Have you set up the proper role for the customer when you're testing the log in? The role should have a SAML SSO permission under Setup subtab. Also, have you tried enabling the "Primary Authentication Method" checkbox? You can try going to this SuiteAnswers article: SAML Single Sign-on Access to Web Store (ID: 37567)

Can you show some screenshots of what you're seeing in your account versus what you're expecting?

I couldn't see a documentation that SuiteApprovals support multiple PDF attachments, but if you have a developer this can be done through a Workflow Action script. Here's a sample article that I saw as a starting guide: Attach Multiple Files Using nlapiSendEmail or email.send() ID: 32735

Hi @Dirk Nieuwkamp, I saw this SuiteAnswers article. Answer ID is 35336 List of Transactions Where Kit/Package Item Will Not Show Purchase Order is included. Hope this helps.

Thanks @Red Atok-Oracle , I will try this. Is there any way we can make this formula shorter? Like using an "IN" statement?

Reason is we're building our own page with less menus so that users won't get confused. Disabling Performance Review won't work for us. Thanks for the answer.

@GauravAgrawal , that's the thing. The Talent tab is a standard tab added by NetSuite when you have a SuitePeople. It doesn't show on the list of custom tabs.

Hi @@User_CS3KK, the Location gets blanked out because NetSuite has a mechanism of resetting the form every time you change the Customer. To solve this, you have to change the trigger of your workflow. Make sure to set the following as shown in the screenshot. Trigger On = After Field Sourcing Triggering Client Fields =…

Thanks @Michelle Jabanes-Oracle and @Gaurav_NS , setting the Audience on the saved search did the trick.

As per the Help Guide: The Advanced Employee Permissions feature is available only for accounts with SuitePeople HR provisioned.

Feel free to send me the screenshots of the criteria and the customers who did not receive the order. You can also send it here.

The way I'm thinking to solve it is to have a custom record that will become a temporary storage of the Inventory Transfer. This will let the user enter the basic information needed for the transfer and the approval will happen from there. Once approved, it will trigger a script that will create the actual Inventory…

Can you share some screenshots on how you're triggering the workflow, as well as the setup of your workflow?

You can create a Price Level through Setup>Account>Accounting Lists and set a discount percentage. On the Customer record>Financial tab>you can set a "Price Level". This Price Level will be followed as the default price level when you create an order for that customer. Will this work?

I guess you're also using Charge-Based Billing. Based on SuiteAnswers, when you modify a time entry associated with a charge, NetSuite deletes the charges and generates a new one. Here's a screen cap: A solution for you, you can opt to have the field un-store the value. That way you're not modifying the time record but…

Can you also share the steps you're doing to trigger the workflow on the depreciation history record?

This should work, as long as the logic is in a backward approach, since the way NetSuite subtotal works is it subtotals the previous items only. If there is more than one subtotal in an order, the subtotaling effect resets. The code must start with the last item. If the item is not a subtotal, then it will skip the…

Hi @Dirk Nieuwkamp , Upon checking, workflow only supports these fields as a source rate. Last Purchase Price is not included, if that's what you're looking for. Your best bet is to have a developer write a Client script or a User Event script, depending on your preferred trigger point. Thanks and regards, Lea Columna We…

We use subprojects as well in our company and issue invoices for the subprojects. Here's how we manage it successfully in the UI: On the Customer ('entity') field, we set the main customer record. (In CSV, it's the internal ID of the main customer. On the Project, ('job') field, we set the subproject. (In CSV, it's the…

Upon checking, it's not possible via CSV or workflow. Script is the best bet as documentation says that this record is scriptable.

Hi @Martha Hakes , your ACS team must have provided you a reason why they suggested that. Did they see any long-running scripts in your account? Did they find that your current concurrency limit can no longer support your demand? Did they discover that you need additional processors or threads for web services? SuiteCloud…

According to Answer ID: 48751, User Roles is not fully scriptable. Only search is permitted through scripting. I also couldn't find User Role as a Supported Record Type for CSV.

My team has tried researching for this and the only feasible solution is to develop the suitelet. This way the file name can be set programmatically before printing. In the meantime, here's a SuiteIdea that I found for you. I voted for it as well. Title: Setup>Company>Printing, Fax and Email Preferences: Ability to…

I found this enhancement request in SuiteIdeas. I think it would be a great addition, I went ahead and voted for it. Unfortunately, I couldn't think of a workaround that will not require extensive customization. For now, you can go to your SuiteIdeas account or file a Support case to vote for this request. Title: Add edit…

Hi Emmy, are you referring to the "Template" on the window below? The Advanced PDF template is not selectable here. This is the list of email templates that you can customize by going to Documents >Templates>EmailTemplates. The PDF template used for emails can be set by going to the custom form attached to the transaction…

Yes, you should be able to update external IDs through: CSV Import SuiteScript (Custom Mass Update, Scheduled Script, Map/Reduce Script)

There are two options that I can suggest that will allow you to use NetSuite's feature. 1) Through online custom record form - this will allow you to create a form through point and click customization. You can the relevant fields that you want, and it will allow you to have a publishable link that will get created in…

I came across this solution in SuiteAnswers but it requires scripting to fill out a Customer Balance custom field. From there you can generate a saved search that will show you the list of those customers. Let me know how I can help you in this solution: Track Customer Deposit Balances Answer ID94461

Here are some SuiteAnswers article I found which may help: Replicate Income Statement Into Saved Search Answer ID: 92526 Saved Search of Income Statement Accounts and Amounts to Show Department in One Column Answer ID: 68529 Saved Search Results not Equal to Income Statement Results Answer ID: 68529

Can you send here what type of report are you trying to generate?