Hi @Vernita, 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. You will also earn…

Hi @Kedalene, Let us know if you need further assistance or if the last solution helped.😊

Hi @Judy Perry, When you have enabled the Item Substitution feature in your account, set up the roles records of those who will use Item Substitution. Go to Setup > Users/Roles > User Management > Manage Roles. Edit or customize the role to set up the following: On the role record, under the Authentication section, check…

Hi @User_NC62U, For groups with more than 100 members, NetSuite schedules and sends the bulk letter merge operations within an hour of submission. For groups with fewer than 100 members, NetSuite sends the bulk letter merge operations at submission. You cannot send bulk letter merge operations to groups with more than 4000…

Hello @brocha, You need to create a custom field for the list/record based on Price Level. Work on filtering your price level and setting up a workflow or script to copy the value to your standard Price Level field. To set proper expectations, please be informed that the scope of our support here in the NetSuite Support…

Hi @Kedalene, When assigning a new role to a user, the user needs to logout and log back in for the changes to take effect. If this does not work, please ask the user to use a different browser or clear the browser's cache.

.Hello Paul Reading, The Create New Lead on No Match might be enabled in Setup > Support > Support Preferences. I hope this helps.

Hi You need to share the workbook so other users/roles can view it. Please refer to the following SuiteAnswers: AnswerID: 106327 Sharing Workbooks and Datasets AnswerID: 77543 Accessing and Sharing Workbooks and Datasets I hope this helps.

Thanks for the update, @CDuf! Yes, please feel free to submit it as a new SuiteIdea. Who knows, other NetSuite users might need this feature. 😊

If you recently set up your DNS, it will take 24-72 hours to reflect it in NetSuite. If the setup was made beyond 72 hours, there might be something wrong in setting up your DNS.

Hi @User_NG5TG, You can use the System Notes field to populate and filter the date change. In you Opportunity Record > System Information > System Notes, check if you want to get the value from Document Status or the Entity Status. In your Opportunity Saved Search, add the following criteria. In the Results tab, I added…

Hi vti, We've checked the Mail Merge folder and the invoice document, and there's no restriction on them. Have you checked the Letter Template folder to see if it has restrictions as well? By default, the Standard Accountant role has full access to the file cabinet, unless the main and sub-folders have restrictions, as…

Hi @MichelCA, 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. You will also…

Hi @Amjad Kasem 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. You will also…

Hi Andy, What role are you using? Do you have access to both Estimates/Quotes and the File Cabinet? You need to ask your NetSuite Administrator to grant your role a permission to these records for you to upload them. Thank you.

Hi @MichelCA This is logged under Enhancement # 221864 Customization > Center and tabs > KPI Scorecards > Customize Financial Ratio > Unable to select Custom Record Type saved search for KPI scorecard if Use Period field = T. Try to create a new KPI Scorecard without the Use Periods checkbox enabled. Please visit…

Hi Colleen! I hope you're doing well. 😊 This is actually the email address used in the Customer record when you enable the Send Transaction Via Email checkbox. The field ID for this is {emailtransactions}. I hope this helps.

Hi @Vernita Yes, it could help. Also, please verify the following; Check if your DKIM was set up properly using this tool. Confirm if your SPF record includes the entire definition include:sent-via.netsuite.com Go to Lists > Relationships > Bounced Email Addresses and check if the email address is listed as a bounced…

Hello @MichelCA, This is because of the Applying Transaction fields added in the search. Please see my example below. Open your OP50033 and look for the transactions associated to this record. I hope this answers your question. Thank you.

Hello @User_YQRJ4, Does your customer have access to the actual quotes in NetSuite? Or do you want to send multiple quotes as an attachment in a single email? You can go to Customer record > Communication > Messages > Email > Attachments tab > search and select the quote in the drop-down list. I hope this helps.

Hi @Amjad Kasem Click the Open icon to open your Online Form Template. From there, you can add the <NLSUBSIDIARY> tag. The error that you are encountering is because the said fields have been declared under the Select Fields subtab of the said record but aren't included in your HTML Template. Based on your previous…

Hi @katherine_15328, 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. You will…

Hi @Kedalene, 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. You will also…

The non-OneWorld account and the OneWorld account are two separate environments with different restrictions. Let's focus on the one that is not working and isolate the issue. Using your Admin role, navigate to this page and copy the URL. Ask the user to paste this URL and get the exact message the user receives.

Hi @SWSearcy Navigate to your Preferred Customer form > Fields tab > Main subtab Un-check the Quick Add check box for Name/ID field Mark the Quick Add checkbox for Name field Click Save When you create new lead/prospect/customer records, you should see the following fields. For reference, please see SuiteAnswers ID: 41330.…

Hi @Vernita You can find it in Commerce > Hosting > Domains > select Email Campaign.

Hello Paul L. Walker, The Attachment field is not available in the Sent Email List Search Results. I looked for a workaround, and this is the only search that can pull out outbound messages from a saved search. There's also no existing enhancement request related to this concern and I would suggest submitting one at…

Hi @Vernita, Oracle NetSuite does not support the use of NetSuite IP addresses to access or manage access to any NetSuite services. Aside from setting up DKIM, did you also set up DMARC and SPF? I suggest to follow the best practices listed in the SuiteAnswers ID 9429 to help you setup these two. Thank you.

There's no information needed from the old app. The user only need to clear the settings (the setup information) of his/her old phone from NetSuite. Please refer to this SuiteAnswers article: 88726: If You Lost or Replaced the Phone You Use for 2FA. Thank you.

Thank you for checking, @vti. Please confirm the following: How many roles does this user have? Are all of the roles experiencing the same issue? Can the user manually navigate to the Mail Merge Folder and access the invoice file? Try deleting the browser's history and cache. I hope this helps.