Thank you all, This sounds like a combination of using the system as intended, which we want to do, but under a write off instead of a sale. I will check the write off accounts before we test in Sandbox.

Hello and back to this! I tried sending the link to the search and my user reported back they received an error when trying to open the link I sent. "You do not have permission to view this page". When I am in the Employee Center role, under the Home Links portlet, I can select Search>Saved Search and gain access to a list…

Thank you so much! I will give this a try and report results.

I will give that a try and report back on results. Thank you!

Thank you, Yes, I am an administrator and owner of the custom search. If I give them the link, they still won't be able to save it in their dashboard will they? I know Employee Center is limited, as you say. I have researched and followed all the instructions with no success. I have wondered it it was due to me having a…

Thank you so much! Your solution worked exactly as expected. I was triggering the action in the wrong place.

Thank you all so much for the assistance and clarification! My company is a year into the NetSuite journey and we have so much to learn. I will look into the custom fields for the requisition. If there is already an enhancement I can support please let me know. It is odd that the field Options is available on the…

That field is available and you are correct, it does move into the PO. However, depending on the item code selected, different information is required. I need the system to help drive the gathering of the needed information. The data is not transferring correctly on the Order Requisition screen. Is there any way to add the…

Thank you for the response. Not the answer I was hoping for. This leads to more questions. Are there any Item Options fields that are not custom? I have not found any that are standard with the system. Is there a workaround or any suggestions for gathering this data in a way that will transition from the requisition to the…

Fairly new to NS and have a question. Depending on the bank, it is common to receive "Bank data import failed" notifications when there is no data to import? It seems we failures each Sunday and Monday.

Hello everyone! Christy Williams here from Ridgeland MS. My company Tenax Aerospace has recently moved from Quick Books to NetSuite ERP. I am serving as a NetSuite Admin as well as serving as Procurement Manager. As our company focus changes from account coding based on an invoice to coding based on purchase orders, my…