You are not going to believe this! I went back into the SS and re-clicked send on update, tested and it WORKED!!!!!!! and I only got 1 EMAIL!!!!!! The moral of the story, toggle off and toggle back on sometimes works. Couldn't be more appreciative, maybe it was the addition of the updated field along with the update on…

Per your request, I added probability without any values, tested and there was no email notification. I then change the New value to 90% tested and there was no email notification

After unchecking the 'send on update' on the Recipients from Results email notification, editing an opportunity down to 50%, saving, editing same opportunity to 90%, saving, there was no notification sent out at all. Is there any other suggestions?

This was tested by administrator role. It was also tested in a support role and a management role, so not role related. Thanks.

Just received confirmation, the Sales Rep and Project Manager are still getting (2) copies of the same email from the Saved Search.

The project Manager is Donny, the Sales Rep is John and the Specific Recipients are myself (Paula) and Kevin. So no they are not the same. But you gave me a great idea, and I deleted the specific recipients and retested the Opportunity. I'm waiting to hear back from the Sales rep and project manager on how many emails they…

I tested this and unchecked the Send on Update, Reduced a SO to 50% Saved, Edited the Same PO to 90% Saved and no notification went out. Thanks.

Further information - When 'unchecking' send on update in the lines of the recipients, no email is sent. FYI

Great News! This was a 'provisioned' permission that Training had to turn on. I was not insane! Thank you! I'm still confused as to how to 'see' the LCS Training pass in our 'Setup/Company/Billing Information'. It obviously isn't the line item I thought it was. This is just my curiosity. Thanks!

When I change the formula lines to Maximum it doesn't show all the line items. For example it shows the LGR's dated 11/18 but not the LGR's dated 11/4... Would changing ALL line items to Max change this?

Secondarily: Management would also like to 'hide'/'remove' from NS Native Home Portlet the Documents/File Cabinet the Help Desk, the custom and the contacts modules... (as they are not required/needed for this group). Can anyone validate which permissions to remove in order to accomplish this? Thank you!

There is already a lot of great information in this site... so cross your fingers...

You are the best! Thank you.... I thought I was going insane..... I will contact our NS Account manager to get this provisioned. Thank you!

Found it, clicked it, thank you!

I can't seem to locate the Yes Did this answer your question.. I want to respond Yes the question is answered.

I tried to 'retrofit' the following SuiteAnswers: the field in the SS is a field with a 'link' in it; for example 415 in the SS Results (is actually a 'link' on the record I tried to retrofit the formula using the URL (without the internal ID) there were a few other formula suggestions, but none that were specific enough…

Yes Store Value is set on the custom Transaction Body Field

Yes this is absolutely correct for 'OneWorld' customers, however we don't use 'OneWorld' there isn't a subsidiary and lucky me the invoice was created as a stand-alone, not supporting documentation.. So are you saying that I could still follow this process without being a 'OneWorld' customer? What I did in the interim to…

This was absolutely spot on! Checking the Use Item Cost as Transfer Cost in the Preferences; and checking the Use Item Cost as Transfer Cost on the Transfer Order, (with the rate = $0) ensured that it did not have an impact on the G/L for COGS. I even created a WF to 'check the box' upon creation so that this would not…

SUCCESS! I had the wrong field! Since this field is not in the Schema Browser... Thought I would share my success in finding it. All thanks to all your help in the past that allowed me to think through this.

Follow up Looks like when Tax Override is checked, then the warning appears, however when tax override is not checked, and Nexus Override is checked the warning does not appear and the WF doesn't 'kick-off' the WF. I think I am using the incorrect field in the WF; but can't find the Nexus Override field to add to the…

Thank you! Your recommendation was spot on! I elaborated a little bit with our group and basically told them to add a line to the estimate that they knew they were going to need like Freight or Labor just to save the estimate until they had all the details. 98% of our estimates have freight or labor on them, therefore it…

This solution worked! Thank you! Best practice is to open owners employee record and copy the email address from NetSuite and Paste into the email address in Excel. I have been fighting with this most of the day and didn't realize that the email in NetSuite had a capital first letter first name and a capital first letter…

Thank you. In order to reduce load time for extremely large reports, click Cancel on the report generator before the report starts to load. This stops the loading process and allows the user to select the Column Filter in the footer without having to wait for the original report to compile. This saved some time, however…

Thank you!

I can make recommendations on the reformatting of the report so that it better aligns with NS layout if that would help. Just need it to look 'similar'. Thanks for looking into this. I will continue down the hardcoding path for now as the quarterly meeting is coming soon.

UPDATE: I got the Saved Search to work; using the Main Line Field as a filter... When Main Line filter = yes, the summary shows, When Main Line Filter = No, the detail shows and when Main Line = Any, both the summary and the details show in the Saved Search... woohoo.. BUT.... Under the Sublist the filter doesn't work the…

Are you recommending the deletion of the Vendor Prepayment? If we have to go this route, can we delete the bill payment/void the check? and run the Vendor prepayment the correct way? I have the check physically on my desk, it has not been mailed yet so although I don't like to void checks/payments I would rather process…

Yes that is correct.