalene, Thanks for providing a photo of the list. After running some tests on my end, the Reports tab - possibly the one deployed to the Classic Center - showing up on the role with the Accounting Center may be caused by the Home > Set Preferences > Appearance > Use Classic Interface preference being enabled.…

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jun 27, 2022 6:36AM

Hi @Altmann02, Glad to have you with us today! Thank you for posting a new thread. ? Allow our Gurus to check on this and we will keep you posted for any updates. To other members, feel free to comment your insights on this as well.

in Best way to unwind automatic bank feed? Comment by James Virtudazo-Oracle Jun 27, 2022 3:58AM

Hi @Kedalene, Is this a different client from the one you previously provided a screenshot of?

in remove the entire Reports menu, Transactions > Transactions Overview, Order Management, Employees, Comment by James Virtudazo-Oracle Jun 27, 2022 2:15AM

Hi @User_KHKYI, Glad to have you with us today! Thank you for posting a new thread. ? After running some tests on my end, I was able to display both the Invoice and Payment on the Statement PDF using the Standard Statement PDF/HTML Template and unchecking the Show Only Open Transactions box on the Print Statement page.…

in Including Invoice Last Paid Date on Customer Statement Comment by James Virtudazo-Oracle Jun 27, 2022 2:04AM

Hi @Amjad Kasem, You may visit SuiteAnswers 9798 to check the default sets of Center Tabs which are based on the roles' Center. With regard to the Support Center Tab, can you also check if it is on the Commerce > Site Builder > Tabs page?

in Add / remove Navigation menu bar Comment by James Virtudazo-Oracle Jun 27, 2022 12:43AM

James Virtudazo-Oracle Bronze Medal

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