@User_ZSBAE To restrict visibility further, create a Custom Role with limited permissions. Set Customer Record Permissions to View and use Field-Level Security to restrict fields to "None" for sensitive information.

Hii @Shubham_Singh You can source a field value into a custom field by setting the Sourcing & Filtering options in the custom field setup. Under the Source List, choose the related record, and then select the specific field to source under Source From. I hope this helps !😊

Hii @GSONI Yes, you can create this report using a Transaction Saved Search. Group by Sales Order Number and sum the amounts for Sales Orders, Invoices, and Credit Memos under the Results tab.

Hey @Benjamin Paul - USA Hope you are doing well disable the Invoice Summary feature - Given the regulatory importance of the Invoice Summary in Japan, it is advised to consult with your legal or compliance team before making any changes. If the feature is mandatory for compliance, disabling it may not be advisable.If your…

@User_12 sticky note permissions in NetSuite Custom Records/Fields: Create a custom record or field as a "sticky note" and apply role-based permissions. SuiteScript Customization: Use SuiteScript to check roles before allowing sticky note actions. Restrict via Workflow: Set up workflows to restrict editing or deleting…

@Vernita Here’s a general approach Payment Processor API (e.g., Stripe, PayPal): example, in Stripe, you can retrieve the customer’s payment methods, set a default, and then issue a refund to that method. Custom Application Logic If you're building a custom application, you can store the default payment method in your…