Hello @User_569JW, 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…

Hello @User_Q1DPO, for There’s no standard Email field on Customer Payment records, so “Transaction Email” won’t work for payments. It's recommended to use Contact email as the second option and if you would need to use a Transaction Email it's recommended to create an additional field that can be used as second option.…

Hello @Mary Rivas, It seems like adding the permissions below should be able to do the trick. Setup > Users/Roles > Manage Roles > Edit the Role > Under "Reports" Subtab > Select : Financial Statements Level: View (if you only want users to see the report), or Edit/Full if you want them to customize or edit the report. ___…

Hello @Katelyn M Martin, It seems like their might be a spam/filtering issue on the Microsoft side. You can try : 1. Double-check DNS records 2. Add NetSuite as a trusted sender in your Microsoft 365 Defender portal: 1. Go to Microsoft 365 Defender > Policies & rules > Threat policies > Anti-phishing. 2. Edit your policy…

Hello @Member8, Thank you for the Sample Request. I will try testing this and update you accordingly.

Hello @Cindy F, 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…

Hello @Vernita, 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…

Hello @Kedalene, 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…

Hello @Dext3r, 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 @Mary Rivas, 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! __ Welcome to our brand new corner, "New to NetSuite!" New to NetSuite is designed to provide customers who are new to NetSuite with all the…

Hello @CTKMat. 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! __ Welcome to our brand new corner, "New to NetSuite!" New to NetSuite is designed to provide customers who are new to NetSuite with all the…

Hello @User_2I30C, 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! __ Welcome to our brand new corner, "New to NetSuite!" New to NetSuite is designed to provide customers who are new to NetSuite with all the…

Hello @Vernita, when you create a vendor for the first time and When you enable vendor access (for Vendor Center or similar roles) on a vendor record in NetSuite, the system can send an email to the vendor with a link to set up their password. This link is system-generated and is unique to each vendor/user. If you want to…

Hello @Eric Roelofs Can you check these things on your Sandbox account below : Custom Entry Form has Available Online Checked Customization > Forms > Entry Forms > Edit the custom form in use > Checkmark Form is Available online Role has Permissions to create employee : -Setup > Users/Roles > Manage Roles. -Edit your role.…

Hello @User_7F9K9, In Netsuite the Email Address field type in expects a single valid email address, not a concatenated string. When you use a formula to combine multiple emails, NetSuite may not evaluate or display the values as expected. Can you try changing the Type to Text ? ____ In case you know someone who is new to…

Hello @Eric Roelofs, Can you check these things on your Sandbox account below : 1. Custom Entry Form has Available Online Checked - Customization > Forms > Entry Forms > Edit the custom form in use > Checkmark Form is Available online 2. Role has Permissions to create employee : -Setup > Users/Roles > Manage Roles. -Edit…

Hello @Kedalene, Can you check how many full user licenses you still have available? You can do this by going to Setup > Company > View Billing Information in NetSuite. Look for the section labeled Full Licensed Users—this will show you the total number of licenses you’ve been provisioned and how many are currently in use.…

Hello @Kedalene, Changing a customer’s status from Won to Customer-Lost in NetSuite mainly affects reporting and segmentation—the customer will now show up as "lost" in your reports. It doesn’t block transactions or change financial data. Any custom workflows tied to status changes (like alerts or emails) will run if set…

Hi @Member8 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 @Brian Finlay, If you need assistance in future, 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 @User_ZCWF3, 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 @Wuebben Design.com, 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!…

Hello @User_RLXCM, 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! ___ Welcome to…

Hello @User_ZCWF3, It seems like When you use a grouped saved search (with summary criteria) in a KPI or KPI Scorecard, NetSuite doesn’t count the number of rows (i.e., customers who meet your criteria). Instead, it tries to sum or average the grouped values, which leads to those “gibberish” numbers you’re seeing. KPI…

Hey @Brian Finlay, can you try adding a Summary Type to the Search as below ? You can change the Internal ID to Document Number as per your Search, this should be able to summarize the Search.

Hey @Constantly Confused.. Glad it worked!! Feel free to ask questions in future if needed. We will be more than happy to assist you!

Hello @Brian Finlay, You can try achieving this by adding a condition to the results or already filtering it using a criteria. If you can share the Search setup. I can try replicating this on my end and assist you better. ____ Welcome to our brand new corner, "New to NetSuite!" New to NetSuite is designed to provide…

Hi @Member8, Thanks for the update. It would be very helpful if you could share a sample code. If this issue needs more urgent attention, I suggest creating a case so it can be prioritized accordingly.

Hello @Dext3r, It seems like there is already an Enhancement Related to this. Enhancement : 66640 Expected close date in Estimate and Opportunity overrides Start Date in Customer record. However there is possible alternate solution using a workflow and a new custom field. 1. Workflow Setup Workflow Initiation Event Based >…

Hello @User_D5B9W, 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…