Angela Bayliss · Senior Solution Architect · Gold Crown

Also @LindsayM_Tulsa Anytime that you impact a bank account balance - and JE"s do just that, every reconciliation after that date will become unreconciled. The good news is that you don't lose the matches. I realized that I didn't actually answer your question. Sorry about that.

Hello @LindsayM_Tulsa One step in configuring a new NetSuite account is clearing all historical entries created from loading history into the initial reconciliation, with the ending balance of that initial recon being the actual starting balance for the opening month - It passes all audits, too. This sets up the accounts…

Hi @User_BCKYD your best bet here is to use the native 'Check#' field to store the wire/ach etc data. Otherwise you will continue to chase a custom solution for something that is actually pretty simple. Just because the field is labeled as 'Check #' doesn't mean it can't be used to store all payment information regardless…

Hi @Kedalene THe subsidiary Navigator portlet is limited in size. When clients have many subsidiaries, they will have to scroll to see all of the subs. Note that this is a suitelet provided by NetSuite - so it's doubtful that you can modify it easily without recreating it from scratch. Sorry it's not the answer you want.

Hello @Bee Yook The bulk approvals has been deprecated and is no longer supported. It's no longer a viable option for approving. I'm sorry it's not the answer you want - but at least you will know that it's not a viable path to explore. You might want to check out email approvals.

Hello @Adinath_Bodakhe You are correct, there are no native approvals on Bank Transfers or Bill Credits. Those records don't have an approval built in. What are you trying to do, specifically? There could be another way?

Hi @User_FL4CK You are correct, the only way to remove the IC entries from your aging is to Journal the money over to be applied to the open AP/AR. They will not settle out on their own or through elimination.

Hi @User_TVDSS In your support set up, you have the 'Notify Filer on support rep cases' set to true. With this setting, the creation of the case notify's the customer - the email you're seeing. The way you created the case by adding the case details 'from the customer' is akin to creating the case manually instead of from…

Hi @User_TKXA6 If you uncheck the 'store value' field, the values should return. You won't be able to see the values in your search, but yes, the values should return if your field is sourcing them.

Hi @User_DFQMH How are people approving the SO's. WHat's the workflow process?

Hi @User_NV89E I agree, it's super annoying - BUT the reports work for them as you would expect with their roles/subsidiaries/custom segments. There are a lot of downsides of using custom segments instead of the native segments. I totally understand how annoying it is - You won't be able to filter the list to only the…

Hi @User_JFFD2 I strongly recommend that you reach out to your NetSuite Administrator. Something in your role is blocking you from seeing the native report - which is all you should need.

Hi @User_NV89E While the values are available to the users from different subsidiaries - they should not be able to see anything if they select a custom segment other than their own. Will you please confirm whether users can see data on the IS for segments/subsidiaries that are not theirs?

Hi @User_9MX5L You can't change an account type once transactions are posted to the account, because of the way the accounts are used within NetSuite. For example - an other current liability account can be used on items, in journals, etc - where an AP account can ONLY be used in Journals and in Bills/Bill payments/Bill…

Hi @User_JFFD2 Are you using the administrator role?

Hi @Michelle Jabanes-Oracle The instructions show this flag But that flag isn't available for users here. Maybe it's only available to Oracle employees?

Hi @User_DFQMH You can do this natively and easily if you use suiteapprovals. Are you set on using a custom workflow, or are you able to try Suiteapprovals? To check if you have it installed go to setup>approval process manager. If you don't see it, then you need to install the free suiteapprovals bundle.

https://community.oracle.com/netsuite/english/discussion/comment/16911688#Comment_16911688 Hi Michelle, I don't see the 'flag' on posts. This is what I see:

Hi @User_TKXA6 When you checked the 'store value' field on your custom field, your custom formula or saved search that was populating the field won't work anymore. When using these types of formula's or searches, not checking store value allows the fields to be displayed - which is why you can see the approver on the…

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Hi @User_JFFD2 Did you get it to work?

You will have separate preferences for each country Nexus. I was looking at the US preferences - so my bad. Your search should be "Main line is false" in order to get the line details. Can you check your search and confirm that Main line is False is set? If Main line = true, then you'll only see the summary, if that makes…

Hi @User_WJTCO It looks like your sandbox may have been refreshed and all users now have access to both systems. WHat happens when you choose one of the accounts?

Hi @PaulRipley On the setting at setup>accounting>set up taxes, do you have the setting 'line level taxes' set to true?

Hello @Alex.S-2016 There is no danger of deleting your bundles in the SB, BUT - when you refresh your sandbox, the objects and components will be present again in your SB. You're golden to move ahead.

Hi @User_WJTCO That isn't an error, it's asking you to choose whether you want to log into your sandbox or your production account. On the right, select which environment you want to log into by selecting 'Choose Account'. I hope this helps!

The number of AI posts without actual factual information is crazy. AI slop should be removed. The NetSuite employees who are present don't seem to be helping consistently. Sometime there are people responding, other times nobody is here - over the holidays was a joke - people needed help and no moderators were even…

Hi @Jim Miller What's the issue? You're welcome to ask here, and if people can help, we will.

@User_JFFD2 Navigate to Reports>Customers>AR Aging. You may be using a customized aging, so you have to go back to the standard report. Make sense?

Hi @Jim Miller If you're an authorized contact, you can file a support case via SuiteAnswers. Support>SuiteAnswers. If you're not an authorized contact, reach out to your NetSuite administrator and ask them for help.