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

Hi Nathan, 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.

Thank you for this information. Per checking, this feature is currently logged under Enhancement request #218285. Please visit SuiteIdeas to vote for the enhancement. I hope this answers your question.

Hi @User_GONYI , Are you referring to this setting? This is located in your saved search > Email tab > Customize Message.

Hi Kedalene, To show the List Menu, navigate to Home > Set Preferences > Appearance tab > Centers & Dashboards section > Enable Use Classic Interface. I hope this helps.

You're welcome, @Dirk Nieuwkamp. 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 Nathan, 1. You can manual assign Sales Rep or utilize the Territory Reassignment. Please see Answer Id: 9784 - Reassigning Customers to Sales Territories You may use the following Criteria: Sales Rep is unassigned Status is Lead-Unqualified 2. You may create a Lead Saved Search for new lead records created and can setup…

Hi @markival 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 @StephenO 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 @JohanvL, 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.

Thank you for keeping this thread updated. I am glad that the issue is now resolved.

Thank you for checking, @Dirk Nieuwkamp. Per checking, the custom record restriction is only limited to Viewing and Editing and Editing Only. An Enhancement request is logged under #32908. As a workaround, you can create a script for users not to have access to create a record. You may use this SuiteAnswer Id: 19533 as a…

Hi @paula.courtemanche, I would like to confirm if using <#if employee.password?has_content> helped. 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 @User_KN5OE, 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 would like to understand what you would like to achieve in this statement below. Are you trying to determine if the entity has password set, then use your email address to login else request a new one? <#if access.passwordSetupURL?has_content> <p>Use your email address <strong>${entity.email}</strong> to log in to…

Hi @Dirk Nieuwkamp, You can still have access to the record since you are the owner of the custom record type. However, other users with different roles aside from the Administrator will not be able to access the record. I hope this answers your question. Thank you.

Hi @Ammar, You can customize a role using the A/P Clerk Standard Role, setting the Employee Restrictions to "own and subordinates only" and then checking the Allow Viewing checkbox. The employee will be able to view but not change or delete purchase orders created by other employees. I hope this helps. Regards,

For the test entity record you created, is that an employee or customer record?

Hi @srussell 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.

You're welcome, @Liz Madrid! 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 Madrid, This preference is in Setup > Sales > Sales Preferences > General tab > Default Estimate Expiration (In Days) field. Thank you.

You're welcome!?

Thank you for checking. Is there any workflow or script that might be causing this issue? If there's none, try to use a different browser and delete the cache in your current browser. As for the screenshot, you should be able to attach it here. Please let me know if you get any errors when attaching images.

That's great! Thank you for keeping this thread updated @User_G9NIK and @Mark Dotson.

Hi SanjeevV, Navigate to your Saved CSV Import and set it to Public. To do this, click on the Private hyperlink. Enable Public checkbox and set Roles. Click Save I hope this helps.

Hi @paula.courtemanche, The User Access Email Template is for employees when they are granted access to NetSuite. Are you using a OneWorld account? Please check the subsidiary assigned to the user as the subsidiary record might have different email template preferences. Navigate to Setup > Company > Subsidiaries Subsidiary…

Hi @User_KN5OE, I'm afraid that this requires a custom field creation. You may use the formula {today} + the number of days in the field under Validation & Defaulting subtab. I hope this answers your question. Regards,

Hi @Tom Dalton 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 @Carmela, Sales Orders with backorders are included in the report depending on the date range you choose. Do you want to view the backorders across all periods, even if they are not within the report's date range? What columns would you like to see included in the Sales Forecasting report? Thank you.

Hello @fonsoposada 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.

Hello @User_XQ321, 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.