Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @Alexsandro_Brazil_Oracle, What are your criteria for each search? I suggest exploring the Suite Analytics and using the Sales (Invoiced) and Transaction Detail datasets to create new datasets to use in a workbook. You can set criteria and fields in the workbook. See example below. For reference please see below…

Thank you for confirming. Please send me the screenshot of the workflow logs when the affected user is trying to view the JE.

Thank you for keeping this thread updated, @KNason76. Can you please check in Home > Set Preferences > Transactions tab > Printing section > Is PDF set in Transaction Email Attachment Format? Are there any certain users or roles who cannot view the PDF attachment? Are you using the standard PDF or the advanced PDF template?

Hi @User_XQ321, I would like to confirm the following: Are you using a NetSuite OneWorld account? Is there any restriction in the employee record of the affected user? Please send us the screenshot of your workflow for us to check the condition fields. Thank you.

Hi @HoJo, I filed a case on your behalf to further investigate these errors. Kindly wait for the support rep to email you and please continue to work on the case created. Regards,

Hi @HoJo, Please remove the Line Id from the Field Mapping screen. I hope this helps. Regards,

Thank you for the screenshots, @kfluk. Please add Reports > Sales permission and the custom role. This should let you view this Sales by Device & Items reports. Regards,

I'm glad it worked!?

Hi @gburnham Apologies for the late response. The only way we can provision an Administrator role in sandbox is to ask the other administrator to add the role in your employee record or a refresh if there is no other administrator aside from you. Regards,

Hi @SWSearcy, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Yes, you are correct. You are giving permission for the role to have access to both the parent company and the subsidiary. I understand that you're editing a Customer record that is part of Subsidiary 1. However, what you are trying to do is to add a Sales Rep that is not on the same subsidiary. Please note that Allow…

Hi @KNason76, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @SWSearcy,, Where are you seeing this owner field in the file record? As per my testing, my name appeared in the System Notes as the person who created the file and not the owner of the folder. See screenshots below. Folder: File: Thanks,

Interesting. Can you please send me a screenshot of your custom role with all the permissions and restrictions assigned? Thanks!

Thank you for checking, Ammar. What subsidiary was assigned to this custom role? Try enabling Allow Cross-Subsidiary Record Viewing and let me know if this works. Regards,

Hi @Dirk Nieuwkamp, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @kfluk, In Permission > Reports > Add Report Customization with Edit access level. I hope this helps.

You're welcome. Thanks for the update, @ImeldaSanchez!

Hi @user13588389, It seems that this is a 3rd party bundle. I would suggest contacting the bundle owner to check on this. Regards,

Hi @kfluk, I'm afraid that this is not possible. Users can only view or access reports if they have permission to access the records and report. I hope this answers your question. Regards,

Also, please check your browser settings. Method 1: 1. Open Google Chrome 2. On the URL type: chrome://settings/content/pdfDocuments 3. Disable Download PDF files instead of automatically opening them in Chrome setting Method 2: 1. Click the More Options button on your Chrome 2. Select Settings 3. On the left hand side,…

Hi @KNason76, I would like to confirm the following: The problem is only affecting one user. Can the user view other pdf files? What browser is he/she using? Has he/she tried using a different browser? Regards,

We are now closing today’s session. We hope to see you in the next #AskAGuruLive session. I hope you learned something from the tips I shared. ? Be sure to follow the tag AskAGuruLive for updates. To help us improve this program, feel free to comment or provide feedback or suggestions. Have a great day, everyone! ?

TIP #3: Where to look for errors in your outgoing emails in NetSuite Go to List > Relationship > Bounced Email Addresses to check if you are listed as the bounced email address under your account. For more information about this, see SuiteAnswer 36705 - Viewing the Bounced Email Address List Go to List > Mailing >…

Hi @Micah Timbol-Oracle! I'd really want to visit Switzerland. I read in some articles that Switzerland is easy to get around and move on to another destination. Aside from its breathtaking views, the country has different traditions and even languages.

TIP #2: In some cases, the entity name is removed or is missing from the record. This is because of the auto-generated number for the entity record. To show the entity name, you will need to manually tick and re-tick the auto checkbox for each of the entity records. This will replace the auto-generated entity ID with its…

Tip #1 When testing roles and permissions, I always refer to the NetSuitePermissionUsage spreadsheet to check the available permissions and use my No Permission role to identify which permissions need to be added or removed. Click here to watch the how-to video. 

Hi @Ammar, I would like to know the following: Are you using a OneWorld account? Is there any restriction in the custom role or in the employee record? Are you getting an error when accessing the credit memo? Adding the Credit Memo permission and setting it to Full access level should let you have access to the record…

Hi @Fah, Are you using NetSuite.com or NetSuite2.com? Have you tried checking in the Connect Browser?

Edit your Sales Account Manager role and set the following to allow Employee 1 to add Employee 3 to your Customer 1 record. Subsidiary Restrictions = Selected Selected Subsidiaries: Parent Company Subsidiary 1 Allow Cross-Subsidiary Record Viewing = True Thanks,