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

Hi @SWSearcy, 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.

Yes, you are correct. You are giving permission for the role to have access to both the parent company and the subsidiary. I understand that you're editing a Customer record that is part of Subsidiary 1. However, what you are trying to do is to add a Sales Rep that is not on the same subsidiary. Please note that Allow…

Hi @KNason76, 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 @SWSearcy,, Where are you seeing this owner field in the file record? As per my testing, my name appeared in the System Notes as the person who created the file and not the owner of the folder. See screenshots below. Folder: File: Thanks,

Interesting. Can you please send me a screenshot of your custom role with all the permissions and restrictions assigned? Thanks!

Thank you for checking, Ammar. What subsidiary was assigned to this custom role? Try enabling Allow Cross-Subsidiary Record Viewing and let me know if this works. Regards,

Hi @Dirk Nieuwkamp, 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 @kfluk, In Permission > Reports > Add Report Customization with Edit access level. I hope this helps.

You're welcome. Thanks for the update, @ImeldaSanchez!

Hi @user13588389, It seems that this is a 3rd party bundle. I would suggest contacting the bundle owner to check on this. Regards,

Hi @kfluk, I'm afraid that this is not possible. Users can only view or access reports if they have permission to access the records and report. I hope this answers your question. Regards,

Also, please check your browser settings. Method 1: 1. Open Google Chrome 2. On the URL type: chrome://settings/content/pdfDocuments 3. Disable Download PDF files instead of automatically opening them in Chrome setting Method 2: 1. Click the More Options button on your Chrome 2. Select Settings 3. On the left hand side,…

Hi @KNason76, I would like to confirm the following: The problem is only affecting one user. Can the user view other pdf files? What browser is he/she using? Has he/she tried using a different browser? Regards,

We are now closing today’s session. We hope to see you in the next #AskAGuruLive session. I hope you learned something from the tips I shared. ? Be sure to follow the tag AskAGuruLive for updates. To help us improve this program, feel free to comment or provide feedback or suggestions. Have a great day, everyone! ?

TIP #3: Where to look for errors in your outgoing emails in NetSuite Go to List > Relationship > Bounced Email Addresses to check if you are listed as the bounced email address under your account. For more information about this, see SuiteAnswer 36705 - Viewing the Bounced Email Address List Go to List > Mailing >…

Hi @Micah Timbol-Oracle! I'd really want to visit Switzerland. I read in some articles that Switzerland is easy to get around and move on to another destination. Aside from its breathtaking views, the country has different traditions and even languages.

TIP #2: In some cases, the entity name is removed or is missing from the record. This is because of the auto-generated number for the entity record. To show the entity name, you will need to manually tick and re-tick the auto checkbox for each of the entity records. This will replace the auto-generated entity ID with its…

Tip #1 When testing roles and permissions, I always refer to the NetSuitePermissionUsage spreadsheet to check the available permissions and use my No Permission role to identify which permissions need to be added or removed. Click here to watch the how-to video. 

Hi @Ammar, I would like to know the following: Are you using a OneWorld account? Is there any restriction in the custom role or in the employee record? Are you getting an error when accessing the credit memo? Adding the Credit Memo permission and setting it to Full access level should let you have access to the record…

Hi @Fah, Are you using NetSuite.com or NetSuite2.com? Have you tried checking in the Connect Browser?

Edit your Sales Account Manager role and set the following to allow Employee 1 to add Employee 3 to your Customer 1 record. Subsidiary Restrictions = Selected Selected Subsidiaries: Parent Company Subsidiary 1 Allow Cross-Subsidiary Record Viewing = True Thanks,

That's great! I'm pleased it's the report you were looking for. 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 @User756403-Oracle We 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 @Nine-Oracle Please check the following: A. Check the value set in Report by Period preference Navigate to Home > Set Preferences > Analytics > Reporting Set the Report by Period field to Never Click Save B. Check if there are Commission Plan/s which To date is within or exceeding the date range in the report. Navigate…

Hi @Fah , 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 @srussell 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_5OUXV, I'm afraid the result you're looking for isn't available through a saved search. To get the report you want, I recommend creating a workbook with the case dataset. Step I: Create dataset. In the case dataset, add Issues: Issue Type and Case Creation Date/Time fields. To get this week's cases with issue type…

Hi @Dirk Nieuwkamp, Since you mentioned that Employee 1 edited the customer record of Customer 1, are you trying to add Employee 3 in the Sales Rep column? If so, this is not possible as the permission allowed in this role is only for record viewing. To test, login as the Administrator and add Employee 3 to the list. Once…

Interesting. I tested this and it worked before. Try itemline.item only. Here's the result of my testing. Regards,

Hi @ImeldaSanchez 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…