Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi Brandon, Can you please confirm if the Department assigned to the user do not have a subdepartment? If the assigned department has a subdepartment/s just like the example below, the subdepartments will show up on the report. Unless the user's department is set to the subdepartment, then it will only show up either…

Hi @User_6Z1W1, Thank you for sending us the screenshots. We can sort and group fields on the Opportunity saved search. Please see below example. Expected Result: If you click on the Customer Name hyperlink, you will see the lists of Activities. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the…

Hi Michelle, You might want to check GeoBusiness for NetSuite. Thanks, Michelle Jabanes | Ask a Guru

Hi Kris, Thank you so much for trying testing it. What is the field ID of your Client/DONOR ID and its Name? Use the field ids to test directly to the Sales Order record to confirm tags. Follow below steps to test. 1. Navigate to Sales Order > Communication > Messages 2. Click Email 3. Enter the field ids of Client/DONOR…

Hi Jeff, I agree with you. Adding a custom Prostect status or a custom field will let you track the remaining estimates in the report. Please allow me to share some documentations that I have gathered in SuiteAnswers Customer Statuses | Answer Id: 9769 Creating a Custom Field | Answer Id: 10078 Thanks, Michelle…

Hi Jeff, If you want the status of the other estimates as Closed Won, you utilize the Opportunity feature. You can create a multiple Estimates in one Opportunity. If one of the Estimate is converted to Sales Order or Cash Sale it will automatically closed the other estimates related to the same Opportunity. Estimates have…

Hi @Kirk_Cirrus, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. I'm tagging my colleagues @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle Any members who has an insight on how to automate the restriction, please feel free to reply to this thread.…

Hi Alejandro, By default, an expense report requires approval by the employee's Expense Approver or immediate Supervisor. For more information, please see SuiteAnswers below. Giving Accounting Approval for Expense Reports Approval Routing I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Kris, When you create a custom email template, it will be saved and will be available in the template dropdown. The user needs to manually select the template to use before sending it to the customer. However, if you want to automatically use a custom email template when sending transaction emails you need to create a…

Thank you for confirming, @John Jacobs. Is this the only record that the user can't search when Using Global Search? I'm thinking that your Advanced Employee Permissions feature could be enabled or your NetSuite account uses SuitePeople. If it is, please set Employee Self permission to View access level to resolve the…

Hi @VirtusX, Please use below. <#list transaction.item as item> ${item.item} - Qty ${item.quantityreceived}<br /> </#list> I hope this helps. Regards, 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 @John Jacobs, Can you please confirm if you are experiencing this issue on different browsers, roles and other users? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_EGVUA, I would like to verify the following. When you copy the URL of the Return Authorization record that is on edit mode from a working role and pasted it using the new role, did you receive any error message? Do you have any restrictions in the new role? Are you using a NetSuite OneWorld account? Perhaps the…

Hi @User_EYKZ1, The values for gross profit fields are not included in any standard reports, simple searches, or standard KPIs. To have a standard Gross Profit Report is logged under Enhancement # 154320. Please vote for this request at SuiteIdeas. I hope this answers your question. Regards, Michelle Jabanes | Ask a Guru…

Hello @KNason76, I'm afraid that we can't sort these Contact Roles in the drop down list. An enhancement was logged under Enhancement # 234344. You might want to include this when voting for the requests at SuiteIdeas. Regards, Michelle Jabanes | Ask a Guru

Hi Hakam, Per checking, the ability to have a unified administrative view of an audit trail of a user activity is currently filed under Enhancement # 264712. However, we do have some alternate ways on how we can pull up the logs that you need. 1. Transaction Audit Trail where it gives you history of transactions a user…

Thank you for checking. I tested this on both versions and I was unable to replicate the concern. Can you please confirm that this Category field from the Customer record is the Standard field? Also, try the following to check if there's any difference. Login as a different user Clear cache and delete browsing history Use…

Hi @Mark_BRIT, Can you try <a href="${itemline.custcol36}">${itemline.custcol34}</a><br /> if this will work? Here's my sample below. My custom field ${transaction.custbody20} contains a link and I want my {custbody9} to have a hyperlink directed to the link from {custbody20} In my email template, I entered Expected result…

That's interesting! Instead of selecting the field from the dropdown, can you try to copy and paste the ${customer.category} to check if this will populate the information? I was able to pull up the Customer Category using the same tag, please see below. Hope it will work. Thanks, Michelle Jabanes | Ask a Guru If you find…

Hi Kris, Can you try changing the ${customer.firstname} ${customer.lastname} to ${transaction.entity}? If this will work, it means that the Customer Type is set to Company. The tag ${transaction.entity} should get the information from either Individual and Company Customer Type. For the Customer Category, did you check if…

Hi Kanika, I agree with @JohnCirocco, the steps he provided is the best way to get the permission you need when accessing the record. If the Return Authorizations and Return Authorization Approval permissions are already set to full, you might want to check in Permissions > Transactions > and look for Item Receipt if it is…

Hello, An issue has been filed under #620551. Please feel free to open a case and have it attach to the Issue. I will continue to update this thread for any update. Regards, 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…

Hello, This has been reported and we are aware of the issue. I will update this thread for any additional information. Regards, Michelle Jabanes | Ask a Guru

Hi @charles_at_velocitek, Have you tried disabling each online forms to isolate which form the spam leads are coming from? I understand how you need this feature in NetSuite. Our Product Management team periodically reviews the Enhancement Requests and what I can suggest is to add more details on how you would like to have…

Thank you for keeping this thread updated, Colleen. We used 8/24 since 8am is the start of your business day and we added 4 hours to make it to 12/24 for the SLA. We actually have the same settings set on both preferences. Here's my saved search. And here's the outcome If the formula did not work, I suggest to do the…

Thank you for keeping us updated, Shelli. Regards, Michelle Jabanes | Ask a Guru

Hello Kris, How do your customers receive the Sales Receipt email? Is it when they make a purchase from the website or when your sales rep creates a Sales Order internally? If the sale is created internally, you can customize your email template by following the steps from article Creating New Email Templates | Answer Id:…

Thanks, Joy! Hello @PaulFleetwood, Please try the steps below and let me know how it goes. Select the misspelled word Hold CTRL key on the keyboard Right click on mouse For reference, see SuiteAnswers Id: 95525. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Thank you for the screenshot. By the way, I edited it and removed the URL with your Customer Id. Please refrain from posting confidential information in the future. Going back to the concern, I would like to confirm if you are able to reproduce this on a different role and browser? Have you tried clearing cace and browser…

That's great! Thanks for the update, @Kellyann. ? Regards, Michelle Jabanes | Ask a Guru