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Based on the screenshot you provided, you have defined the summary type in the Results tab. For more information about summary types for results fields, see Defining Summary Types to Roll Up Search Results.
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Can you please confirm if the Custom Record Entries permission is added in the A/P role > Permissions tab > Lists subtab? What specific transaction record is ER2588? Is the record listed in your A/P role > Permissions tab > Transactions subtab?
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Hi @User_AB6UH, While I was reviewing the available options, I didn't come across an option to disable the outgoing emails in the Production. I found an enhancement request that is close to the feature you are requesting, please see it and vote for Enhancement #467552 Have the option to Disable or Turn off Email…
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Hi @Sean W, When refreshing Sandbox it is possible to indicate which users should have access to the account after the refresh is complete. The available options are Administrators Only and All Users. If option Administrators Only is selected, Administrators can access Sandbox after the refresh using only Administrator…
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Hi Nickoletta Gounaris, Enabling the Allow Cross-Subsidiary Record Viewing option allows users to view but not edit the records of subsidiaries to which their role does not have access. Considering that the role has access to the vendor record and a custom list or search (if applicable), I hope this helps.
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Thank you for checking, Vernita. Please vote for the enhancement ##452107.
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Hi Vernita, The enhancement #408214 should cover the ability to view the actual email with updated information/data that has field sourcing in the Message tab.
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Hi @Kedalene, It's in the Lists > Search > Saved searches > New > Deleted Record.
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Thanks, @JohnCirocco I really appreciate you taking the time to share your experience with us.
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Hi Vernita, Could you please confirm if there is a designated location for this promotion, or if it applies to all locations? Additionally, have you set a start and end date for the promotion? If you're having trouble saving it, you may want to try setting the sales channels to 'All Locations' and leaving the date fields…
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Hi Vernita, If the role has the appropriate access level and permission to the necessary records, then this setting should suffice.
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Hi Vernita, You can actually view the message by clicking on this hyperlink and the status of the Bulk Merge is Completed. If you're looking for the Status = Sent or Viewed, this is logged under Enhancement # 126616 and 408214 for the actual field sourced data. I hope this helps.
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Thank you for checking, @User_ZCWF3. As per SuiteAnswers ID 8443 Summary Search Filters, KPIs cannot enforce summary search filters, because KPI calculations do not include groupings. If a saved search used as a custom KPI includes any summary search filters, the result for the KPI may differ from results when the search…
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Hi @Nickoletta Gounaris, I agree with @Rumaysa Mirza, the SuiteAnswer ID: 81614 should help you view the Vendor Dashboard. If you get any error, please take a screenshot of the exact error message receive.
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Hi @Vernita, To show the Bulk Merge subtab on relationship records: Go to Customization > Forms > Entry Forms. Click Customize next to the type of form you want to include the Bulk Merge subtab. On the custom entry form page, check the Form is Preferred box. Under Sublists > Communication subtab, check the Show box next to…
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Hi @User_E1GW7, The results of a Saved Search can only currently be sent to those who have an Entity record. The user has to create either a Lead, Prospect, Customer, Employee, Vendor or Partner record by going to Lists > Relationships > New The ability to enter email address for a recipient that does not have…
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Hi @Richard Appleford OB I believe this is related to the thread to which I recently responded. Thank you.
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Hi @Richard Appleford OB I believe this is related to the thread to which I recently responded. Thank you.
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Hi @Richard Appleford OB Are you using a Sales Order, Cash Sale or Invoice? It is true that changing the date of these transactions will automatically update your Opportunity record. Have you tested it? To vote for the existing enhancement request 79653 User would like to be able to edit the Actual close date on an…
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Hi @Ivan Babiichuk In your group, did you set an email address in the field? Try to remove it and send a test message. Let me know if this helps.
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Hi @User_ZCWF3, We were able to replicate the issue and this could be because of the fields and the summary type. Please create a copy of the search and set the following fields: Remove the Transaction: PO/Check Number Transaction: Amount > Set Summary Type to Sum Messages: Author > Set Summary Type to Group Once saved as…
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Hi @Kedalene, That is correct, if an employee record has any transactions associated with it, it cannot be deleted. If you want to view deleted records, you can use the Deleted Record Search. I hope this answers your questions.
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Hi @Rizkygaus, Yes, in NetSuite it is possible to restrict the editing of transactions to the owner of the record. This can be achieved through the use of SuiteScript or SuiteFlow to implement a customization that enforces this restriction. To set proper expectations, please be informed that the scope of our support here…
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Hi @HU06, Letter templates are Microsoft Word documents you create to use in mail merge operations. You then upload the templates to the Letter Templates folder of your file cabinet. Letter templates generate personalized letters that you can print using Word. While we do not recommend deleting files, if you are certain…
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Hi @Yanie Carpen-Jcurve I would like to confirm the following to isolate the issue. 1. How does the user run the search? Is it through a direct link, or can the user run it from the list of saved searches? 2. Does the user have access to the specific record in question? What type of record is it? 3. Who owns the search?…
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Hi @Vernita, Did it work on your end? 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 points and may…
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Hi @PaulFleetwood, I'd like to follow up on this thread. I am interested to know if there is a script running in the background.
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Hola @User_HPP0V, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir…
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Hi User_NG5TG, This is an enhancement filed under #412173 Transaction Saved Search > include Status field with ID {entitystatus} of Opportunity and Estimate record on Transaction Saved Search. As a workaround, use a Formula (Text) = {entitystatus} is not Lost Opportunity, On Hold, Order Received. I hope this helps.
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Hi @User_ZCWF3, Could you please confirm if you have access to the specific transaction record in question? What kind of transaction it is? I wanted to ask if your saved search runs unrestricted? One possible reason is that the record is restricted and your search runs unrestricted, which is why it appears on the search.