Hi @User_32GQL , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Vernita , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @User_FL4CK Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Greetings, everyone! We have a fellow member, @Dext3r , who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hello @GSONI , Indeed, to pull data from production account to sandbox you need a refresh. I was thinking to suggest a full csv export from production, but this will need to be imported in sandbox and it will bring you additional data you might not need. If not many records were created and you want to save on a refresh,…

Hello @User_2LD8N , May I ask if the user clicks on the tab and it gets open in the same browser page, is he able to see the content? Or it only happens to display a blank tab when is opened in a new tab? What is the tab/document you need to open with that role and you manage with the administrator role? A screenshot of…

Hello @Eunice_Rep , May I ask if you only need to restrict the view on the drop down list or also the access to that role to specific customer records? Also I need to check if you have a custom customer form and if these Wholesale and Ecommerce are custom fields on that form?

Hello @SanjeevV , Unfortunately this is not an option to archive as well. Another enhancement request is logged under #58485. I hope you spare some time to vote for this enhancement as well in SuiteIdeas so we can raise the number of votes it has.

Hello @User_7NEDX , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. 

Hi @Pallavi1903 , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. 

Hi @Shubham_Singh Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @GSONI , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Greetings, everyone! We have a fellow member, @Jenny_LN who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @User_7NEDX , Thanks for clarifying. When you have enabled the Advanced PDF/HTML Templates feature and you select a template, a PDF transaction is not included in the email notification. If you press the Attachments tab, do you see the option to include transaction (In Parameters section)? More details about attaching…

Hello @Pallavi1903, Generally, to send emails of new transactions, invoices as well, can be selected for all customers by opting for this preference: Navigate to Lists > Relationships > Customers Edit any customer In the Preferences tab, check Email next to Send Transactions Via Click Save If you don't want to send…

Hi @User_CHDJI , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @SanjeevV , So you want to pull out the list of attachment as saved search results. At the moment we don't have this functionality for saved searches. An enhancement request is logged under #283556. I hope you spare some time to vote for the enhancement in SuiteIdeas so we can raise the number of votes it has. For…

Hi @Janice De Ocampo , Indeed, if you have Approval Routing, the PO is sent just after it gets approved. This To be emailed functionality needs to be then added manually if you don't want to keep the preference in Vendor Record > Preferences tab > Send Transactions Via > Select Email. We can either send emails to all…

Greetings, everyone! We have a fellow member, @Rhys Gottwald who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Greetings, everyone! We have a fellow member, @Sivasubramaniam who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Greetings, everyone! We have a fellow member, @Zeen who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Greetings, everyone! We have a fellow member, @3954191 who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Greetings, everyone! We have a fellow member, @Dev_Frank who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Mahdy Abdelaziz , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hello @3962042 , @Nickey , Indeed, at the moment it is not possible to merge/ combine roles in NetSuite. An enhancement request is logged under #50646. I hope you spare some time to vote for the enhancement in SuiteIdeas so we can raise the number of votes it has.

Hello @Edwards_05 , Thank you for additional details. May I ask if you have specific criteria when you can send the order to the customer's email address and when you can use the subsidiary alternative? What is the exact error on the billing schedule when you don't have the send email selected? One example (screenshot)…

Hello @Kedalene , Indeed, our colleagues in the Support team have more options to check Customers' accounts in detail. In case they face some difficulties or they need you to provide access/further examples of the issue you encounter, you will be contacted. They even can ask you to have a live session/zoom call to get to…

Hello @User_7NEDX , May I confirm with you if this payment notification to vendors is related to an electronic bank payment? What kind of notifications are you trying to send? Thank you!

Hi @oliver zheng , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @Jyoti Pillay Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.