hi @Alex Joves -Oracle, Thanks for the information. Our company uses SSO as the access method, so logging in to NetSuite does not require password validation. When someone outside the company tries to add our account to their NetSuite environment, we’re unable to access their portal even after verifying settings on both…

Yes thanks @Clarisa De Torres-Oracle I believe this is unrelated to AvaTax, as the issue is with a calculate Tax Code field in NetSuite. Thank you,

Hi @Clarisa De Torres-Oracle I really appreciate your response regarding the issue so far. I've submitted Case #6305152 and waiting for a reply from the support team. Could you please take a look? Thank you,

Hi @Patrick Fresnosa-Oracle, Thank you for your follow-up. We're using Avalara to calculate taxes for customers, but for some states, we use other custom tax codes. The GL impact remains the same in both cases. I don’t believe this issue is related to the custom form, as taxes are being calculated correctly on all forms in…

Hi @Patrick Fresnosa-Oracle , Thanks for your response. We're using the Advanced Taxes feature, and the tax code already exists in both SB1 and Prod. All related information, such as customer, item, etc., is also present. I can confirm that the data is consistent between the two environments. The only difference is that…

Hi @Alex Joves -Oracle Yes, I do have the button "Upgrade Checklist" in my transaction form, there are no forms there for me to upgrade.

Hi @Patrick Fresnosa-Oracle, Can you please review this project one? as the calculated end date didn't match with the farthest date in the future of project task? (Please also delete this URL after checking for infosec purposes) Project Thank you,

Hi @Angelica Mae Segador-Oracle, This is the current display of the field This is my expected display: The expected result is a correctly formatted HTML view. When I manually copy and paste the full HTML code into the Default Value field of custrecord_psa_view_ui, it works as expected. However, since there are multiple…

Thanks @Angela Bayliss for your thoughtful explanation. This field is managed by our customer support team and is updated anytime. I believe a better approach in this situation would be to "block access from the UI" for the record. If you have another suggestion, please let me know. By the way, could you guide me on how to…

Hi @Angela Bayliss @Alex Joves -Oracle Below are images when I logged into custom role as you wanted: Firstly, the value of that custom record is using for a crm field called "support category" When I click on the URL value, it opens the instance details. Furthermore, when I navigate to the list of custom record, there is…

Hi @Angela Bayliss @Alex Joves -Oracle I tried your way, but it still cannot resolve, the custom role still can edit/create instance to the custom record. Below are images of my custom record. In this scenario, I want Global Production Support role can only view the record.

Hi @Patrick Fresnosa-Oracle, Yes, that’s correct. The tax codes are still set to the US, and this applies to all roles. I am currently using the Admin role. There are several bundles applied to the opportunity on our side, including 26846, 53195, 4884, 8421, 2020, 15729,.. Do you know of any potential reasons for this…

Hi @Patrick Fresnosa-Oracle I understand the problem. The first time I click "Ok", the page refreshes with the new reseller and tax code. However, immediately after, it auto-refreshes a second time and reverts to the previous version. That’s why, even after clicking "Ok", it seems like nothing happens. Could you please…

Hi @Able Wilson Thank you for your comments. In conclusion, we can only customize email notifications throughout saved searches, default notification from NS can't be edited.

hi @Veronica Steluta Mincior-Oracle This is a snip of the CSV import setup after granting the "Import CSV" permission to the custom role. I granted these permission below: -Set up CSV preferences -Export lists -Back up your data -Import CSV Flie There is no Saved CSV Imports feature to be chose.

Hi @Wee Ming It was automatically set to execute as the Administrator role. Could this be the problem? (I'm currently using Admin role to work on this) I followed your steps changed the date, but it still queries the wrong total count. I tried another way by creating the saved search directly in the script, and it runs…

Hi @Mel H You should clear your browser cache. The problem might be that your browser has used up too much memory (MB), causing it to malfunction within the NS system.

Hi @Vajrala Madhu Reddy, Here it is: Record link to Opportunity record (under CoM Subtab) Record settings:

Hi, I do have. Should I submit a ticket to NetSuite for this. The other custom records still appear in saved search list, but not this one.

Hi, the snip above is the record setting

I have already checked all those permissions. But it still not show up in saved search list

Hi @Anuja R M / @Gracelin Edith thank you for the advice. I still got that issue. Context: Custom Field belongs to Case Form. The drop-down values in the field come from the list of a custom record type. I have set the "Custom Record Types" in that User/role to view as well, but when I change role for testing, it still…

Hi, Many thanks! I can proceed based on your clear instructions. Thank you, Thanh