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Articles written by Marsha Andres
Articles written by
Marsha Andres

Add a Custom Column (Checkbox) in the Inventory Location Sublist on Item Records

On the item record, a user wants to flag an item by having a custom checkbox, but only specific to certain locations and not all locations.

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Use one Email Address to Display in the From Field of the Emails Sent from OneWorld NetSuite Account

User needs to set their emails to show only one email address on the FROM email address sent from the system

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Specific Roles to Access Only Specific Custom Form

A user would like to know how they can assign a specific custom form to a specific role

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View Only Sent Messages in the Messages Subtab of a Support Case Record

A user wants to use the Email Sent field as a criteria for a Message Saved Search.

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Case Saved Search That Displays Cases a Support Rep Escalated to a Specific Support Rep

Create a Saved Search that displays who a Case has been Escalated to.

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Display SKU for Inventory Items on Sales Order Printout

User needs to display SKU (Display Name/Code) on their Sales Order Advanced PDF/HTML Template but would only need to display the code for Inventory Items only.

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EFT Payment Notification Displaying Huge Company Logo within the Email Body

The company logo is not rendering correctly specifically when the EFT Payment Notification is being sent as body of the email. The company logo thoughis being displayed at acceptable size if the EFT Payment Notification is being sent as an attachment.

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SuiteApprovals > Approve Transactions via Email not Working

The user is performing some tests in Sandbox where they try to approve a sample transaction (e.g. Purchase Order) via email.

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Unable to Update Existing Email Template

User is attempting to update an existing template directly from a sales transaction however when clicking on the Merge & Send button, an error occurs.

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Impact of Customer Merge on User Notes

User has two duplicate customer records and the duplicate needing to be merged into the primary record holds important notes. Prior merging, user wish to know if User Notes will be missing or retained when the merge is completed.

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Role Saved Search Not Visible to Custom Role

A user wants to let a custom role view and use an existing Role Saved Search.

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Specific User > Custom Role > Access Approve Bills Page > Unexpected Error

Unexpected error occurs when specific user on a custom role accesses the Approve Bills page while other users can access the page without getting any error.

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Restrict Custom Role From Accessing Purchase Order Register Report

The custom role can access the Purchase Order Register Report even when no permission for Vendors is granted to the role.

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Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form

A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.

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Identify Item Receipt PDF Template

To identify Item Receipt PDF Template, check if there is Basic Layout or Advanced PDF/HTML Template used for printing of Item Receipt.

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Highlight Text in Advanced PDF/HTML Template

User needs to highlight a text on their printout.

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Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms

Under Setup > Sales > Sales Preference > General tab, the Administrator can set the preferred Lead form and preferred Prospect form in the Preferred Lead Form and Preferred Prospect Form fields.

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Adjust the Width Size of a Custom Field

User needs to adjust the width of a Text Box on their custom case form to a smaller size.

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Display Unit of Measure beside Custom Field

User would like to know how to add Unit of Measure (UOM) beside their custom field.

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Track Logouts of Users

User can track what time an employee logs in to Netsuite but would like to know how to track employees' log off time.

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