Thank you very much for your help and thorough answer!

The 10 different employees can be provided access (using 10 licenses) and they can all be assigned the same role of "operational assistant", but one user account (1 license) can't be used concurrently by 10 different employees.

In the "Send Email" action of your workflow, there is a parameter where you can set the "Sender" of the email. What is that currently set to?

I suppose you could create every type of saved search with the Criteria "System Notes : Set by" the user. The set the results to show all System Notes fields. It would be tedious, but it could give you what you're looking for. Criteria: System Notes : Set by = specific user in question Date = preferred date range Results:…

We utilize a third-party bundle by Techfino called "Techfino Mass Deletion Bundle." It's easy to use if you're not savvy with scripts.

Did you ever get an answer for this?

I just need to see the Bill # alongside the PO # and Item Receipt # that the bill is associated with. Is that possible?

Yes, we chose to import detailed historical sales data (on the customer level) for reference and reporting purposes. With regards to your question about utilizing said historical data for Demand Planning, we were recently told by our NetSuite Technical Consultant that the Demand Planning module can generate forecasts based…

Has anyone found a way to automatically feed bank data into NetSuite? Currently, we are required to import the file manually daily.

k_dunc When I create a custom Workflow Field and set it to 'store value' of a type List/Record --> Employee, I see the Employee's name, but I'm hoping to get this to work for a Custom Transaction Body Field and for some reason, it's not. We want to populate the Custom Field because one of our users wants to be able to…