@User_K51C7 You can set a preference under Support Preferences to lock the case after Closed status (Setup > Support > Support Preferences > General > Case Lockout section > Enter Checkmark for: Lock Closed Cases After Lockout Period, add Zero in Period (Days) field) For the automation for CSAT, I suggest to check this…

Thanks for your reply, If the issue persists, you may need to contact NetSuite support for further assistance.

@User_Q3A12 On my side when setting 'Paymet File Administration' permission as 'None', or even removing it completely from the 'Custom Record' subtab in the Custom role, and leaving 'Documents and Files' permission as just 'View' under Lists subtab, it does not allow the custom role to see PFA page at all, If I try to open…

@User_Q3A12 Here's a SA Article that could help further: https://suiteanswers.custhelp.com/app/answers/detail/a_id/70599/loc/en_US

You're welcome :)

@BM136 any user can have as many roles with same password including Administrator (as long as you have enough licenses) for what you suggest, you can potentially create 2 separate Employee profiles for the SAME user, example: Email: john.doe_1@netsuite.com ROLE: Administrator - Password 1 Email: john.doe_2@netsuite.com…

@Dext3r On the Custom Field 'Awaiting Appropval Form' navigate to Display subtab, and under Display Type, change Hidden to 'Normal', and save afterwards. With 'Hidden' type you will not be able to see the field anywhere. Hopefully that does the trick. Regards.

Hi @nathanatwesspur looks like it, I would check with support on this just to confirm if this is expected behavior or not. Regards

Hi @nathanatwesspur not sure what System Template name you are using, but I was checking the Standard WebSite order received, and that line you mention reads a bit different, so might suggest to replace it and check the results as a test: <#if (itemimages[itemline.item.internalId])?has_content><img alt=""…

Hello @tech work maybe this SuiteAnswers article will help withyour question: https://suiteanswers.custhelp.com/app/answers/detail/a_id/81290/loc/en_US Regards

D. Vendor Prepayment

Hi @Deb in UK as mentioned by Michaela above the phone number is found under Address field (Edit option). If you really need to have a field for Phone in the main section of the Company Information, you can create a custom field as such: 1.Navigate to: Customization> Lists, Records & Fields> Other Record Fields> New…

Hi @PaulFleetwood that is the right course of action at this point. Good luck, I'm sure it will be resolved.

Good day, @PaulFleetwood I tried verifying this in an account on version 2023.2, but I was unable to duplicate the issue you are having. Could you try switching to a different font in User Preferences to see whether it persists with other fonts? If you're still having trouble, could you try clearing your cookies and cache…

Hi @Benjamin Paul - USA Simple answer, no unfortunately. This type of behavior will always need script/workflow, as there is no option when customizing the form, or any preference that covers your request. Hope it clarifies

Hi @Benjamin Paul - USA Yes, this can be doable with workflow with the following characteristics: 1.Record Type: Transaction > Sub-Type: Sales Order or and Purchase Order 2.Event Definition: Enter Checkmark: 'On Create', 'On View Or Update' 3.Double-Click State 1 4.Click 'New Sublist Group' button 5.Trigger On: Before…

Hi @Vernita if you do not see it most likely you are missing the Commissions Module, and this needs to be discussed with your Account Manager. Hope you get to the bottom of it. Regards

Hi @User_RWSI5 thanks also for your reply, I suggest then to reach out to support and have this investigated, it does not look like the current behavior. Good luck, and hoping for the best.

Hello @Vernita most likely you need to discuss this with your Account Manager in order to be provisioned to you.

Yes for both would be the same, it depends on the country used, most likely try to find the form that has the most recent Internal ID, that would be the one used. if no Country is defined in the Address form, again the most recent Internal ID address form is the one being in use. Hope it helps.

Hello fellow user @BM136 I believe you are mentioning the phone field you have from when you select 'Ship To Select' in a Sales Order, and that has a pop-up template to add the details of Address and also Phone. If that's the case, you can customize the Address form through this path: 1.Navigate to: Customization> Forms>…

Hi @User_RWSI5 can you check if in your item record the field Display Name/Code is populated? this tag you mention {item.displayname} is originating from there. This field on the Item record should not be empty. The Name field of the Advanced PDF/HTML Template is sourcing the value of the Display Name/Code (ID:…

Hello @BM136 You can create a workflow to hide the Sales Order button based on the Estimate status as below: 1. Navigate to: Customization > Workflow > Workflows > New 2. Add Name > Record Type = Transaction > Sub Types: Estimate > Release Status = Released 3. Event Definition: Enter Checkmark's for: On Create & On View Or…

Hi Sivasubramaniam I'm afraid that is not possible at the moment, unless via Script solution. Regards

That kind of output can only be achieved via Scripting solution, cannot think of any other conventional way to be honest.

Hello @Sivasubramaniam what Lyka mention above is correct and this is currently a limitation. I can offer a rather unusual alternative via customization again, by creating another custom field with these details: 1. Navigate to the record, and click the '+' sign next to the Document Custom field 2. Copy the URL from the…

Hi Jaroslav, this is not possible currently unfortunately, but if your ultimate goal is to export Saved Searches to some other user, or accounts, you might try to use SuiteBundler and have those Searches transferred to their accounts, alternatively mark the Saved Searches as Public. Of course if this is not your intention…

Hi @User_32GQL The approval status field in journal entries in NetSuite indicates whether a journal entry has been approved or not. If the approval status is "Approved", the journal entry can be posted to the general ledger. If the approval status is "Pending", the journal entry must be approved by a designated approver…

Hi @david.kelly please contact support and log a case for this situation, this is not a standard behavior, and a solution is being worked out to address it. You will then be aware of the details of the resolution. From what I saw not many alternatives at the moment but to Re-type keywords or manually access records. Best…

Hi @User_MFH4I Unfortunately this is not possible and is logged under an Enhancement: 165669 OneWorld: Setup > Accounting > Manage Accounting Periods > Customer would like to have the ability to close of close off periods per user or roles. You can vote in order to get implemented:…