Articles tagged #ADD
Articles tagged
#ADD

Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link

Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:

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Show User Who Logged in Using at Least 2 Different IP Addresses in a Day Via Login Audit Trail

Scenario

User wants to have a saved search where they can see who logged in using at least two different IP addresses in a day.

Solution

  1. Navigate toLists>Search>Saved Searches>New
  2. New Saved Search:SelectLogin Audit Trail
  3. Search Title:EnterTitle
  4. Criteria:ClickSummary
    • Summary Type:SelectCount
    • Field:SelectIP Address
      • IP Address:SelectGreater Than
      • Value:Enter1
      • ClickSet
  5. ClickAdd
  6. ClickStandard
  7. Filter:SelectDate
    • Date:Selectwithin Today
  8. ClickSet
  9. ClickResults
  10. Field:SelectFormula (Date)
    • Formula:EnterTO_DATE({date})
  11. ClickAdd
  12. ClickSave & Run

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Show Customer Address on Case Record and on Email Templates

Scenario

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Add Amount Due (Foreign Currency) into Open Bills Report

In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.

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Update Item Record to Add Price Level via CSV Import

User tried to update theItem Price Levelin theItem Recordvia CSV Import. The result shows that the import was successful but the Item Record was not updated.

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Change the from Email Address When Sending out Customer Statements

User wants to edit the From Email Address when sending Customer Statements.Enhancement96513is logged, to be able to create and select multiple email addresses for outgoing emails to customers.

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Add Project Name to Customer Statements

Currently, there is no way to print Transaction Body/Line Fields that have been sourced from a different record on Advanced PDF/HTML Templates. A custom field and workflow can be used as a workaround for this limitation.

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Basic Projects: Customer > Create New > Job/Project > Address Not Auto-Populated

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

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Enter Company Address Information

You can define separate shipping and return addresses, in addition to the main address defined for your company. If you do not define a separate shipping or return address, it defaults to be the same as the main address. You do not need to define a billing address at the company level. Billing addresses can be defined on transactions as needed.

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Configuring Company Information

The Company Information page is where users with the Administrator role, or with the Set Up Company permission, can enter basic identifying information for an account. See the following topics for more information:

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Add Filters to Fulfill Orders Page

The user would like to add Filters on the Fulfill Orders page.

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Adding or Removing Nexuses from a Subsidiary

Add a nexus to a subsidiary if the subsidiary has a valid registration to collect tax in that nexus (tax jurisdiction).

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Add a Saved Search Filter for Item Fulfillments Created Within the Last Hour

A user needs to see a list of Item Fulfillment records created within the last hour.

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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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