Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi Paul, Have you tried sending a Mail Merge? Please see SuiteAnswers article ID: 35878. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Dave, I'm afraid that NetSuite can not validate if a certain email address is good. I found an existing Enhancement Request related to this feature, please see Enhancement # 83571 Would like system to validate customer's email address before order is saved. You may cast your vote at SuiteIdeas and feel free to add…

May I know what are the criteria to determine the correct bill upon case creation? Thanks, Michelle Jabanes | Ask a Guru

Hi Josh, Thank you for posting here in NS Support Community. Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. Thanks, Michelle Jabanes | Ask a Guru

Hi Jessica, Thank you for posting here in NS Support Community. Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. Hello @Shamaine Chan-Oracle, we need your experties on this process. ☺️ Thanks, Michelle Jabanes | Ask a Guru

Hi Mikail, Thank you for posting here in NS Support Community. Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. Thanks, Michelle Jabanes | Ask a Guru

Hi @Sophie Sk, Thank you for posting here in NS Support Community. Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. I also found some SuiteAnswer articles that might help. Year-End Closing | Answer Id: 7666 Period and Yearend Closing Process…

Hello Ferdian, By versioning, do you mean by recording the changes in the estimate/quote? Can you please tell us more the details that you need for this feature? Thanks, Michelle Jabanes | Ask a Guru

Hello @Sophie Sk, Thank you for posting here in NS Support Community. Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. I'm tagging my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle to help you on this inquiry. Regards, Michelle…

Hello @Jeroen Sprangers ZS, You need to create a custom CRM field to show the Bill Payment in the Case > Related Records. To do this, please see the steps below. 1. Navigate to Customization > Lists, Records, & Fields > CRM Fileds > New. 2. Enter the following: Label Name Type = List/Record List/Record = Transaction Store…

Thanks, @User_7BXKM! ?

Thanks Mikko! Hello @User_7BXKM, The scriptable templates can be edited and can use a FreeMarker language. 1. Confirm the email template being used by navigating to Setup > Company > Email Preferences. 2. In the Transaction tab, note the name of the Default Email Template set. 3. Navigate to Documents > Templates > Email…

Hi Colleen, If you're still experiencing the same issue after adding the Email (full) in the Contact Duplicate Detection, can you please confirm if this Contact is linked to a Job record? Thanks, Michelle Jabanes | Ask a Guru

Hello @Thuy Trang, Can you please confirm if you're using an Administrator role in NetSuite when uploading the script? If not, I suggest to use and Administrator role and you may vote for this Enhancement Request #150823 Eclipse Plug-in > Support roles other than administrator for login. I hope this helps. Thanks, Michelle…

Hi Eunice, We're still currently testing this in a workflow. My colleague @Jack Daryl Espiel-Oracle will update this thread once he is done with the testing. Thanks, Michelle Jabanes | Ask a Guru

Per checking, I am afraid that there is no available workaround to let the user view selected subsidiary. Thank you. Michelle Jabanes | Ask a Guru

Thanks @Emilia Ironov-Oracle! Hello Arun, Per checking, campaigns in test drive accounts are excluded from execution and the only way the campaign event status can be "Sent" is that the event was already executed in the account. I do not see an available workaround for this and I would suggest to vote for the said…

Per checking, this is under Enhancement Request #253801 Saved Saved Search Search > Results Tab > Expose the Audience tab fields as a results or criteria field of a saved search. I checked for an available and I'm afraid that there's none. Please vote for this enhancement at SuiteIdeas. Thank you. Michelle Jabanes | Ask a…

Hi @kbarua1, Try using the an entity saved search (example: Employee Saved Search) and in Results tab > add Role field for you to pull up all the roles assigned to the employee record. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Dave, I found some related SuiteAnswers on how to display the value of a hidden field in PDF/HTML Template. Please see below. Using FreeMarker to Work with Hidden Fields Used in Advanced Templates | Answer Id: 87792 Ability to Display Value of a Non-Stored Hidden Field in Advanced PDF/HTML Template | Answer Id: 75185…

The feature that you're looking for is under this related Enhancement Request #337225 Allow Cross Subsidiary Record Viewing: Control the Records to view. I suggest to vote for this and add notes and the specific feature when voting for the enhancement at SuiteIdeas. Regards, Michelle Jabanes | Ask a Guru

Thanks, @User_YT3D0. Please keep us posted. ? 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 this answer your question”, you’ll be able to aid the community to find the solution much easier…

Thank you for providing the link. For ODBC Connect, you need SuiteAnalytics Connect Permission to be added in your user's role. For reference, please see SuiteAnswers ID 39803 and 39013. Please let me know if you have questions. Regards, Michelle Jabanes | Ask a Guru

Hello Jeroen, Please navigate to Setup > Users/Roles > Manage Roles > Edit ZMO – ABC role and make sure to enable Allow Cross-Subsidiary Record Viewing. Enabling this box allow users logged in with this role to see, but not edit, records for subsidiaries to which the role is not granted access. I hope this helps. Regards,…

There's really no recommended or required permissions for this kind of role as this will depend on how you want the user to have access to the data. However, please make sure to assign an Administrator role in your NetSuite. Hope this answers your question. ? Thanks, Michelle Jabanes | Ask a Guru

Thanks @Shamaine Chan-Oracle! ? Hello @User_YT3D0, You might want to check the System Administrator role. The list of permissions can be found in SuiteAnswers ID 9918 | Standard Roles Permissions Table. Thanks, Michelle Jabanes | Ask a Guru

Are you planning on sending the price increase notification to those customers that already purchased the item or you want to send it to all of your customers regardless if they ordered it or not? I am thinking of a Customer Saved Search and add a criteria. Do you think this will work? Regards, Michelle Jabanes | Ask a Guru

Thanks @Jeff Pineda-Oracle! Hi @Eunice_C, If your account has the Departments feature enabled, you can restrict access to transaction and employee records based on their assigned department values. You can also limit the departments that users can assign to these records. Department restrictions can be defined per user…

Thank you for your update, Paul. You may have successfully tweaked it using the CSV import, however, if an entity unsubscribes to your campaigns, NetSuite unsubscribes any entity record in your account with that entity's email address and this could be the reason why the status will revert back to Confirmed Opt-Out. Please…

Hi Paul, When a customer confirmed to opt out the subscription, no one in your company can resubscribe them. Recipients cannot be resubscribed manually on the entity record, or through updates made through CSV import. Only the recipient can choose to resubscribe. Customers can opt in to your campaign email through one of…