Hello @SWSearcy, This is currently logged under Enhancement #539548 Analytics > New Workbook > Transaction > Data > Records > Criteria/Data tab > Transaction Line > Customer/Project is missing. Please visit SuieIdeas to vote for the enhancement request. I hope this answers your question. Regards,

Apologies. It's on now. Thank you.

Hi Duane (@User_LWYVY), 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

You're welcome, @zalp! Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks,

Hi @zalp, The statement is telling us both production and test account have a main administrator assigned, the first time the account is setup. As long as you have another administrator it is safe to inactivate the employee record of the said user. However, if this administrator is the one responsible for product updates,…

Hi @zalp, We cannot edit or delete the employee record with the negative internal ID number due to the following reasons: 1. The employee record with negative ID is the administrator that was created by Netsuite, the first time the account is provisioned. 2. Email address of that employee record admin with…

Hi @User_USNDV, Upon checking, there's is no standard process in NetSuite for the functionality that you want. I consulted this internally, and I am advised that the desired behavior is possible via Workflow or Script. Kindly reach out to your developers to further discuss this workflow. Please take a moment to update your…

Hi @nag_m, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

Hi @MJ NCO, Thank you for updating this thread. You are correct in pulling up the "created by" detail in the case record. You can also use sa Formula (Text) and use {systemnotes.name} in the formula field. Please take a moment to update your NetSuite Support Type on your profile page. For instructions, please click here.…

Do you happen to remember if you were using a workflow or a script? Regards,

Hi @nag_m, The ability to add a custom Location Type other than Store, Warehouse or Undefined is currently logged under Enhancement Request #553832. The available workaround is to use Custom Fields applied to Location Record to create Location Type tracker. I hope this helps. Regards,

Hi @User_USNDV, Can you please confirm if the Case Notification that the users received is from the newly created support case, or is it from the customer's replies? If these are system generated case notifications, the notification will be sent to the support email address. Redirecting these email notifications for cases…

Hi @Strategit_Shunta4, Thanks for creating this thread! Let me endorse this to our Guru who specializes in this area. Other users may also jump in and share their insights! Regards,

Hi @RickG_1136, I agree with @Tafara, the Customer Record must have at least Edit access level to edit the Customer Status field or it could be because of a workflow/script. Thank you.

Hi Roberto, Thank you for keeping this thread updated and letting us know that a workaround is possible by using a custom record type. I hope other users who also need this process will be able to vote for the enhancement so we can raise the number of votes it has. Regards,

Hello @Jeanine S., I would like to follow up on this thread. Please let me know if you have further questions. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

Hi Jason, Please see the steps below to customize the form. 1. Navigate to Customization > Forms > Transaction Forms 2. Click Edit beside custom Purchase Order However, if you want to create a new custom Purchase Order form, click Customize beside Standard Purchase Order. 3. Enter Name 4. Click Sublist Fields tab 5.…

Hello @Jeanine S., Please see the answers below. 1. You can hide the Access tab in the Customer Form, however, the ability to assign access via Contact record is logged under Enhancement #166284. Per checking, there's no available workaround. 2. For the list of contacts with access to Customer Center Role, we need to…

Hi Jason, Thank you for confirming. The Last Purchase Price and Rate fields can be hidden when customizing the Purchase Order form. The rests of the amount fields are greyed out and it is not editable. Here are the related enhancement requests you can vote in SuiteIdeas. Please add details when voting for the enhancement.…

Hi Jason, Can you please confirm if you're trying to hide the information from the tab below? If the Items permission is restricted, the user will get the permission violation message when the user clicks the item. He/She will not be able to view price, cost, or amount information from the item record. Thank you.

Hi @User_Y5AG0, You may check Spotler and Salesfusion SuiteApps at https://www.suiteapp.com/. Hope this helps. Thank you.

Hi @Prtk, Please provide the following information. What role are you using for NSPB Integration? Do you see the Opportunities in the results when running the saved search? Send us the screenshot of the criteria of your transaction saved search to check. Thank you.

Hi Maurice, Please feel free to update this thread if you wish to continue. Regards,

Hi @Asher_123, Thank you for creating this thread! Let me endorse this to our Guru who specializes in this area. Other users may also jump in and share their insights! Regards,

Hi @Brian D-Oracle, 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. Thanks,

Hi @Maurice Shallow, I would like to follow up on this thread. Can you please give us an example of an email format and how you would like it to be imported into the system for us to know if this is possible? Remove any confidential information when providing the example. Regards,

Hi @Jeanine S., The Preferred List View needs to be enabled to apply the custom view search settings to the record type list page for the whole audience. However, if the user changes the view, it will remember the last list view being viewed. See steps below. 1. Click Edit View 2. Click More Options 3. Click Roles tab…

Hi @Jeanine S., Have you tried customizing the view? Thanks,

Hi Kenny, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

Hi @Jeanine S., Are you referring to the list of contacts in Lists > Relationships > Contacts? If you create a Contact Saved Search without any filter, you will get the same output and use its SS ID. I hope this helps. Thank you.