Hi @"3965542", The Employee Center Role has a very limited permission and the Projects/Jobs is not included in the predefined permissions. You may visit SuiteIdeas to vote the existing Enhancement Request # 344117 | Employee Center Role > Allow the ability to customize it and be able to add List > Project (Job) Permission.…

Hi @"Susan Jordison", You can use an email template to generate personalized email messages from transactions. Before you use an email template, you need to create a template record. You can prepare your template file outside of NetSuite using an HTML editor. You can also create it directly on the template record. 1. Login…

Hi @"anth0nyev4ns", This is currently logged as an Enhancement request in NetSuite. The alternate solution is to use a saved search to expose planned time data. I suggest to log your vote in SuiteIdeas. * Enhancement #: 538870 | Analytics > New Workbook > Time Tracking > Criteria > Planned Time > Data not appearing using…

Hi @"George Williams", This actually depends on your work process and where you want to base your forecast. The way how your Sales Reps create a sale is by quote > sales order. NetSuite calculates your sales forecast as the sum of the following: * Opportunities with no estimates attached or with estimates that are not set…

Hi @"Hozysam", The ability to restrict an Item to multiple locations is currently filed under an Enhancement in NetSuite. I suggest to visit SuiteIdeas to cast your vote. * Enhancement # 115478 * List : Accounting : Items : Please create the ability for the user to be able to select Multiple Classes/Departments/Locations…

Hi @"4178391", For SuiteAnswers to work properly in Google Chrome, kindly disable browser add ons like adblocker and the like by doing the following steps: 1. Click the menu icon "≡" at the top right of the browser window 2. Choose More tools and choose Extensions to open the Extensions 3. Disable the extension or remove…

Hi @"GKC", That is correct. There is an existing Enhancement request for the user to have the ability to set the default shipping address on the Customer record. * Enhancement #: 106141 * Customer record>user requests that default shipping address shows up instead of the default billing address on address body field of the…

Hi @"GKC", The Sales Rule > Customer Field Rule will check the default address in the Customer Record. Please see the screenshot below. Per checking, this address field will follow the default billing address you set in the Lists > Relationships > Customer record > Address subtab. I hope this helps. Let me know if you have…

Hi @"Cperez42985", I would like to confirm if sourcing the old serial numbers in the native field means pulling this data outside of NetSuite and use this in a workflow to compare the item serial number field. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"3929206", There is an existing Enhancement Request for this feature. Per checking, I do not see any possible workaround. I suggest to create a Support Case or visit SuiteIdeas to vote. * Enhancement #: 185082 * Advanced Projects > Lists > Relationships > Projects > Financial Tab > add field named " Percent Project…

Hi @"Ben H", To add up, there is an existing Enhancment Request related to remove or untag linked Opportunity from Sales Order. You may create a Support Case or visit SuiteIdeas to cast your vote. * Enhancement #: 97726 | Allow the ability to remove the opportunity fields from sales order or invoice forms The other…

Hi @"pmendola", I found two Enhancement requests related to your concern. Please see below details. * Enhancement # 141257 | Shipping integration > Ability to auto combine items with different dimensions in one package for accurate computation of shipping cost * Enhancement # 98011 | Lists > Accounting > Shipping Items >…

Hi @danish_rizvi, Can you please check if the role has the following permissions enabled? * Log in as Administrator * Navigate to Setup > Users/Roles > Manage Roles * Click Edit beside the user's role * Navigate to Permissions subtab > Transactions sublist * Add Invoice, Sales Order, Cash Sale, Check permissions with at…

Hi @"MSStoke", The Email Case Capture only works if the sender of an incoming email sends their email to "support email" or to the email showing on Setup > Support > Support Preferences > Inbound Email. Capture Email Replies is currently logged as an Enhancement Reuqest in NetSuite. I suggest to create a Support Case or…

Hello @"3967582", Searching the billing address or shipping address is not possible using the Global Search. However, you can search the customer by their email address or ip address. This SuiteAnswer help article will help you out as well as its Related topics on the bottom part of its page. * Tips for Effective Global…

Hi @"timelms", Please see the steps below. 1) Log in as Administrator 2) Navigate to Setup > Company > Outlook Sync Configuration 3) Open Active Outlook 4) Basic tab = keep as it is > click Next > Contacts = keep > click Next > Required Fields For Contacts In Outlook 5) Click Next through the next setup 6) Click Finish…

Hi @"4173379", Is the city or the address available on the User Interface (UI)? How did you input this in NetSuite and what is the navigation path t view the address record? Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Stuart Anderton", Unsupported Functionality means the feature is not available in NetSuite. The Customer Dashboard works fine and viewable, it's just it will only show the Primary Subsidiary from the Customer record. You may create a Support Case or visit SuiteIdeas to log your Enhancement request. The alternate…

Hello @"timelms" I suggest to check your Outlook Sync Configuration if there are other required fields aside from the email address. The only way to remove these errors is to add the missing fields on the contact records or by modifying the required fields set in your configuration. Please take note that the NetSuite for…

Hi @"417PM", Per SuiteAnswers: Defining Custom Elements | ID: 10121, if you want to print the 'Discount Rate' value, you can use just the right expression. Please use this expression in the Advanced PDF/HTML Template: 1. Go to Customization > Forms > Transaction Form PDF Layouts (Administrator) 2. Click Customize next to…

Hi @"f76d59f5-75c5-44ed-9965-e32ed96a57c6", 1. You can see the steps on how to populate the addresses in SuiteAnswers: Ability to Search Address Details | Answer ID: 36059 2. To mass delete the customer's address, please see SuiteAnswers: Mass Delete All Customer Addresses in Bulk | Answer ID: 62910 I hope this helps…

Hi @"4140685" Jessie, Apologies for the late response. Per checking, your workflow will enable the "Give Access" and it will send the New Access Notification email to the customer. It should only send one notification email. It is best for us to take a look on the email received from your Company return email to easily…

Hi @"JCirocco", System alerts appear in the Reminders portlet on the Home tab after you have activated the reminder. To activate the System Alerts reminder: * Click Personalize Dashboard in the Settings portlet or Personalize in the top right corner of the Home page * In the Add Content panel, click or drag and drop the…

Hi @New_44789, Apologies about my previous response. The - My Team - option in the above screencap has a Supervisor listed in his Employee record. I have tested that once you're listed as the supervisor of the Employee record NetSuite will automatically consider the employee to be under "My Team". Please let me know if you…

Hi @"nweismiller", Can you please confirm if the "Payment Operation" field is enabled in your Sales Order form? Try to retoggle the Payment Option or Terms field under Billing subtab of the Sales Order and let us know if this allows you to save the transaction. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"Greg Rudl", Did you get any error message while creating Vendor Prepayment Bill? Based on SuiteAnswers ID 84790, if a user receive message: Notice (SuiteScript) {"type":"error.SuiteScriptError","name":"INVALID_FLD_VALUE","message":"You have entered an Invalid Field Value 94 for the following field: customform While…

Hi @"lisaham", Can you please confirm if the "Use Bins" checkbox is a custom field in your Location record? Click on the "Use Bins" hyperlink and send us a screenshot of your field level help. Based on SuiteAnswers ID: 33668, Bin Management feature can be disabled by unmarking the checkbox for Bin Management under Setup >…

Hi @"AsadSymitry", Can you please confirm if you're referring to the Purchase Order record? If so, you can delete the date on the Expected Receipt Date as an Alternate Solution to the Enhancement 365626: Enter Purchase Order > Add an Item > Expected Receipt Date should be blank instead of defaulting to Today's Date. I…

Hi @"3971247", In addition to what my colleague, Camille posted. The steps below serve as an Alternate Solution to the Defect 563707 Project Center > Consultant Role > Analytics Portlet is not available. 1. Login to the Project Center role 2. Navigate to Home> Set Preferences> Appearance subtab 3. On the Centers &…

Hi @"dd90439a-dbc4-46b5-8b3a-6263d65072da", NetSuite does not support 1099–MISC forms. Instead, NetSuite provides customized saved searches to help you report 1099–MISC vendor payments to other providers, such as Yearli by Greatland, Sovos, and Track 1099. Take note that you are responsible for the information that you…