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

Hi @Martha Hakes, I would like to follow up on this thread. Please let us know if you need further assistance.

Hi @User_75YL8 Does the duplicate record have a parent company or subcustomer? How do you merge these records? Is it through a script, by Duplicate Resolution or Duplicate Detection?

Hi Liz, Can you try to use this this report? Create a new Sales Report by Sales Territory, Sales Rep and Partner | Answer Id: 64285 Let me know how it goes.

Hi @Vernita The lists below are working on my end. We will further test the other conditions and will update this thread. <#list transaction.item as listItem> <#if !listItem.itemlist.quantitybackordered&gt;0><br> </#if>${listItem.item} </#list><br> <br> <#list transaction.item as listItem> <#if…

Hi Liz, Please be aware that the NetSuite sales rule is a set of guidelines for how potential customers are assigned to sales representatives. Example: So in your given screenshots, any new customer that contains "Andrew ISD" will be assigned to a group of sales rep. For the Sales by Sales Rep report, you cannot populate…

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

Hi @Tybrneryan 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 @David Levinson The NetSuite CRM Add-on is a SuiteSuccess SuiteApp. Please contact your account manager regarding the SuiteApp. Thank you.

Hi @Martha Hakes, Please provide us with the following information below. What is the exact name of the report? Is this a standard or a custom report? What column is in question? And what is the expected output? Is there any employee restrictions in your PG - Purchasing Analyst role? What Center Type did you use on both…

Hi @Hormese Paul, By default, it is mandatory to include all admins in Administrative Notifications. I checked for an available enhancement request related to this and found none. I suggest submitting this as a new enhancement at SuiteIdeas.

Hi @User_USRCP, May I please have the SuiteAnswers Id you've followed for me to check. I was able to receive an email with the statement using the steps below. Create a Customer Saved Search and filter it using the Contact's custom company email address. (Example: Contact Fields...) Create a Customer Group based on the…

Hi @Benjamin Paul - USA, Are you referring to the Security Questions? Users will be prompted to answer a security question before you can log in to NetSuite in the following circumstances: When users attempt to log in: using a new browser after the browser cache has been cleared with the browser set to private mode (also…

Hi @Tybrneryan To enable the Global Permissions feature, navigate to Setup > Company > Setup Tasks > Enable Features, and on the Employees tab, check the Global Permissions box. I hope this answers your question. Thank you.

Hi Liz, Assigning a Sales Rule is required when creating a Sales Territory. This sales rule will help you decide and assign customers based on the customer fields. For example, name, address, and phone number. In this scenario below, my parameter would be the state. I want all customers from California to be handled by my…

Your Role 2 is already set not to create/edit a transaction in scenario 1. It would be best to create another role (3) to allow the role to edit/create transaction. I hope this answers your question.

Hi @Liz Madrid Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @Luis G Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_GY7YY. Since assigning classifications to a customer record is an enhancement request under Enhancement #15880, I consulted this internally, and I was advised that the desired behavior is possible via workflow. You can create a Transaction Saved Search and filter it using the customer's group. In the workflow, you…

Hi @User_X9751, Per checking, this is logged under Enhancement #254784 Manage Roles > Reports> Permission > Provide level of permission/ restriction to drill down specific account details even if Financial statement report permission is granted on the role. As a workaround, remove the financial statement permission in the…

Hi @Steamericas-Curtis, No, I was not able to link it using the search. I can only use the List/Record to link the Solution and it behaves the same as the Insert Solution field when searching. Per checking, there is no workaround to search the solution using "contains = keywords" in the field. I hope you spare some time to…

Hi @User_GY7YY Thank you very much for creating this thread! Let check if there is a possible workaround and I will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @katherine_15328, I've messaged you directly. Please verify, and I'll wait for the requested information. Thank you.

I appreaciate your clarification on this concern, @Sara Gregorsson. Per checking, the Audience and User Role fields are not available in the search. The ability to create a report or search with the list of users' roles who have access to a report or search is logged under Enhancement #193771. Please visit SuiteIdeas to…

Per checking, this is currently logged under enhancement #206155 Case > Communication > Outgoing from Support Rep > Insert Solution: Ability to customize the solution title search key word/s. I tried linking the Solution search to the custom CRM field to no avail. Let me run other tests and update this thread. If other…

Per checking, an enhancement request was logged under Enhancement #509338 Charge-Based Projects > Generate Actual Charges > Too Slow and found no alternate solution for this. I hope you spare some time to vote for the enhancement at SuiteIdeas and add notes so we can increase the number of votes it has. Thank you.

Hi @Steamericas-Curtis Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_V5KBL Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_1K0CO For bulk processing transactions to be printed is logged under Enhancement #45533. I consulted this internally, and I am advised that the desired behavior is possible via Script. If you're knowledgeable with scripts or have in-house developers, then you may work with them. If you need assistance in the…

Thank you for keeping this thread updated, Yohann.

Hi @Sara Gregorsson, 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…