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Hello @esabis, You can try removing the formula "{quantityshiprecv}-{quantity} = 0" When creating the saved search and this will send email for the PO that are partially received. I was able to create a saved search where It sends email to users with PO Link. If you are facing difficulties creating saved search, you can…

Hello @Vernita, I wanted to follow up on the concern. I was also able to find a known enahcne On SuiteAnswer : 77701 Contact's First Name Does Not Show up When Sending Email in Customer's Record it's mentioned that "It is currently not possible to pull the contact's First Name from a Customer record using the…

Hello @Vernita, were you able to check my first comment on this thread. I mentioned in that comment that : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However,…

Hello @Gab JS, Below are certain possibilities : 1. Try Unchecking "Include Children" checkbox using CSV Import. Test it for a single record. SuiteAnswer : 65353 Unmark Include Children Checkbox on Item Record Via CSV Import If you still receive error or if the update fails try 2. 2. The SuiteAnswer : 36273 Edit Item…

Hello @User_AS0HK, 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…

Hello @Elizabeth Vance, 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…

Hello @Vernita, Just wanted to check 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 @Vernita, To update the Primary Contact 1. Navigate to > Customer > Contact(Subtab) > Click Update Primary 2. Edit the Update Primary Record > Click the List Next to your Expected Contact > Select the Blank area to unassign Primary Contact 3. Click Save _____ In case you know someone who is new to NetSuite, we…

Hello @esabis, Just checking in to see if you got a chance to look at the solutions posted above. 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 badge. If…

Hello @User_UWHZ9, adding to @Chelsea Jacobs Below are my insights, you can try the following : To make the saved search public: Only the owner or an admin can do this. Ask the admin and original owner to edit the saved search and set its “Audience” to Public or assign it to Jane’s role. To let Jane schedule exports: Jane…

Hello @Vernita, I tested this on a Sales Order Below are my insights : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However, there are limitations to how this…

Hello @esabis, I am sorry if the approaches I provided were too complex. I agree with what @Chelsea Jacobs, has to say. Creating a PO saved search that has JOIN with Applying Transactions(ITR) would be a great way to achieve this. I tried to create a saved search of similar kind and below are the results. 1. Go to Lists >…

Hello @User_K51C7, 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 @Narayan Sharma, 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 @esabis, I understand it can be frustrating to run into these limitations, but this is by design in NetSuite — the Employee Center role does not have access to Item Receipts. Here are some practical alternatives: Custom Email Workflow (No Code Option) Create a workflow that triggers when an Item Receipt is created.…

Hello @Narayan Sharma, It seems like this form is shown when there is an insufficient number of licenses for New Users on the account. This is also true when editing existing employees with access. The system will not allow the modification until the license seats are equal to the provisioned quantity. On your…

Hello @KNason76, Glad we were able to assist. 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 @User_K51C7, I agree with what @Sakshi_Garg has to say. Adding the condition on the "Add Button" action should resolve your concern. Condition : Approval Status != Approved Steps : 1. Navigate > Customization > Workflow > Workflows > Edit (Your workflow) 2. Navigate > Action > (Submit for Approval)Add Button > Edit >…

Hello @KNason76, For storing customer-specific shipping instructions per Ship-To location, the cleanest option is usually to add a custom field directly on the native Address record (Option 1). This keeps instructions tied to the address and ensures they flow naturally onto sales orders, pick tickets, and packing slips. If…

Hello @Craig_Verde Just wanted to check if you were able to see the possible solution in the above provided 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 @Narayan Sharma, I agree with what @Sakshi_Garg has to say. The SuiteAnswer : 87438 User Access Reset Tool Mentions : To initiate a password reset for a user with access to multiple NetSuite accounts, you must be an administrator in all of those accounts. Users who aren't Administrators but have only Core…

Hello @ksage, Thank you for the update. Feel free to post questions or reach out in future if needed.

Hello I agree with @Tigran Shahnazaryan & @Angela Bayliss, the permission you are missing is "Bulk Manage Roles". You can also see the difference or compare roles by navigating to Setup > Users/Roles > Show role differences. In NetSuite, permissions for custom roles are managed via the Role setup in the UI. Simply enabling…

Hello 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 know someone…

Hello @ksage, below are my insights : The saved search isn’t showing everything because NetSuite treats private activities as completely invisible unless the role explicitly has permission. “Run Unrestricted” doesn’t change that. To get complete counts without exposing details, you either: The Run Unrestricted option only…

Hello @aisaadaniya, checking in, 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 @User_1D0ZP, 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 @Suitestallion, In NetSuite, the Sales by Customer Detail report only displays transactions that are considered sales transactions (e.g., invoices, cash sales, credit memos). If you don’t see your Non-Inventory Items for Sale showing up, it might be due to design. You can create a "Transaction Detail Report" and get…

Hello @User_TQMLE, 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 @User_OREVM, 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…