Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hello @"3967582", Searching the billing address or shipping address is not possible using the Global Search. However, you can search the customer by their email address or ip address. This SuiteAnswer help article will help you out as well as its Related topics on the bottom part of its page. * Tips for Effective Global…

Hi @"timelms", Please see the steps below. 1) Log in as Administrator 2) Navigate to Setup > Company > Outlook Sync Configuration 3) Open Active Outlook 4) Basic tab = keep as it is > click Next > Contacts = keep > click Next > Required Fields For Contacts In Outlook 5) Click Next through the next setup 6) Click Finish…

Hi @"4173379", Is the city or the address available on the User Interface (UI)? How did you input this in NetSuite and what is the navigation path t view the address record? Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Stuart Anderton", Unsupported Functionality means the feature is not available in NetSuite. The Customer Dashboard works fine and viewable, it's just it will only show the Primary Subsidiary from the Customer record. You may create a Support Case or visit SuiteIdeas to log your Enhancement request. The alternate…

Hello @"timelms" I suggest to check your Outlook Sync Configuration if there are other required fields aside from the email address. The only way to remove these errors is to add the missing fields on the contact records or by modifying the required fields set in your configuration. Please take note that the NetSuite for…

Hi @"417PM", Per SuiteAnswers: Defining Custom Elements | ID: 10121, if you want to print the 'Discount Rate' value, you can use just the right expression. Please use this expression in the Advanced PDF/HTML Template: 1. Go to Customization > Forms > Transaction Form PDF Layouts (Administrator) 2. Click Customize next to…

Hi @"f76d59f5-75c5-44ed-9965-e32ed96a57c6", 1. You can see the steps on how to populate the addresses in SuiteAnswers: Ability to Search Address Details | Answer ID: 36059 2. To mass delete the customer's address, please see SuiteAnswers: Mass Delete All Customer Addresses in Bulk | Answer ID: 62910 I hope this helps…

Hi @"4140685" Jessie, Apologies for the late response. Per checking, your workflow will enable the "Give Access" and it will send the New Access Notification email to the customer. It should only send one notification email. It is best for us to take a look on the email received from your Company return email to easily…

Hi @"JCirocco", System alerts appear in the Reminders portlet on the Home tab after you have activated the reminder. To activate the System Alerts reminder: * Click Personalize Dashboard in the Settings portlet or Personalize in the top right corner of the Home page * In the Add Content panel, click or drag and drop the…

Hi @New_44789, Apologies about my previous response. The - My Team - option in the above screencap has a Supervisor listed in his Employee record. I have tested that once you're listed as the supervisor of the Employee record NetSuite will automatically consider the employee to be under "My Team". Please let me know if you…

Hi @"nweismiller", Can you please confirm if the "Payment Operation" field is enabled in your Sales Order form? Try to retoggle the Payment Option or Terms field under Billing subtab of the Sales Order and let us know if this allows you to save the transaction. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"Greg Rudl", Did you get any error message while creating Vendor Prepayment Bill? Based on SuiteAnswers ID 84790, if a user receive message: Notice (SuiteScript) {"type":"error.SuiteScriptError","name":"INVALID_FLD_VALUE","message":"You have entered an Invalid Field Value 94 for the following field: customform While…

Hi @"lisaham", Can you please confirm if the "Use Bins" checkbox is a custom field in your Location record? Click on the "Use Bins" hyperlink and send us a screenshot of your field level help. Based on SuiteAnswers ID: 33668, Bin Management feature can be disabled by unmarking the checkbox for Bin Management under Setup >…

Hi @"AsadSymitry", Can you please confirm if you're referring to the Purchase Order record? If so, you can delete the date on the Expected Receipt Date as an Alternate Solution to the Enhancement 365626: Enter Purchase Order > Add an Item > Expected Receipt Date should be blank instead of defaulting to Today's Date. I…

Hi @"3971247", In addition to what my colleague, Camille posted. The steps below serve as an Alternate Solution to the Defect 563707 Project Center > Consultant Role > Analytics Portlet is not available. 1. Login to the Project Center role 2. Navigate to Home> Set Preferences> Appearance subtab 3. On the Centers &…

Hi @"dd90439a-dbc4-46b5-8b3a-6263d65072da", NetSuite does not support 1099–MISC forms. Instead, NetSuite provides customized saved searches to help you report 1099–MISC vendor payments to other providers, such as Yearli by Greatland, Sovos, and Track 1099. Take note that you are responsible for the information that you…

Hi @"3967624", Currently, we do have an enhancement request logged related to this concern under Enhancement # 87269 - Customer Inactivity Report. Allow user to customize the Sales Activity by Customer/Sales Rep Summary or Detail reports to show ALL customers, even those with no activities. As an alternate solution, you…

Hi @New_44789, Groups are customizable and can be found under Lists > Relationships > Groups. Please visit SuiteAnswers Working with Groups | Answer Id: 8947 for more information about Groups. Let me know if you have questions. - Michelle Jabanes-Oracle Ask A Guru

Hi @"3967582", Are you referring to the Billing > Bill to Select on the Estimate record? This field will automatically be populated once you select the Customer's name in the Customer field. It will use the default billing address set from the Customer record. For reference, please check SuiteAnswers: Working with…

You're welcome @"Shelli". I'm glad it worked. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Lewalsh11741", You cannot delete files that are referenced by other records in NetSuite. Alternatively, you can inactivate files you no longer use. For finding the related records, there is an existing Enhancement Request tracked under Enhancement # 467362 File Cabinet> Edit File> Notes> System Notes> Ability to see…

Hi @"Shelli", Thank you for checking. Can you please confirm if the users can access Invoices, Sales Orders or any standard records in NetSuite? Also, please make sure to add the necessary permissions and set the minimum required access level to have access in Warranty and Repairs Management. See SuiteAnswers: Setting Up…

Hi @"lisaham", I found SuiteAnswers documentation that will further explain the current behavior of the reports for SuitePromotions. There is an existing Enhancement Request tracked under Enhancement # 446668 SuitePromotions: Create a Sales by SuitePromotions report and Sales Orders by SuitePromotions report. I suggest to…

Hi @"3426318", Try the steps below. 1. NetSuite recommends this image be 200-pixels wide by 100-pixels tall. 2. Use a different browser to check if it will save the logo. 3. Delete browsing history and clear cache & cookies. 4. If the above troubleshooting steps didn't help, try to rename the logo to LogoPNG.jpg (without a…

Hi @"CDuf", Let me know how it goes. Thanks! - Michelle Jabanes-Oracle Ask A Guru

Hi @"3426318", Below are the steps on how to upload a web site logo. * Navigate to Setup > Site Builder > Setup Web Site * Click Edit beside your Web Site * Navigate to Appearance subtab > Logo * Select the image * Click Save * Click the Preview hyperlink Hope this helps. Please let me know if you have questions. -…

Hi @"CDuf", Are you using a Custom HTML template? The steps below should be able to display the logo when you view the external URL. 1. Navigate to Documents > File Cabinet and edit the logo you would like to use 2. Copy the URL of the image logo URL 3. Navigate to List > Web Site > Publish Forms and inside the 'Detailed…

Hi @"Shelli", Can you please check if there is a Global Permission assigned to the Employee Record > Access sibtab > Global Permissions sublist? Let me know if this help. - Michelle Jabanes-Oracle Ask A Guru

Hi @"primerorico", The ability to customize a Gift Certificate Email Template is only possible through the Web Store created orders. There is no option yet within the system that allows you to create an email template for gift certificates on sales orders processed in the UI. The behavior is that when the preference Setup…

Hi @"3965938", You can setup a Case Saved Search that will trigger an email every time a case is created/updated. 1. Navigate to List > Search > Saved Searches > New > choose Case 2. Add Criteria: * Date Created : Today * Origin : *Select the Case Form you're currently using* 3. Email Tab: * Send Email When Records are…