Sure. I was referring to "roles are restricted to own, subordinate, and unassigned, as we do not want people seeing each other's employee profiles." The option I was recommending was to: Remove the "own, subordinate, and unassigned" restrictions from the roles Create workflows for the related records to control the…

The import file will contain the relevant information for each Sales Order, such as Customer Name, Date, Item, Quantity, Amount, and so on. This is not different from regular CSV imports. CSV Imports Overview

Hey @Nickey, You will need to remove some of the role restrictions and achieve those via workflows or scripts. When the restriction is done via workflow or a script, you can add specific employees as exceptions, which you can't do with role restrictions.

Hey @Leonardo Diego, If you want to properly test it, make sure you aren't the field/record owner. When you are the owner, you always get full permissions. Roles that only have "View" access to this field/record won't be able to create new values.

Hey @User_9VVSQ, On the Bank Details record for each Vendor, you have to specify the "Type" as "Primary" or "Secondary". The EFT solution will use the "Primary" bank, so make sure you set the additional ones as "Secondary".

Hey @Benjamin Paul - USA, You would need a script for that. If you link the Vendor Name on the Expense Line, it may negatively impact some of the reports, such as AP Aging. I suggest manually setting the Vendor on some of the Expense lines in Sandbox and confirming all of the reports work as expected before attempting to…

Hey @ACVP, The easiest would be to create a Non-Inventory Item for Sale and use it for Processing Fees. You would need to add it after the relevant item and manually calculate the 1.5%. You can also automate this process so when the "Processing Fee" item is added, the 1.5% is auto-calculated.

Hey @User_6G058, You can utilize the Excel data to create a CSV import and use it to mass-create 2,000 Sales Orders in 1-2 hours.

Hey @Janakan, The native "Account" on the Custom Transaction cannot be linked to a non-posting GL Account. Generally, non-posting GL Accounts are only used by the system to store amounts and data that it may use for posting GL Account entries.

There is a chance I have used the "Applied To Link Amount" join before and found it was more restrictive than the "Paying Transaction" join. Can't recall this clearly, and "Applied To Link Amount" may work, too.

Yes, in these cases, you should use "Maximum" or "Minimum" instead of "Sum". This should work:

Can you share some screenshots to help with troubleshooting?

Hey @NE_JohnC, You can use "Formula (text)" in the Saved Search and reference the required fields to get the number without commas.

In the second one, you should choose "Any of None", which means "there aren't any transactions".

Hey @Ken Corley, I know NetSuite made some changes to their email servers and configurations recently, which might be impacting your testing. Did you use their most recent guide on how to set this up? If you did everything per the guide and it still doesn't work, the best is to open a NetSuite Support Case and ask them to…

Hey @User_OREVM, You need to build a custom solution, where you can enter the values in a custom field/suitelet, that allows for easy selection of Ship To Addresses.

Hey @Juan Dom, You can build a Customer Saved Search with the following criteria to find all Customers that don't have any Sales Transactions (e.g., Sales Order, Invoice, etc): If you want to find Customers that have no related transaction, you can use the following criteria:

Are you selecting "Override Existing User Settings" for the roles to which you are publishing the Dashboard?

I haven't tried using it specifically with SuitePeople, but I would be surprised if you can make it work, as it is quite restrictive. Here are all the permissions for Specialized CRM/Sales Roles and it doesn't seem they will work with SuitePeople:…

Hey @PaulFleetwood, So far, these licenses haven't worked for any of my CRM Customers. If a custom record is locked, you can't edit it and add the Specialized User Role to it. Also, you can't really use them for custom integrations, dashboards, etc.

Hey @Ma. Angela Beatrice Mendoza-Oracle, NetSuite would calculate the "Realized Gain/Loss" when the transaction is settled (e.g., Bill is paid).

Hey @snaseer, You should be able to get that via Invoice Saved Search and "Paying Transaction" join. Here is a screenshot for the results that should help:

Hey @User_UNZWF, You can do that when you are publishing a dashboard with defined portlets and layouts. As you have a Custom Center Tab, you should be able to publish to that specific Center Tab only. Try that in Sandbox or on test roles first to ensure you get the expected results before trying on actual roles.

Yes, that's a custom page, but you can still build a script to parse the XML data on it. That won't be a typical NetSuite script, though.

Hey @Bee Yook, That isn't possible via native functionality. I agree that it would have been a great feature!

Hey @Ashoka_Sanjapu, Those records aren't exposed to Saved Searches. You can create a script that parses the page, generates XML output, and then sends an alert based on the defined criteria.

Hey @ABDUL HANNAN, Could you confirm that users who don't have access to records can still see information from those records via a pop-up?

I haven't seen such an article. I know from experience that if you create a Journal and tag both AP and Expense GLs with the "Name", you get issues (In and Out) on the Aging and related reports.

Hey @User_Q3A12, The "Name" is tagged when the GL is directly associated with the applicable Entity (e.g., Customer, Vendor, Employee). The "Name" isn't applied to the Expense lines on Vendor Bills, as that may negatively impact AP Aging and other reports.

It might be possible via "Applying Transaction" join and CASE statements, but you have to test, as I am not 100% you can get to the Invoice Messages from the Sales Order.