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

Hi @User_RPUL1 Please see SuiteAnswers below to import Vendors using CSV Import. Vendors Import Importing CSV Files with the Import Assistant

Hi @User_SZ9XE 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 @david.kelly, 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 @SanjeevV, Please confirm the following: Center Type of the custom role you are using Are you using a workflow for the approval routing? Thank you.

Hi @OliverK, Edit the custom field and uncheck Show Hierarchy checkbox to not include the company name. 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 @Manuel Dambo, Thank you for creating this thread. It seems this thread is duplicate of the thread: Why project transactions do not appear in the role with sales center. Please note, we will communicate on that thread as it has the same topic of discussion.

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 @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 @SanjeevV, I would like to follow up on this thread. Does Allow Viewing help to resolve the issue? 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…

Hi @Manuel Dambo, This is filed under Enhancement request #135548 | Project > Related Records > Transactions > Show transactions (SO, Invoice, Purchase Order, Bill, Expense Report, Inventory Adjustment) when Accounting Preference "Consolidate Projects on Sales Transactions" = F. As a workaround, you can create a…

Hi @David DeLisser, While waiting for your response, have you tried using the Transaction dataset and filtering the type into Quote? I can see estimated, projected and weighted amounts in the dataset. Were you able to find the fields in the same dataset?

Hi @SanjeevV, Check the Allow Viewing box to allow users logged in with this role to see, but not edit, data for employees to which the role does not have access. I hope this helps.

Hi @paula.courtemanche, Per checking, the ideas presented are actually good. However, it is not feasible as the Send New Access Notification Email field is not exposed in any of the fields and saved searches. You may want to submit this as a new enhancement request at SuiteIdeas. As a workaround, depending on your process,…

I'm so impressed with the contribution you made to our community. Keep it up and congratulations! @Tiru Chembeti ?

Hi @Camila O 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. Also, I found this SuiteAnswer article: Creating Terms of Payment | Answer Id: 9182. This might help. Any members who has an insight on this, please…

Hi @User_HPB3I, Create a Transaction Saved Search and set the following Criteria and Fields in Results tab. On Criteria tab > Standard subtab: Filter: Type is Estimate/Quote On Results tab > Columns subtab Document Number > Summary Type = Group Formula (text) > Summary Type = Maximum; Formula = max(to_char(substr…

Hi @OliverK, This is filed under Enhancement # 111212 Tranactions/Entities > Restrict the contact list to only those contacts associated with that entity/transaction, rather than the entire contact list. And as a workaround, this is possible through a custom field. Please see the steps below. Navigate to Customization >…

Thank you for keeping this thread updated, User_HPB3I!

Hi @JohnCirocco, Upon checking, there are only 39 unread emails and once marked as read, it should clear the numbers on the notification icon. Have you tried clearing your cache and browser history? Regards,

Hi @David DeLisser, Please provide us the following: What report are you currently using? What specific fields are you trying to pull up? Are there any custom CRM fields included? Thank you.

Hi User_HPB3I, May I know the results of the steps above? Thank you.

Hi @Dwight Schrute, You need to create a new template from scratch by following the SuiteAnswers article provided above. You can copy and paste the other items that you want to be included in this template from your old one. Thank you.

Hi @User_5MFW2, This is filed under Enhancement #355560. Per checking, there is no available workaround to restrict users from having this checkbox removed. Please vote for this enhancement at SuiteIdeas. I hope this answers your question. Thank you.

Thank you for keeping this thread updated. 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 @David DeLisser, The option to display Columns on a Monthly or Weekly Basis is filed under enhancement #485121. I checked for an available workaround and found none. Please vote for the enhancement at SuiteIdeas. I hope this answers your question.

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 @Dwight Schrute, 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_DPS2Z, 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…

I am afraid that this is not possible since you are using a formula text field. If these are standard text fields, you can use another formula field and add each field ids and use count. I don't see enhancement requests related to this, and you might submit one at SuiteIdeas. I hope this answers your question. Thank you.

You're welcome, @User_75YL8.?