Hello @Ivan Babiichuk, Is this a scheduled report or does someone run the report for you? I'd like to know how this report was setup. You can enter this email address at Home > Set Preferences > General subtab > User Profile section > From Email Address field. If this field is blank, your NetSuite login email address is…

Hi Edwards_05, This is filed under Enhancement #356372 Setup > Users/Roles > Manage Roles > Create a new or Edit an existing role > Include restrictions using custom segments. While I was reviewing the available options, I didn't come across an option to rename the record. I hope you spare some time to vote for the…

Hi @Vernita I suggest using the URL from the File Cabinet. This worked in my testing.

Hi @PaulFleetwood Interesting. Is this a custom Entry form? Have you tried using a standard entry form when creating a test customer record? I am thinking that there is a script that triggers the uneditable sales rep field in this form. Navigate to Customization > Scripting > Scripted Records > Click View beside the…

Hi @tech work 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 @User_PME3F, 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 @Yanie Carpen-Jcurve 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…

Hi User_BX60L, 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 @Melissa H, Please feel free to update this thread if the issue occurs and provide us the details previously requested.

Hi @tech work Your Custom Sales Center role must have Publish Dashboard permission. Once provisioned, login using the Sales Center role and go to Home > Settings > Click Publish Dashboard. I hope this works.

Hi @User_PME3F, Can you please clear your browser's cache and check if you encounter the same error?

Hello Kedalene, Thank you for creating this thread. It seems this thread is duplicate of the thread: How to set Parent Account as Subaccount of? Cannot select it. Please note, we will communicate on that thread as it has the same topic of discussion.

Hi User_BX60L, It seems that you want to personalized the search form. To do this, go to Reports > New Search > Issue > ensure that the Use Advanced Search box is not checked, and click Personalize Search. For reference, please see SuiteAnswers ID: 8416| Personalizing a Search Form. I hope this helps. 

Hi @Yanie Carpen-Jcurve Thank you for your clarification. I would like to confirm if he is using the default admin role and not a custom role with Core Administration Permissions enabled or a bundle.

Hi @User_ZCWF3 Can you please share the criteria for this search?

Some reasons why a KPI portlet disappears in dashbboard if it has permissions, saved searches, or preferences are being modified. Can you please provide the following? Is the user using an Android or iOS device? Are all the KPIs completely missing, or did the user miss any expected KPIs? What is the total number of KPIs…

Hi @Edwards_05, You might want to check the bundle in the Custom Administrator - No 2FA | Bundle ID: 249470 in SuiteAnswers ID 75712 | Create Customized Administrator Role. This role cannot assign roles to employees or add permissions; however, they can edit the access level of the permissions when they go to Setup >…

Hi @PaulFleetwood The roles that are unable to modify the Sales Rep field may have a custom view assigned to the Custom Entry Form. Go to Customization > Forms > Entry Forms and select the Custom Entity Form. In your custom form, select Edit > Sublists > Sales Team. Let us know if there is another Sales Team sublist…

Hi @shirley.zhao, 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 Dmitry Koroliov-Oracle, 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…

Hi @User_7MHGN, 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 @ConfusedNetSuiteUser, 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…

Hi @User_AB6UH, 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 @JohanvL, How did you put up the naming structure for your item names? Are "id" and "name" on the same field?

Hi @shirley.zhao, By default, the administrator has full access to saved searches. Can you please confirm if the Custom Center Category is visible in the Admin role and you just cannot view the search result, or if the option is completely not visible when logged in as an admin? Sample: It is possible that the…

Hi @Nickoletta Gounaris, You need to assign it to a Center Category that belongs to the Center's role to show the Expense Report. Please see the steps below, as per testing. 1. Created a Center called E 2. Created a Center tab called E1 with Center Type = E 3. Created a Center Category called ER with Values set to Expense…

Hi @User_ZCWF3 Navigate to Set Up and check for filters. This field will filter the results shown on your scorecard. Try to select all and let us know if this matches the total value. I hope this helps.

Hi @User_7MHGN, Using the settings below should let you see the records that are in the same department across all subsidiaries. Please note that allowing this type of view is applicable on all records that are provisioned to this role. We cannot allow to view bill records only without disabling other records permission in…

Hi Dmitry Koroliov-Oracle, In this role, do you have access to the Customer record? Make sure to enable specific records that will be accessed by your script, you can selectively activate them one at a time. To identify the permission needed for a user or role, it is best to create a No Permission role to test what…

Hi @DarReNz, We kindly request that you submit a support case for this inquiry. Please let us know if you require any assistance with the submission process, as we are happy to help in any way we can.