Articles tagged #LINK
Articles tagged
#LINK

Unable to Link Quote to Opportunity

Scenario
A user wants to link their existing quote record to the opportunity record.

It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
  1. Navigate toTransactions>Sales>Create Opportunities>List
  2. OpenOpportunityrecord
  3. ClickSalestab
  4. ClickQuotessubtab
  5. ClickNew Quote
Note:You will see under the quote form that the "Created From" field is inline.

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Types of Login Pages for Your NetSuite Account

There are two different types of login pages for access to the NetSuite UI.

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Remove Adobe Hyperlink on Invoice Email Template Footer

When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.

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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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Display Files Attached to Records on a Transaction Saved Search

Users need to create a Saved Search todisplaythe attached Files on transaction records on a column with a live hyperlink that allows the download of the file.

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Update Security Questions Link

The first time you log in to NetSuite, you are prompted to set up three security questions that are used to verify your identity. You have the option of changing these questions and answers.

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Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked

There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).

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Link Custom Transaction field to Custom Fixed Asset Management field

The customer would like to know how to link a custom transaction field to a custom Fixed Asset Management field.

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Item Images Sourced from a Custom Hyperlink Item Field does not Display in the Web Store

Users can utilize Custom Item Fields to display multiple types of information for an item on the Web Store. With this method, users can display multiple Descriptions, Marketing Information, or Images through the use of an Attribute tag for Custom Fields.

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Create Inbound Shipment Link

Users may need to create Inbound Shipment Link

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Linking Transaction Forms

On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.

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