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

Yes, that is correct. However, if you want to apply this on all of your Customer records, you can do mass update or set To Be Emailed box checked by default through the custom transaction form. Option I: Mass update the customer record to enable the Email checkbox. Navigate to your Mass Updates page Expand General Updates…

Hi Asher, What date would you like to include in the search? Thanks, Michelle Jabanes | Ask a Guru

Hi @Meherin, You need to narrow down your search before you can set the system to send email of the results. Edit your existing Transaction Saved Search and add the following fields in the Criteria. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find…

Hi @User_LW3QM , You can enable preferences that set default transaction delivery methods. Navigate to Lists > Relationships > Customers Select Edit beside the customer record Click Preferences tab In Send Transactions Via > Select Email Click Save For reference, please see SuiteAnswers Id: 9644. I hope this helps. Thanks,…

Thank you for the information @iecpradeep_14007. I suggest to submit a Support Case. This will require a thorough investigation to determine the cause of the issue. Thanks, Michelle Jabanes | Ask a Guru

Hi Sarah, 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_4GSQ1, If you are an existing customer with the NetSuite for Outlook bundle installed in your implementation of NetSuite, you can continue to use it but there won't be any issue fixes or updates. You may also check https://www.suiteapp.com/search?keywords=outlook for alternate SuiteApps available for Outlook…

Thank you for your suggestion, @John Griffin. I'm glad it worked. Thanks, Michelle Jabanes | Ask a Guru

Hello @Martha Hakes, Please review below steps to massively delete the new customer records. Navigate to Lists > Relationships > Customers Sort it by Internal ID so you can see the latest customer that was created in the system. Make sure you identify which customer record you want to be deleted. Click the Inactive column…

Hi @Patrick Zhao-Oracle, To access the NetSuite Account Center, click the Support tab and click the link to access the NetSuite Account Center. Thanks, Michelle Jabanes | Ask a Guru 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…

Hi @PaulFleetwood, An enhancement request has been filed under Enhancement #285627 Setup browser to remember passwords > Edit employee > save without making changes > New passwords don't match. Other alternate solution is available at SuiteAnswer Id: 12448. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did…

Hello @User_M8IWD, Per testing, I don't see a condition to undo a promotion if a certain item is added in the sales order. However, I checked this internally and confirmed that this is possible via script. You may work with your in-house developers who are knowledgeable with scripts. I hope this helps. Thanks, Michelle…

Hi @iecpradeep_14007, I tested this and the email notifcation is working fine in my end. I would like to gather more information to further investigate the issue. When did you first notice the problem? Is there any recent changes that might cause the issue? Is this reproducible on all users including the Administrator…

Interesting. Please navigate to the Employe record > Time Tracking > New Time. Set it to Standard Time Tracking form to check if Billable field is available. If you do not have an option to set this in the form, navigate to Customization > Forms > Entry Forms. Mark the Standard form as Preferred form and click Submit. You…

Hi @Charles B, There is an existing enhancement requests related to this concern. Please feel free to vote and add more details to the enhancements at SuiteIdeas. 59717 Drop Shipment>Add drop ship transaction column fields (PO Vendor, Rate) to Estimates and Opportunities 80293 Expose PO Rate and PO Vendor fields on…

I am afraid that this is the only way to preview the Solution or they can view it directly on the Knowledge Base. For reference, see SuiteAnswer Id: 41848. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with…

Thanks for checking, Tim. Can you send the screenshot of the entire Fields list? The Billable field might be unchecked and was moved at the bottom of the list. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others…

Hi Tim, Do you see the Billable checkbox in the Standard form? If not, make sure the Time Tracking feature is enabled in Setup > Enable Features > Employees. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful.…

Hello @User_6Z1W1 , Per testing, it should keep those columns when saving the solution. How do you view your solution? Try clicking on the Preview Html link to view the newly created solution. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the…

Hi Amar @User_6Z1W1 , The first screenshot looks like a Solution search added to the dashboard. How did you publish your Knowledge Base? For reference, see SuiteAnswers Publishing a Knowledge Base. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your…

Hi @jb123, You can create a Shortcuts portlet and publish the dashboard to the new role. For more information and instructions on how to add the Shortcuts portlet please see documentation below. Shortcuts Portlet Adding a Portlet to a Dashboard I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on…

This might be a caching issue. Have you tried clearing your cache to check if you're getting the same option when creating a case? I am tagging my colleague @Patrick Fresnosa-Oracle to help you with your tax item concern. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you…

Hi @NetSuite4All, To know what NetSuite Product is provisioned, navigate to Setup > Company > View Billing Information. The Product field on top left shows the customer's provisioned product, such as NetSuite, NetSuite OneWorld, or NetSuite CRM+. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes"…

Hi @Josh Godfrey, Per SuiteAnswers 8920, zip files are supported in File Cabinet. In the roles and permission, there is no option to restrict a file type to be uploaded or downloaded in NetSuite. There is no existing enhancement request related to this and I would suggest to submit one at SuiteIdeas. I hope this helps.…

Hi @User_S8PAJ, Is your Support Type Basic? You may want to check with your account manager regarding your Support Type. This may be the reason why you can not create cases other than C1. Going back to your main concern, can you please tell us more about the default tax item? Thanks, Michelle Jabanes | Ask a Guru Kindly…

Hello @Robert D., The Permissions' subtabs are not available in the Role Saved Search. Per checking, this is related to Enhancement #263956 Saved Search > Role > Ability to identify permissions that are under the Transactions subtab of the Roles page. What I would suggest is to put additional notes when submitting the…

Hi @PaulFleetwood and @Pierre_Plourde , Per SuiteAnswer Id: 65901, there are two different types of login pages for your NetSuite Account. The Standard and Customer Center login pages. You can customize the behavior when a user logs out of NetSuite. To specify a landing page for logout: Go to Setup > Company > Preferences…

Hi @User_Q2U93, 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 @Jjzwang, Navigate to View My Roles to check if you have access to your Sandbox Account. All of your roles can be found on the My Roles page. You can identify each account by viewing the Account Type column. If you are not an administrator and do not have access to your sandbox account, contact your NetSuite account…

Hi Lisa, In which folder is your Journal file saved? It seems that your "journal file" folder is different from your File Drag and Drop destination folder. If you have one folder for these two, the system will recognize if the file exists in the file cabinet when uploading it through the File Drag and Drop. See example…