Hi @Luis G Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_GY7YY. Since assigning classifications to a customer record is an enhancement request under Enhancement #15880, I consulted this internally, and I was advised that the desired behavior is possible via workflow. You can create a Transaction Saved Search and filter it using the customer's group. In the workflow, you…

Hi @User_X9751, Per checking, this is logged under Enhancement #254784 Manage Roles > Reports> Permission > Provide level of permission/ restriction to drill down specific account details even if Financial statement report permission is granted on the role. As a workaround, remove the financial statement permission in the…

Hi @Steamericas-Curtis, No, I was not able to link it using the search. I can only use the List/Record to link the Solution and it behaves the same as the Insert Solution field when searching. Per checking, there is no workaround to search the solution using "contains = keywords" in the field. I hope you spare some time to…

Hi @User_GY7YY Thank you very much for creating this thread! Let check if there is a possible workaround and I will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @katherine_15328, I've messaged you directly. Please verify, and I'll wait for the requested information. Thank you.

I appreaciate your clarification on this concern, @Sara Gregorsson. Per checking, the Audience and User Role fields are not available in the search. The ability to create a report or search with the list of users' roles who have access to a report or search is logged under Enhancement #193771. Please visit SuiteIdeas to…

Per checking, this is currently logged under enhancement #206155 Case > Communication > Outgoing from Support Rep > Insert Solution: Ability to customize the solution title search key word/s. I tried linking the Solution search to the custom CRM field to no avail. Let me run other tests and update this thread. If other…

Per checking, an enhancement request was logged under Enhancement #509338 Charge-Based Projects > Generate Actual Charges > Too Slow and found no alternate solution for this. I hope you spare some time to vote for the enhancement at SuiteIdeas and add notes so we can increase the number of votes it has. Thank you.

Hi @Steamericas-Curtis Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_V5KBL Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_1K0CO For bulk processing transactions to be printed is logged under Enhancement #45533. I consulted this internally, and I am advised that the desired behavior is possible via Script. If you're knowledgeable with scripts or have in-house developers, then you may work with them. If you need assistance in the…

Thank you for keeping this thread updated, Yohann.

Hi @Sara Gregorsson, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer…

Hi @buebelhor, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Jeff Pineda. It's nice to see you back! This is actually logged under Enhancement #232377. You can try the following workaround, but it may or may not resolve the issue. Add the your name in the group > Save Set the folder in file cabinet as Private > Save Undo steps 1 & 2 I hope this will work on your end. Please do…

Hi @Sara Gregorsson, Below are the things you need to consider when a user or role cannot access a record or report. User roles must have sufficient permissions on the records for the user to run the report, and they should not be restricted in the report's audience tab. Please refer to the SuiteAnswer Standard Roles…

Hi @Tim S Jaha Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Thank you for checking on this, @buebelhor. If you still encounter the same issue, please navigate to Setup > Company > Sent Email List and look for an email with the subject "NetSuite Activity Reminder" and let us know the status of the reminder email.

I appreciate you for providing the information, @User_D5B9W. Please check the Purchase Order permission in the custom Employee Center role. If the role has enough permission to edit the transaction then it is not a permission issue. We need to consider the existing process you have like workflows and scripts. Purchase…

Hi @User_1K0CO Is this PO attachment saved in one folder in the file cabinet? You can download it from the file cabinet's folder. Also, printing purchase orders in bulk can be done in Transactions > Management > Print Checks & Forms > Print Purchase Orders. Make sure to enable the Allow Reprinting checkbox to be able to…

Hi @User_D5B9W I would like to confirm the following: Is the Edit button available in the record? Did you get any errors when attempting to edit or when saving the purchase request? Was the request already approved or rejected by a supervisor? Is there a script or a workflow associated with this record and process? Thank…

Hi @buebelhor Please confirm the following. Does the employee record have an email address? Is there more than one instance of an activity (task, event, phone call) that begins at the same time? Navigate to Setup > Company > Sent Email List and look for an email with the subject "NetSuite Activity Reminder". What is the…

Hi @paula.courtemanche I understand that you wanted to show only the system notes dated on or after transactions are approved, but this functionality is a limitation of the system. Per checking, I do not see an enhancement request filed for this same scenario. You may want to submit this as an enhancement request at…

Hi @LLG, Yes, the email you sent from the Communications subtab will be recorded as LSA. But your reply from outlook won't. Thank you.

Hi @LLG Only tasks, phone calls, events, notes, and messages that are created under the Communications subtab of customer records are being tracked by LSA. whereas marketing campaigns are created under the Campaigns subtab. Emails or activities coming from NetSuite for Outlook are not handled by the LSA field because…

Hi @Tadas Gasiunas, Per checking, the enhancement request is still open. Have you voted for this request? I hope you spare some time to vote for the enhancement so we can raise the number of votes it has. You can include notes in NetSuite explaining why you require this feature. Thank you.

Hi @paula.courtemanche I am actually thinking of using the Transaction saved search and use the following filter and fields below. Let me know if this helps.

Hi @MA User_576EZ , This feature is currently logged under the following Enhancement Requests: 70387 - Account Configuration Report > Would like a report that shows all options selected in any Configuration Tables under Setup (ex. Enable features, Accounting Preference, etc), Home > Set preferences. Should also be able to…

Hi @iecpradeep_14007, As per SuiteAnswers, if your session is timed out, it will not record the logout entry in the Audit Trail. This is similar to this thread. I hope this answers your question. Thank you.