TIP #2: In some cases, the entity name is removed or is missing from the record. This is because of the auto-generated number for the entity record. To show the entity name, you will need to manually tick and re-tick the auto checkbox for each of the entity records. This will replace the auto-generated entity ID with its…

Tip #1 When testing roles and permissions, I always refer to the NetSuitePermissionUsage spreadsheet to check the available permissions and use my No Permission role to identify which permissions need to be added or removed. Click here to watch the how-to video. 

Hi @Ammar, I would like to know the following: Are you using a OneWorld account? Is there any restriction in the custom role or in the employee record? Are you getting an error when accessing the credit memo? Adding the Credit Memo permission and setting it to Full access level should let you have access to the record…

Hi @Fah, Are you using NetSuite.com or NetSuite2.com? Have you tried checking in the Connect Browser?

Edit your Sales Account Manager role and set the following to allow Employee 1 to add Employee 3 to your Customer 1 record. Subsidiary Restrictions = Selected Selected Subsidiaries: Parent Company Subsidiary 1 Allow Cross-Subsidiary Record Viewing = True Thanks,

That's great! I'm pleased it's the report you were looking for. 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 @User756403-Oracle We 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 @Nine-Oracle Please check the following: A. Check the value set in Report by Period preference Navigate to Home > Set Preferences > Analytics > Reporting Set the Report by Period field to Never Click Save B. Check if there are Commission Plan/s which To date is within or exceeding the date range in the report. Navigate…

Hi @Fah , 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 @srussell 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 @User_5OUXV, I'm afraid the result you're looking for isn't available through a saved search. To get the report you want, I recommend creating a workbook with the case dataset. Step I: Create dataset. In the case dataset, add Issues: Issue Type and Case Creation Date/Time fields. To get this week's cases with issue type…

Hi @Dirk Nieuwkamp, Since you mentioned that Employee 1 edited the customer record of Customer 1, are you trying to add Employee 3 in the Sales Rep column? If so, this is not possible as the permission allowed in this role is only for record viewing. To test, login as the Administrator and add Employee 3 to the list. Once…

Interesting. I tested this and it worked before. Try itemline.item only. Here's the result of my testing. Regards,

Hi @ImeldaSanchez 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…

Yes, that will work if you are good with the full access level to the Purchase Order permission. The enhancement is if the Transaction permission set to view or edit. Please do not forget to vote for the enhancement request at SuiteIdeas. Regards,

I am exploring SuiteAnalytics to populate this report. How do you get the average number of case issue type for the past year? I need this to create a formula in the dataset. Thanks,

It is feasible through scripting since SuiteScript APIs have the option to set values to ignore mandatory fields. However, you may need to create extra custom field(s) that serve as flag to indicate that the record(s) are created by Suitebilling which scripts can check. I hope this helps.

Hi @Fah , Look for something like transaction where type = estimate. I hope this helps. Regards,

Thank you, @CDuf. Glad to see you here! ? @Dirk Nieuwkamp, can you please check in your Employee 1 & 3 records if there is a Classification set? Navigate to your Sales Account Manager role > Restrictions tab. Is there anything in the list?

Is the preferred form customized? You should be able to verify it in Customization > Forms. Also, have you checked if there is an amount or quantity defined in the transaction? It seems the error message "Please enter a value for amount" says it is missing one of these fields in the line item.

Hi @User_G9NIK, 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 @Curtis Beene I've sent you an email with the Support Case I created. Please continue to work on this issue through the case. Thank you.

Hi @srussell I would like to isolate the issue by checking the form used. Please recreate the transaction using the standard forms of opportunity and estimates. Let us know if you still get the same message.

That's great. I am glad it worked. ?

Hi BN, 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_G9NIK, 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 @Nine-Oracle, 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_EQGQ1, To see the System Notes, edit your custom role > Permissions > Lists > Add Notes Tab permission. I hope this helps.

Thank you for the screenshots. Per checking, the permissions are all good. There is an existing enhancement logged under #359404 to have the ability to view workflows with Workflow and Transaction permissions. There is no available workaround, and I suggest voting for this enhancement request at SuiteIdeas.

Apologies for the confusion. Enabling Allow Audience to Edit is to allow other roles to edit the search, meaning they can make changes and resave the search. If you're the owner of the search, you can always edit it. However, you also need to consider other permissions. Since this is a transaction-saved search, please make…