Saved Search that will display Projects from line items of the Sales transactions. Whenever Consolidate Projects on Sales Transactions = True, Projects can be associated to each line item in sales transactions. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Filter: Note: For every field required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading Saved search to Show the Projects in the Item Line of Transactions
Author: Anila George
Saved Search Filter does not shows all the values in the List
The List will only display all the values if there are 995 or less records in the system (including the inactive records). If there are more than 996 values on the List, then it will only display the following as an Available Filter: – All – – Unassigned – – Mine – – My Team… Continue reading Saved Search Filter does not shows all the values in the List
Displaying Transactions subtab under Related Records tab in the Project Record
For a custom project manager role, in the project record, under the related records tab, the Transaction subtab is missing. The permission to the transaction records has been assigned but the custom role user is not able to see the Transactions tab. The permission to assign is ‘Financial History’ List permission at least view level.
Restore Cancelled Sales Order
Cancelled Sales Order is different from a Closed Sales Order. While a Closed Sales Order can be re-opened, a Cancelled Sales Order can no longer be restored. The ability to restore a Cancelled Sales Order is currently being addressed by Enhancement 28338. When a Sales Order has been cancelled, the only option is to recreate (manually or through Actions > Make Copy) the Sales Order.
Scope of the Custom Segments Permission
The following table describes the access associated with the various levels of the Custom Segments permission. Except where noted, this table assumes that the user has no other permissions. As shown in the preceding table, even if a role does not have the Value Management Access permission for any segment, the Custom Segments permission always… Continue reading Scope of the Custom Segments Permission
Difference Between Custom Sublist and Custom Sublists Permission
In NetSuite, the two permissions “Custom Sublist” and “Custom Sublists” refer to different aspects of custom record management and access within the system. Custom Sublist permission typically refers to the ability to view and interact with custom sublists that are part of a record form. These sublists display related data and provide additional context for… Continue reading Difference Between Custom Sublist and Custom Sublists Permission
Custom Sublist values are not populating in the record
A custom sublist is created using a saved search in the item record. In the available filter region, the item is selected as a filter so that when an item record is opened, the sublist shows the values for that item. However, the sublist in the item record does not show any values. This is… Continue reading Custom Sublist values are not populating in the record
Recipient Email ID Changes in Emails Generate from NetSuite
An email is generated from NetSuite as part of the approval workflow. The From Email ID contains a user name instead of a NetSuite domain and if any additional email communication carried out in that email thread, the From email ID changes to some other format. When an email is sent from NetSuite, the “From”… Continue reading Recipient Email ID Changes in Emails Generate from NetSuite
SSO Role Permission
After the configuration of the SSo at the NetSuite and the other application, to be able to log in through the application(Outlook or Azure AD) the NetSuite role should add the corresponding permission. The permission name is ‘SAML Single Sign-on’. When this permission is added to a user role, that role can not log in… Continue reading SSO Role Permission
Journal Approve – ‘THERE ARE NO JOURNALS TO APPROVE OR REJECT BASED ON THE CRITERIA SET IN YOUR JOURNAL APPROVAL WORKFLOW(S).’
In the bulk Journal Approve page, it shows the error message “THERE ARE NO JOURNALS TO APPROVE OR REJECT BASED ON THE CRITERIA SET IN YOUR JOURNAL APPROVAL WORKFLOW(S).” One reason for this message is The approval workflow is not enabled – Enable the accounting preference for journal approval and approve the already existing pending… Continue reading Journal Approve – ‘THERE ARE NO JOURNALS TO APPROVE OR REJECT BASED ON THE CRITERIA SET IN YOUR JOURNAL APPROVAL WORKFLOW(S).’