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Re: ARM adjustment scenario (fully recognized revenue)
@Pallavi1903 because the contract was already 100% recognized by December, the remaining unrecognized revenue balance is $0. When NetSuite extends the dates and applies "Update Remaining Periods Only," it divides that $0 balance across the newly added 3 months, resulting in exactly $0 of planned revenue for January, February, and March.
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Thank you for joining our session! One of the newest additions in SuiteBuilder is the AI Description field, which lets you add clear, meaningful descriptions to custom records, fields, and transactions. This helps NetSuite’s AI better understand your data.
You can also use Text Enhance on records by enabling it on custom fields, allowing users to easily improve and generate high-quality text content.
For more details about the AI Description, feel free to check out these articles:
- Example Description for a Custom Record Type AI Description Field
- Example Description for a Custom Transaction Type AI Description Field
- Example Description for a Custom Field AI Description Field
I hope this helped!
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Hi @Jervin Nicholas Teopengco-Oracle
How can we incorporate or associate AI in Suitebuilder?
Thank you for conducting this session and looking forward to the response.
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Tip 2:
Did you know, you can rename tabs/fields via the Custom Form? Here’s how:
On your Custom Form page, go to the Tabs subtab and change the label for the field you want to rename (you can even rename standard subtabs):
For standard and custom fields, go to the Screen Fields subtab and change the label as seen below:
Results:
With this, you can rename standard and custom subtabs and fields based on your business needs, as shown below:
- Renamed the Customer field to Customer/Client:
- Renamed the Items subtab to Items for NSC:
Note: You can combine this with Tip 1 to rename subtabs and fields based on the role.
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Tip 1:
Did you know you can assign forms to specific roles? Here’s how:
Go to Customization > Forms > Transaction Forms
Click Edit on your Custom Form
On the Roles subtab, click on the checkbox for the role you want this form to be preferred to:
Results:
When using the Administrator role, the Custom Sales Order form is selected (the preferred custom form for all other roles):
When using the CEO role, the NSC Sales Order Form is selected:
Re: How do I get NetSuite 360?
Hello,
The permission names have changed to NetSuite 360 and NetSuite 360 - Plus Financials.
Thank you,
Todd Niedringhaus
Re: Native NetSuite Automated Cash Application
Customer Mapping Rules are created when you manually select a customer for a bank line, and NetSuite stores the association based on the Payor and Memo values from that line. Best practice is to create rules only when those values are consistent and uniquely identify a customer. If the same Payor or Memo text is used by multiple customers, it’s best not to create a mapping rule, as NetSuite does a direct comparison and may resolve the bank line to the wrong customer on future imports.
Hope this helps
Re: How to enable ACH in Netsuite？
Hi @User_ZA0IY
What role are you using to access the customer record? If you are using a custom role, kindly try the following:
1. Navigate to Setup > Users/Roles > Manage Roles
2. Click Edit for the affected Custom Role
3. Click Permissions tab
4. Click Lists subtab
5. Select/Add:
- Automated Clearing House
- Set Permission Level: Full
6. Click Save
If you are using an Administrator role and the New ACH button still won't display, there may be some permission required to be set. Not sure where to look at but it's best to file a support ticket in this case so support can take a further look in the backend. I haven't found any relevant documentation to resolve this.
You may also reach out to your Payment Processing Provider (VersaPay) for any configuration/permission needed to be set in their scripts to display the button since they own the bundle.
Re: Banking Import Upload File Stuck
Hi @Jeanne Padilla-Oracle , thank you for your response.
The initial import is still showing as previous screen shot.
We re-imported and it worked fine on the 2nd attempt.
When reviewing as you requested, it shows there was one completed successfully at the time it was set to run but that would corelate to another import which was set at the same time that morning, so the problem import is still stuck.
Re: How to enable ACH in Netsuite？
Hi, @Bry Cabria-Oracle, Yes, I was using a custom role. The issue was resolved after adjusting the permissions.
Thank you for your help!
The NetSuite documentation on ACH doesn't clearly mention the requirement for Automated Clearing House permissions, which can be confusing.