Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

This is now possible using the Remove Button Workflow Action. Thanks,

Hi Thomas, This sounds like the Customer Survey example in the NetSuite HelpCentre. For more information, see Help topics, 'Building an Online Form for a Customer Survey' and 'Creating the Link to a Customer Survey'. Thanks, Rob

Hi jgladstone, One option might be to change the lead source sorting from numeric to alphabetic by turning off auto-numbering for campaigns at: Setup > Company > Auto-Generated Numbers > CRM tab. Then edit each campaign record and clear the numeric ID field > Save. The resulting lead source list should sort alphabetically…

Hi blitzsport, Custom item number fields are fields that you can add inventory records to track information specific to each item. For example, you can track the status and results of quality control procedures specific to each serialized item, or you can track recall information on lot records. Additional information is…

The abilty to customize activity reminders is being tracked in Enhancement Request 114502. You can vote for this enhancement via the NetSuite Support Center. thanks, Rob

Are you printing to PDF? If so, try printing to HTML at: Home > Set Preferences > Transaction > Print Using HTML. I hope this helps. Thanks, Rob

To minutes use: round(({custbody24}-{custbody23})*1440) Thanks,

I was hoping to open up this issue yet again. I'm having the same trouble when trying to upload Sales Orders via CSV. I do not have the option to choose the custom form to the order therefore it defaults to our company preferred form. If I were to try to write a workflow to automatically determine the form for us, would…

kaj710, this SuiteAnswer should give you what you're looking for - Search for Items with no sales transactions for a particular period.

Here's a formula I found useful using concat and replace in a formula(text) field of a transaction saved search. The goal is to concatenate the SO# and line ID while stripping specific characters from the SO# since auto-generated numbering adds a prefix to the number. Example: [ATTACH=CONFIG]n348758[/ATTACH] The formula…

Hi, I want to create saved search to show customers which has no invoice or opportunity in the past 3 months. I'm not sure how to define in search. I've been stucked for a week. Thank you! Tai For the Opportunities, try a customer search, group by name in the results, with summary criteria: maximum of Opportunity : date is…

I saw a similar request recently that may work - here are the details from that case: Attempting to use Map/Reduce script in order to remove a set of custom roles for a set of employees. Map/Reduce script loads each employee in dynamic mode and checks their roles sublist against the array of allowed roles. Any roles not on…

Hi Gabby, In order to cut down on the number of roles, you would need to start with a base role and add all the required permissions to it. It really depends on the user's responsibilities.

If the HR role can't see the Administrator/Full Access roles under Manage Roles, you could customize the System Administrator role to access those records. See Answer Id: 36852 for details - https://netsuite.custhelp.com/app/answers/detail/a_id/36852/kw/edit%20administrator

According to the Defect mentioned above, the alternate solution does not work if the employee has a Direct Deposit setup and the Setup > Payroll > Set Up Payroll > Calculate Funding box is = True. There is no option in the Account Register to mark the print box as the posting of the transaction for Net Pay and Tax Amounts…

352441 was escalated and QA has verified the fix. A target release date will be set shortly.

SuiteAnswers Answer Id: 12409 covers this use case and includes a sample search.

I found this - https://usergroup.netsuite.com/users/forum/general/errors-troubleshooting/4928-restricting-access-to-admins RE: Restricting access to admins? There's a bundle out there called something like Custom Admin role that installs a custom role with all permissions in you account. This would be a good starting place…

This search returns a list of login activity, that can include each session listed by date and time of initial login, the user's name, and the IP address from which the user logged in. When you drill down on individual login entries, you view a list of the transactions completed during the user's session. If no data…

We are tracking the ability to pull Emergency Contact fields from an employee record in saved searches or reports via Enhancement 88081.

There are 2 mass updates available under Individuals: Reformat Employees Using Last Name First Reformat Employees Using First Name First Thanks,

A company preference is located at: Setup > Company > General Preferences > Use Last Name First for Employees. When disabled, it shows Firstname then Lastname for newly created employees. Thanks,

I found a similar case that references that error in a csv import. Here is the solution that was provided: Note: Item is a regular Inventory Item Inventory Status feature is enabled To resolve: a. Create CSV file as follows: Account | Date | Item | Location | Adjust Qty. By | Reference # | Status | Quantity b. Proceed with…

The ability to export .xlsx is being tracked in Enhancement Request 188904 : Lists > Export via Excel > the ability to export Excel file in .xlsx format. Support can attach your case to the request or you can vote for it in SuiteIdeas.

Enhancement 116925: Saved Search > Export > Ability to have the data formatted in Excel the way it was formatted in NetSuite, i.e., highlighted and bold. (conditional formatting) was filed for this.

You can access SuiteAnswers from the Support tab of your account. If you do not see the SuiteAnswers portlet on your Support tab, click Personalize Dashboard in the upper right. In the Add Content portlet, click SuiteAnswers to add the SuiteAnswers portlet to your Support tab.

SuiteAnswers Answer Id: 29850 provides steps to accomplish this via csv import.

The File Cabinet list page allows you to download folders and/or files individually. Click the Download link next to the folder you want and choose to save the file. Your browser settings will determine where the file is stored. Thanks,

Can you give some more detail? I'm a bit new to Netsuite myself and unsure what an Activity record is. Is it anything like a Support record? Activities are Events, Tasks, and Calls that you can attach to Records and Transactions. When you create a task, call or event directly from a record, the activity record is both…

There is a Help topic that describes each table and lists the names of fields included in the view, field descriptions, and field links, as applicable. See the topic titled, Tables of ODBC Views in Help. Thanks,