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

Hi @Kenny Wise, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

Hi @User_USRCP, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Regards,

Hi @Wendy_M, Per testing, this requires multiple levels of joins and it is currently not possible in a saved search. This is currently logged under Enhancement #125071 Saved Search: Support multiple levels of Join or Sub-queries. Please visit SuiteIdeas to vote for this enhancement request. I hope this answers your…

Hi Harika, In your Criteria, remove the Set By field. This should only filter the users with the roles you set. Regards,

Hi Harika, You need to identify the names of your administrators and manually select their names in Set By fields. I hope this answers your question. Regards,

Thank you for the update, Imelda. Please don't forget to vote for the Enhancement #112647 at SuiteIdeas. Regards,

Hi @Wendy_M, I tried creating a Transaction Saved Search and filter it using the Type and added the Parent and Child fields in the Results tab. Please see below. Criteria tab: Type = is Opportunity Results tab: Add fields Select Formula (Text) Formula: {customer.parent} Custom Label: Enter Parent Customer Select Formula…

Hi @JoshPNW , The ability to restrict a custom KPIs derived from a saved search is not available in NetSuite. Here are the available Enhancement Requests that are related to your concern. 184174 Home > Dashboard > KPI Scorecard > click Setup link > Restrict To = My Team or Only Mine > Save > Data in the portlet did not…

Hi @RobertoM_DEL , 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thank you.

Hi Imelda, Thank you for keeping this thread upated. You are correct. It is because of the summary type. I would suggest to remove each summary type and click the Save As button to create a copy of the search. You should then be able to use the new copy of the search in creating a dynamic contact group. Let me know how it…

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

Hello @Strategit_Shunta4, It seems that this is currently logged under the following enhancement requests. 60764 Please provide the ability to customize the receive purchase order page / item receipt page 240823 Ability to Customize any Sublist using a search-based view (rename, add/remove, re-order columns, etc) Per…

Hi Imelda, You can use Campaign Recepient: Email field instead. Also, you can add Custom Labels so you will not get confused of the columns. Since these campaign responses has a status of 'queued' and 'sent', this search was made as an alternative solution for the users to have a comparison between 'sent' and other…

Hello @Strategit_Shunta4, Thank you very much for creating this thread! From this page, you can click on the Customise button and modify the sublist. You can uncheck the columns and mark check on the columns you want to add. I hope this helps. Regards,

Hello @farrago, 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. Thanks,

Hi @User_USRCP, The feature you are requesting is not available in NetSuite. This is logged under Enhancement Request #411551. I checked and there is no workaround to detect duplicate vendor, amount and date before saving the transaction. However, you can create a Transaction Saved Search to check the transactions with the…

Hi @Kenny Wise, I agree with Mikko. You can add these permissions using the steps below. Navigate to your custom role and look for the following: Permissions tab > Transactions sub tab > Select Revalue Inventory Cost Permissions tab > Lists sub tab > Select Planned Standard Cost I hope this helps. Thanks,

Hi @Parameswaran_gp, The feature you are requesting is not available in NetSuite. This is logged under Enhancement Request #429607 Documents > Files > File cabinet - new - Limit file size per User/Roles. I checked and there is no available workaround to set this kind of restriction. I would suggest to visit SuiteIdeas and…

Hi @Muzzyelk, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks,

Hi Tony, I am thinking that this is because of the email template being used. Please let me know if you need further assistance. Thanks,

You're welcome, Tim.

Hi @User_B1J9S, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks,

Hello @User_82RRL, Have you tried the saved search from SuiteAnswers Id: 36312 | Campaign Saved Search Shows Customer List With Unopened Campaign Email? Regards,

Hi @RobertoM_DEL , The SuiteAnswers Id: 41593 is telling us that it is possible to be used, but the vendors can not respond to the quote. A vendor needs to log in to a Vendor Center to open the Vendor Request for Quote and define quote pricing and details. The ability to manually input the price in RFQ without logging in…

Hi @iecpradeep_14007 , Sure. Please see below. 1. Navigate to Reports > Pipeline Analysis > Sales Activity by Sales Rep > Customize Summary 2. In Edit Columns > Add Fields > Expand Sales Activity 3. Add Activity Count field 4. Rename the Column Label to it's month 5. Add Grand Total checkbox = True 6. Alternate Date Range…

Hi @iecpradeep_14007 , I tried this on both Report Builder and on SuiteAnalytics workbook. So far, I have results from my testing in Report Builder. However, I am still checking on what alternate date range should we use for the missing months. Please see the sample report output below. I hope this helps. Regards,

Hi Tim, A sandbox is not intended for storage of data. A refresh completely replaces the content of the sandbox account with the content of the production account snapshot. Any data that exists in a sandbox before a refresh is requested is overwritten by the refresh. For reference, please see SuiteAnswers Id: 65870…

Hi @Muzzyelk, This behavior is because of the Auto-Generated Numbers enabled for the Employee record. You can show both Employee ID and Name by navigating to Setup > Company > Auto-Generated Numbers. In Entities subtab, make sure the Allow Override is disabled for the Employee record. If it is already disabled, try to…

Hi @Tiru Chembeti, Thank you for creating this thread! For your first concern, please see SuiteAnswers Id 24960: Item record Quantity on Hand does not match Inventory Reports. And for the remaining two, allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any…

Thank you for the screenshots, Dallas. Can you also please share the workflow settings for us to check? Regards,