Sara Gregorsson Blue Ribbon

Hi @Michelle Jabanes-Oracle I'm afraid this does not answer my question here. I'm talking about user roles applied on reports, see sample below. As described earlier, I need to pull a list (or build a saved search or similar) of all reports, saved searches etc. titles/IDs which displays which user roles have access to…

Hi @Mikko De La Fuente-Oracle The custom records were locked, so couldn't edit there. As for your other suggestion on updating the Search tab of the user I need to look more closer into that (we have it blank now for the role) /Sara

Hi @Mikko De La Fuente-Oracle Great, this did the trick! Can I also limit who can search/access the pages for this app? See below samples of pages related to this new app that not all users should be able to access... Thanks again! /Sara

Hi Forum, We managed to resolve this one in the end together with Oracle customer support. The underlying issue was INACTIVE accounts with a small balance on them, which didn't have any SRU codes assigned on them. Longer response from support: Upon checking by our team, we were able to note that the 7.31 are coming from…

Hi @Michelle Jabanes-Oracle Those actions you described was exactly what I did in my previous response. Removing that permission on the custom employee center user role then causes issues with the saved searches, see earlier sent screenshot. The users cannot see their pending bills then.... /Sara

Hi @Michelle Jabanes-Oracle I cannot set Find transaction to None because then the saved searches where users have their assigned vendor bills displayed fails.. See below result from the change test: Any other recommendations? /Sara

Hi @Michelle Jabanes-Oracle The role is a custom employee center role type created in October 2020, see below screenshot. And if I'm in edit mode on the user role, then more permissions are revealed of course (the ones set to no access), see below. I cleared browser cache, no difference. The issue is for all users assigned…

Hi @Michelle Jabanes-Oracle I voted for the enhancement now. If you have time to help me test the "user error" workaround and provide instructions on how to set it up that would be really helpful... Kind regards Sara

Hi @Michelle Jabanes-Oracle Thanks (again) for your answer! See below screenshots from our custom employee center role. I have tried to limit as much as possible without removing functionality needed (e.g. need to be able to view and take action on/approve vendor bills assigned to the user in question) Thanks! Sara

Hi @Michelle Jabanes-Oracle Thanks again for your reply. This affects many saved search reports from bundles, here are just a few samples: Fast Four Bank Reconciliation - ID 298954 Tax Audit Files - ID 47492 Fast Four Scan & Capture - ID 299642 SuiteSuccess - Customization|FF NORD PRM - ID 265454 Is there no workaround we…

Hi @Michelle Jabanes-Oracle ! Thanks for your reply. Answers to your questions in bold below: This "Link" hyperlink, is this directed to the actual invoice? - YES, the hyperlink goes to the Vendor Bill record What happens if the user with this custom employee center role clicks on this "Link"? - The user is re-directed to…

Thanks @Gaurav_NS for your recommendation regarding deploying a suitelet script. You wouldn't happen to have more detailed instructions on how I can proceed with this? :) Thanks!

Hi Katerina! Thanks for your answer here, it was really helpful. Best Sara

Hi! Update on this: I removed field data from EFT tab / Entity Bank (Employee) on Expense Report document, and that resolved the Bill Payment Processing issue. However, I still cannot understand why disabling the approval workflow still routes the documents for approval... /Sara

Thanks Mikko!

Thanks @Patrick Fresnosa-Oracle for your answer. I submitted another vote on the Suite Idea 196960 However would still be interesting to hear of other customer workarounds here, if any... Have a great day! Sara

Thanks John, this was really helpful. We found that the workflow running is setting the field type as disabled for certain vendor bill criteria. We'll look into modifying this. Have a great week! /Sara

Thanks John. I checked the form and the field is set with display type as "normal". So probably we have to look deeper into the workflows then. Is there by the way any smart way of finding out which of our (hundreds...) of workflows it is that is affecting this particular field here? ☺️ /Sara

Hi Patrick, The fix worked successfully now! I think last time I didn't leave the "payment amount" field empty when applying the payment, but now in my second try in Sandbox I did. The revaluation transactions were applied to first date of next open period (June 1st), and today's date. We will apply this in Production very…

Hi Patrick, Thanks again for your guidance, really appreciate it! The 3 sample GBP transactions in question all have the same customer on them. But you are correct in implying that the 2 credit journal entries were not used as a payment for the debit amount, thus seems treated individually again in the currency…

Hi Patrick, Really appreciate your extensive response, thank you! I have gone through your steps in our Sandbox environment just now, with a successful result. Unfortunately we still cannot conclude why revaluation in our production environment is not accurate for all revalued accounts. Attached account sample is included…

Hi @Dominica Sevilla-Oracle Thanks for your answer. I have voted for the idea in SuiteIdeas page.. it now has 351 votes for seems to be a very requested feature from customers. When you say "HR information system" - are you referring to SuitePeople ? Do you have any other recommendations for us here when it comes to…

I'm based in Stockholm, Sweden. Working for Epidemic Sound, a Swedish music-tech company, as Financial Systems Manager. I'm new to NetSuite actually (as is also the company), but eager to deep dive into the system... We use ERP. Fun fact: I like these types of communities!