Hi @Neo_Suite, Please let me know 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 @BWM- Shem, Have you tried grouping the fields' Summary Type like Type and Document Number? Also tagging my colleague @Shamaine Chan-Oracle and @Dominica Sevilla-Oracle. Any members who has an insight, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

If another Administrator role can't remove the roles, I would suggest to open a Support case to further check on this issue. Thanks, Michelle Jabanes | Ask a Guru

Noted on this. It is normal to not have Concurrent Web Services Users if you're not using the feature. How about the other steps? Did it help? Thanks, Michelle Jabanes | Ask a Guru

Hi Katherine, When accessing the Customer Center role, did you click on this Login as customer in Lists > Relationships > Customers > Customer record > Access tab? This behavior prevents unauthorized changes to customer passwords and emails. In order to see the links: Navigate to Setup > Company > Company Information…

Hello @User_S8PAJ, This is not a bug. When you edit the authorized contact record you will see the instructions at the upper left corner of the page. It is stated that the Name and Email can no longer be changed after creating the Authorized Contact record. If this individual is no longer authorized or you need to update…

Hi @Shahid Ansari, I would like to check if you still need assistance with this concern. 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 this answer your question”, you’ll be able to aid the…

Try the following: When you add/remove a role, please make sure that you log in as the Administrator. The Concurrent Web Services Users checkbox can be found in Lists > Employees >Employees > Edit an Employee > Access subtab. When changing the employee form Navigate to Lists > Employees >Employees > Edit an Employee. In…

No, it should not invalidate the key. 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 this answer your question”, you’ll be able to aid the community to find the solution much easier and faster…

I would like to verify the following. What role did you use when trying to add/remove roles? In the employee record, is the Concurrent Web Services User enabled? Are you using a custom employee form? If yes, try switching it to the standard employee form, attempt to remove the roles and switch it back to its default…

Hi Colleen, I'm afraid that there's no workaround on allowing these images to appear in the case email. Here's an enhancement request related to your concern. Enhancement #94692 When files or images are attached to cases, please allow them to be embedded within the case rather than having to download them separately. I…

Hi @Neo_Suite The Return Email Address under Company Information is the default email used to send email forms and reports from the NetSuite Account. When a user enters an email address in the Return Email Address field, this would be the email used when sending out email from his NetSuite Account. Email entered in this…

Hi Kim, Try using formula = ROW_NUMBER() OVER(ORDER BY {internalid} ASC). Expected result. 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 this answer your question”, you’ll be able to aid the…

Hi Kim, In your Saved Search > Results tab, add Formula (Numeric) field and the formula = RANK() OVER(ORDER BY {internalid} ASC) and make sure to sort the numeric field (in this example, I used Internal ID). Adding this as a preference is filed under Enhancement #160608 Home> Set Preferences> Reporting: Add setting that…

Hi @JoshPNW, Thank you for providing us the screenshot. This is somehow related to this thread. Customizing this page is currently logged as an enhancement request. 138675 Campaign Subscriptions: Ability to have a preference wherein the customer can select particular campaign subscriptions that will show up in the customer…

Hi @VirtusX, I would like to confirm if the provided solution helped you to remove and add new role. Please let me know if you need further assistance. 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 @Shahid Ansari, You may set the Purchase Order permission access level to View or through a script. If you're knowledgeable with scripts or if you have your in-house developers, you may work with them. If you need assistance in the scripts that you created, please contact your Account Manager so that he/she may get in…

Hi Colleen, Open link in a new tab/window is the best option for the user to launch the record in a separate tab/window. I don't see any preference that is currently available in NetSuite and found no existing enhancement request for this feature as well. Please feel free to submit one at SuiteIdeas. Thanks, Michelle…

Hi @Hakam Karawi , Per testing, when I created an estimate/quote under Subcustomer it shows under Customer record > Sales > Transactions subtab, but the transactions created from the main Customer will not be reflected on the Subcustomer record > Sales > Transactions subtab. Let me check this with our Customization team if…

Thank you for the screenshot. Adding a signature when you edit a case record is filed under Enhancement #142522 Cases > Reply to a customer > Should have a dropdown box containing different types of customized signature. The workaround I can think of is to create a New Solution and use it as a signature template. Please…

Hi Kim, What type of saved search you would like this sequence number to appear? Thanks, Michelle Jabanes | Ask a Guru

Hi @JCronin, 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, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @Asher_123, 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, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi David, I'm glad it worked. Thank you for updating this thread. I will be now marking this as answered. Regards, Michelle Jabanes | Ask a Guru

Yes, to see the list of what an employee can access, please visit SuiteAnswers: About the Employee Center Role. Employees logging in with this role can see purchase orders, expense reports, and time reports that they own. If they supervise other employees and are listed as an approver, they can also see purchase orders,…

You can create a case email template in Documents > Templates > Email Templates > New. Make sure to set Case as the Record Type. In Message tab, select the Case Email Template you created. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Thank you for the update, @Mark_BRIT. I will now mark this thread as answered. Please feel free to create a new thread if you have questions in the future. Have a good one! Regards, Michelle Jabanes | Ask a Guru

Hi @paula.courtemanche, This is a permission driven access. When we add the Import CSV File permission in Custom Role > Permissions > Setup subtab, the Import CSV Records, View CSV Import Status and Saved CSV Imports are included. Here's the enhancement logged related to this concern. Please vote Enhancement # 318224 |…

Hello Karan, The SuiteAnswer: Record Types | Answer Id: 80071 you found is actually correct. Any members who has an insight on or another way on how to track the IT equipments, please feel free to comment below. Thanks, Michelle Jabanes | Ask a Guru

Hi Osama, I would suggest to utilize the Subcustomers record. Subcustomer records have the same fields and functionality as customer records except there is a Child Of field listing the parent customer (Example: Gravity). So if a transaction is created under the subscustomers (Example: OneLife/MagicMile), it will also show…