Hi @KNason76, I tested this when I first posted the suggested custom transaction form and it used the email template I set in it. I used the custom transaction form when I created an invoice and it worked fine. Thanks, Michelle Jabanes | Ask a Guru

Hi @jb123, The feature you're requesting is not available within the NetSuite line of application services. Per checking, there are two enhancement requests related to this concern. Please visit SuiteIdeas and vote for the enhancements. 288949 Documents > Files > File Cabinet > New : Ability to Link File Cabinet Folder to…

Hi @User_H7U29, There are two Enhancement Requests logged related to this concern. Per checking, there is no workaround to separate the handling cost when applying the free shipping. I would suggest to vote for the enhancements at SuiteIdeas. 188875 Ability to charge handling cost with Promo Codes. 94109 Lists > Accounting…

Thank you for checking. Do you also have the same set up from SuiteAnswers article for Charge Handling cost with Free Shipping | Answer Id: 78877? Navigate to Lists > Accounting > Shipping Items Select the desired Shipping Item Shipping and Handling Rules subtab Uncheck FREE IF TOTAL ORDER IS OVER. Set a Shipping…

Hi @User_H7U29, I would like to confirm if the Charge Handling Separate from Shipping checkbox is enabled. To check, please make sure to login as the Administrator and navigate to Setup > Accounting > Setup Tasks > Shipping. Also, here's the SuiteAnswers article for Charge Handling cost with Free Shipping | Answer Id:…

Hi Elena, I'm glad it worked! 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, Michelle Jabanes | Ask a Guru

Hi Paul, I am glad that you were able to save the Sales Order. Upon checking, there's no filed defect/enhancement related to this issue. Thanks, Michelle Jabanes | Ask a Guru

Hi Elena, In your Estimate Saved Search please use the Criteria below to show Estimates with their Sales Orders generated. In the Results tab > Add Field: Applying Transaction Sample Result: However, if you want to pull up all Estimates with no Sales Orders please use the Criteria below. I hope this helps. Thanks, Michelle…

Hi MJ, The NetSuite Permissions Usage spreadsheet is only updated once the NetSuite update is done and this information is not included in the Release Notes. I would suggest you bookmark this SuiteAnswers article: Permissions Documentation | Answer Id: 9911 to download the latest NetSuitePermissionsUsage.xls after the…

Hi Charlene, I would like to follow up on this post if you need further assistance. 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, Michelle Jabanes | Ask a Guru

Hi Gregg, I would like to follow up on this post if you need further assistance. 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, Michelle Jabanes | Ask a Guru

I'm glad that everything is working now. 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, Michelle Jabanes | Ask a Guru

Hi @User_SZ0C3, In your Customer Saved Search > Results tab > Add Formula (Text) field > Formula = {contact.entityid}. You should see the contacts associated to your customer record. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, Per checking on this error message "Please enter value(s) for: Promotion, Coupon code" the problem seems to be with the browser caching. Try to clear cache or use a different browser and let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru

Thanks Ivy! Hi MJ, Any changes to NetSuite between NetSuite 2021.2 and the previous release can be found in the 2021.2 Release Notes. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on…

Hi @User_SZ0C3, You can use Contact Saved Search to pull the Customers related to the Contact record. Please see sample below. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did…

Hi Paul, Thank you for creating this thread. About this concern, this is best handled by our Support team. I suggest to submit a support case to further assist you in this matter. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, Per checking, the Usage Limits > Each Customer can use the Promotion field is set to use One time only. Have you tried using a different customer on the second sales order to check if you can successfully apply the promotion? For reference, see SuiteAnswers: Setting Usage Limits on SuitePromotions | Answer Id:…

Hello Liz, I would like to check if you have further questions. 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, Michelle Jabanes | Ask a Guru

Hello Kabir, Where are you trying to put the shortcut? Are you good using the Shortcut portlet? Thanks, Michelle Jabanes | Ask a Guru

Hi Katherine, This is related to this thread: Unable to access NetSuite Account Center. Please open a Support Case and refer to Defect #638698 Follow up on Issue 638303 > Clicking on NetSuite Account Center > Being redirected to the Home Dashboard/Homepage. Thanks, Michelle Jabanes | Ask a Guru

Hi Charlene, For a custom role to have access to view or edit Billing Rate Cards, permission must be added to the role. Login to Administrator Role Navigate to Setup > Users/Roles > Manage Roles Click Edit for the Customized role Click Permissions Click Setup Permission: Select Accounting Lists Level: Select the desired…

Hi Geeta, I would like to check if you need further assistance. 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, Michelle Jabanes | Ask a Guru

Hi Bill, 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, Michelle Jabanes | Ask a Guru

Hi @User_USNDV, Please file another case and refer to Defect #638698 Follow up on Issue 638303 > Clicking on NetSuite Account Center > Being redirected to the Home Dashboard/Homepage. Thanks, Michelle Jabanes | Ask a Guru

Hello Liz, When merging records you will receive a warning message similar to this screenshot below. Per checking, there is no way to unmerge merged customer record and as a workaround we need to create new customer and then on the main customer record rename the transaction which is for the other customer. I hope this…

Hi Melanie, Please contact NetSuite Support by phone. Call the number provided by your account manager. For quicker assistance, please have your account ID ready when you call. To view your account ID, use one of the following methods: Find your NetSuite account ID at the beginning of the NetSuite URL. For example, if the…

Hi Melanie, Pages are not opening because cookies aren't working correctly. Can you try to clear your cookies one more time using the steps below? Just making sure that we select All time in time range when deleting the cookies. Open Google Chrome At the top right, click More (three dots) Choose Settings Privacy and…

Hi Gregg, Navigate to Reports > Marketing > Lead Source Analysis > Customize Detail and add the following columns below. Columns Lead Count: Sales Rep: Name (Grouped) Lead Count: Lead Lead Count: Company Name Lead Count: Client Status: Status Lead Count: Lead Date Lead Count: Conversion Date Lead Count: Client Status:…

Hi Colleen, Per checking, we currently do not have this kind of report available where you can see the user's navigation when logging in Customer Center role. I've also checked and there's no existing enhancement request. I would highly suggest to submit one at SuiteIdeas. Other users may also jump in and share their…