Hi @"rgrantCanada", Based on my testing, this seems to be an enhancement. I found an existing enhancement request for setting Contacts on Opportunities/Estimates/Sales Order (Enhancement # 131030). I would suggest to log a new request for viewing these transaction records from navigating to Contact record > Related Records…

Hi @"Rob Leij", Where did you get the installer from and how did you install it? Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @New_44789, I see - you can't customize an Administrator role. If you're getting the same results in your screenshot even if you are logged in as the Administrator, I would suggest to check this on a different browser. If the issue did not occur, try to delete browsing history and clear cache and cookies on your default…

Hi @"PaulFleetwood", Per testing, it seems that when the Assigned To field is hard coded when it is grouped by design. Tried different tags, but I'm unable to separate the count. However, when I used the Event Saved Search and filter it using the Attendee, it will count the correct event records. Please see the criteria I…

Hi @"Shelli", You can customize a role out of a Standard role in NetSuite and it will be easier for you to modify the permissions. The Permissions Table from SuiteAnswers Id: 9918 will help you decide which role to use as a template. Based on the permissions you listed above, the closest is the Accountant role and just add…

Hi New_44789, For the Time Entries page, can you please confirm if the Employee Restrictions in the current role that you're using is set to own, subordinate, and unassigned? To check, navigate to Setup > Users/Roles > Manage Roles > select the role in question. If so, the time entries won't be pulled in the Time Entries…

Hi @"Allllan" I am thinking of adding a custom Case field in the Sales Order form? Please see below steps. 1. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New 2. Select the following: Type = List/Record List/Record = Case Store Value = True 3. In Applies To sublist, select Sale 4. Click…

Hi @"JustinB_10664", If you submitted a support case and has been attached to Defect # 291495, you will receive an update via email once there is any progress regarding the issue. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"PaulFleetwood", Thank you for confirming that information. The reason why you're seeing more numbers in BDV is because when you group the Assigned To field, it will include the Attendees on the Event. I hope this answers your concern. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Kenji-2" I understand that you are browsing through SuiteAnswers Article: "Tips for Effective Global Searches" ID: 8407. As of this time, using SQL Statements to search via Global Search is currently not possible. The SQL Statements presented on the article describes the use of the % Wildcard to search based on a…

Hi @"PaulFleetwood", Can you please confirm that these two searches are different? Is it possible to post a screenshot of the criteria used in the summary? I am thinking that the criteria used on the second screenshot is different from the 1st one. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"4135222" Yes, you can utilize the mass update to add, remove or change the access level of a permission. Have you checked SuiteAnswers Mass Updating a Permission on Custom Roles | Answers Id: 9908? Hope this helps. - Michelle Jabanes-Oracle Ask A Guru

Hi @"paula.courtemanche", Apologies if my answer was not clear. Please use the Marketing Campaign. As per SuiteAnswers Id 9409, the Marketing campaign include data on both campaigns by default. Please let me know if it works for you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"mikep3396", The Employee Center is not available when Publishing a Dashboard. Are you trying to publish a saved search? You may try the workaround below. Sample Saved Search is Item * Navigate to the Employee record > Access subtab > Global Permission sublist * In Permission > Add Items * Set Access Level to View *…

Hi @"paula.courtemanche", Per testing, if you have access to both kinds of campaigns, the marketing campaign reports/search include data on both sales and marketing campaigns. Can you please confirm this in your marketing automation list? If not, you can create a Campaign Saved Search and both data will appear on the…

You're welcome @"lilywu" I'm glad it worked.

Hi @"javiermagana", Thank you for checking the role's restriction. Please make sure to add Inactive = is false in the Criteria to make sure that all Items in the search are all active. Also, were you able to view the missing items when you run the same search using a different role? Is it possible for you to post a…

Hi @"Sara Navins", Per checking, you can create payroll items for each type of earning, deduction, and contribution that you use in your organization. You can then assign payroll items to employees. See the available SuiteAnswers below. * Creating Payroll Items | Answer Id: 84563 * Fringe Benefit Earning Pay Codes | Answer…

Hi @"Martha Hakes", You can customize the Purchase by Vendor Report to show the alternate date range. Please see the steps below. 1. Navigate to Reports > Purchases > Purchase by Vendor > Customize Summary 2. You will be redirected to the Financial Report Builder page 3. Under Edit Columns, expand the Purchases folder,…

Hello @"javiermagana", This sounds like a restriction to me. Please check the following: * Open at least one of the items that can't be searched and check if there is a Classification assigned to it. * Remove the Restriction if there's any in Setup > Users/Roles > Manage Roles > edit the custom role > Restrictions subtab…

Hi @"gmihaylov" The value in the Type Name field when you run the Units Type Saved Search is Units of Measure and the field's Internal Id is name. Have you tried a different seach like Items to pull up the Units of Measure? Here's a sample search result from Item Saved Search. Hopefully this helps. Please let me know if…

Hi @"javiermagana" Can you please confirm if these are Inactive Items? If so, login as the Employee Center role and navigate to Home > Set Preferences > Analytics > Search and select checkbox "Include Inactives in Global & Quick Search". Please let me know if this helps. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"lilywu", Are you trying to change the 'Expires' date instead of the 'Exp. Close' date? Are you using a custom Quote form? Are these fields available? If not, try below steps. 1. Switch the Custom Form to the Standard Form 2. Update the Expires field 3. Click Save 4. Switch the Custom Form back Please let me know if…

Hi @"Sharangsinha", Per testing, the Total Revenue Amount did not increase when Percent Work Complete exceeds 100%. The Total Revenue Amount is based on the Sales Order > Revenue Arrangement > Revenue Element. The Revenue Amount is assigned on the Revenue Plan for the schedule of Revenue Recognition. The Total Revenue…

Hi @"Hormese Paul", Per checking, this is the behavior of the Unbilled Cost report. This report is unable to include non-posting transactions in our Financial Reports. Expense Reports without accounting approval do not create accounting impact yet, thus are still considered non-posting. On the other hand, our Financial…

Hi NS_YB, Please correct me if I'm wrong. You're trying to pull up the list of Lead Source in a particular campaign to create an "opportunity sublist" through saved search. If so, I would like to ask a screenshot of the field on the marketing campaign and it's Field ID. Thank you. Michelle Jabanes-Oracle

Hi @"Drewmich" Do you happen to have a popup blocker installed in your Chrome? Below are the steps on how to check on the pop-ups option in Chrome. * On your computer, open Chrome * At the top right, click More tools * Click Settings * At the bottom, click Advanced * Under "Privacy and security," click Site settings *…

Hi NS_YB, It seems that your opportunity sublist is only available in the campaign record and you're using the Opportunity Saved Search to filter it. If you add this field in the opportunity record then you should be able to use it as a filter. Hopefully this answers your concern. Thank you. Michelle Jabanes-Oracle

Hi NS_YB, You can create a custom list for parent category and use it to source in your custom field on the campaign record for this field to be available on the saved search. 1. Navigate to Customization > Lists, Records & Fields > Lists > New 2. Enter the values for parent category 3. Click Save 4. Navigate to…

Hi NS_YB, The {category} field will pull up both parent and sub categories in the searches if a subcategory is populated in the campaign. Try using the formula below and it should pull up the parent category. CASE WHEN {category} LIKE '%:%' THEN SUBSTR({category}, 1,INSTR({category}, ':',1,1)) ELSE '' END Hopefully this…