Pratik Teredesai-Oracle Silver Trophy

Hello @Anco Distributors, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case…

Hello @esabis, I will try creating a Video based article soon and will update you regarding the same.

Hello @User_ZRJXX, Can you please take a look at Setting SuiteAnswer : 91071 Department, Class, and Location Restrictions this explains the behavior of Department/Class/Location. A basic framework would look like. Best Practice would look like : Department: Use for major org structure (Layer 1). Location: Repurpose as…

Hello @Tafranklin5, NetSuite keeps historical address records that show in searches but not in the customer UI. Usually, you should only clean up the current/active addresses, not the hidden/historical ones, unless your business process requires otherwise. Filter your search to exclude older/hidden addresses to prevent…

Hello @User_56FCP, sorry for the delay I am currently working on this and will get back to you with an update.

Hey @User_Z3A0R, Just checking in to see if you got a chance to look at the comment I posted earlier. If you found it helpful, please consider clicking "Yes" under "Did this answer the question?". It helps others with similar issues find answers more easily and also, it contributes toward earning your Answer Accepter…

Hello @User_44UPO, Glad it worked for you. Feel free to reach out if you need assistance in future. ______ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them…

Hello @User_44UPO, Yes this is possible. 1. You can create New Customer Statuses : By going to Setup > Sales > Customer Statuses > New. 2. You can set default customer status preferences on the General subtab at Setup > Sales > Preferences > Sales Preferences. The SuiteAnswer : 9769 Customer Statuses describes how to…

Hello @User_Z3A0R, Changes will only apply to transactions created after the custom segment is added. To include past transactions, you’ll need to run a mass update to assign the segment retroactively. Access is restricted users can only view transactions tied to segment values they have permission for. For more info,…

Hello @esabis, It seems like there might be something else needed to be investigated here. I suggest creating a support case so that this can be addressed properly. You can show them these solutions which would help support to understand the situation. _____ In case you know someone who is new to NetSuite, we encourage you…

Hello @Paul Yuncker, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @User_RLXCM, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Kei M.-Oracle, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @jon.landon.love, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case…

Hello @User_BMJDV, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @User_Z3A0R, You can achieve this using a Custom Segment instead of using a custom field for region. Create the Region Custom Segment Go to: Customization > Lists, Records, & Fields > Custom Segments > New Name: Region Application Sourcing To: Customer, Employee, and any transaction types relevant for reporting.…

Hello @Marie4455, Thank you for your response. You can always provide feedback for a SuiteAnswer by clicking "Was this Helpful Yes/No" button. Which would then result in the Team making their changes accordingly. If you require assistance in future, don’t hesitate to reach out. We are happy to help! Thanks ______ In case…

Hello @Tom Dalton, Just wanted to check if you were able to see the possible solution provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Marie4455, “Automated Outsourced Transactions” : this term encompasses the Work Order, Assembly Build, and Inventory Transfer transactions created through the OSM flow. If these preferences aren’t set, NetSuite reverts to standard forms even if custom ones were already working pre-upgrade. As you noted, without…

Hello @Tom Dalton, Adding to what @Todd N Niedringhaus has to say. If you want to purchase a sandbox account, contact your NetSuite account manager. After a license is created for your sandbox account, a user with the Administrator role in your production account should complete these steps. Below are some SuiteAnswers for…

Hello @Mega-Tech, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @Marie4455, I agree with @Chelsea Jacobs. 1. Checking if the Form being used is Active (Custom Form Internal ID 62) 2. Confirm if the form being used is 62 on Previous POs or While Creating a New one see if the form selected is same internal ID (Sometimes it can be similar names) Check URL it should mention Internal…

Hello @esabis, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…

Hello @User_RGA2Z, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Kedalene, Thank you for the update. Glad it worked. If you need assistance in future, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Kedalene, Just wanted to check if you were able to see the possible solution provided in my previous comment. If you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Kedalene, Glad you were able to resolve it. Feel free to reach out or Post Questions in future if needed.

Hello @User_RGA2Z, In NetSuite, every user who needs to log in to the system (regardless of permissions or access level, including "View Only" users) requires a user license. NetSuite does not offer a way to create an interactive, authenticated account (even view-only) without consuming a user license. Only users who…

Hello @User_SCYT4, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @esabis, Let's try this from Scratch and try recreating the search as well as email template. Below are screenshots on how the saved search should look. Saved Search Criteria Setup : Saved Search Results Setup : Saved Search Email > Customize Message : The email should look like : You can try adding and modifying the…