Pratik Teredesai-Oracle Silver Trophy

Hello @User_56FCP, Sorry for the delay. I am working on this and will get back to you with an update.

Hello @User_WULYK, 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 @User_56FCP, I was able to find some documentation which might be helpful. Integrate with Content-Sharing Platforms for Sharing Visualizations : The article Mentions steps to Enable Workbook Users to Share Visualizations in Microsoft Teams. Please let me know if this resolves your concern. _____________ In case you…

Hello @User_P6PVX, 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 @MTL_MIA, Based on the logs all I can think of : 1. Manual Trigger 2. Workflow Automation 3. SuiteScript or SuiteFlow Logic The screenshot indicates that the status change was performed via the user interface. This suggests the update was likely the result of manual intervention by a user, rather than an automated…

Hello @MTL_MIA, Let's try digging deeper into the Logs/System Notes. Go to: Reports > Saved Searches > All Saved Searches > New Choose Type: Select System Note (not transaction). System Note searches show field-level logs across records in your account. Criteria Tab: Filter by what you want to audit. For quotes status…

Hello @User_P6PVX, Below are the steps to Create a Saved Search that lists User's Role when they Approved the Transaction. Go to: Reports > Saved Searches > New (select your transaction type, e.g. Sales Order). Enter Title: (e.g. “Custom Transaction Search Approved”). Criteria Tab: Add filter: Type is Sales Order (or your…

Hello @Tafranklin5, You can customize the Address Form in NetSuite by adding custom fields to help differentiate between addresses. For example, you can create a "Created On" custom date field to track when each address was added, making it easy to identify which address was created first. Steps : Customization > Forms >…

Hello @Nissam CP, Just checking in to see if you got a chance to look at the solutions posted earlier by @Sakshi_Garg & me. 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…

Hello @User_2I30C, Just checking in to see if you got a chance to look at the solutions posted earlier. If you require further assistance, don’t hesitate to reach out. We are happy to help!

Hello @User_56FCP, I am working on this and will get back to you with an update.

Hello @Nissam CP, I agree with what @Sakshi_Garg has to say. You can try taking a look at the SuiteAnswers below which mentions : A custom role is receiving the error “You do not have access to this page.” when viewing the Sales by Tax Code report (Summary and Detail) even when permissions have been added to the role.…

Hello @Tafranklin5, You can utilize the "Default Billing Address" and "Default Shipping Address" fields to identify which addresses are currently in use. To highlight historical addresses, you can add a formula to the results that displays the text "Old Address." Additionally, you can set a filter so that addresses where…

Hello @User_2I30C, Just wanted to check if you were able to see my previous comment. Please provide the requested information so we can proceed with further investigating your concern.

Hello @User_ZRJXX, Glad it worked for you. Feel free to reach out or post questions in future if needed.

Hello @Entartes, 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…

Hello @User_2I30C, Just to confirm can you please share a screenshot & SuiteAnswer ID to explain the above. Can you please also confirm if there's a particular role that you are concerned about ?

Hello @User_ZRJXX, 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 @Tafranklin5, 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 @User_56FCP, Just to confirm are you exporting the file as an .svg format? Also, could you please share the steps you followed to create a similar Workbook or Dashboard? I tried recreating it on my end, but I don’t see the Export to Microsoft Teams option in my export list. _____ In case you know someone who is new…

Hello @yuki nomoto, こんにちは。詳細なご説明ありがとうございます! これにより、SPF、DKIMおよびDMARCがNetSuiteでどのように連携するかを明確にできました。DKIMおよび堅実なDMARC設定に依存することが、SPF参照制限を処理する最も実用的な方法であることに同意します。「sent-via.netsuite.com」(「send-via」ではない)の使用に関するヒントは、特に見逃しがちですが重要です。また、専用のサブドメインを使用してSPFレコードをクリーンに保つという考え方も納得です。 IPまたはSPFの変更を自動的に追跡することを考慮されていましたら、MXToolboxのようなツールは、DNS…

Hello @User_2I30C, 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 @Anco Distributors, 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…

Hello @esabis, I will try creating a Video based article soon and will update you regarding the same.

Hello @User_ZRJXX, Can you please take a look at Setting SuiteAnswer : 91071 Department, Class, and Location Restrictions this explains the behavior of Department/Class/Location. A basic framework would look like. Best Practice would look like : Department: Use for major org structure (Layer 1). Location: Repurpose as…

Hello @Tafranklin5, NetSuite keeps historical address records that show in searches but not in the customer UI. Usually, you should only clean up the current/active addresses, not the hidden/historical ones, unless your business process requires otherwise. Filter your search to exclude older/hidden addresses to prevent…

Hello @User_56FCP, sorry for the delay I am currently working on this and will get back to you with an update.

Hey @User_Z3A0R, Just checking in to see if you got a chance to look at the comment 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…

Hello @User_44UPO, Glad it worked for you. Feel free to reach out if you need assistance 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 specifically designed to offer them information and guidance and help them…

Hello @User_44UPO, Yes this is possible. 1. You can create New Customer Statuses : By going to Setup > Sales > Customer Statuses > New. 2. You can set default customer status preferences on the General subtab at Setup > Sales > Preferences > Sales Preferences. The SuiteAnswer : 9769 Customer Statuses describes how to…