Hello @nir.levy, NetSuite has announced plans to deprecate the Basic PDF/HTML template engine, but no official end-of-life date has been set yet. Existing Basic PDF templates won’t be deleted automatically, but eventually, you may not be able to use them for printing or emailing. It’s recommended to start migrating…

NetSuite’s standard field sourcing and filtering (like “Filtering” on custom fields) works for some field types (e.g., custom lists, record fields), but does not support filtering a custom matrix list field based on a custom segment selection natively. You might need to use a script. You can use a Client Script on the…

Hello @A K M Farid, Can you try creating the search with the below customization : When creating the Saved Search : Select Record Type: Choose your custom record type (e.g., “Sample Tracking”). For Results Columns: Make sure you have 1. Vendor (your custom vendor field) 2. If you scroll down at the very bottom you might…

Hello @Member8, Just wanted to check if you were able to see the possible solution provided in my previous comment. 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 @A K M Farid, Yes, It should be possible I agree with @Tigran Shahnazaryan. Can you please explain the type of search you want to create or if you can share a little more about the search I can assist you with it accordingly.

Hello @User_ZRJXX, I agree that it seems to be a permissions issue, the employees can’t see the saved search because they’re missing either the right permissions. Ensure their roles have “View” access to the relevant records and saved searches. ___ Just wanted to check if you were able to see the possible solution provided…

Glad it worked, feel free to post questions in the community 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 make the most out of their…

Hello @User_Q1DPO, 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_037HV, The “Estimate to Complete” (ETC) cost field in NetSuite is a calculated/system field, so it doesn’t have a field ID and can’t be set directly via SuiteScript or RESTlet. You can update related fields like estimated work, estimated cost, or percent complete or the ones that have Field ID mentioned…

Hello @Gio Arrojado, 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…

Hi @User_K51C7, 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…

Hey @Vishnu M, glad it was helpful for you, feel free to post a question in future if needed!

Hello @Gio Arrojado, While there’s no single “actuals” field, you can always reconstruct the data by aggregating the relevant transactions tied to your project or task. This is essentially how NetSuite’s own reporting does it behind the scenes. Actual costs are typically made up of: Time entries (timebills, timesheets),…

Hello @Member8, I was able to send a successful request and get the response. Based on the snippet you provided above it seems like you might be referencing same values for "refnum" & "doc". It should be the way Reference No : Payment #(tranid) Doc : Internal ID (Payment). Can you try to update the request as per above and…

Hello @User_037HV, 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…

Thank you for the update, feel free to reach out in future if needed!

Hello @Vishnu M, The E-Document Template in NetSuite is a record that defines how XMLs are generated. Each generated XML is also attached to the respective customer under “Attachments Sent” for quick access and audit purposes. This setup ensures both secure file management and easy retrieval from the customer record. There…

Hello @Eric Roelofs, Following up on the concern on this thread. 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 @Katelyn M Martin, 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…

Hello @Vernita, Glad it worked out for you, If you found any of the above answers 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 you require further assistance,…

Hello @Vernita, The default User Access email template doesn’t include a password setup link—there’s no variable like ${passwordResetLink} available for this purpose. The only way to send a password setup link is by manually using the “Reset Password” action on the user’s record, which sends a separate email with the link.…

You’re welcome, and we’re glad to be of help! By the way, you might be interested in participating in our Weekly Quiz. You only have until June 12, 2025 2:00 PM ET to comment on your answers and earn rewards! Click here for more details.”

Hello @User_S3GJE, Thank you for starting this thread. Hello everyone! We’d love for you to share your thoughts and experiences to help out a fellow member. Your input means a lot! ___ 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 @emcee_uk, Thank you for starting this thread. Hello everyone! We’d love for you to share your thoughts and experiences to help out a fellow member. Your input means a lot! ___ 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 @Member8, I am still working on this mean while can you try performing an initialize request using SOAP to emulate the UI workflow by prepopulating fields from a related record based on the article: initialize / initializeList Thanks

Hello @Mary Rivas, It sems like Financial Statements permission is typically View-only for non-admin roles. 1. Can you try adding "Reports Customization" permission to it as well. 2. Use a standard Netsuite Role as base and try customizing a Standard Netsuite Role(Accountant) add permissions to it as required or by either…

Hello @User_Q1DPO, As I mentioned earlier, it’s generally best to use the Contact option as your second choice. For individual customers, emails will go to the email address on the customer record. For company customers, the system will use the company’s preferred email. Customer Email: Sends to the main email address on…

Hello @Mary Rivas, if you would want to give the Full/Edit permissions you can customize the role that is created via third-party bundles and change the permission to Full/Edit and use that role for your employee, this would keep all the configurations of the role from bundle plus will add the permissions you assign. Let…

Hello @Eric Roelofs, Sometimes, NetSuite's error messages for license limits are not consistent, especially in sandboxes. 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…

Hello @emcee_uk, we're happy to have you with us today—thanks for getting the conversation started! Hello everyone! We’d greatly value your thoughts and experiences in helping out a fellow member. Your input truly makes a difference! ___ In case you know someone who is new to NetSuite, we encourage you to direct them to…