Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @User_XQ321, I would like to follow up on this thread. We would like to further investigate this issue. If you could send us the screenshot of the workflow logs when the affected user tries to view the JE, it would be helpful. Regards,

I'd like to follow up on the results of switching browsers. In some cases, this is due to an incompatible browser extension. Could you please look into this? Thank you.

You're welcome, @kfluk. 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 badge.

Hi, Per checking, there is already an existing defect filed under Issue #662865. I have created the support case and attached it to the defect. This should be included in the E-fix next week. To check on the e-fix schedule, please see SuiteAnswers: E-Fix Release Notification | Answer Id: 103478. Thank you.

Hi @GBighouse, 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. Regards,

Hi @nag_m, 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. Regards,

Hi @User_G9NIK, I agree with @Tiru Chembeti. There are three places where you can define form preferences. You can do it on the form, on the custom form list page ans on the manage roles page. For reference, please see SuiteAnswers Defining Preferred Forms | Answer Id: 10123.

Hi @NetSuite4All, Thank you so much for your suggestion. You can actually track and get notifications on the enhancements you have voted for. Please see SuiteAnswers: Check the Status of an Enhancement | Answer Id: 32561 for the step-by-step process. Regards,

Hi @kfluk, The system's behavior is that no permission = no access. However, an enhancement was raised and approved for the ability for roles to view saved reports without needing permission to view the base report. That is the reason why you can view the reports. I hope this answers your question. Regards,

Hi @Alexsandro_Brazil_Oracle, What are your criteria for each search? I suggest exploring the Suite Analytics and using the Sales (Invoiced) and Transaction Detail datasets to create new datasets to use in a workbook. You can set criteria and fields in the workbook. See example below. For reference please see below…

Thank you for confirming. Please send me the screenshot of the workflow logs when the affected user is trying to view the JE.

Thank you for keeping this thread updated, @KNason76. Can you please check in Home > Set Preferences > Transactions tab > Printing section > Is PDF set in Transaction Email Attachment Format? Are there any certain users or roles who cannot view the PDF attachment? Are you using the standard PDF or the advanced PDF template?

Hi @User_XQ321, I would like to confirm the following: Are you using a NetSuite OneWorld account? Is there any restriction in the employee record of the affected user? Please send us the screenshot of your workflow for us to check the condition fields. Thank you.

Hi @HoJo, I filed a case on your behalf to further investigate these errors. Kindly wait for the support rep to email you and please continue to work on the case created. Regards,

Hi @HoJo, Please remove the Line Id from the Field Mapping screen. I hope this helps. Regards,

Thank you for the screenshots, @kfluk. Please add Reports > Sales permission and the custom role. This should let you view this Sales by Device & Items reports. Regards,

I'm glad it worked!?

Hi @gburnham Apologies for the late response. The only way we can provision an Administrator role in sandbox is to ask the other administrator to add the role in your employee record or a refresh if there is no other administrator aside from you. Regards,

Hi @SWSearcy, 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 badge.

Yes, you are correct. You are giving permission for the role to have access to both the parent company and the subsidiary. I understand that you're editing a Customer record that is part of Subsidiary 1. However, what you are trying to do is to add a Sales Rep that is not on the same subsidiary. Please note that Allow…

Hi @KNason76, 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 badge.

Hi @SWSearcy,, Where are you seeing this owner field in the file record? As per my testing, my name appeared in the System Notes as the person who created the file and not the owner of the folder. See screenshots below. Folder: File: Thanks,

Interesting. Can you please send me a screenshot of your custom role with all the permissions and restrictions assigned? Thanks!

Thank you for checking, Ammar. What subsidiary was assigned to this custom role? Try enabling Allow Cross-Subsidiary Record Viewing and let me know if this works. Regards,

Hi @Dirk Nieuwkamp, 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 @kfluk, In Permission > Reports > Add Report Customization with Edit access level. I hope this helps.

You're welcome. Thanks for the update, @ImeldaSanchez!

Hi @user13588389, It seems that this is a 3rd party bundle. I would suggest contacting the bundle owner to check on this. Regards,

Hi @kfluk, I'm afraid that this is not possible. Users can only view or access reports if they have permission to access the records and report. I hope this answers your question. Regards,

Also, please check your browser settings. Method 1: 1. Open Google Chrome 2. On the URL type: chrome://settings/content/pdfDocuments 3. Disable Download PDF files instead of automatically opening them in Chrome setting Method 2: 1. Click the More Options button on your Chrome 2. Select Settings 3. On the left hand side,…