Veronica Steluta Mincior-Oracle Gold Trophy

Hi @NSPK , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hello @SanjeevV, 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!

Hello @Kedalene , Was your request sorted out via Contact Support form from Suite Answers ? Do you still need assistance with this thread? Best,

Hi @Vernita , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Martin Randall , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Sunil Kumar Kardam , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Janice De Ocampo , When you insert in To be E-mailed field the vendor's email address, it is not sent? If you use Approval Routing, you can only email purchase orders that have been approved by a supervisor. After approval, the default behavior is to send an email confirmation also to the user that created the record.…

Hello User_7NEDX, Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Edwards_05 , I am sorry if I misunderstood your issue. Just to clarify, only the customer receives the email confirmation, not the user who created the Sales Order?

Hello @SanjeevV, I can recommend few types of saved searches on customer records retrieving transactions: Saved Search to show all Customer Transactions Create Search for all Customers with no Transactions Create a Saved Search Displaying the Most Recent Activity on the Records I hope these details help. Should you need…

Hi User_8D352, 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. Best,

Hi @C RAO , 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. If your purpose is to delete the role only, one option would be just to deactivate it, not to be used anymore. Best,

Hello @Kedalene , Indeed, as Christopher suggested, If your Support Type is Basic, you can only receive Customer Support assistance for critical (business down) cases and/or potential defect. Is this the case? The best way to get a quick resolution would be to report this problem by submitting a case form (the contact…

Hello User 90210-Oracle, May I ask if you managed to check the suggestions made by markival ? In case they were not working, I would ask you how the users are logging to NetSuite: via User Interface or using Web Services? Best,

Hello @Janice De Ocampo , Even if the field To be Emailed blanks when the PO is saved, if the email inserted before saving belonged to the Vendor, the email should be sent to that email address. May I ask where you check these sent emails on the PO record? Maybe a screenshot would help, but please blur out all sensitive…

Thank you for posting this thread, @kmd_14170 . 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! In the meantime, you might be interested in participating in our Pop Quiz #…

Hi User_8D352, If you would need to extract data from NetSuite, you may try the full CSV export functionality. NetSuite provides an export function at Setup > Import/Export > Export Tasks > Full CSV Export. In SuiteAnswers article Extract Data from NetSuite you have detailed steps to proceed with. I hope this helps!

Hi @Janice De Ocampo , Indeed, you will need to manually tick the box To Be Emailed before approval, if you don't want to make the setting: Vendor record > Preferences > Send Transactions > Via Email = T This behavior is explained in details in the Suite Answers article below: Email sent to Vendor when Approving the…

Hello User_76ANW, Did you manage by any chance to check also "Sales ACTIVITY by Sales Rep" or "by Customer" to see if the same logic applies? They should differ just in terms of record types included and the SuiteAnswers article might be applied as well. Best, Veronica Steluta

Hello @Edwards_05 , I think the SuiteAnswers article below might be helpful, please check the link: Create Save Search to Send Email Alerts to Sales Rep When New Sales Order Are Entered In the meantime, you might be interested in participating in our Pop Quiz # 1, Pop Quiz # 2, Pop Quiz # 3, Pop Quiz # 4, Pop Quiz # 5. You…

Hello @User_T8ZFI , 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.

Hello @Mudassir Khan , Did you managed by any chance to get in contact with your account manager? If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the community to find the…

Hello @C RAO , May I ask what role do you use when running this search? Some custom roles may require some permissions (Core administrative permissions). As per design, the System Notes Saved Search results are filtered by the currently logged in User when the role is non-Administrator. Please check the link below: System…

Hello @User_T8ZFI , Indeed, for Discount Amount the internal ID is discountrate, as you found it in this promotion saved search. A reconfirmation you can find in SuiteAnswers article about Promotions, at the very end of the text, under subsection: Working with the Discount Amount Search Column. May I ask if you managed to…

Hello @C RAO , If you want to find transactions created/modified/deleted by a role/user, you can try to make a saved search on System notes. System notes track any changes made to a record. A system note for a change on a record captures the date when the change was made, who made the change, the role of the user who made…

Hi @User_76ANW , I am sorry for this confusion, indeed, you are after different reports. Were you able to test the workaround suggested by the SuiteAnswers article on these ones too? "Sales ACTIVITY by Sales Rep" or "by Customer" should be similar with "sales by sales rep" or "by customer" reports, it just differs the type…

Hello @Janice De Ocampo , After saving the Purchase Order in pending approval, it is normal behavior to have To be emailed field blanked out. How did you try to send the PO to vendor and it was not sent? If you want to keep this setting, please go to Vendor Record > Preferences tab > Send Transactions Via > Select Email.…

Thank you for posting this @User_18AKJ , 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 @Mudassir Khan , In order to get a development or testing account, please contact your NetSuite Account Manager. This contact person will provide you all necessary details. Best regards, Veronica Steluta

Thank you for posting this thread, @RS_RS , 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!