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

Hi @JanKrejcik I checked this internally and was advised that if the record is exposed in the script and can be searched and created through it, possibly the results can be limited. To set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include creating…

Hi @User_DATN1 and @User_FQ0VR, please create a support case to log the defect. Let me know if you need help in creating one.

That’s strange. We may need to troubleshoot further to determine if this is related to a defect logged under #810948. Please let me know if you need help creating a support case.

Hi @Mike Wondrasek To set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include creating and implementing any complete custom solutions from scratch. Also, there is a sample script provided in the SuiteAnswers. If you're not comfortable creating a…

Could you try creating a sales order and attempt to save it to see if you encounter any warning or error message?

I'll keep you updated through this thread.

Hi @Paul Reading, Does the page load with a script error? Have you tried reinstalling the bundle?

Hi @User_DATN1 This issue is related to this thread. This is a defect, logged under Issue #811321. Please let me know if you need help creating a support case to log the defect.

Hi @OliverK This is a defect, logged under Issue #811321. Please let me know if you need help creating a support case to log the defect.

Hi @JanKrejcik You need to remove the global search entirely by going to the Permissions tab > Lists subtab and removing the 'Perform Search' permission. I hope this helps. Thank you.

Audience allows the user to view the report, while Access grants the user permission to edit it. Which classification did you try? Did you select both the role and the user's name, or did you only select the role without including the name? If the user is still part of the allowed role, they will have access. Try removing…

How is it going, @Lee Ann R? Were you able to adjust the report’s audience using the admin role?

Hi @User_K51C7, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @BM136, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Sample Answer. Thank you.

Hi @User_4SQM6, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_RG1MF I agree with Tafara. It seems your customer type is set to 'company' by default. I’d like to confirm if Tafara has answered your question. If so, kindly click 'Yes' on 'Did this answer the question?' under Tigran's reply. This helps others with similar questions find the correct answer more easily, and…

It’s pulling information from the user’s record due to {user.department}. Since you're already using the record search which in this case is an employee saved search, you can directly use the fields available from that record. I hope this answers your question. Thank you.

Hi @Panadick Is this an Employee Saved Search? Are you trying to populate the Class, Department, and Location fields from the employees' records? If so, you can simply use those fields directly, and they should appear in the results.

Hi @Benjamin Paul - USA, This type of inquiry is best handled by your account manager, as they are the ones able to answer your questions.

Hi @BM136, If you grant the role access to the reports, the role/user will be able to run them. However, the data in the report will only populate if the user has access to the relevant records and fields.

Can you please confirm that this estimate is different from the estimate in the Created From field? So, the Estimate you want to include is in the Opportunity record > Sales tab > Estimates subtab, correct? I tried adding Applied To Transaction field in the Results tab, and here are the search results.

Yes, administrator roles have no restrictions.

That's great. I'm glad it solved the permission issue.

Thank you for clarifying. Let us know if you need further assistance.

Hi @User_4SQM6, The Total Open Opportunities Detail report is a pipeline analysis report, which is why some fields in the opportunity record cannot be added when you customize it. I hope this answers your question. Thank you.

Hi @User_LBS1G, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Avinash Agrawal, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Lee Ann R, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_K51C7, In my testing, I used a Transaction Saved Search, filtered using Transaction Type = Sales Order and add other related transactions in Results tab. See same below. Criteria tab: Results tab: Sample output: I hope this helps. Thank you.