I use a workflow for this. Using a workflow, there is a cool trick that allows multiple email addresses as recipients - separated by a comma. Not sure if this helps.

Are you using NetSuite time on projects, or are you approving time using NetSuite Payroll?

To delegate permissions, go to the employee record. Click on the Human Resources subtab, and scroll to the bottom of the page. (If your employee record is customized, select the 'standard employee form' to see the fields) At the bottom of the Human Resources subtab, you will see the delegation tabs. This is where you can…

We'll need a bit more information from you. Are you using integrated shipping? If so, which carrier is international? Can you provide a screenshot of the record view as an admin & as the shipping user that cannot see these? Are you using an international address to test with? To help you, please provide more information…

Hi Martha, I'm glad I could help. Learning NetSuite it a process. You're doing fantastic. We're here - in this community, to help people exactly like you master your NetSuite system! Looking forward to seeing you here. Don't be afraid to tag me if you need help.

You have an issue with the workflow. You have the workflow trigger on 'Entry'. Change the trigger to 'before record load', you also have the action incorrect- you're not setting a field value. Nix that action. you'll need to create 2 actions - both to trigger on 'Before record load'. Action 1, - set field display type —if…

Oh - I completely missed the part where this is a custom segment, not a native Location, department or class. Custom Segments work differently than the native ones. You may need to use a script to set the line level segment. I'm really sorry for the confusion.

Sales Order

You're entering the ER via the primary UI- did you try it from the Employee Center?

@Drewmich - there are steps you can take to manually merge 2 items, if needed. It depends upon what your goal is. If you'll share your goal, we can give you steps on how to reach it.

You cannot merge two items natively in NetSuite. Depending on your goal, the steps may be different to achieve the results you're aiming for.

False

It should, if assigned to the employee who is filling out the ER. If the employee isn't the one filling it out, then it won't auto populate.

Is your custom field an actual segment? Possibly class renamed? If so, it would populate automatically as the employee fills out the ER.

Why not use a custom rich text field on the header of the customer record, with large font and maybe a brightly colored background - then use a workflow to set the custom field to show only when the 'inactive' box is true? In your rich text field, set the default value to Inactive with your colors. It's simple, but will…

I'm glad I could help.

True

If your client exceeds the allotment, they will be charged an amount as per the contract for the excessive uses. The charges may be high, but they will be detailed in the contract your client has with NetSuite. In your screenshot, you show storage - NetSuite will charge you a monthly fee for each MB of storage used above…

False

Sales Reps must be employees with the 'sales rep' checkbox checked. Sorry it's not the answer you want.

This is native NetSuite behavior. If you can't delete the credit memo, update the item and amount to be zero. This way, the transactions remain, but they are zero'd out. Might be worth a try.

What occurs when you try to save? Do you get anything that says you must distribute your inventory, or something else?

You can customize any role to do this. An admin role will have a LOT of customizations needed to only create/remove access for users. You might want to try starting with a lower access role like - customer service. Click 'customize', give the role a new name, and under the permissions, you'll need to remove access to…

Set up your BOMS to source from a purchase order. This way, the special work order opens, when it is released, the purchase orders to cover the items needed are automatically created (if Preferred vendor is defined on the items)

I have run into this before, and was not able to find a workaround. Not very helpful, but this is a known limitation.

You absolutely can! In the bank feeds suiteapp, there are prebuilt files that can be leveraged if using the banks that already have templates available.

Did you get it? Do you need more help?

Have you installed the bank feeds bundle? If you don't have this bundle, you'll need to install it.

You might want to have her clear her browsing cache, Not cookies, just her cache. Weird things can happen if people don't perform basic maintenance while using NetSuite.

Criteria Tab Filter: Type: Is Kit/Package Filter: Inactive is false Results Tab Field: Name Field: Member Item:On Hand (note: member item is way down the bottom, not with the other 'M' words)