Hi @Jeannie_13902, Are you referring to the Request URI information? Navigate to Setup > Users/Roles > View Login Audit Trail In Criteria tab Set Filter: Role = is Administrator In Results tab Set Field: Add Request URI Let me know if this helps. Thanks, Michelle Jabanes| Ask a Guru

Hi Colleen, Have you tried creating a Message Search and filter it by Customer? I noticed that all of the customer's email messages including the one created by the Customer Contact and on the Case records are present. Let me know if this search will do. Thanks, Michelle Jabanes | Ask a Guru

Hi @EarnestC, Please refer to SuiteAnswers Id: 8912 | Using CRMSDK Tags on the exact tag you should use. For transactions, please look under CRMSDK Tags for Transactions. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Asher, The ability to set a default Location for Estimates/Quotes is currently being requested under an existing Enhancement request #80811. However, this is possible using a workflow. Please see SuiteAnswers Id: 38221 | Proposal (Estimate) > Set Default Value for Location Field using a Workflow. I hope this helps.…

Hi @MichelCA, Per checking, we can only filter the Opportunity record with Sales Order transactions as we can not pull up the fields such as Type in Invoice and Cash Sale records. I tried using Transaction Saved Search and filtered it using the Type=Opportunity, however, I got the same results since both Opportunities with…

Thank you for the detailed explanation on what you are trying to do, Melanie. Is the forwarding set up done on the mailbox setting? Have you tried setting it to redirect? Thanks, Michelle Jabanes | Ask a Guru

Hello Melanie, I would like to confirm the following. How many Inbound Email Addresses do you have? Have you already set up a Case Profile? Please se SuiteAnswers below to help you create Case Profiles. 36837: Creating Case Profiles 45089: The Email Address Associated With the Inbound Email Address Sourced by Netsuite From…

Hi Asher, We do not have a specific documentation about the recommended size to upload, but each NetSuite account comes with 10 GB of total storage space on your File Cabinet. The best practice for preparing files for upload to the File Cabinet is available at SuiteAnswers Id: 8927, which Ivy provided above. You can also…

Hi Athman, On or after the bid close date, the Request for Quote (RFQ) record displays an Awards subtab. Use the Awards subtab to analyze the vendor responses and award purchase contracts to vendors. For more information, see SuiteAnswers: Analyzing and Awarding a Request for Quote. However, if you want to track the…

Hello @jmack_admin, The ability to customize the Campaign Subscription Preferences is filed under Enhancement# 163274. Workaround is not available and I suggest to vote for this enhancement request at SuiteIdeas. I hope this answers your question. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, The enhancement was created for a while now. Per testing, I am unable to pinpoint as to why it is not affecting your Classic Center roles. There is no specific preference in the field, form or even in the role to customize the landing field. This would require some checking at the back-end and I would suggest to…

Hi Asher, This is the intended behavior of the Sandbox account, some features are only available in a limited form, and some features are not available for testing in a sandbox. See the Testing Features in a Sandbox table for details. Domains are not copied from your production account to your sandbox account. Before using…

Hi @BWM- Shem, Can you please confirm if you are using an Estimate/Quote Approval Routing Workflow? Thanks, Michelle Jabanes | Ask a Guru

Hi @KNason76, See steps below on how you can create a Transaction Saved Search. 1. Navigate to Lists > Searches > Saved Searches > New 2. Select Transaction 3. Rename the Search Title 4. On the Criteria tab > Standard sub tab, add the following Filters: - Type is Sales Order, Invoice, Cash Sale - Main Line is true -…

Hi @KNason76, The "No Data Available . . ." and "This report does not include data from transactions that can stack promotions." is caused when the SuitePromotions feature is enabled, the transactions created are able to stack Promotions (Stackable Promotions) Per testing, after I disable the SuitePromotions feature,…

Hi @nag_m, Are you getting an error message when accessing the page? Make sure you are logged in as the Administrator and try clearing browser history, cache and cookies or use a different browser. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, Per checking, this behavior already exists prior to the 2021.1 update. This is happening to records/forms that have line items or sublists. I tried searching for a workaround and explored both workflow and script, but I'm afraid that there's none. Here's an existing Enhancement Request #146702 | Ability to set…

Hi @BWM- Shem, The Edit button in the Invoice record will depend on the access level set in the permission. The ability to have a separate access level is currently filed under Enhancement #169928. Per checking, there's no available workaround. Please add more details to the request when voting for the enhancement at…

Hi @Ian T, Yes, you're right. This is an email to the employee once the expense report has been approved by accounting. As for the saved search email alert, I tested it and the X-MailingID line with the search id is still present. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi @Ian T, Please confirm the following. In your email header, look for X-NetSuite: line. Do you see t=Report? Does the email subject match the name of one of your reports? Thanks, Michelle Jabanes | Ask a Guru

Hi Caleb, Yes, that is correct. 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…

Hi @rburns515, Create an Employee Saved Search and add the following fields under Results tab. 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 this answer your question”,…

Thanks Ivy! Hi @CFong_CPP, I understand how important this feature is on your end. Per checking, this feature is currently filed under Enhancement #84983. I have verified from our Scripting specialist that is supported though SuiteScript. If you're knowledgeable with scripts or have in-house developers, then you may work…

Thanks Ivy! Hello @Asher_123, Per checking, I don't see any option on how to stop the behavior without disabling the Sales Rep box on the employee record or using a workaround. I hope this answeres your question. Thanks, Michelle Jabanes | Ask a Guru

Hi @hunter, Can you send us the steps on how you perform the Inventory Detail? Also, please send us the screenshots of the permissions added in the role under Transactions and Lists subtab. Thanks, Michelle Jabanes | Ask a Guru

Thanks, Emilia! Hi @nag_m, Navigate to Setup > Users/Roles > Two-Factor Authentication Roles, set the field to Not Required beside your custom role and click Submit. 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…

Yes, Customer Refund is an Account-based generated transaction and does not generate a document number per SuiteAnswers: Set Auto-Generated Numbers | Id: 9821. In Setup > Company > Auto-Generated Numbers, you can see the available records that automatically generate document numbers. I hope this answers your question.…

Hi @Asher_123, The ability to setup auto generated numbers for Customer Refund is filed under Enhancement #210335. I suggest to vote for this enhancement at SuiteIdeas and feel free to add more details on the request. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the…

Glad to have you back here in the community, @Jyothi B! This may be related to the Enhancement #378280 | Fixed Asset> Reports > Generate Reports> Provide ability to choose Periods instead of Date Range. I am also tapping my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle who has the expertise in this area.…

Have you tried adding the ${preferences.MESSAGE_SIGNATURE} to your scriptable template? Thanks, Michelle Jabanes | Ask a Guru