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

It seems the Mandatory checkbox was enabled and it contradicts the field setting. Please uncheck it and it should resolve the issue.

Thank you for looking into this, Scott. Other than the email domain, do the customer records have the same value, like company name, address or full email address that we can use to trigger the duplicate detection?

Thank @Gaurav_NS. @User_MHNLE, were you able to select the correct purchase order form? You might want to make it the preferred form to automatically use it when trying to create a new purchase order. You should see the Term field being disabled after using the correct form.

When you save the changes and create a transaction, please make sure to select the correct form. In my example, I set the Status field to Inline Text. Result: Please let me know how it goes.

Hi @User_MHNLE Thank you very much for creating this thread! Navigate to your Custom Transaction Form > Screen Fields > Main Locate the field and set the Display Type I hope this helps.

Hi @Tom Dalton Thank you very much for creating this thread! Any members who has any insight on this, please feel free to reply to this thread.

Hi @User_NC62U 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.

I'm glad it worked! 😊

Hi User_75YL8, In your custom role, Permissions tab > Lists subtab > Add Financial History permission. Thank you.

Interesting! It should not affect the records when marking it as not duplicate. I would like to confirm the following. How many roles and users are experiencing the issue? In Duplicate Detection setting, is the Show Duplicate warning checkbox enabled? Delete the browser's cache and history. Are you still not getting the…

It is in the customer record. Creating a saved search is a great idea! 😊

Hi @Melissa H, This long email address is the NetSuite Inbound Email Address. This is the way to capture the response from the customer and store it in NetSuite. When you reply to the email, it will be sent directly to the transaction or entity record. Please see the screenshots of my testing below. I hope this helps.

Hi @kmorgan 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_JPGF7 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_HPB3I, Let us know if you have questions. 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 User_A1Q76, Let us know if you have questions. 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.

Please enable the Detect Duplicates Across Subsidiaries checkbox. This should give you the warning banner that the record may have duplicates.

In the Setup > Company > Company Management > Duplicate Detection (Administrator), what customer field did you set to detect customer duplicates?

Hi @Michaela Howard, 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_A1Q76, You can add Date fields and set the Summary Types to Minimum and Maximum to get the first in and last out. Result: I hope this helps.

Hi @User_HPB3I, Joe can add Dave as the second assignee in Task 1, and once he changes the status from In Progress to Completed, Dave will also be notified using the saved search email. I consulted this internally and another option to do this is to create a script.

Hi @SWSearcy, Marking the record as Not A Dup leaves all records without any changes. To detect customer duplicates, please setup Duplicate Detection in Setup > Company > Company Management > Duplicate Detection (Administrator). For more details, please see Duplicate Detection Preferences | Answer Id: 102386. Per testing,…

Hi User_A1Q76, 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 @User_HPB3I, 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 @Liz Madrid, Navigate to Setup > Accounting > Accounting Lists > New > Term and set the term as Preferred. I hope this helps.

Per my testing, the saved search email was successfully sent after I changed the status from In Progress to Completed. Please see the setup below. Project Task record: Project Task Saved Search: I hope this helps.

Hi User_A1Q76, You can use the Login Audit Trail Search and add the Detail column to know the activity. See example below. The Logout Entries for the Login Audit Trail feature tracks successful logouts of your users. Every time the users explicitly log out of NetSuite, the Login Audit Trail creates a new entry with one of…

Hi @User_HPB3I, I suggest creating a Project Task Saved Search and indicating the fields from the task to trigger the email to be sent. Recipient field = next assignee Update fields = this could be the status of the task depending on your work flow. I hope this helps.

Hi @Dave Rusk, 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…

To isolate the issue, if this has something to do with the workflow or sending outbound emails, please manually send an email to the next approver to check if they can receive emails from NetSuite. Then navigate to Setup > Company > Communication > Sent Email List to confirm the status of the message.