User_Z3A0R Red Ribbon

I found a way to fix it using Mass Updates instead of going into the customer record. It worked or me. https://community.oracle.com/netsuite/english/discussion/4238956/change-customer-from-individual-to-company To do this go to: 1. Lists ; Mass update; Mass Updates 2. Under the General Updates section click on customer. 3.…

You are right, the Customer is saved as an individual. I had to make the Type visible to see it. But now the problem is it doesn't let me change it from Individual to Company. They are greyed out and cannot make the edits like you show. Why is that?

Yes, that is what I was looking for. At least I know now that it is not possible currently. Is there a workaround to this problem?

https://community.oracle.com/netsuite/english/discussion/comment/16905137#Comment_16905137 This would give the role the ability to view the Region customer record. What I need is for the role to view data in the user's own Segment. Example, Employee is sales and is segment APAC. Then in their Sales Manager role, they will…

We actually already had a custom segment for Region. I did the steps you mentioned but the Sales Manager role but the user can now see all the transactions, not just the ones for their region. Do you know what could be the problem? Separately, I'm not seeing the custom segment on the drop down list on this step: Under…

If you create a custom segment, does that mean every transaction has to include the custom segment and that role can only see the transactions for those new transactions w/ the custom segment? I don't want to have to go back and add/update past transactions w/ custom segment. Example, sales report for sales manager with…

Thinking about it now, I am a little less concerned about the reports side, and more concerned about the dunning letters that should have levels not showing up in the dunning email queue. Last we checked, we had 65 customers on the report that have dunning letters and verified that they do need to be on the dunning email…

https://community.oracle.com/netsuite/english/discussion/comment/16889914#Comment_16889914 Our dunning procedure is set up to have all Levels get an email so all of them should be on the email queue. We have to evaluate them individually by pausing/unpausing dunning for each customer. Any way to do that all at once? Can we…

Thanks. The info provided was helpful. I'm all set now.

I was able to create the payment profile and have successfully processed credit card payments. I contacted Cybersource and they gave me suggestings on how to fill in some of the settings. Understanding all the nuances of each setting was not necessary because ours was real basic. Some problems we ran into after switching…