Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Thank you for the update, @"CDuf". Please keep us posted. - Michelle Jabanes-Oracle Ask A Guru

Good day 4231661! Based on my test, it is the Allow Cross-Subsidiary Record Viewing causing this behavior. Disabling this from the custom role will change every time a subsidiary is selected. For Subsidiary Navigator to work on a custom role, follow the steps below: * Login as Administrator * Navigate to Setup >…

Hi@"062b2adb-7dda-4f7d-8e4e-ea84d2588ebf", Thank you for creating this thread. Please allow my colleague from Basic Accounting, @"Micah Timbol-Oracle" to check on this. - Michelle Jabanes-Oracle Ask A Guru

Hi @"CDuf", Based on my tests, when I added the Company Name when importing the csv file, the memo was added in my Customer Record > Communication > User Notes. Can you please confirm if the memo you imported was also saved in the Customer record instead of the Case User Notes? This is the reason why it is not showing on…

Thank you for creating this discussion, @"CDuf" I remember the thread last March. Let me run some tests to check what causes this issue. If anyone has an input of this search, please feel free to comment below. Regards, Michelle Jabanes-Oracle

Thank you for posting your question here, @"sam.ipsec". Allow us to check on this and get back to you with the results. Regards, Michelle Jabanes-Oracle

Since the other images are working fine, we can confirm that NetSuite's functinality is working. I am thinking of the file somehow got corrupted. You might consider checking few things. * How did creator 2 saved the png files? * Check how did the user get the png files from the two creators and how it was upload to the…

Glad to help. Thanks, Michelle Jabanes-Oracle Ask A Guru

Thank you for clarifying, @"CDuf". I tested this using my own NetSuite account email address, created a Contact record with the same email address and associated it to the Customer record and assigned a Customer Center role access using a different NetSuite account. I successfully logged in using the same email address…

Good day, @"Kenny Wise"! Please see options below to check if it will print the work order using the second image and let us know how it goes. * Ask the user to use a different browser when attaching the second png file to the Work Order Traveler. * Ask the other user to delete the image in question and reupload a new copy…

Apologies for the confusion, @"CDuf". You should be able to use the same email address when logging in to the Customer Center and the cases assigned to the Anonymous Customer are normal if the email (joseph.zxxxx@company.com) did not match an existing customer record. I would like to confirm the following to further…

Thank you for sharing, @"jlasov"!

Good day @"CDuf"! You actually setup the login credentials correctly. I would like to know how the user can't access the transactions when logged in using the Customer Center role. Are they getting any error? When you log in to their Customer Center role, what are the available links in the Customer Center - Home Links?…

Thank you @"Mayumi Ciara Marie Cupcupin-Oracle" for bringing this to my attention. @"mtanner" per checking, the preference is not available in the Contact record. I checked for an alternate solution or an existing enhancement, but I don't find one. I would suggest to submit this an enhancement request at SuiteIdeas. Please…

You might want to vote on the existing Enhancement Request logged for this feature under the Enhancement # 506550 ODBC > Export saved search results directly to Google sheets. To vote, please visit SuiteAnswers: Voting for Enhancements | 10054. Michelle Jabanes-Oracle

Thank you for your post, @"4246724"! Any users out there that have experience with both softwares? Please feel free to comment below. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for posting here, @"KLino"! Any users out there that have experience with CNAB? Please feel free to comment below. Regards, Michelle Jabanes-Oracle

Good day @"coffeeguy"! I tested this statement below in my test account: <#if transaction.memo?has_content>${transaction.memo}<#else>${transaction.createdfrom.tranid}</#if> Ise this on the third instance and let me know if this helps. Michelle Jabanes-Oracle

Thank you for sharing this video, @"jlasov"! Michelle Jabanes-Oracle

Hi @"ChrisDenison", Are you still having this error? Are there any other users experiencing the same issue? Michelle Jabanes - Oracles

This feature is currently logged under Enhancement # 324253 New Task > Go to Calendar > Requesting the ability to show Task record on calendar portlet based Due Date and not Start Date. I suggest to visit SuiteIdeas and vote for this request. Let me know if you have questions. Michelle Jabanes-Oracle Ask A Guru

Hi@"lilywu", You can customize the view by navigating to Activities > Scheduling > Calendar. In Results tab > Add Due Date field. You also have an option to sort it by Due Date. I hope this helps. Please let me know how it goes. Michelle Jabanes-Oracle

Good day, @"Martin Randall"! Can you please verify the following? * The role you are currently using shares the same center as the roles to which you want to publish the dashboard. * The user/role should have the permission to view the record that you want to publish. For reference, please see SuiteAnswers Publishing a…

Glad to help! Michelle Jabanes-Oracle Ask A Guru

Good day, @"JCirocco"! To set the preferred Lead Form to be used: * Navigate to Setup > Sales > Sales Preference * On the Preferred Lead Form field, choose the custom Lead Form to be used * Click Save To set the preferred Customer Form to be used: * Navigate to Customization > Forms > Entry Forms * Mark the custom Customer…

Hi @"3938467", Have you tried setting up a Team Quota using the steps in this SuiteAnswers article Team Quotas | Answer Id: 9779? After creating the quota, the Forecast vs Quota report will then have a line item showing the team quota and variance. This will also show each team members contribution. Please be advised that…

Hi @"3677020", To identify the Permission Needed for a Role/User, please see SuiteAnswer Id: 19370. As for the LIST function, do you want the Bill of Materials Inquiry be added in the menu list? Thank you. Michelle Jabanes-Oracle

Hi @"Paul Reading", To check which email template you're using, please navigate to Setup > Company > Email Preferences > Transactions tab. Is there any template set in the Default Email Template field? You can find and edit the template in Documents > Templates > Email Templates. I hope this helps. Let us know if you have…

Hi @"PaulFleetwood", When publishing a Dashboard, we need to make sure that the role you are currently using shares the same center as the roles to which you want to publish the dashboard. As for not overriding the current dashboard of the user, set the Override existing user's settings to No. No - indicates that the…

Hi @"Kenny Wise", I agree with @"JCirocco". To further check with the steps on how to identify the Permission Needed for a Role/User, please see SuiteAnswer Id: 19370. Let us know if you have questions. Thank you. Michelle Jabanes-Oracle