Veronica Steluta Mincior-Oracle Gold Trophy

Hello User_76ANW, Indeed, the two reports may show different values, because they use the Sales rep value from different records (transaction records and customer records respectively). Please review below SuiteAnswers for more details and workaround: Balance not the same for each Sales Rep when comparing the Sales by…

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

Hi @Kedalene , So that customized workflow was responsible for the unexpected behavior with your Accountant role which was able to edit a posted paid in full Invoice Posting Period? Do you need further assistance with this topic from our side? Best, Veronica Steluta

Hi User_J3BFX, Did you manage by any chance to look into the previous reply to this thread including SuiteAnswers articles on locked transactions? We would like to know if these suggested scripts resolved the issue or further assistance is still required. Best, Veronica Steluta

Hello User_J3BFX, Indeed, this can happen. When approving transactions via scheduled script, the user is set to -System- and the role is always executed as an Administrator. An Administrator has the ability to post on a Locked Period and there is no preference of changing this settings. Going through SuiteAnswers script…

Hi @User_OGQAD , May I suggest to create a different entity (employee) record for this user and grant all the roles access to this one again? Is the issue still ongoing? You can inactivate the original one. Also, does this user have the same default browser as the rest? Is it happening on all the machines the user logs in?…

Hello @User_UF2DR , When asking to import these historical donations, for what kind of records you would need to make the csv import ? Are these invoices, journals or other type of transactions? What is the nature of these donations, what was being donated? More details on this topic would help us to guide you to the right…

Hi @Greg Mills , Would you please elaborate more on what do you mean by "out of the box" settings? Do you need a completely empty account for testing purposes? If so, maybe you can request a Development account that has no data in it. NetSuite Development Accounts Even when using the sandbox for the first time, an initial…

Hi @Sara Syoufi, Just checking if you were able to verify the previous comment. We'd appreciate if you can provide us some feedback on this topic. Thank you .

Hi @Kedalene , Indeed, the request needs to be made first to have an administrator accessing the Release Preview Administrator role. An administrator should have access to anything in NetSuite, including SuiteApp MarketPlace. Please let us know if after making the request to receive the Release Preview Access for the…

Hello @Kedalene , Please have as reference the SuiteAnswers article linked below about Release Preview access and role assignment: Accessing Your Release Preview Account Is your customer's user having an administrator role when trying to log in to the Release Preview Administrator Role? The user is not able to see the role…

Hi @Kedalene , 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 @Sara Syoufi, I checked further and your issue is similar with the one from the thread linked below: How do you disable the Overwrite Files with Same Name Feature in Global Drag and Drop Basically, users who have the File Drag and Drop feature enabled might have write access to the destination folder. To avoid…

Hi @Paul_Isboseth , Just checking if you were able to see the previous comment. We'd appreciate if you can provide us the information on the merge status, for us to be able to check on this further. Thank you.

Hello @RS_RS , 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 @Paul_Isboseth , After record creation, the Primary Subsidiary cannot be changed. An option would be to create a new customer record with right subsidiary and inactivate the initial one. More details in Suite Answers article : Change Primary Subsidiary on Customer Record When merging customer with multiple…

Hello @User_7NEDX , 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. You will…

Hello @Jason_Moore , This quote field that calculates margin you mentioned doesn't look to be a standard field, is it some field you customized and you added on the quote form? Best, Veronica Steluta

Thank you for posting this thread, @Paul_Isboseth . 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, in case you know someone who is new to NetSuite, we…

Hello @Sara Syoufi , In order to prevent file overwrite in File Cabinet, there is a check box called Overwrite Files with Same Name in the Documents tab, if you click on the the Advanced Add button (please check the highlights). This should be unchecked. If you don't have any scripts to overwrite this preference, to…

Hello @Ben Belzer , Indeed, we should ideally have 2 administrators, one main administrator and a back up for the role. Are you an administrator as well? You need to map what permissions you need the custom role to have. Please find below several SuiteAnswers articles that might help: If you have installed our…

Hello @User_7NEDX , If you have a custom role trying to make the CSV upload and notification doesn't show up, maybe you need to check the Duplicate Entity Management permission. Kindly have the linked SuiteAnswers article as reference: Navigate to Setup > Users/Roles > Manage Roles Role: Click Edit Click Permissions Click…

Hello @CRATIV_Jason , Thank you for the latest details. It's important to be aware that when a lead record is generated in NetSuite, a corresponding Contact record is also created. Thank you for providing the solution and sharing it to the community. Best regards, Veronica Steluta

Hi @CRATIV_Jason , I am sorry for the confusion, unfortunately, we have no option now to merge the two records (leads and contacts). An enhancement request is logged under # 241284 Merging Different Types of Records > Ability to merge a Lead/Prospect/Customer into a Contact Record. I hope you spare some time to vote for…

Thank you for posting this thread, @User_N0XUY . 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, in case you know someone who is new to NetSuite, we encourage…

Hello @CRATIV_Jason , I am back to you with some details about the leads/contacts record query. These are two different kinds of records in NetSuite and unfortunately, they cannot be merged. My question is: Do you need the Lead records for business purposes, or you can delete the/ keep them inactive? What you showed in the…

Thank you for posting this thread, @Corderman . 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, in case you know someone who is new to NetSuite, we encourage…

Hello @CRATIV_Jason , I will be looking into your query and get back to you soon with details. Best regards, Veronica Steluta

Thank you for posting this thread, @User_BATEI . 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, in case you know someone who is new to NetSuite, we encourage…