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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Comments
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Hi @User_2LD8N, You can directly edit the transaction record and input the promotion code. Please see SuiteAnswers ID 96552: Applying a Promotion on a Sales Order. I hope this helps.
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Let me tag my colleagues @Gregory Bohus [NetSuite Campus Stores SME]-Oracle and @User_1J9S2 from Campus Stores.
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Hi @Marie4455, I was able to send the transaction email with the correct text in the body and a PDF file upon creating a new purchase order record. Please see the preferences I used and how I tested it. 1. In Home > Set Preferences 2. In Vendor Record > Preferences tab 3. In Custom Transaction Form for Purchase Order To…
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Hi @Marie4455, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…
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Hi @Marie4455, I would like to check some preferences. Please confirm below: 1.In the user's Home > Set Preferences > Transactions tab > Printing section, what is set in TRANSACTION EMAIL ATTACHMENT FORMAT? 2. Navigate to the PO's custom form > Roles subtab. Is the form set to preferred in the correct role you are testing?…
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Hi @Thaya Sivapatham, Converting a Partner to a Customer record is not possible. However, there is an existing enhancement request logged under # 52529 Convert Customer to Partners and vice versa without creating a Lead Record. As a workaround, you need to create a Customer record using the partner's details. Please visit…
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Hi @User_05M48, You can use System Notes Saved Search and use the filter Field = is Primary Contact. To narrow down the results, you can also add a Date field in the filter. I hope this helps.
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We are now closing today’s session. We hope to see you in the next #AskAGuruLive session. Special thanks to our member who participated in today's AskAGuruLive, @CDuf! I hope you learned something from the answers and tips I shared. Be sure to follow the tag AskAGuruLive for updates. To help us improve this program, feel…
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Tip #3: Frequent occurrences of missing center tabs for users are often caused by caching issues. Please ensure that deleting the user's browsing history and clearing the browser's cache resolves the issue.
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Tip #2: Saved Search formula to display open estimates/quotes aged 365 days from the entry date. Search Type = Transaction Saved Search Criteria tab Filter: Type = Estimate/Quote Mail Line is true Filter Estimate Status Results tab # of Days Open Formula (Numeric) = ROUND({today} - {datecreated},0) Estimates Open within…
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Tip #1: Prerequisites for using the Knowledge Base and Topics feature in CRM. You must have the Customer Relationship Management feature enabled before you use Knowledge Base. Navigate to Setup > Company > Enable Features > CRM subtab > Customer Relationship Management. Enable Knowledge Base in Setup > Company > Enable…
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Hi @CDuf, Thank you for posting this question. Since this involves a customer saved search, I have initiated a separate discussion for this matter as it falls outside my support scope. Thank you. 😊
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Hi @Buckeye1497, Currently, we don't have one for Ohio. However, if it's something you're interested in pursuing, I suggest emailing the team who handles user groups at nsgbu-nsusergroups_ww@oracle.com. Reference, Oracle NetSuite Regional User Groups.
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Hi @Jer-el Martinez, I suggest posting this in the NetSuite Campus Stores Group, where members with the same product can provide you with insights on these types of concerns. Thank you.
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Hi @User_N360O, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…
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Hi @Vajrala Madhu Reddy, Only an administrator is allowed to edit an administrator record such as Employee record. The feature you are requesting is not available within NetSuite, and there is a related Enhancement request logged under #127274. Please visit SuiteIdeas and add your notes regarding the feature you are…
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Hi @Britt DeLoreto, That is correct. The ability to merge duplicate email address from different group when sending campaigns is logged under enhancement #153049. I suggest to vote for this enhancement at SuiteIdeas.
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Hi @User_N360O, You might have exceeded the full access license count. Please WATCH: Check the User License Count to confirm. Once confirmed that the count has been exceeded, you have two options to grant a user access: Option 1: Remove excess access from the list of current users Option 2: Buy additional licenses by…
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We are glad to help, @User_Z8QTG. Thank you for updating this thread.
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Hi @User_YGW57, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…
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Hi @Scott Shepherd, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will…
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Hi @User_Z8QTG, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…
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Hi @Vajrala Madhu Reddy, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You…
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Hi @User_2LD8N, Free gift promotions are limited to only one free gift item per promotion. The ability to limit on how many times the discount can be repeated is logged under enhancement #469666. Visit SuiteIdeas and vote for the enhancement. Please do not forget to add your comment and notes on how you would like to…
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Hi @Vajrala Madhu Reddy, It is not really a required bundle, but there is a feature like Core Administration Permissions and Bundle ID 396121: Custom Administrator Role. I hope this answers your question. Thank you.
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Hi @Scott Shepherd, Please see the article New to NetSuite | How to identify the email template used in a transaction email? on how to identify which transaction email template is used. If it is set to the default email template, please see Setup > Company > Email Preferences Transactions tab > Default Email Template field…
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Hi @dle_35705, The feature you are looking for is logged as an enhancement request under #229645 Setup > Company > Auto-Generated Numbers > Have Auto-Generated numbers for contacts. Please visit SuiteIdeas to vote for the enhancement.
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Thanks @John Griffin and @K Mukesh! @User_Z8QTG, In addition, please make sure to remove the assigned role. See NetSuite Admin Tip | Best practice to inactivate a resigned employee. Hope it helps.
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Hi @User_YGW57, This may occur when the single-record results are not empty and the formula in the single-record results includes a parameter that is already a field in the Results tab. Please follow the steps below for the solution. Open the Saved Search in question Click Edit this Search Click Email Click Customize…
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Thanks for keeping us updated, @Dani Nacpil.