Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @User_NG5TG, Can you please confirm that there are two different customers in one Opportunity record? Is the second customer field a custom field? Where is the second customer sourced from?

Hello @User_OPUDV , @GauravAgrawal is referring to SuiteAnswer ID: 95855 Record Customization (Beta). Since Beta features are preliminary and may be changed or discontinued without prior notice, you may want to submit an enhancement request at SuiteIdeas. I hope this helps.

Hi @User_V5KBL, I suggest you create a Classic Center Type role and add the permissions and set it to View access only. You may refer to SuiteAnswers ID: 9918 for Standard Roles Permissions Table. I hope this helps.

Hi @User_NG5TG, Look for Customer fields... and select Name/ID I hope this helps.

Thank you for keeping this thread updated, @Denise Wallaceand for sharing your solution. 😊

Hi @User_7D2KD, 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 also…

Hi @User_929E1, 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 also…

Hi Mathias_Netsuite, 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…

Hi @texhood, 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 also earn…

You're welcome, @Dwight Schrute😊

Hi @Denise Wallace In the Quote Search > Results tab, I added Item: Description. Please see the output below. I hope this helps.

Hi @User_929E1, You can use Bulk Merge Email. For more information, please see SuiteAnswers ID: 35878 Important Steps to Consider When Sending a Bulk Merge Email. I hope this answers your question. Thank you.

Hi @Dwight Schrute As per checking, what the workflow can do is validate the date field if it occurs on a weekend or holiday when the user tries to input the value in the date field. The user will see a prompt message, and you can instruct them to select weekdays except holidays. For more information regarding workflow…

Hi @Dwight Schrute You can create a custom text field and include it in the email template. You can look through the SuiteAnswers articles listed below for the steps. SuiteAnswer ID: 12290 Create a Default Vendor Message on Transaction Records SuiteAnswer ID: 105836 How to Include Vendor Message When Sending Email From…

Thank you @User_HQRSY for keeping this thread updated.

Hi @User_7D2KD, Your CSV template will depend on what data you will import into NetSuite. For details about fields that can be mapped in the opportunity record, see the SOAP Schema Browser’s opportunity reference page. For reference, please see SuiteAnswers ID: 9995. As for the Saved CSV Imports, navigate to Setup >…

Hi Mathias_Netsuite, 1. Per testing, editing Journal Entries using the Employee Center role is a system limitation, even if we add the Make Journal Entry and Journal Approval permissions to the Global Permission. 2. The report appears to have a subsidiary filter applied. Is the vendor part of that subsidiary? Try removing…

Hi Amjad Kasem, Have you tried customizing the Sales Order and Purchase Order forms, hide the fields you don't want the user/role have access to, and assign these custom transaction forms to the role? Uncheck the Show checkbox to hide the value in the form. In the Sublist Fields, there are fields that are set to default…

Hi @User_HQRSY, 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 also…

Hi Amjad Kasem, 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 also…

Hi @Benjamin Paul - USA, 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…

Hi @texhood, Navigate to your custom record and make sure that Include in Global Search checkbox is enabled. Also, please send us the screenshot of the Permissions > Custom Record > Custom Record page. Thank you.

I'm glad it worked, @User_IJB6M! 😊

Hi @Paul L. Walker, Sales teams in NetSuite are groups of employees. Each employee in a sales team has a designated contribution percentage. A member's contribution percentage determines how much of a transaction's total is used to calculate: commission earned for that transaction how much of the transaction counts towards…

Hi @esabis Per checking, the Rate field is not available for inline editing due to data validation that prevents editing generally. You may refer to SuiteAnswers ID: 8953. I found an enhancement request related to this, and it is filed under #251991. I suggest that you visit SuiteIdeas and vote for this enhancement. I hope…

Hi @User_P5CGP, Are you trying to use this in a custom field? There is an enhancement logged under #93917 to show all contacts attached to the customer, not just those listed in the Company field of the contact's record. Thank you.

Hi @User_IJB6M, I suggest clearing your browser's cache. If the role has full access to the Vendor record but is still unable to create a new vendor, please send us screenshots of the following: Employee record of the user > Access tab > Global Permissions Custom Role > Permissions > Lists

Hello User_NG5TG, I'm afraid that this is not possible. I found a related enhancement request logged under Enhancement #87876 Reports > Show Sales Orders with Associated Purchase Orders and PO Approved Status. Go to SuiteIdeas to vote for the request or submit a new one. Thank you.

Hi Amjad Kasem, I suggest customizing the preferred forms for the custom role to limit the values you want to populate.

Hi @Paul L. Walker #2: Could you please confirm that the Commission Rate in the Sales Team Member sublist is not the same as the Contribution %? Is it a custom record? #3: This is possible through scripting. You may refer to this SuiteAnswers ID: 26266 as a guide. (Note that this is still in SuiteScript 1.0, please review…