Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @"3968939" I suggest to create a Support Case to log the defect and use this Defect # 424630 Home > Set Preferences > Custom Preferences > NetSuite Electronic Payments section > File Gen Saved Search and DD File Gen Saved Search fields: all public Saved Searches visible for Customer Center as a reference. I checked for…

Hi @"3967582", Due to the limitation of the Customer Center type, the Administrators won't be able to publish links to saved searches and dashboard. This is logged under the following enhancement requests. * 143904 Customer Center > Ability to display Graphs and Links to Saved Searches * 75108 Save Dashboards: User would…

Hi @New_44789, Per checking, this is related to Enhancement # 232940: Reports > Available Filters > Only Shows First 10,000 values. It is reported that the standard behavior for Name field includes all the entities present. (Project, Customer, Vendor, Employees) Apparently, there is a limit for this Filter. As an alternate…

Hi 3968939, What type of custom fields are these? For each custom field, you can disable the field through Display Type or through workflow. Please see SuiteAnswers below. * Setting Display Options for Custom Fields | Id: 10097 * Workflow button to enable/disable field | Id: 35052 Thank you. - Michelle Jabanes-Oracle Ask A…

Hi @"3968939", The Customer role's User Preference is very limited. Removing this feature is currently not possible and has been logged as an enhancement. Please visit SuiteIdeas and vote for the existing Enhancement Request under 165613 Remove "Set Preferences" link from the Settings portlet in the Customer Center. I hope…

Hi @New_44789, You need to add selections in the filter to limit the options in the dropdown menu. 1. Customize the report and navigate to Filters 2. Click the pencil icon to edit 3. Click the chevron icon 4. Add the Supervisor's name in the list 5. Click Preview or Save I hope this helps. Let us know if you have…

Hi @"3967582", You need to add an available filter in your Customer Saved Search. 1. Navigate to Available Filters tab > Add Address fields.. > Select Address 1 2. Enable Show in Filter Region 3. You may rename the label for this field 4. Click Add 5. Click Save & Run 6. Refresh your Dashboard and you should be able to see…

Hi @"4127524", I'm afraid that it is not possible to merge both item records. There's a separate enhancement logged for this under Enhancement # 17496 Items - Merge inventory items and have inventory adjust automatically. - Michelle Jabanes-Oracle

Hi @"4127524", There is no way to convert Inventory Items to Non-Inventory Items even if there are no existing transactions for the newly created item. We could only delete/inactivate the current item, then create a new one. This is currently logged as an Enhancement Request under Enhancement # 88100 : 88100 Items >…

Hi @"RickG_1136", Do you have an existing integration with these systems or are you planning to get one? I have here some Help Guides that might help you in the future. * Making Calls From NetSuite | Answer Id: 8867 * Using Telephony Integration | Answer Id: 8890 * Setting Up CTI Telephony Integration | Answer Id: 8876 *…

Hi @"John Griffin", In your Transaction Saved Search, set Type to Sales Order Navigate to Results tab and add Memo field Click Save & Run and you should be able to get the line item description from the sales order. Hope this helps. Let us know if you have questions. - Michelle Jabanes-Oracle

Hi @"3cea9bf2-a842-46d5-b82e-80331c770490", I agree with @"JCirocco", the Preview feature is only available on Customer and Partner record. If you want to test the newly created custom role, you need to assign it to your Employee record. Thanks, - Michelle Jabanes-Oracle

Hi @"RickG_1136", It seems that this is not possible since the detail report already contains all details that can be pulled up from the summary report. For a workaround, you can create a custom report from the summary report and add the necessary columns. I don't see an existing enhancement request. You may want to submit…

Hi @"srussell", Aside from the trainings available in SuiteAnswers > Additional Resources, we have the following Help Guide for detailed information about Saved Searches. Please see below. * Search | Answer Id: 8496 * Search Overview | Answer Id: 8411 * Running Searches | Answer Id: 8434 * Saved Searches | Answer Id: 8493…

Hi @"MarceloSands", Please check @"JCirocco"'s reply on this thread: Where to find the NetSuite University which offers free e-learning modules? It might be what you're looking for. - Michelle Jabanes - Oracle Ask A Guru

Glad to be of help @"timelms" - Michelle Jabanes-Oracle Ask A Guru

Hi @"3965542", The Employee Center Role has a very limited permission and the Projects/Jobs is not included in the predefined permissions. You may visit SuiteIdeas to vote the existing Enhancement Request # 344117 | Employee Center Role > Allow the ability to customize it and be able to add List > Project (Job) Permission.…

Hi @"Susan Jordison", You can use an email template to generate personalized email messages from transactions. Before you use an email template, you need to create a template record. You can prepare your template file outside of NetSuite using an HTML editor. You can also create it directly on the template record. 1. Login…

Hi @"anth0nyev4ns", This is currently logged as an Enhancement request in NetSuite. The alternate solution is to use a saved search to expose planned time data. I suggest to log your vote in SuiteIdeas. * Enhancement #: 538870 | Analytics > New Workbook > Time Tracking > Criteria > Planned Time > Data not appearing using…

Hi @"George Williams", This actually depends on your work process and where you want to base your forecast. The way how your Sales Reps create a sale is by quote > sales order. NetSuite calculates your sales forecast as the sum of the following: * Opportunities with no estimates attached or with estimates that are not set…

Hi @"Hozysam", The ability to restrict an Item to multiple locations is currently filed under an Enhancement in NetSuite. I suggest to visit SuiteIdeas to cast your vote. * Enhancement # 115478 * List : Accounting : Items : Please create the ability for the user to be able to select Multiple Classes/Departments/Locations…

Hi @"4178391", For SuiteAnswers to work properly in Google Chrome, kindly disable browser add ons like adblocker and the like by doing the following steps: 1. Click the menu icon "≡" at the top right of the browser window 2. Choose More tools and choose Extensions to open the Extensions 3. Disable the extension or remove…

Hi @"GKC", That is correct. There is an existing Enhancement request for the user to have the ability to set the default shipping address on the Customer record. * Enhancement #: 106141 * Customer record>user requests that default shipping address shows up instead of the default billing address on address body field of the…

Hi @"GKC", The Sales Rule > Customer Field Rule will check the default address in the Customer Record. Please see the screenshot below. Per checking, this address field will follow the default billing address you set in the Lists > Relationships > Customer record > Address subtab. I hope this helps. Let me know if you have…

Hi @"Cperez42985", I would like to confirm if sourcing the old serial numbers in the native field means pulling this data outside of NetSuite and use this in a workflow to compare the item serial number field. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"3929206", There is an existing Enhancement Request for this feature. Per checking, I do not see any possible workaround. I suggest to create a Support Case or visit SuiteIdeas to vote. * Enhancement #: 185082 * Advanced Projects > Lists > Relationships > Projects > Financial Tab > add field named " Percent Project…

Hi @"Ben H", To add up, there is an existing Enhancment Request related to remove or untag linked Opportunity from Sales Order. You may create a Support Case or visit SuiteIdeas to cast your vote. * Enhancement #: 97726 | Allow the ability to remove the opportunity fields from sales order or invoice forms The other…

Hi @"pmendola", I found two Enhancement requests related to your concern. Please see below details. * Enhancement # 141257 | Shipping integration > Ability to auto combine items with different dimensions in one package for accurate computation of shipping cost * Enhancement # 98011 | Lists > Accounting > Shipping Items >…

Hi @danish_rizvi, Can you please check if the role has the following permissions enabled? * Log in as Administrator * Navigate to Setup > Users/Roles > Manage Roles * Click Edit beside the user's role * Navigate to Permissions subtab > Transactions sublist * Add Invoice, Sales Order, Cash Sale, Check permissions with at…

Hi @"MSStoke", The Email Case Capture only works if the sender of an incoming email sends their email to "support email" or to the email showing on Setup > Support > Support Preferences > Inbound Email. Capture Email Replies is currently logged as an Enhancement Reuqest in NetSuite. I suggest to create a Support Case or…