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

Thanks Ivy! Hi MJ, Any changes to NetSuite between NetSuite 2021.2 and the previous release can be found in the 2021.2 Release Notes. 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…

Hi @User_SZ0C3, You can use Contact Saved Search to pull the Customers related to the Contact record. Please see sample below. 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…

Hi Paul, Thank you for creating this thread. About this concern, this is best handled by our Support team. I suggest to submit a support case to further assist you in this matter. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, Per checking, the Usage Limits > Each Customer can use the Promotion field is set to use One time only. Have you tried using a different customer on the second sales order to check if you can successfully apply the promotion? For reference, see SuiteAnswers: Setting Usage Limits on SuitePromotions | Answer Id:…

Hello Liz, I would like to check if you have further questions. 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

Hello Kabir, Where are you trying to put the shortcut? Are you good using the Shortcut portlet? Thanks, Michelle Jabanes | Ask a Guru

Hi Katherine, This is related to this thread: Unable to access NetSuite Account Center. Please open a Support Case and refer to Defect #638698 Follow up on Issue 638303 > Clicking on NetSuite Account Center > Being redirected to the Home Dashboard/Homepage. Thanks, Michelle Jabanes | Ask a Guru

Hi Charlene, For a custom role to have access to view or edit Billing Rate Cards, permission must be added to the role. Login to Administrator Role Navigate to Setup > Users/Roles > Manage Roles Click Edit for the Customized role Click Permissions Click Setup Permission: Select Accounting Lists Level: Select the desired…

Hi Geeta, I would like to check 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 Bill, 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 @User_USNDV, Please file another case and refer to Defect #638698 Follow up on Issue 638303 > Clicking on NetSuite Account Center > Being redirected to the Home Dashboard/Homepage. Thanks, Michelle Jabanes | Ask a Guru

Hello Liz, When merging records you will receive a warning message similar to this screenshot below. Per checking, there is no way to unmerge merged customer record and as a workaround we need to create new customer and then on the main customer record rename the transaction which is for the other customer. I hope this…

Hi Melanie, Please contact NetSuite Support by phone. Call the number provided by your account manager. For quicker assistance, please have your account ID ready when you call. To view your account ID, use one of the following methods: Find your NetSuite account ID at the beginning of the NetSuite URL. For example, if the…

Hi Melanie, Pages are not opening because cookies aren't working correctly. Can you try to clear your cookies one more time using the steps below? Just making sure that we select All time in time range when deleting the cookies. Open Google Chrome At the top right, click More (three dots) Choose Settings Privacy and…

Hi Gregg, Navigate to Reports > Marketing > Lead Source Analysis > Customize Detail and add the following columns below. Columns Lead Count: Sales Rep: Name (Grouped) Lead Count: Lead Lead Count: Company Name Lead Count: Client Status: Status Lead Count: Lead Date Lead Count: Conversion Date Lead Count: Client Status:…

Hi Colleen, Per checking, we currently do not have this kind of report available where you can see the user's navigation when logging in Customer Center role. I've also checked and there's no existing enhancement request. I would highly suggest to submit one at SuiteIdeas. Other users may also jump in and share their…

Apologies for the confusion. Yes, that is correct. There is no workaround on this as the email message template under Set up Website only applies to orders generated from the NS web store. I also checked this internally and was advised that this is not possible through a workflow. The one suggested is just for a regular…

Hi Bryan, Pulling the custom record sublist is currently filed under Enhancement #327319 Scriptable Template > unable to pull up sublist from a Custom Record using. Per checking, there's no available workaround for us to customize the email template. Please feel free to add more details when voting for this request…

Hi Kalanina, Thank you very much for creating this thread! Please visit Required Permissions to View FAM Asset Records | Answer Id: 78165 to check on the required permissions. I am also tagging my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle for their inputs. Thanks, Michelle Jabanes | Ask a Guru

Hi @paula.courtemanche, I would like to follow up on this post. 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 Karan, I would like to follow up on this post. 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 @KNason76, The email message template under Set up Website only applies to orders generated from the NS web store. You can try to create a TEST Custom Transaction Form and set the Custom Template in Email Message Template field. Try to generate an invoice. I hope this will help. Thanks, Michelle Jabanes | Ask a Guru

Hi Geeta, Yes, NetSuite supports both Azure and Okta. For more information, please see below SuiteAnswers: SAML Single Sign-on | Answer Id: 24490 SAML SSO FAQ | Answer Id: 82963 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 Johnny, 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 @Neo_Suite, 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

Hello @Hormese Paul, Thank you for creating this thread. It seems this thread is duplicate of the thread of Default Email template. Please note, we will communicate on that thread as it has the same topic of discussion. Thanks, Michelle Jabanes | Ask a Guru

Hi @Hormese Paul, This is logged under Enhancement #332540 and per checking, there's no available workaround. I would suggest to visit SuiteIdeas and don't forget to add details when voting for this enhancement. Thanks, Michelle Jabanes | Ask a Guru

Hi @Hormese Paul, Please follow the steps below on how to set the default Email Template. Navigate to Customization > Forms > Transaction Forms Custom Form: Click Edit Email Message Template dropdown: Select Email Template Click Save I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi Karan, If you don't have a web store linked in your NetSuite account, you can enable this feature in Setup > Company > Enable Features > Web Presence tab. Check Web Site and Web Store checkboxes and click on Save. Navigate back you your item record and confirm if the Web Store tab is present. Thanks, Michelle…

Hi Karan, Navigate to your Item record > Web Store tab and make sure Display in Web Store checkbox is enabled. Once done, the item will be available in the Customer Center role. You can also use Item Mass Update when enabling Display in Web Store checkbox. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you…