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Hi @User_RG1MF, I would like to follow up on this thread. Just checking if you were able to see my previous comment.
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Hi @Chad C , Did you have the chance to test Wee Ming's solution to your query? Indeed there is no standard way in NetSuite to accomplish what you need, but you might try a workflow as she recommended. Best regards,
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Hi @Stennetta, Glad to have you with us today and thanks for posting here in the NetSuite Support Community! 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!
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Hi @User_NG5TG , I understand this situation just that you insisted to get the transaction saved search, an opportunity search would be more specific on what kind of record you are trying to pull. Also, reports are way easier dealing with opportunities and related quotes, the pipeline reports automatically exclude…
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Hi @User_RG1MF, May I ask how the customer submits cases (via online case forms, email case capture or one support rep creates the case record)? Do you want to have this reply also when a new case is created or just for the existing ones? This automated email notification is not a standard behavior so I am thinking to try…
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Hi @User_NG5TG , Maybe you can try to reach out to your partner for a consultation, as the configuration was done also by them. Usually for complex requests of formulas in saved searches we guide customers to Professional Services or Advanced Customer Support in NetSuite, as there is a lot customization on accounts that…
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Hello there! To our members out there who would like to share their insights on the matter, don't be shy and comment on the thread!
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Seeking your valuable knowledge for our member @Kedalene. Your input is highly appreciated.
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Hi @tech work , If you go to SuiteAnswers page from your NetSuite account, by clicking to Support tab > and Go to Suite Answers, are you able to search for article ID 45133 in the search bar? You can also search by the name of the article : Create a Saved Search that Mimics the Sales by Sales by Rep Summary Report I am not…
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Hello there! To our members out there who would like to share their insights on the matter, don't be shy and comment on the thread!
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Hi @User_NG5TG , In the screenshot I see an opportunity record. The confusion came from the fact that a BOM record is a different type of record in NetSuite. Please check below SuiteAnswers article to see how it can be created: Creating a New BOM record We refer to quotes/estimates as related records to opportunities. In…
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Hi @Vernita, If you select the button Update primary, what form gets opened for selection? A screenshot would be helpful to see (if dealing with fictitious data, we are all set with data privacy). Thank you for checking.
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Seeking your valuable knowledge for our member Floortje Hoogstede. Your input is highly appreciated.
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Hello there! To our members out there who would like to share their insights on the matter, don't be shy and comment on the thread!
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Seeking your valuable knowledge for our member @User_UCDAW. Your input is highly appreciated.
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Hi @Vernita , You can set the subsidiary on an online form in more than one way: If you include the Subsidiary field on the form, it should appear for the user to select a specific subsidiary. Does it happen in your case? Did you manage to put the field on the online customer form? This is one way of selecting the…
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Hi @Glenn Van Doren , The Sandbox is a testing environment and this is why the emailing capability is limited to specific email recipients. For scheduled emails (from searches), script and workflow emails you have to set these specific email addresses to Send Email To field, by navigating to Setup > Company > Email…
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Hi @Vernita , I tested this scenario and I managed to add the Subsidiary field on an online customer form in my test account. Did you unmarked the Hide box and saved the form? The links to the form should be in the External tab, under Internal Form URL. More about setting up subsidiaries in One World accounts for online…
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Hi @Fukumiya-NetSuite-Oracle , Did you manage by any chance to check my previous message?
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Hi @tech work , I would like to follow up on this thread. Just checking if you were able to see previous comment. If that was helpful, kindly click "Yes" on "Did this answer the question?" This will aid the others with the same question to easily find the correct answer.
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Hi @User 90210-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.
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Hi @User_NG5TG , This is just a follow up to see if you were able to check my previous message. Best,
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Hello there! To our members out there who would like to share their insights on the matter, don't be shy and comment on the thread!
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Seeking your valuable knowledge for our member @User_B6T7M. Your input is highly appreciated.
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Seeking your valuable knowledge for our member @Gavrah Rabba. Your input is highly appreciated.
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Hi CEZARAGF, Gladly you were able to contact the support team via phone. Kindly stay in contact with them and let us know about the progress of your issue (in case it was a general problem out community members should be aware of). Generally when you have a message error that points out: "click here to contact NetSuite…
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Greetings, everyone! We have a fellow member @User_30DPK, 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!
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Hi Vernita, Thank you for creating this thread! Please allow our gurus/members to look into this and update you for any findings. To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread. Kind regards,
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O tempo está acontecendo, pessoal! ⏱️ Resposta: Ajuste Explicação: Se você permite porcentagens de contribuição para exceder 100%, você deve criar um ajuste de representantes de vendas para cada equipe de vendas. Ajuste de representantes de vendas garantem que relatórios de vendas mostrem os totais adequados. O excesso de…
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¡Se acabó el tiempo! ⏱️ Respuesta: Ajuste Explicación: Si permite que los porcentajes de contribución superen el 100 %, debe crear representantes de ventas de ajuste para cada equipo de ventas. Los representantes de ventas de ajuste se aseguran de que los informes de ventas muestren los totales adecuados. La…