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

Yes, that will work if you are good with the full access level to the Purchase Order permission. The enhancement is if the Transaction permission set to view or edit. Please do not forget to vote for the enhancement request at SuiteIdeas. Regards,

I am exploring SuiteAnalytics to populate this report. How do you get the average number of case issue type for the past year? I need this to create a formula in the dataset. Thanks,

It is feasible through scripting since SuiteScript APIs have the option to set values to ignore mandatory fields. However, you may need to create extra custom field(s) that serve as flag to indicate that the record(s) are created by Suitebilling which scripts can check. I hope this helps.

Hi @Fah , Look for something like transaction where type = estimate. I hope this helps. Regards,

Thank you, @CDuf. Glad to see you here! ? @Dirk Nieuwkamp, can you please check in your Employee 1 & 3 records if there is a Classification set? Navigate to your Sales Account Manager role > Restrictions tab. Is there anything in the list?

Is the preferred form customized? You should be able to verify it in Customization > Forms. Also, have you checked if there is an amount or quantity defined in the transaction? It seems the error message "Please enter a value for amount" says it is missing one of these fields in the line item.

Hi @User_G9NIK, 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 @Curtis Beene I've sent you an email with the Support Case I created. Please continue to work on this issue through the case. Thank you.

Hi @srussell I would like to isolate the issue by checking the form used. Please recreate the transaction using the standard forms of opportunity and estimates. Let us know if you still get the same message.

That's great. I am glad it worked. ?

Hi BN, 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.

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Hi @Nine-Oracle, 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_EQGQ1, To see the System Notes, edit your custom role > Permissions > Lists > Add Notes Tab permission. I hope this helps.

Thank you for the screenshots. Per checking, the permissions are all good. There is an existing enhancement logged under #359404 to have the ability to view workflows with Workflow and Transaction permissions. There is no available workaround, and I suggest voting for this enhancement request at SuiteIdeas.

Apologies for the confusion. Enabling Allow Audience to Edit is to allow other roles to edit the search, meaning they can make changes and resave the search. If you're the owner of the search, you can always edit it. However, you also need to consider other permissions. Since this is a transaction-saved search, please make…

Hi @User_G9NIK, In the search, you need to enable Allow Audience to Edit for the Purchasing & Inventory role edit the search. Regards,

Hi @User_G9NIK, The owner can always edit and save the saved search. The scenario here was that the search was owned by a different user. The Allow Audience to Edit will only apply if the search is not in public and if you want another role or user to edit the search. I hope this aswers your question.

Hi @User_G9NIK, The ability to massively update the ownership of the custom saved searches is logged under Enhancement #246834. As for the usage, you can create a search for Saved Searches in Lists > Searches > Saved Searches > New > Select Saved Search. Make sure to add the Last Run By and Last Run On fields in the…

Hi @Benjamin Paul - USA Disabling the Export permission will remove the user's capability to send out the report via Email. Can you tell us what the steps are for how you send it as an email report? Thanks,

Hi @Nine-Oracle , Please see answers below. Navigate to Setup > Sales > Sales Preferences > General tab > Lead Status field Lead/Prospect/Customer are the three possible stages that can be defined for a customer so you can see these forms when creating Lead/Prospect/Customer record. There are some fields that are not…

Hi @Suitestallion What is the Center Type of this custom role? Please send us the screenshots of the permissions in each subtabs. Thank you.

You're welcome, @User_550RU. It is possible that the "Allow Override" option is enabled. This setting is to permit users to manually enter numbers other than the auto-generated numbers. Be aware that overwriting these record type numbers permits users to create duplicate numbers or numbering gaps. Some NetSuite users turn…

I don't see any changes related to this. The Choose File field does not work with drag and drop files. Thank you.

Hi @User_G9NIK, The Drag & Drop file will only work if you drop it in this folder below. The behavior of the "Choose File" button requires a manual click. I hope this answers your concern. Regards,

Hi @User_550RU You can enable Use Duplicate Detection Criteria in Setup > Marketing > Online Customer Forms > Edit Custom Online Customer Form > Set Up Workflow tab. Also, do you have a Duplicate Detection setup? Please see SuiteAnswers below. Duplicate Record Detection Duplicate Detection Preferences…

Hi @Biomerics_Admin You mentioned about the role can see other vendor record workflow, this means that the role has Permissions > Setup > Workflow permission, correct? A possible reason for this is because the Workflow runs on a Record Type where the Custom Role does not have permission on. Using an Administrator Role,…

Hi @Vusi 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 @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 @Kyle K 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.