Glad it worked! ? Regards, Michelle Jabanes | Ask a Guru

Thank you for the update, Brandon. Per SuiteAnswers id 91071, the Allow Viewing checkbox is to allow users logged in with this role to see, but not edit, data for departments, classes and locations to which the role does not have access. However, this excludes employee payroll or commissions data and users cannot view…

Hi Amar, Try to use the formula below using Formula (Numeric) field. round(trunc(({custevent12}-trunc({date}))/7)*5 + mod({custevent12}-{date},7) - case when to_number(to_char({custevent12},'D')) < to_number(to_char({date},'D')) then 2 else 0 end) Expected result: I hope this will work on your end. I will wait for the…

Hi @User_6Z1W1, I would like to verify few information. Can you please confirm that you can view the results on the dashboard, however, it is not clickable? Is this a new search? Was it working before? Thanks, Michelle Jabanes | Ask a Guru

Hi @nag_m, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. To any members who has an insight on how to add Matrix Columns Trial Balance report, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

It's fine, Kris. I am checking if these are not custom fields and yes, the standard fields are the same on NFP account. Can you try these tags below? ${transaction.entity.firstname} ${transaction.entity.lastname} ${transaction.entity.category} Thanks, Michelle Jabanes | Ask a Guru

Hi Lily, I would suggest to submit a Support Case to further investigate on this issue. Regards, Michelle Jabanes | Ask a Guru

Hi Lily, Are these transaction searches? Filters and Inactive accounts can be the possible cause why some fields are not showing on the results when exported to CSV. Can you please tell us the searches you were trying to export? Regards, Michelle Jabanes | Ask a Guru

Hi @User_6Z1W1, What type of saved search is this? Do you have permission to access the record? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_Q9SHI, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. To any members who has an insight on how to undo the applied credit memo, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

What type of saved search is this? Regards, Michelle Jabanes | Ask a Guru

Hi Lily, As per further checking, there is no defined exact values for the limit of exporting the saved search results from NetSuite to excel as it depends on many factors like the size, number of rows or columns and records and the limitation of Microsoft Excel itself. As alternate solutions if you are exporting large…

I am thinking that you are using an NFP account and these fields might have different ids. Please send me the screenshots of the Client/DONOR ID and Name field ids. Thanks, Michelle Jabanes | Ask a Guru

Glad it worked, @User_6Z1W1! Thank you for keeping this thread updated. Have a good one! Regards, Michelle Jabanes | Ask a Guru

Hi Brandon, Can you please confirm if the Department assigned to the user do not have a subdepartment? If the assigned department has a subdepartment/s just like the example below, the subdepartments will show up on the report. Unless the user's department is set to the subdepartment, then it will only show up either…

Hi @User_6Z1W1, Thank you for sending us the screenshots. We can sort and group fields on the Opportunity saved search. Please see below example. Expected Result: If you click on the Customer Name hyperlink, you will see the lists of Activities. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the…

Hi Michelle, You might want to check GeoBusiness for NetSuite. Thanks, Michelle Jabanes | Ask a Guru

Hi Kris, Thank you so much for trying testing it. What is the field ID of your Client/DONOR ID and its Name? Use the field ids to test directly to the Sales Order record to confirm tags. Follow below steps to test. 1. Navigate to Sales Order > Communication > Messages 2. Click Email 3. Enter the field ids of Client/DONOR…

Hi Jeff, I agree with you. Adding a custom Prostect status or a custom field will let you track the remaining estimates in the report. Please allow me to share some documentations that I have gathered in SuiteAnswers Customer Statuses | Answer Id: 9769 Creating a Custom Field | Answer Id: 10078 Thanks, Michelle…

Hi Jeff, If you want the status of the other estimates as Closed Won, you utilize the Opportunity feature. You can create a multiple Estimates in one Opportunity. If one of the Estimate is converted to Sales Order or Cash Sale it will automatically closed the other estimates related to the same Opportunity. Estimates have…

Hi @Kirk_Cirrus, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. I'm tagging my colleagues @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle Any members who has an insight on how to automate the restriction, please feel free to reply to this thread.…

Hi Alejandro, By default, an expense report requires approval by the employee's Expense Approver or immediate Supervisor. For more information, please see SuiteAnswers below. Giving Accounting Approval for Expense Reports Approval Routing I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Kris, When you create a custom email template, it will be saved and will be available in the template dropdown. The user needs to manually select the template to use before sending it to the customer. However, if you want to automatically use a custom email template when sending transaction emails you need to create a…

Thank you for confirming, @John Jacobs. Is this the only record that the user can't search when Using Global Search? I'm thinking that your Advanced Employee Permissions feature could be enabled or your NetSuite account uses SuitePeople. If it is, please set Employee Self permission to View access level to resolve the…

Hi @VirtusX, Please use below. <#list transaction.item as item> ${item.item} - Qty ${item.quantityreceived}<br /> </#list> I hope this helps. Regards, 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 @John Jacobs, Can you please confirm if you are experiencing this issue on different browsers, roles and other users? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_EGVUA, I would like to verify the following. When you copy the URL of the Return Authorization record that is on edit mode from a working role and pasted it using the new role, did you receive any error message? Do you have any restrictions in the new role? Are you using a NetSuite OneWorld account? Perhaps the…

Hi @User_EYKZ1, The values for gross profit fields are not included in any standard reports, simple searches, or standard KPIs. To have a standard Gross Profit Report is logged under Enhancement # 154320. Please vote for this request at SuiteIdeas. I hope this answers your question. Regards, Michelle Jabanes | Ask a Guru…

Hello @KNason76, I'm afraid that we can't sort these Contact Roles in the drop down list. An enhancement was logged under Enhancement # 234344. You might want to include this when voting for the requests at SuiteIdeas. Regards, Michelle Jabanes | Ask a Guru

Hi Hakam, Per checking, the ability to have a unified administrative view of an audit trail of a user activity is currently filed under Enhancement # 264712. However, we do have some alternate ways on how we can pull up the logs that you need. 1. Transaction Audit Trail where it gives you history of transactions a user…