Can you try to grant the role access from the custom field?

I would suggest to select the name of your test customer first and then add the transaction. Please let us know how it goes. Thank you.

We can only pull up the estimated gross profit since this is based on the opportunity record, and opportunities are non posting transactions. In the Opportunity Search, you can add the Est. Gross Profit (Transaction) field and utilize the Summary Type. Sample output: I hope this helps.

Please check the following; 1.Navigate to the role and check the Employee Restrictions 2.Open the user's employee record and check if there is a Location set in the field and if the Job permission is set to None. 3.If you are using a OneWorld account, please make sure that the user or role has access to the subsidiaries. I…

Hi @US Water Systems, Inc. Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @Mark Halsey I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also…

Hi @Arun Dasari What is generally recommended is to download folders within 100MB. You can move the contents of a single folder to another folder by batch and proceed with downloading. See the best practices for uploading or downloading the file in SuiteAnswers ID: 8927. To move files to a folder, you can check out the…

Awesome! Thank you for sharing this solution.

You're welcome, @User_75YL8! 😊

Is there a customer information in this test transaction? Have you tried clicking on the Add button?

Hi User_L7PTK, Try adding the Subsidiaries permission in your custom employee role. Navigate to Setup > Users/Roles > Manage Roles > Edit the role Under Permissions tab > Lists subtab Add Permission: Subsidiaries > set to Full access level Click Save I hope this helps.

Hi @User_75YL8 The ability to hide or remove the default list views is logged under Enhancement #95861. As per checking, there is no workaround to hide the list views. Please visit SuiteIdeas to vote for the enhancement request, and do not forget to comment on the reason why you need to have this feature. Thank you.

Hi @Alon2028-Oracle 1. Navigate to your custom role and check the following: a. Employee Restrictions: is it set to none - no default? b. Are Sales Order and Find Transaction permissions added? c. Are there any segments set in the Restrictions tab? 2. Login as the administrator and locate the search; set the search to run…

Hi @Tybrneryan Thanks for the screenshot. You have to enable the SuitePromotions feature in Setup > Company > Enable Features > Transactions tab. Once done, you can navigate to Lists > Marketing > Promotions > New > SuitePromotions > Free Gift. Having more than one free gift is logged under Enhancement…

Hi @Theo_NS Thank you for keeping this thread updated. By the way, you might be interested to participate in our weekly quiz. You only have until May 11, 2PM EST to comment your answers and earn rewards! Click here for more details.

Hi @Chad C Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights! In the meantime, you might be interested to participate in our weekly quiz. You only have until May 11, 2PM EST to comment your answers and…

Hi @greg.hillPVG Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights! In the meantime, you might be interested to participate in our weekly quiz. You only have until May 11, 2PM EST to comment your…

Hi @Paul Salkeld Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights! In the meantime, you might be interested to participate in our weekly quiz. You only have until May 11, 2PM EST to comment your…

Thank you, Ken. Sharing the Enhancement or title would help other NetSuite users who also need the search be able to vote for this enhancement request. I can see it's being posted in SuiteIdeas. 719861 - Tracking the 2FA in a search

Hi @Mark Halsey Are you getting this Permission Violation message? Have you checked the role is the Job permission is set to Create/Edit or Full access level?

Hi @Tybrneryan Yes, this is possible through Free Gift Promotions. You can specify the item an a minimum order amount. Please see the following SuiteAnswers below. 63003 | Creating Promotions 108960 | Free Gift Promotions 70336 | Applying Automatically Added Free Gift Items I hope this helps.

Hi @User_XKEWL Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @Dext3r Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @AndreaK2 Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @SanjeevV I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also earn…

Hi @BM136, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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. You will also earn…

Hi @Ken Davies I hope you spare some time to vote for the enhancement in SuiteIdeas or create a new one for your request. Thank you.

Hi @Ken Davies I am afraid that there is no search available for this. As a workaround, navigate to Setup > User/Roles > Two-Factor Authentication Roles. This page is a list of Roles that require 2FA. From there, you can create a search of all users who have roles that require 2FA and send them a reminder. Tracking the 2FA…

Thank you for keeping this thread updated, @Kedalene. Let us know if you need further assistance.

Hi @BM136, I tried to replicate, but I was not able to get the same warning message. Is it possible to hide the custom field in the form first and check if you can edit the transaction? Please let me know how it goes. Thank you.