Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @"paula.courtemanche", Per testing, if you have access to both kinds of campaigns, the marketing campaign reports/search include data on both sales and marketing campaigns. Can you please confirm this in your marketing automation list? If not, you can create a Campaign Saved Search and both data will appear on the…

You're welcome @"lilywu" I'm glad it worked.

Hi @"javiermagana", Thank you for checking the role's restriction. Please make sure to add Inactive = is false in the Criteria to make sure that all Items in the search are all active. Also, were you able to view the missing items when you run the same search using a different role? Is it possible for you to post a…

Hi @"Sara Navins", Per checking, you can create payroll items for each type of earning, deduction, and contribution that you use in your organization. You can then assign payroll items to employees. See the available SuiteAnswers below. * Creating Payroll Items | Answer Id: 84563 * Fringe Benefit Earning Pay Codes | Answer…

Hi @"Martha Hakes", You can customize the Purchase by Vendor Report to show the alternate date range. Please see the steps below. 1. Navigate to Reports > Purchases > Purchase by Vendor > Customize Summary 2. You will be redirected to the Financial Report Builder page 3. Under Edit Columns, expand the Purchases folder,…

Hello @"javiermagana", This sounds like a restriction to me. Please check the following: * Open at least one of the items that can't be searched and check if there is a Classification assigned to it. * Remove the Restriction if there's any in Setup > Users/Roles > Manage Roles > edit the custom role > Restrictions subtab…

Hi @"gmihaylov" The value in the Type Name field when you run the Units Type Saved Search is Units of Measure and the field's Internal Id is name. Have you tried a different seach like Items to pull up the Units of Measure? Here's a sample search result from Item Saved Search. Hopefully this helps. Please let me know if…

Hi @"javiermagana" Can you please confirm if these are Inactive Items? If so, login as the Employee Center role and navigate to Home > Set Preferences > Analytics > Search and select checkbox "Include Inactives in Global & Quick Search". Please let me know if this helps. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"lilywu", Are you trying to change the 'Expires' date instead of the 'Exp. Close' date? Are you using a custom Quote form? Are these fields available? If not, try below steps. 1. Switch the Custom Form to the Standard Form 2. Update the Expires field 3. Click Save 4. Switch the Custom Form back Please let me know if…

Hi @"Sharangsinha", Per testing, the Total Revenue Amount did not increase when Percent Work Complete exceeds 100%. The Total Revenue Amount is based on the Sales Order > Revenue Arrangement > Revenue Element. The Revenue Amount is assigned on the Revenue Plan for the schedule of Revenue Recognition. The Total Revenue…

Hi @"Hormese Paul", Per checking, this is the behavior of the Unbilled Cost report. This report is unable to include non-posting transactions in our Financial Reports. Expense Reports without accounting approval do not create accounting impact yet, thus are still considered non-posting. On the other hand, our Financial…

Hi NS_YB, Please correct me if I'm wrong. You're trying to pull up the list of Lead Source in a particular campaign to create an "opportunity sublist" through saved search. If so, I would like to ask a screenshot of the field on the marketing campaign and it's Field ID. Thank you. Michelle Jabanes-Oracle

Hi @"Drewmich" Do you happen to have a popup blocker installed in your Chrome? Below are the steps on how to check on the pop-ups option in Chrome. * On your computer, open Chrome * At the top right, click More tools * Click Settings * At the bottom, click Advanced * Under "Privacy and security," click Site settings *…

Hi NS_YB, It seems that your opportunity sublist is only available in the campaign record and you're using the Opportunity Saved Search to filter it. If you add this field in the opportunity record then you should be able to use it as a filter. Hopefully this answers your concern. Thank you. Michelle Jabanes-Oracle

Hi NS_YB, You can create a custom list for parent category and use it to source in your custom field on the campaign record for this field to be available on the saved search. 1. Navigate to Customization > Lists, Records & Fields > Lists > New 2. Enter the values for parent category 3. Click Save 4. Navigate to…

Hi NS_YB, The {category} field will pull up both parent and sub categories in the searches if a subcategory is populated in the campaign. Try using the formula below and it should pull up the parent category. CASE WHEN {category} LIKE '%:%' THEN SUBSTR({category}, 1,INSTR({category}, ':',1,1)) ELSE '' END Hopefully this…

Hi @"kimt", Per checking, the ability to send email messages from a task is currently filed as an enhancement request. Please see the details below. * Enhancement # 186996 * Scheduling > Tasks > Ability to send email messages from a task. The possible workaround is to create a note which will be used to track emails, and…

Hi @"George Williams", I would like to verify few information. 1. Are you using a multi-location inventory and when is this feature enabled? 2. Have you tried running the Inventory Back Ordered Report from Reports > Inventory/Items? Did you get the same result in Quantity Back Ordered in the Item record? Thank you.…

Good catch on that Sales Activity by Customer Detail report @"RickG_1136"! The report lists sales activities involving each customer for the time period you select. Activities include events, tasks, phone calls, messages, campaigns, cases, and notes. However, even if the report shows the activities created outside the APC…

Hi @"RickG_1136" Per checking, there is a related enhancement request to your concern. Please see the details below. * Enhancement #: 71977 * Please allow Administrator to share Calendar with Advanced Partner Center user I tried creating different searches as an alternate solution, however it is currently not possible to…

Hi @"mike foxall" You need to create Sales Rules & Territories to accomplish the Saes Rep assignment. Please see below Suitenswers. * Sales Rules | Answer Id: 9785 * Sales Territories | Answer Id: 9786 Apologies for the late response. Please let me know if you have questions. Thank you. Michelle Jabanes-Oracle

No worries, @"CDuf"

Hi @"gmiTodd" Here are the steps on how to hide the Sandbox roles: 1. On the View All Roles page check the SHOW INACTIVES box found on the upper left hand of the page. Note: Another column for Inactive will show up on the left side of the screen. 2. Select the roles that are no longer active then click Submit. Note: The…

Hi @"fonzie" Below are the steps on how to create a case priority: 1. Go to Setup > Support > Setup Tasks > Case Priorities > New 2. In the Case Priority field, enter a name for the new priority. This name appears in the Priority field on case records 3. In the Insert Before field, select where you would like this priority…

Hi @"CDuf" Apologies if it took me a while to reply to this post. Below are the steps on how to preview the External Online Case Form without logging out as the Administrator. 1. Navigate to Setup > Support > Online Case Forms 2. Click View beside the Online Case Form 3. Navigate to External subtab 4. Click on the link…

Hi @"rajeshkonduru" Are you still experiencing the issue? Have you checked if there's a Case Saved Search created that sens an email alerts when new case records are created? Please let me know if you need further assistance. Thank you. - Michelle Jabanes-Oracle

Hi @"4019075", Are you getting this message below when viewing the Sales Order from the affected user? If so, please check the Customer record from the Sales Order if there is a Sales Rep assigned to it. Make sure that both the Sales Rep and the user accessing the Sales Order has the same department. This behavior is…

I'm glad it worked, Aisha!

Hi @"Shelli" Based on SuiteAnswers: Accounting Period Management | ID: 7665, if you're not using NetSuite OneWorld, you cannot disable the Accounting Periods feature if an accounting period exists. Let us know if you have questions. Michelle Jabanes-Oracle

Hi @"4126314", Sending Email Notification upon every type of Case closure is possible by a saved search that sends Email Notification when Case changes Stage from Open to Closed or when it changes Status for example from In Progress to Closed. For the steps, please see SuiteAnswers: Sending Email Notification to Customers…