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Articles tagged #PREFERENCES
Articles tagged
#PREFERENCES
Procure to Pay

Pending Approval Vendor Bills Missing in the Approve Bills Page

User cannot find the Pending Approval Vendor Bill at the Approve Bills page.

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Setup & Customisation

Overriding Company Preferences

Some company preferences can be overridden by subsidiary-level preferences (OneWorld only), role-level preferences, and user preferences set by individual employees. You can disallow individual overrides of company preferences on the Overriding Preferences subtab ofSetup > Company > General Preferences.

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CRM

Show Missing Events in Show Activity Window

User needs to show missing Events on the Customer's Show Activity Window.

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Order to Cash

Setting Up Customer Center Price Preferences

Set the display of current price in the Order Guide Entry popup window in the Customer Center role.

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Order to Cash

Item Receipt / Item Fulfillment > The Transaction Date Is not within the Date Range of the Selected Posting Period

Accounting Preference: Allow Transaction Date Outside of Posting Period = Warn or Allow

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CRM

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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Setup & Customisation

Enable/Disable Oracle Guided Learning Preference

The user wants to remove the newly added button at the middle-right part of the dashboard.

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Order to Cash

Quantity Committed is Greater than Quantity On Hand in Reallocate Inventory Page

Why is the Quantity Committed appears higher than Quantity On Hand in Reallocate Items page?
The Quantity Committed appears higher than Quantity On Hand is because it already includes the Quantity Picked. This also happens when there are frequent changes made on the Accounting Preference: Fulfill Based on Commitment per Audit Trail of Preferences via Setup > Accounting > Accounting Preferences > More (located at upper right side of the page) > Audit Trail. When the Accounting Preference: Fulfill Based on Commitment is set to Allow Uncommitted, and a Sales Order, from which the quantity is on back order, is fulfilled to Picked Status, the Quantity Committed increases while the Quantity on Hand remains.

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Order to Cash

Resolve Users Who are Allowed to Fulfill More than the Quantity on hand When Fulfill based on Commitment setting is set to Limit to Committed

System allows fulfilling of Sales Orders more than current Quantity On Hand even if Fulfill based on Commitment setting is set to "Limit to Committed" and the user is fulfilling items using the Standard Sales Order Form.

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Procure to Pay

Void Bill after Bill Payment/Check is Voided

Preference can be checked by Navigating toSetup>Accounting>Accounting Preferences>GeneralTab >Void Transactions Using Reversing Journals.

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Business Intelligence

Exclude certain transactions on Standard Sales Reports

Exclude certain transactions on Standard Sales Reports like journal entry, check, deposit etc.

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Sales & Marketing

Forecasting Preferences

You can set your company forecast preferences atSetup > Sales & Marketing Automation > Sales Preferences.

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Basic Accounting

Fixed Assets Report Preferences

Go to Fixed Assets > Setup > System Setup.

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Order to Cash

Tabs are Missing on the New Shipping Item Page

When trying to create a new Shipping Item in Lists > Accounting > Shipping Items > New, there are no tabs for Shipping and Handling Rate Rules. The only available fields for setup are the following:

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Order to Cash

Send Transactions Email to Customers Only with Sales Orders

The user wants to send Transactions Email to Customers only with Sales Order.

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CRM

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Scenario

The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.

Solution

  1. Navigate toSetup>Company>Enable Features
  2. ClickCRM
  3. Marketing Automation: Check the checkbox
  4. ClickI Agree
  5. ClickSave

To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
  1. Navigate toSetup>Marketing>Marketing Preferences
  2. Unsubscribed to Marketing By Default: Remove theCheckmark
  3. ClickSave

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