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

Thank you for checking, Colleen. You're correct, you can create Time Entry and auto populate the Customer: Project field, however, this will not attach to the Customer record. For this issue, I would suggest to create a new feature request at SuiteIdeas as there is no existing enhancement logged related to this concern. As…

Hi @User_DNGCR, I would like to follow up if you need further assistance in this issue. Can you please confirm if you tried using a different browser and if you still experience the same issue? Have you tried to re-create the saved search from scratch? Thanks, Michelle Jabanes | Ask a Guru

Hi Karan, Are you referring to the web store? You may check it in Commerce > Websites > Website List > Click Edit beside the Website name > Setup subtab. Please check the following SuiteAnswer articles below. Adding Items to Web Store Categories Displaying Items and Information Web Site Setup Preferences Please let me know…

Hi Colleen, Thank you so much for these screenshots. I suggest to view the Customer Record and not on Edit mode. Create the Time Tracking entry via Customer Record > Time Tracking > New Time. As long as the Customer field is not blank, the Company auto populates under Customer:Job after saving it. Please let me know if…

Yes, that is correct. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster without the…

Hi Karan, Please see the following SuiteAnswers articles that will help you restrict the Items using the Customer Center Role. Answer Id: 66966 | Restrict the list view items for specific Roles Answer Id: 66967 | Restrict Use of Specific Items on Transactions for a Role I hope this helps. Thanks, Michelle Jabanes | Ask a…

Hi Colleen, Thank you for voting for the Enhancement Request. I would like to confirm if the Company field in the Customer Record > New Event/Log Event > Related Records is the same field as your Customer: Project column in Weekly Time Tracking record? Thanks, Michelle Jabanes | Ask a Guru

Hi Ray, The Marketing Automation feature in the Setup > Company > Setup Tasks > Enable Features > CRM tab must be turned off before you can use the Lead Source. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as…

Hi Colleen, Yes, you will still receive those emails as normal. Thanks, Michelle Jabanes | Ask a Guru

Hi @ACVP, Are the users typing the exact name in the global search or just using a first few characters of the name? Can you try adding a wildcard (%) then the Chinese characters if this help? If this happened after the update, I would suggest to create a Support Case to further investigate the issue. I hope this helps.…

Hi @jb123, Have you tried creating a Promotion Saved Search and add Customers field in Results tab? I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hi @User_H7U29, Currently the Sticky Notes can only be deleted by the users that created them. This is logged under Enhancement #542057 StickyNotes > Permission to Delete a Note Created by Another User. Please visit SuiteIdeas and vote for this enhancement. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you…

Hi @User_DNGCR, Can you please confirm if you tried using a different browser and if you still experience the same issue? Have you tried to re-create the saved search from scratch? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_DNGCR, I have tested this and I was able to pull up the name in the subject line. Please do the following; Add the Name field in the Results tab and confirm if the desired result is correct. Use a different browser to test if the {name} field will pull up the record when sending an email. Clear cache Let me know…

Hi Colleen, Passwords for users with a Customer Center role do not expire. If you want to send an email to remind the users for a password reset, I am thinking of a Login Audit Trail Saved Search, filter it using the role and date. Please see sample below. In the Results tab, set the following Summary Type. Go to Email tab…

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, Michelle Jabanes | Ask a Guru

Hi @KNason76, I tested this when I first posted the suggested custom transaction form and it used the email template I set in it. I used the custom transaction form when I created an invoice and it worked fine. Thanks, Michelle Jabanes | Ask a Guru

Hi @jb123, The feature you're requesting is not available within the NetSuite line of application services. Per checking, there are two enhancement requests related to this concern. Please visit SuiteIdeas and vote for the enhancements. 288949 Documents > Files > File Cabinet > New : Ability to Link File Cabinet Folder to…

Hi @User_H7U29, There are two Enhancement Requests logged related to this concern. Per checking, there is no workaround to separate the handling cost when applying the free shipping. I would suggest to vote for the enhancements at SuiteIdeas. 188875 Ability to charge handling cost with Promo Codes. 94109 Lists > Accounting…

Thank you for checking. Do you also have the same set up from SuiteAnswers article for Charge Handling cost with Free Shipping | Answer Id: 78877? Navigate to Lists > Accounting > Shipping Items Select the desired Shipping Item Shipping and Handling Rules subtab Uncheck FREE IF TOTAL ORDER IS OVER. Set a Shipping…

Hi @User_H7U29, I would like to confirm if the Charge Handling Separate from Shipping checkbox is enabled. To check, please make sure to login as the Administrator and navigate to Setup > Accounting > Setup Tasks > Shipping. Also, here's the SuiteAnswers article for Charge Handling cost with Free Shipping | Answer Id:…

Hi Elena, I'm glad it worked! 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, Michelle Jabanes | Ask a Guru

Hi Paul, I am glad that you were able to save the Sales Order. Upon checking, there's no filed defect/enhancement related to this issue. Thanks, Michelle Jabanes | Ask a Guru

Hi Elena, In your Estimate Saved Search please use the Criteria below to show Estimates with their Sales Orders generated. In the Results tab > Add Field: Applying Transaction Sample Result: However, if you want to pull up all Estimates with no Sales Orders please use the Criteria below. I hope this helps. Thanks, Michelle…

Hi MJ, The NetSuite Permissions Usage spreadsheet is only updated once the NetSuite update is done and this information is not included in the Release Notes. I would suggest you bookmark this SuiteAnswers article: Permissions Documentation | Answer Id: 9911 to download the latest NetSuitePermissionsUsage.xls after the…

Hi Charlene, I would like to follow up on this post if you need further assistance. 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, Michelle Jabanes | Ask a Guru

Hi Gregg, I would like to follow up on this post if you need further assistance. 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, Michelle Jabanes | Ask a Guru

I'm glad that everything is working now. 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, Michelle Jabanes | Ask a Guru

Hi @User_SZ0C3, In your Customer Saved Search > Results tab > Add Formula (Text) field > Formula = {contact.entityid}. You should see the contacts associated to your customer record. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, Per checking on this error message "Please enter value(s) for: Promotion, Coupon code" the problem seems to be with the browser caching. Try to clear cache or use a different browser and let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru