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

Thank you for checking, @lilywu. I've sent you an email and I will be waiting for your response.

You're welcome, @Paul L. Walker. Kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

To confirm, you navigate to Transaction > Sales > Sales Orders > List and click on the dropdown menu to view the custom view, correct? Can the user view the search in the saved search lists (List > Search > Saved Searches)? Get the URL of the actual search and have the user access it. Let us know if she was able to access…

Hi @Benjamin Paul - USA, I agree with what @Gaurav_NS and @Ivan Griggs UK stated above. In addition, if you want this user to have access to the Item records, you can use the Global Permissions feature to assign permissions to employees. This is in Employee record > Global Permission.

That's brilliant, @Matrim! Let us @Vernita if this helps.

Hi @lilywu, Does deleting the browsing history and cache help to solve the issue?

Hi @Vernita I would like to check if this statement works on your end. Thank you.

Yes, the fields are sourced from the Transaction record. Please see the below screenshots. Transaction Saved Search result: And this is the Sames Team/Sales Reps from the Customer Record. I hope this answers your question.

Thank you, @Gaurav_NS. In the script, you can create a condition not to save the record if it reaches the limit of xxx number. However, we can not set a particular maximum limit on the autogenerated number. Per checking, there is no existing enhancement request related to this and I would suggest submitting one at…

Have you tried using a different browser and deleting the browser's history and cache?

Hi @Strategit_Shunta4 Glad to have you with us today. Thank you for creating another thread. Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free to join in the discussion as well.

Hi @lilywu How many minimum digits did you set in the auto-generated numbers under Vendor Return Authorization? In my sample below, it was set to 4. Sample output: If I change this to 2 and update, it will remove the first 2 digits in my auto-generated numbers. Sample output: Note: Use this option with caution. You may…

Hi @Paul L. Walker Adding the Sales Rep field in the Results tab will give you the Primary Sales Rep of the customer. If you want to populate the Sales Team Member in the search, you can use the filter below. Customer Saved Search Criteria tab Add the Filter Formula (Numeric): case when {salesteammember}!={salesrep} then 1…

Hi @DougFBridges 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Asher_123, Separate permission for Global and Saved Searches is logged under Enhancement # 415347. As a workaround, you can provide access to the saved search results by using Custom Search portlets on the Home Dashboard. However, the user will only be able to view the results of the Saved Search and access the records…

You're welcome, @User_C6XDE. I'm glad I am glad I was able to help. 😊

Thank you for keeping this thread updated, @BCK! 😊

Thanks for the update, @Vernita. 😊

Thank you for your time updating this thread, @OliverK. Hope you had a great time off! 😊

Hi @DougFBridges To confirm, you changed the logo in the Company Logo (Pages) field, correct? If you have updated the logo from this field and it did not change after saving it, try to use a different browser or delete your browser's cache. Let us know if this helps.

Thank you for your response, @lilywu. What are the transaction records and fields included in the search? Does the user/role have access to view them?

Hi @BCK What is the exact message you received? Please make sure that the user's role has access to the following: access to the quote record No employee restrictions. Have access to the subsidiaries (if using a OneWorld account). If the integration has script deployment, make sure that the role is added to the audience. I…

You're welcome, Liz. I am glad to be of help.

Hi @User_BIGR1, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi OliverK, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @lilywu, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi Liz, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Rumaysa Mirza In the saved search, you need to set the formula to show the sum that is greater than 0. The same goes with the report. However, you need to create a custom field for it to populate in the report. Once the custom field is created and the value of 0 is present, you can add it as a filter. I hope this helps.

I agree with @Ivan Griggs UK. @Hormese Paul, I used the following values in my testing and the sales rep field went blank after saving the new estimate. Type = Set Field Value Trigger On = After Record Submit Parameters: Field = Sales Rep Value = Static = null I hope this helps.