Hi @User_ETZRS , Please find linked below an article from SuiteAnswers on this matter and let us know if you managed to proceed with the update: Update Template Used in Vendor Bill PDF Template on Advanced Approval Emails Best regards,

Hi @Melody Tran , This issue might be similar, are you able to look into system notes (into Lead's record, then into System Information tab, then to the System Notes subtab)? The enhancement might be 165156 Provide the option not to change a customer status from Prospect to Customer-closed won

Hi @oliver zheng , Thanks for posting your concern here! 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Hi @User_R8KYJ , Thank you for posting in the community! 😊 Hi, Everyone! Feel free to share your knowledge and best practices.

Hi @User_U6A22 , 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!

Hi @Vernita, Thank you for creating this thread! Please allow our gurus/members to look into this and update you for any findings. To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread. Kind regards, 

Hi @Kedalene , Thanks for posting your concern here! 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Hello @Karanjot Singh, We need to know more details about how you handle opportunities and sales orders. Would you please check Tigran's previous message and come back with details ? Do you create Sales Orders only from Opportunities? Or do you sometimes create Standalone Sales Orders or Quotes/Estimates? Do you refer only…

Hi @Christine Gossman , Unfortunately, this is functioning as designed. Closed Won opportunities shouldn't appear on the sales order lists because that's the status that the Opportunity is set to after it's been "used" on an order. It's done, and shouldn't be applied to existing orders. Because there are customers that…

Hi @User_KWDL4, I would like to follow up on this thread. Just checking if you were able to see the previous comment.

Hi User_U6A22, I would like to follow up on this thread. Just checking if you were able to see the previous comment.

Hi User_U6A22, If you have multiple price lists forms, just one is selected to preferred by the role. so your testing is correct, only one form will be preferred. Another thing I wanted to check with you is if you tried to add the role on the list form (if you open the form record, it will be under the Roles tab, to make…

Hi @User_KWDL4 , A replacement of a file in File cabinet can be done if you save it with the same name and you confirm the replacement. You can make changes to a file, save it with a different name and upload it again in the file cabinet. The original file will keep the name and the new file saved will be tracked under the…

Hi @User_U6A22, May I ask if your custom customer center role has any permission for Generate Price Lists (Under Permissions > Transactions subtab tab)? Thank you for checking and best regards,

Hi @User_U6A22 , The Email body (text content) is not editable/customizable (standard email is sent to customer) when we Generate Price Lists and we send the Email. This is a system limitation and at the moment we have an enhancement request is logged under #280003 Generate Price List email: Customize the email content. I…

Hi @User_THXYN , This will be the default template for the To Be Emailed checkbox. To send an email manually from a record, if the user wants to use a default template depending on the type of the base record (invoice), can be used an User Event script. Details in below SuiteAnswers article: Use SuiteScript 1.0 to Get the…

Hi @gbradley, I would like to follow up on this thread. Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @User_Q3A12, Indeed, at the moment you can add contacts only to vendor records as companies, not as individuals. You can find detailed information about how to do it in SuiteAnswers article linked below: CSV Import to Add Contacts for Company Vendor Records This is a system limitation at the moment for vendors and…

Hi @User_THXYN , To create an email template for invoices, please follow steps below from SuiteAnswers article 90569: Navigate to Documents > Templates > Email Templates > New Name: Enter Name Subject: ${transaction.tranid} Note: This is to pull the transaction number of the Invoice dynamically. Message Body: Type Message…

Hi @gbradley, Displaying Saved Search Results in Dashboard Portlets is possible through a custom search portlet. More details about setting it up can be found in SuiteAnswers article 8479. About your custom Assigned to field, you can decide to add it on multiple forms, depending of your need. On what kind of forms you set…

Hi @Vernita , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Best regards.

Thank you @Gregz-Oracle for a different approach of the alternate solution. Hi @Richard Appleford OB , did you manage by any chance to check our previous messages? Best regards,

Hi @Richard Appleford OB , Indeed, there is no option to filter Activity saved search by Date created, just to Events saved search. You can try to make a customization as a workaround by: -creating a custom field which will display the value of the internal "Date created" field -then using the custom field in the saved…

Thank you for your input @Tiru Chembeti :) Hi @Vernita , Indeed, if the company has Enhanced file security feature enabled, file attachments automatically submit to a dedicated employee expenses folder, predefined by the system. If you have the Administrator role, you can see the contents of these folders, but employees…

Hi @Mike Mcdade, Thank you for creating this thread! Please allow our gurus/members to look into this and update you for any findings.To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread. Kind regards, 

Hi Bee Yook, By manually uploading the csv file to NetSuite you mean that you create transaction records manually? Are you familiar with NetSuite csv import or shall I provide you more details on this topic? About your integration question, we cannot know details about your customers here on Oracle Community portal…

Hi @User_SD550 , I would like to follow up on this thread. Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @Bee Yook , What do you mean by B2B portal website? Is it our My account application? Is this the Customer Center where your customers have access through their Customer center roles? Or some third party service provider? We'd appreciate if you can provide us the information for us to be able to check on this further.…

Hi @gbradley , Indeed, if you drag and drop the file and you want to change that file, you need to upload it again. The file should be edited separately. If you keep the same name to this file, you will be prompted to answer yes to the overwrite when performing drag and drop second time. Best regards.

Hi @Shubham_Singh , Bumping this thread in case you missed my previous comment. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct…