Sample Answer. Thank you.

Hi @User_4SQM6, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_RG1MF I agree with Tafara. It seems your customer type is set to 'company' by default. I’d like to confirm if Tafara has answered your question. If so, kindly click 'Yes' on 'Did this answer the question?' under Tigran's reply. This helps others with similar questions find the correct answer more easily, and…

It’s pulling information from the user’s record due to {user.department}. Since you're already using the record search which in this case is an employee saved search, you can directly use the fields available from that record. I hope this answers your question. Thank you.

Hi @Panadick Is this an Employee Saved Search? Are you trying to populate the Class, Department, and Location fields from the employees' records? If so, you can simply use those fields directly, and they should appear in the results.

Hi @Benjamin Paul - USA, This type of inquiry is best handled by your account manager, as they are the ones able to answer your questions.

Hi @BM136, If you grant the role access to the reports, the role/user will be able to run them. However, the data in the report will only populate if the user has access to the relevant records and fields.

Can you please confirm that this estimate is different from the estimate in the Created From field? So, the Estimate you want to include is in the Opportunity record > Sales tab > Estimates subtab, correct? I tried adding Applied To Transaction field in the Results tab, and here are the search results.

Yes, administrator roles have no restrictions.

That's great. I'm glad it solved the permission issue.

Thank you for clarifying. Let us know if you need further assistance.

Hi @User_4SQM6, The Total Open Opportunities Detail report is a pipeline analysis report, which is why some fields in the opportunity record cannot be added when you customize it. I hope this answers your question. Thank you.

Hi @User_LBS1G, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Avinash Agrawal, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Lee Ann R, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_K51C7, In my testing, I used a Transaction Saved Search, filtered using Transaction Type = Sales Order and add other related transactions in Results tab. See same below. Criteria tab: Results tab: Sample output: I hope this helps. Thank you.

Hi @Janice De Ocampo Please add the Non Posting Registers permission in Permissions > Lists in your custom role.

Hi @CrisH7 I’ll be sure to pass along the request. Thank you for sharing your feedback.

Hi @User_WA9MO Does the user have the option to save the search, or can they only submit? I’m glad the user can now see the permission violation error when attempting to access the search.

Hi @J Daniels, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @John Edwards, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_Q1DPO, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @CrisH7, The community cookies are set to 1 day, which is why users are required to re-login every 24 hours. I hope this answers your question. Thank you.

Hi @Jordan Cohen, As per checking, this is logged under Enhancement #131296. Visit SuiteIdeas to cast your vote on this enhancement request. Please be sure to specify your desired feature in the comments, including a clear and concise description, the navigational path, and an example of the expected output.

Hi @User_LBS1G, I agree with @M.Lisa. Additionally, if you have the necessary permissions to create a customer record in your NetSuite account, you can follow the steps outlined in this SuiteAnswers article. If you don't have the required permissions, please reach out to your NetSuite administrator for assistance.

Hi User_WA9MO, Have you checked M. Lisa's solution? It's possible that the permissions are assigned within the employee record.

Thank you for your insight, Chelsea. Hi @Avinash Agrawal, Please confirm below: Navigate to the Customer Record > Communications tab > Messages. View one of the emails and go to the Recipients tab. Check the 'From' field Do you see the expected From Email Address? Email sent from NetSuite uses one of the following as…

Thank you for checking, @gbradley. On the Sandbox accounts, the Send Email To Logged In User is a feature used to redirect emails sent to the logged in user regardless of the specified recipient of the email. To verify that your testing is functioning correctly, I recommend using the 'Send Email To' option to ensure that…

That's likely it, User_6G058. Kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll also earn points towards unlocking the Answer Accepter badge.

Since your role has limited access to these options, have you considered reaching out to your NetSuite Account Administrator to have them recreate the report and apply user restrictions?