Hi @Strategit_Shunta4, Yes, the YYYY-MM-DD format is supported in CSV import. I would like to confirm the following: What is the error message you get when importing the csv file? What is the record that you are trying to import? What is the date format used in the Date Format field found in Home > Set Preferences >…

Hi @Greg Ebel, Per testing, there is an option to uncheck the Print button in the Return Authorization custom form. However, it still appears on the form. It seems like this is a potential defect, and I created a support case for this. Please kindly wait for our support rep to further assist you with this concern. Thank…

Hi @Tom Dalton 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 Kirsten, I appreciate you adding the resolution to this thread. In my test accounts, I was unable to reproduce the problem because I could not retrieve the field value even after the To Be E-mailed checkbox was deselected. When customizing a transaction email template, we need to specify the record to get the source…

Thank you for updating this thread, @Jeanine S.

Hi @User_Q72RK, To know the user who uploaded the file, add System Notes : Set by field in the Results tab. As for the email alert notification when they have added or updated a file cabinet document, it is currently logged under Enhancement #30395. Please vote for this enhancement request at SuiteIdeas. I hope you spare…

Hi @User_YMWNR, I would like to confirm the following: Is the admin role getting an error message when directly accessing the search? What type of saved search is not showing in the admin role? Is this the standard role of the administrator in NetSuite? Are you using a NetSuite OneWorld account? Is the saved search set to…

I noticed that you're using Formula (Currency). Please change it to Formula (Numeric) and let us know how it goes.

Hi @User_6PTNW, The ability to have Next Bill or Bill Remaining buttons on Estimates is logged under Enhancement #520574. The available workaround is to create Estimate (with Billing Schedule) > Sales Order > Invoice. Please vote for this enhancement request at SuiteIdeas. I hope you spare some time to vote for the…

Hi @Greg Ebel, 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 @Jeanine S. 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 @User_8OYHM, 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 @JenniferTrejo, 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 Kirsten, Please navigate to Setup > Company > Email Preferences > Transactions tab. Can you please confirm if you are using the same emial template in the Default Email Template field?

Thank you for keeping this thread updated, @Meherin.

Hi @MichelCA, Have you tried setting the Summary Type to Maximum? Let us know how it goes. Thank you.

Hi @JenniferTrejo, You need two separate datasets to link Opportuinty and Invoice amounts in your workbook. For reference, please see SuiteAnswers Link Datasets in a Workbook | Answer Id: 104215. I hope this helps.

Hi @Altmann02, Sending bulk email with attachment is possible through a scheduled workflow. You need to create a customer saved search for where you would like to send the attachment to and then create a schedule workflow. For reference, please see SuiteAnswers Scheduling a Workflow | Answer Id: 40554. I hope this helps.

Hi @Jeanine S. Yes, that is correct because by default, for other administrators to view/access the private saved searches, they need to set the Show All Private Searches to Yes. In the dashboard, there is no filter for us to show the private searches. That is why we either need to set it to public or add the role/user in…

Hi @Greg Ebel, You can create a workflow for the users to not print the transaction if it is not yet approved. As for the users who have access to the Return Authorizations List View, create a saved search that will filter the approved status and set it as default so the users will not be able to print the transaction from…

Hi @David DeLisser, If the Team Selling feature is enabled, and you add the Sales Rep field in the report, it will automatically pull up the primary sales rep. Also, if you are looking for the total quote amount when the transaction was initially created, you can use Total Amount (Transaction Currency). I hope this helps.

Hi @JenniferTrejo, In your Criteria, add Status > Field Values and look for the Opportunity status. Double click to add the fields and click Apply. I hope this helps.

Hi @User_8OYHM If the custom field was deleted, please navigate to the entity forms that the custom field was applied to and make sure to uncheck the Show checkbox. I hope this helps.

Thank you for sending us the screenshots, @Jeanine S. Instead of manually adding the search to the portlet, have you tried publishing the dashboard instead? If you have an existing published dashboard for admin roles, make sure to click on Save and Update Content button. In Apply To Tabs, select desired tabs to display the…

That's interesting! Are you trying to test this directly on the saved search or from the portlet? Are you experiencing this on other saved searches, like transaction or other entity searches? Also, please send us a screenshot of the employee search in question.

Hi @User_8OYHM 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 updating this thread, @User_UFOSV.

Apologies, I forgot to include the Enhancement #332540 for updating the FROM name even after setting the Return Email Address to its subsidiary. Per checking, there is no workaround in changing the from name. Please visit SuiteIdeas to vote for this enhancement.

Hi @MathewB, Change the Return Email Address for Subsidiaries. To do this, please follow the steps below. Using an Administrator role, navigate to Setup > Company > Subsidiaries > Child Subsidiary > Edit The Return Email Address can be changed directly Click Save In order for the Subsidiary Return Email Address to be…

Hi @User_UFOSV Does using a different browser or deleting the cache help to resolve the issue? 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…