Hello @User_UWHZ9, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Gab JS , Just wanted to check if you still need assistance, please don't hesitate to let us know so we can provide you with additional support.

Hello @Patrick Olson, Thank you for the update. Glad you were able to resolve it. If you need assistance in future feel free to post questions or reach out in future. _________ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Hello @User_Y04XD, Let us know if you run into any problems. Happy to assist. @Tigran Shahnazaryan Thank you for the insights very helpful to the discussion.

Hello @esabis, Just checking in to see if you got a chance to look at the solution I posted earlier. If you found it helpful, please consider clicking "Yes" under "Did this answer the question?". It helps others with similar issues find answers more easily and also, it contributes toward earning your Answer Accepter badge.…

Hello @User_A, In summary, when you create a new role, any permissions that are not explicitly added will be restricted for that role. If a role is not granted a specific permission, it will not have access to it. Setting a permission to "None" is another way to restrict it; if there is no "None" option available, it is…

Hello @Patrick Olson, I am working on this and will get back to you with an update. ____ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the most out of…

Hello @esabis, I think if Include View Record Link is Checked it should send the PO Record link. You can also Try the steps below : ___________ <p> <a href="https://XXXX.app.netsuite.com/app/accounting/transactions/purchord.nl?id={internalid}">Test</a> </p> __________ Instead of "TEXT" write whatever you want to display On…

Hello @User_Y04XD, Upon viewing the screenshots, I suggest can you assign this role to yourself and Test if it meets your expectations, below are some of the Permissions that you might need to re-assess. Reports : Customization Report List : Publish Search/Perform Search Setup : Dashboards List : Kpi/Scorecard _______ In…

Hello @Greg Ebel, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you…

Hello @esabis, I was able to send an email containing the Purchase Order Hyperlink. Below are the Steps : Documents > Templates > Email Templates > Edit/Create New : Rich Text Editor Area : Click Hyperlink : Add the Link as per Below : URL :…

Hello @Ron Mc, I am still working on this. Meanwhile can you take a look at the SuiteAnswer below, which mentions the correct Payload for creating a Vendor Bill. The only thing I can notice so far is the Structure is incorrect, you might need to specify the ID for item as well. Sample : POST { { COMPANY_URL } }…

Hello @User_Y04XD, Just wanted to check if you were able to see the possible solutions provided in previous comments. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the…

Hello @Gab JS, Just wanted to check if you were able to see the possible solution provided in my previous comment. If it was helpful, could you do us a quick favor and click "Yes" on "Did this answer the question?" It helps others with the same question find the answer quickly, and you'll earn points and unlock the Answer…

Hello @User_A, You cannot customize the Administrator Role when it comes to permissions. You can Create a custom role, based on Administrator or another relevant template, Remove or adjust the Workflow permission on the custom role, Assign this custom role to the intended user(s). For this, Create a Custom Role and Compare…

Hello @KennyM, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you know…

Hola @Jessica Mercado, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hola @Jessica Mercado, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hello @User_Y04XD, adding to what @Tigran Shahnazaryan metioned. Sorry for the delay. In NetSuite, default roles (especially for warehouse and operations) often come with overly broad permissions, which can unintentionally expose sensitive financial data such as KPIs, reports, costs, and revenues. Ideally, this information…

Hello @esabis, You can try removing the formula "{quantityshiprecv}-{quantity} = 0" When creating the saved search and this will send email for the PO that are partially received. I was able to create a saved search where It sends email to users with PO Link. If you are facing difficulties creating saved search, you can…

Hello @Vernita, I wanted to follow up on the concern. I was also able to find a known enahcne On SuiteAnswer : 77701 Contact's First Name Does Not Show up When Sending Email in Customer's Record it's mentioned that "It is currently not possible to pull the contact's First Name from a Customer record using the…

Hello @Vernita, were you able to check my first comment on this thread. I mentioned in that comment that : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However,…

Hello @Gab JS, Below are certain possibilities : 1. Try Unchecking "Include Children" checkbox using CSV Import. Test it for a single record. SuiteAnswer : 65353 Unmark Include Children Checkbox on Item Record Via CSV Import If you still receive error or if the update fails try 2. 2. The SuiteAnswer : 36273 Edit Item…

Hello @User_AS0HK, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! _________ In…

Hello @Elizabeth Vance, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! ______ In…

Hello @Vernita, Just wanted to check if you still need assistance, please don't hesitate to let us know so we can provide you with additional support. Thank you and have a great day ahead!

Hello @Vernita, To update the Primary Contact 1. Navigate to > Customer > Contact(Subtab) > Click Update Primary 2. Edit the Update Primary Record > Click the List Next to your Expected Contact > Select the Blank area to unassign Primary Contact 3. Click Save _____ In case you know someone who is new to NetSuite, we…

Hello @esabis, Just checking in to see if you got a chance to look at the solutions posted above. If you found it helpful, please consider clicking "Yes" under "Did this answer the question?". It helps others with similar issues find answers more easily and also, it contributes toward earning your Answer Accepter badge. If…

Hello @User_UWHZ9, adding to @Chelsea Jacobs Below are my insights, you can try the following : To make the saved search public: Only the owner or an admin can do this. Ask the admin and original owner to edit the saved search and set its “Audience” to Public or assign it to Jane’s role. To let Jane schedule exports: Jane…

Hello @Vernita, I tested this on a Sales Order Below are my insights : Some Transaction Records in NetSuite does include a Contact reference field (internal ID: contact), which is designed to link a specific contact from the customer’s associated contacts for this transaction. However, there are limitations to how this…