Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @"caroline69", The Field Mapping section of the Import Assistant is based on the fields available on your form in NetSuite. If you don't want a particular field to show up on the field mapping page, you have to customize your form and hide the field. However, by default, the Roles field is set to show and it is not…

Hi mikesp_40871, Is this different from the Estimate feature in NetSuite? Some businesses provide customers with a quotation or estimate before the order is accepted. Customers typically review the estimate and perhaps ask for changes. In NetSuite, you can create an estimate and print, email, or fax it to your customer.…

Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although the search result will be different from the Activity reports, you need to click on each of the Sales Rep's name to view the activity…

Hi @"4140685", Is it possible for you to post a screenshot of the email received from your Company return email to further check? (Please make sure to hide any confidential information before posting the screenshot.) Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"bobonorov", The Activity Status field is not available in the report's customization. There is an existing enhancement for this and as a workaround, you will have to create an Activity Saved Search. Please see the steps below. 1. Navigate to Lists > Search > Saved Searches > New 2. Click Activity 3. Add in a Search…

Hi @"iecpradeep_14007", You need to add the Amount field and select the Relative to Today's Date or Relative to Report's To Date to populate the Alternate Date Range field. Let me know how it goes. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"classicwine", Upon checking, the bundle is still in the process of updating and some of the customers are already on version 19.2. You will receive a notification once the bundle has been updated on your system. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"4140685", The one from NetSuite Notification <nlmailer@notification.netsuite.com> is configured from System Email Template for Customer. Navigate to Setup > Company > Email Preferences > Templates tab > select your customized email template from the Customer Center Email Template drop down. About the Company return…

Hi @"Kenny Wise", Here's the SuiteAnswers documentation on what @"JCirocco" suggested. Creating Price Update Records | Answer Id: 86568 - Michelle Jabanes-Oracle Ask A Guru

Hi @"classicwine", The SuiteCommerce 19.2 is a Managed bundle which supports automated update by solution providers. Because the solution provider is responsible for the bundle update process, you do not have to take any action to ensure that a managed bundle installed in your production account is always the most…

Hi @Mark_BRIT, The way you want the items to be linked to the resources is not the standard behavior of NetSuite. As you notice, the item records are not directly linked to the Resources record. I am thinking of creating a custom field for items, however the Resource form is not customizable. An existing enhancement…

Hi @Mark_BRIT, To track the resources that will be used in the event, you can create separate resources per item. See example below: Let me know if you have questions. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @New_44789, To adjust the number of pages of search results, please navigate to Home > Set Preferences > General > Number of Rows in List Segments = 1000. When you look at a long list in NetSuite, the list is divided into segments. Enter the maximum number of records you want in each segment. For example, if you have…

Hi @"Sonics" I would like to confirm if the current Online Customer form you're using creates a Contact record that links to the Customer record or does the issue only occur if your Sales Reps are manually creating Estimates or changing the Leads into Prospects? The reason I asked is because, currently, NetSuite's online…

Hi @"saltrix", When printing a Saved Search, we need to set the Perform Search permission into Full Access Level. This same goes when printing it via Advanced PDF Template. Please see related SuiteAnswers. * Custom Role > Permissions to Print Saved Searches | Answer Id: 79655 I also did some research and found an…

Hi @Mark_BRIT, There's no need to create individual resources on the event. You can specify the number of chivari chairs, round tables and etc. when creating a resource. Let me know if you have questions. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"rgrantCanada", Based on my testing, this seems to be an enhancement. I found an existing enhancement request for setting Contacts on Opportunities/Estimates/Sales Order (Enhancement # 131030). I would suggest to log a new request for viewing these transaction records from navigating to Contact record > Related Records…

Hi @"Rob Leij", Where did you get the installer from and how did you install it? Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @New_44789, I see - you can't customize an Administrator role. If you're getting the same results in your screenshot even if you are logged in as the Administrator, I would suggest to check this on a different browser. If the issue did not occur, try to delete browsing history and clear cache and cookies on your default…

Hi @"PaulFleetwood", Per testing, it seems that when the Assigned To field is hard coded when it is grouped by design. Tried different tags, but I'm unable to separate the count. However, when I used the Event Saved Search and filter it using the Attendee, it will count the correct event records. Please see the criteria I…

Hi @"Shelli", You can customize a role out of a Standard role in NetSuite and it will be easier for you to modify the permissions. The Permissions Table from SuiteAnswers Id: 9918 will help you decide which role to use as a template. Based on the permissions you listed above, the closest is the Accountant role and just add…

Hi New_44789, For the Time Entries page, can you please confirm if the Employee Restrictions in the current role that you're using is set to own, subordinate, and unassigned? To check, navigate to Setup > Users/Roles > Manage Roles > select the role in question. If so, the time entries won't be pulled in the Time Entries…

Hi @"Allllan" I am thinking of adding a custom Case field in the Sales Order form? Please see below steps. 1. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New 2. Select the following: Type = List/Record List/Record = Case Store Value = True 3. In Applies To sublist, select Sale 4. Click…

Hi @"JustinB_10664", If you submitted a support case and has been attached to Defect # 291495, you will receive an update via email once there is any progress regarding the issue. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"PaulFleetwood", Thank you for confirming that information. The reason why you're seeing more numbers in BDV is because when you group the Assigned To field, it will include the Attendees on the Event. I hope this answers your concern. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Kenji-2" I understand that you are browsing through SuiteAnswers Article: "Tips for Effective Global Searches" ID: 8407. As of this time, using SQL Statements to search via Global Search is currently not possible. The SQL Statements presented on the article describes the use of the % Wildcard to search based on a…

Hi @"PaulFleetwood", Can you please confirm that these two searches are different? Is it possible to post a screenshot of the criteria used in the summary? I am thinking that the criteria used on the second screenshot is different from the 1st one. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"4135222" Yes, you can utilize the mass update to add, remove or change the access level of a permission. Have you checked SuiteAnswers Mass Updating a Permission on Custom Roles | Answers Id: 9908? Hope this helps. - Michelle Jabanes-Oracle Ask A Guru

Hi @"paula.courtemanche", Apologies if my answer was not clear. Please use the Marketing Campaign. As per SuiteAnswers Id 9409, the Marketing campaign include data on both campaigns by default. Please let me know if it works for you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"mikep3396", The Employee Center is not available when Publishing a Dashboard. Are you trying to publish a saved search? You may try the workaround below. Sample Saved Search is Item * Navigate to the Employee record > Access subtab > Global Permission sublist * In Permission > Add Items * Set Access Level to View *…