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Canadian NetSuite User Group

148 members • Free

3 contributions to Canadian NetSuite User Group
Customer Part Number on Quotation Form
Does anyone know how to auto populate the customer part item on Quotation form after the item number is entered? I know invoice and SO already do this, but not quotation form.
0 likes • Jul '25
Yes, I did, but it didn't.
0 likes • Jun '25
@Ashish Khuttan OK, thanks for the reply.
0 likes • Jul '25
@Christopher Loucks We don't use electronic payment. We use mass update for sending remittance notice to multiple vendors and there was no choice enter email address, only 3 choices, vendor's email, contact or transaction (not sure where this email is located).
Restriction for Sales Rep
Does anyone know how to set restriction for a sale's rep to allow him run the sales report only including sales from his customers?
0 likes • Jul '25
Thank you very much for the comment. I know that we could set employee restriction through role setting, but that requires to assign the rep to all the customers. I was trying to find a way to do this without assign the rep. A more flexible way to apply the restriction.
0 likes • Jul '25
We have different category for customers, such as OEM and Wholesale. I wanted to allow a sales rep only able to run sales report for the Wholesale customers. These customers were not assigned sale rep.
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Jingda Li
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@jingda-li-1248
Jingda

Active 8d ago
Joined May 15, 2025
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