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Re: How can I edit the transactions view on related records subtab on an inventory item form
Hey @User_ETZRS, When you created the custom view, did you make it public? If, after making it "public," users still can't see it, add the following permissions to their roles: Custom …1 -
Re: Sales Rep role permissions and visibility
I see what you mean, @HC22, Can you try setting "Own, subordinate, and unassigned" and see if that changes anything? As a workaround, you can also set up a daily email notification to send …1 -
Re: Customer setup for a multi-branch manufacturing
Hey @MHS Crane, The best practice is to set up one customer with multiple Ship To Addresses. To facilitate reporting, you can create a custom "Branch" field and tag Ship To addresses and Co…2 -
Re: Saved Search formula to lookup a Project ID and return the Project Manager
@esabis @Patrick Fresnosa-Oracle For most records (95%+) in NetSuite, you can show the "non-stored" custom field value in a Saved Search if the result is populated via formula or sourcing. …1 -
Re: Is it possible for a Workflow to set Journal Entry lines?
Hey @Javier P., No - updating Journal Entry's line-level "Name" field via Workflow is impossible. You would need to write a script for that. If it is a one-off update, you can use a CS…1