Hi @User_NG5TG , This formula request is quite complicated and I need to check some details with our experts in Data analytics, as it is not a standard request from community users. I will be back to you with more details.

Hi @tech work, Because there are many ways to send emails from NetSuite, there is no specific report to include them all. You can achieve some results if you combine several Saved searches (I linked below a few SuiteAnswers articles, but there are many other ways to retrieve data on this matter): Find saved searches that…

Hi, You mentioned that you can send all sub-customers' last month invoices to the parent customer or a specific email in a single email through saved search email. Is this done with the box Summarize Scheduled Email ticked or unticked in that particular saved search? How is this Saved search built up? Some screenshots with…

Hi @User_2LD8N, Is this saved search public or private? Are the roles of your users selected on the search, as in screenshot? In the audience tab, do you have some preferred users or roles selected? Are your users able to see the system notes on the records? Some screenshots of the search setup would be helpful, but please…

Hi @JPrice , I have several suggestions of standard tags used in email templates for Website Order notifications that you may try: Instead of NLCUSTOMERNAME use ${customer.firstName} ${customer.lastName} Instead of NLEMAIL use ${customer.email} Instead of NLORDERCONFIRMATIONNUMBER use ${salesorder.memo} Instead of…

Hi @Owen Ramirez, To see what is the account type provisioned to your customer, in the Billing information upper corner there is a field named Product: which can show NetSuite, NetSuite OneWorld, or NetSuite CRM+ : If you think that the Product information doesn't match what your customer purchased, please refer to their…

Hi @Meherin , So you have two issues at the moment: you cannot log in to your original role in NetSuite (it was administrator role?) and you cannot log in to the customer center role you assigned. For logging to your original role, you need to check it with another administrator of your NetSuite account to make sure that…

Hi @Lee Ann R , Thank you for these details. When they receive these undeliverable email notifications, sometimes the recipient has some filters set up on his email account. Are you able to check this in the email client the user has? If so, maybe you can try to allow in his email client emails from netsuite.com domain? In…

Hi @aisaadaniya, Did you have by any chance time to check with your user and remove /add back the problematic portlets?

Hi Meherin, After you set up your password for the customer center role, are you able to go on netsuite.com and log in using your gmail address and the password you just set up? When you try to log in to your netsuite account using your email from work, what happens? Do you get an error message? May I have a print screen…

Hi @ksage , May I have a screenshot with the invalid expression message you get? please blur out any sensitive data (names, account details, from the screenshot) if any. Thank you.

Hi @Tom Dalton , 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 @Meherin, May I ask how you assigned that role to yourself? you created a customer test record for you ? Please check SuiteAnswers article ID 9899 to check how you can give access to customers to NetSuite. Easier than to create a role from scratch is to customize the standard customer role and to remove permissions…

Hi @Tom Dalton , To accomplish your request you need to make use of some scripts, as described in SuiteAnswers article 35368. At the moment, File Cabinet files can be searched just through Global search or as a sub criteria of a parent record. I hope these details help. Best regards,

Hi @Able Wilson , There is an option on Email tab of the Saved search which is called Summarize Scheduled Email. If you clear this box , will cause each recipient to receive a separate scheduled email for each matching record. This can be used in case you have a limited amount of invoices per sub customer. If my suggestion…

Greetings, everyone! We have a fellow member, @Gia My "Mei" Luc, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @User_WA9MO, Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Greetings, everyone! We have a fellow member, @User_E0IAL, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @jeffburton , 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.

Hi @aisaadaniya, You may try to ask the user to remove the saved searches from portlet and then add them back. Only that all the tests you did exclude other causes except an employee record fault. Having thoroughly examined all potential reasons for your concern and still experiencing the issue, it is advisable to initiate…

Hi @PaulFleetwood , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hello @User_54D6F, Your request to attach to POs automatically the attachments from items when purchase was done is not available through the standard NetSuite functionality, but can be achieved through customization. I can ask my colleagues from SuiteBuilder to provide you some guidelines, but you need to have knowledge…

Hi @jeffburton , During the upgrade, the database where the account resides will be offline, so no external connection will be possible. About what RESTlets do you need to know if they are available? RESTlets are generally used to transfer data from another system into NetSuite or to extract data from NetSuite. RESTlets…

Hi @Lee Ann R , For how many email addresses you have this Kickback reason? Just one? You can find below several bounce reasons (I think the last one applies to your kickback reason- so basically when none of the others known reason is identified): Hard Bounce Reasons ■ Unknown User ■ Bad Domain ■ Address Error ■ Account…

Thank you for posting this thread, @User_QTAW4. Please allow our gurus/members to look into this and update you for any findings. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and…

Thank you for posting this thread, @Kedalene , Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Janet P, I would like to follow up on this thread. Just checking if you were able to see previous comment. I am still unable to replicate your concern on my test account. Due to the nature of your concern, it would be impossible to investigate further without exposing confidential data, therefore it would be best if…

Thank you for your insights, @User_2H4L6! 👏 Hi @User_K51C7, were you able to check the comment above? :)

Hi @Moe Bashir , 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 @Hans de Molenaar , I would like to follow up on this thread. Did you manage to check my previous answer? 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…