Jack Daryl Espiel-Oracle Gold Crown

Hi @"Megan D777", Upon testing on my Test Account, I found out that comparing to the Current User's Role on a Filter of Custom Record Fields is not yet available in NetSuite, and applying filtering for List/Record Fields is not a part of Workflow's functionalities. However, since you mentioned that Department should be…

Hi NS_YB, May we ask how do you manually add discounts to your transactions? Also, is the SuitePromotions feature enabled on your account? -Jack @"Jack Daryl Espiel-Oracle"

Hi @"WillHendrick", In addition to @"H Medina-Oracle"'s answer, printing in bulk the resulting records from a Saved Search has this related Enhancement Request filed: Enhancement 85345: ability to bulk print (PDF or otherwise) an entire list, or the results of a search/saved search and ability to email the bulk…

Hi @"paula.courtemanche", Upon checking, changing the Background Color of NetSuite UI Forms is currently not supported and feature requests for this is being monitored through this related Enhancement Request: Enhancement 186890: User Interface > To have the ability to adjust the whiteness of the page color background You…

Hi @"4160819", Since Basic PDF Layouts has limited customization capabilities whereas conditional printing is not supported, it is recommended to switch to Advanced PDF/HTML Templates to get your desired result. Also, Basic PDF Layouts will be deprecated in a future release and new features will be released exclusively for…

Hi @"ssilveri777", Upon checking, Suitelets are not yet supported by NetSuite Mobile App and the following related Enhancement Request has been filed for this: Enhancement 367060: Mobile > Support for Suitelets in mobile NetSuite app You can vote for the Enhancement Request by Submitting a case to support or via…

Hi @"4128669", It seems that you are using a Custom View based on a Saved Search for your Item Fulfillments List. On Saved Searches, Asterisk (*) means that the result is under Main Line, which is the Primary Information part of the record. For more information, refer to SuiteAnswers Article 48812: Main Line in Transaction…

Hi @"paula.courtemanche", You can create a Custom Entity Field applied to Customer Records that indicates whether a customer is Preferred or not and set up Custom Fields applied to Opportunity, Sales Transactions and Project Records which automatically gets the value from the Custom Field on the selected Customer Record.…

Hi @"Shelli", You can create a Summary Saved Search of Serial Numbers with formula utilizing the ns_concat() function and use the search in a Custom Transaction Body Field that shows the Serial Numbers of all the items on the Invoice. Follow the steps below to set this up: 1. Create the Saved Search by navigating to Lists…

Hi @"Martha Hakes", Here is a sample Workflow setup that you can try to make the Match Bill To Receipt field checked by default for Inventory Items upon record creation: Hope this helps. Jack @"Jack Daryl Espiel-Oracle"

Hi @"giles.stead", Here are the things to look for to know whether a Sublist is customizable via UI: 1. The Customize or Customize View button is available on the top of the Sublist. See screenshots below for examples: Note: Some sublists will only have the Customize/Customize View button available on Edit Mode of the…

Hi @"Brian L. Brown", That strange behavior is a known issue with the Advanced PDF Editor where it converts some punctuation characters to HTML Character Reference Codes when switching from Source Code View to WYSIWYG View which causes an error. The following warning message is displayed to inform the user of strange…

Hi Neo_Suite, According to SuiteAnswers Article 49615: Assembly Item Import Errors, this might be the cause of the error: When member items are created in a separate CSV file, there needs to be a linking column: Assembly Item: External ID, Internal ID or Name. When performing the import, ensure that the following options…

Hi @"4165593", If the Advanced Employee Permissions feature is not enabled on your account, you have to basically configure the role with Employees and Employee Record permissions set to Edit level at least and Department restriction set to own and subordinates only. See screenshots below: To allow the role to select from…

Hi wendy_43739, Upon testing on my test account, I found out that the native Analytics Center Tab is not available for some Standard Center Types such as Shipping Center and System Administrator Center and all Custom Center Types such as the Enhanced Sales Center from the Enhanced Sales Center Bundle (ID: 58416). However,…

Hi @"Mo Makhlouf", In addition to @"Erick Dela Rosa-Oracle"'s answer, you can also check the usage of each billable components in the Billing Information page. To access the page, navigate to Setup > Company > View Billing Information. Under Billable Components subtab, the Provisioned Quantity and Current Used Quantity for…

Hi @"brian l. brown", Are you using Basic or Advanced PDF/HTML Templates? You can check in the Preferred Check Form by navigating to Customization > Forms > Transactions Forms then clicking on Edit or Customize link beside the Transaction Form which has a Type of Check with Preferred checkbox beside it marked. See…

Hi New_44789, Upon checking, the feature for Entities such as Customers and Vendors to be subject for approval is currently not supported by NetSuite and the following related Enhancement Request has been filed for this: Enhancement 156859: Lists > Relationships > Customers/Vendors > New > create new then save. User wishes…

Hi wendy_43739, We would like to request for the following information regarding your concern: 1. What are the Center Types of the Custom Roles having the problem. Check in the custom role settings page (see screenshot below): 2. Is the concern reproducible on roles of Accounting Center and Project Center Types? -Jack…

Hi @"EleniPalmos", This is a known issue specific with the Google Chrome browser and is documented in SuiteAnswers Article 74625: Google Chrome > Download Customer Statement > Extension is .nl instead of .pdf. The workaround for the issue is also included in the article. Since this is not a NetSuite Product issue, it is…

Hi @"JDUB78", To get your desired result, enclose the whole <tr> tag with the condition. See revised code below: <#if item.quantity?? && item.quantity!=0> <tr> <td align="center" colspan="2" line-height="150%">${item.quantity}</td> <td colspan="12"><span style="font-weight: bold; line-height: 150%; color:…

Hi @"Nikolay Georgiev", Upon checking, the option to Preserve Data for Center Tabs when updating a bundle is not yet available in NetSuite and the following related Enhancement Request has been filed for this: Enhancement 220031: Need an Update Bundle Preference that supports Preserve Data in order not to overwrite the…

Hi @"3971247", I was able to reproduce your concern on my test account wherein the Analytics Portlet is not available in the list of portlets using a Custom Role of Project Center Type despite having the SuiteAnalytics Workbook feature enabled and its permission set to Edit for the role. See screenshots below: This concern…

Hi @"lilywu", As of the current NetSuite version (2019.2), Basic Printing Type is still supported. However, it will be deprecated in a future release as stated in this important notice in SuiteAnswers Article 10130: Customizing Transaction Form PDF Layouts Customers will be notified on the release before it will be…

Hi @"nweismiller", Do you have a Workflow for your Sales Order Approvals? And, is the error reproducible using the Standard Sales Order form set on the Custom Form field? -Jack @"Jack Daryl Espiel-Oracle"

Hi @"4149447", Are you still having the same problem? It could be caused by a Transition that goes back to the Pending Approval State of your Workflow. Check if there is a Condition for the transition. If there is none, it could be the reason since the transition is always triggered without it. If a condition is set, check…

Hi @"Kenny Wise", You may want to take a look at CSV Imports Feature since you already have a file with the updated prices. Refer to the following SuiteAnswers Articles for more information: 10022: CSV Imports Overview 9976: Importing Pricing Data for Items 8069: FAQ: CSV Import 10012: Tips for Successful CSV Imports Hope…

Hi @"basem.mohamed", Can you post screenshots of your Workflow setup so that we can also test it on our end? Please do not include, and mask any confidential or personally identifiable information. -Jack @"Jack Daryl Espiel-Oracle"

Hi @"3967582", You can set a From Email Address at User Level in the User Preferences by navigating to Home > Set Preferences > General Tab > From Email Address field. See screenshot below for the option: Note: This option applies to all of the roles you use for your user account only since the options for this page only…

Hi @"3967582", Since the method in my previous post seems to be not feasible for you, another method that you can try is to use Workflow to send Emails for Invoices/Statements and specify an employee set with the Customer Service Email in the Sender options on the Send Email Action. You can refer to the following thread…