Hi @RickG_1136 Are you saying the other role cannot see this field or can see it but not able to edit it? The permission is at the record level so if they are able to edit the customer record, that role should be able to edit that field. It could be that field visibility has been set to Disabled via a workflow or script,…

Hi @Asher_123 You can run a saved search for this. I will show you a setup just to demo how to get the data: Results:

Hi @Cory Weiner i would suggest using a custom transaction line field which sources from List = Project Task. This means you do add the required task manually. im not good at scripting but maybe that’s an option

Hi @Kenny Wise Can you provide as much detail to help us understand what you need? e.g what report are you looking at/ working with? Any screenshots of criteria and results would be great.

Hi @Patrick Fresnosa-Oracle I think I figured out what is causing this behaviour. A user deleted the item fulfilment before closing the SO on all examples I have. This technically means the SO is no longer 'fulfilled' and actual plans are set to create on fulfilment. So the system deleted the actual revenue plans. I tested…

Hi @Patrick Fresnosa-Oracle So I have that accounting preference called: Create and Maintain Revenue Element Upon Closed Sales Order on. Does this mean I should still be able to report on the revenue plan as being Actual?

Hi @Patrick Fresnosa-Oracle Thanks for looking buddy. As you say this is an opportunity for an enhancement, but the workaround is to use a Subscription search and access the revenue element fields as needed for the results columns.

Hi @Patrick Fresnosa-Oracle Apologies I didn't mention that I have tried that one in my description. brain going blurry after spending some time on this :) So when I tried Create Revenue Plans On = Subscription Events within my criteria, I realized that Subscription Events is a value found on revenue elements from cash…

Thanks @Patrick Fresnosa-Oracle I'll update on here when I get a solution.

Hi @Asher_123 Giving 'View' level access permissions as in your screenshot means the users with your custom role can still see sales reports. You need to remove the following permissions: Reports> Sales Reports> Sales Order Fulfilment Reports Reports> Sales Order Reports Reports> Sales Order Transaction Reports Reports>…

Hi @Asher_123 I would like to clarify on the origins of the custom report i.e did you create this from a standard report and which one? Or is it created from a saved search? Your permission screenshot seems to give permissions but you mentioned the role doesn't have permissions for sales. Any more info and screenshots…

In that case @Melissa H I think this may need a support case with NetSuite Support.

Hi @Melissa H An execution is recorded each time a user requests NS to load the search in the UI i.e each time you click on the saved search title/ link either by using the global search or by following a path from Reports> Saved Searches> All Saved Searches. So I would suggest asking the users listed under Run By…

Hi @3956409 and @User123554855 I believe this is standard NetSuite behaviour since different suppliers may have different cost prices for the same items etc. You can retain the PO cost values using script, check out SuiteAnswer ID: 89305.

Hi @Patrick Fresnosa-Oracle @User_EKY01 The unlocking and locking periods may be a few steps, isn't it an option to give the user the 'Allow Non-GL Changes' permission and check the 'Allow Non-GL Changes' on the closed periods?

Hi @JRose85 I've needed a solution for this use case as well and I resorted to taking screenshots of the most complex saved searches or only keeping a record of formulas I've previously used. All this is stored on a document of my personal notes. Speaking directly to your question, I think @JohnCirocco solution is a better…

Thanks @Meherin Since you have the permission added to the role, I think: >remove the employee record Global Permission and save record. >check if the user can create and edit other events? >check if the user can create, edit and view all tasks? >does the user have the same subsidiary settings as your other test users? I'm…

Hi @Meherin You might have missed another tip/ question that @Michelle Jabanes-Oracle asked on their earlier post: "In the user's Employee record > Access subtab > Global Permission sublist, do you see Events permission in the list?"

Hi @Andrew Malek I think what you're needing is a workflow a Set Field Display action that should trigger on meeting the Roles specified in your condition. I'm not sure how well you know workflows but you can find some resources in SuiteAnswers. 11525: Set Field Display Type Action

Hi @JoshPNW Have you tried using the Comparative Income Statement report then select from the filter Column = Accounting Period?

Hi @User_FZNHI I think the questions that XX asks are pertinent to understand better your requirement. In advance of that I can suggest the following for tracking changes to your PO’s covering two scenarios (Qty change and Value change). Hope this can help set the conversation and you edit the criteria to suit your…

Hi @Melissa H My understanding is that the email alert only executes when a user runs it either by opening the search or creating/ updating a record that meets the saved search criteria. If you open the saved search now, take a note of the time then check the execution log you will notice that the time stamp you opened the…

@ehaynes In addition to all the good tips, also check if the employee record does not have a Purchase Order restriction under Global Permissions. i.e Access tab> Global Permissions

Salute to the mention @Micah Timbol-Oracle ! I'm a Business Application Engineer (NetSuite Admin and Salesforce Admin) based in Bristol UK and working with a resourcing company, but joining a software company in a week! I came into NetSuite by accident in a past job and pretty much self-taught and of course, I have been…

Hi @jmack_admin Ideally you want to match the costing used when adding the stock so the transactions zero out and it doesn't look like you posted a loss. If you added the goods via inventory adjustment you may also have the option to edit the original adjustment to remove the unwanted lines/ quantities rather than creating…

Hi @User_J12I8 Are you referring to printing the VAT total from the screenshot below (Tax)?: Your standard PO form should have come with this, but you can try adding ${record.taxtotal} or add the field Tax currency.

Hi @User_X6OV9 If you hover over your field name with your cursor, you'll eb able to view the full field name like in my screenshot below: Now you can insert the field by typing it out in the format as follows using my field above as the example: ${record.currencyname} Let me know if this doesn't work? PS - which record…

Hi @Melissa H Are the multiple executions an hour you are not coincide with the record creations/ updates that have happened in your account? Also, each time you open the saved search I think this is recorded as an execution of the saved search.

Hi @Shamaine Chan-Oracle Thank you for that. What do you think about my first query: Considering the vendor prepayment limitations, was this the best way to handle the DD in this scenario?

Interested in this as well. Tried to come up with a solution and failed. There is an enhancement on this open with NetSuite.