Angela Bayliss · Senior Solution Architect · Gold Crown

Hello @Wishal44 You'll need to identify the workflow that's locking the transaction Once identified, on the 'Lock' action, find the action where it's locked for all roles except administrator. Update that action to include your billing roles that need to print the transaction. The period being closed will have zero affect…

I believe the issues have been resolved. @Kumi Brown @Dev_Frank

@The Next Digitals - you are not supposed to advertise in this forum. @Ivy Lopez-Oracle - Sending custom solutions on 'trial basis' to users via DM for advertising/sales is not allowed in here, is it?

Hello @User_1L16T Since this is a customized report, there is some sort of customization that is driving the results page - possibly a script. Because of this, you'll have more success with NetSuite Support, unless you can also share the scripting that is driving the results.

Hi @User_W8HUT That definitely sounds like a cache issue. This is an issue only for users who don't clear their cache often. The internet, by design keeps a copy of every page you visit. When working with an ERP like NetSuite, basic steps should be taken to clear your cache on a schedule. As far as when you should do it -…

Hello @AlexM , Instead of individual accounts, I would use 'Starts with' 160 for the first set of accounts you're capturing, and then Starts With 165 instead of adding each individual account. This way, you're capturing the accounts but not having to type each one in. Good Luck! Working with Financial Reports is difficult,…

Hi @User_U8RJT .I'm great at thinking outside the box! I still have a question - Since Quality inspections are generated from Assembly Builds or WO Completions, how are you queueing a quality step prior to this? Are you not using the quality module and simply building in a step within the WO? Now I'm curious. I may be able…

Hi @User_EW3WP To answer your specific questions: Whether the observed behavior corresponds to NetSuite's standard functionality for this recognition method. NetSuite does not 'recognize' revenue differently based upon the day of the month the transaction is generated. If the transaction is dated in May, based on the…

Hi @User_K51C7 To send an email with the BOM, you'll probably need to script that. It may be possible with a workflow, but I doubt it. What you COULD do is this: Create a saved search that notifies the team that a new WO has been released, and the WO Number, with a link to the work order. This would send the email to the…

Hello @User_K51C7 The easiest approach is to require reapprovals for any edits on the sales order. As part of the approvals, you can add a field for 'Notes' and require that the user making changes note exactly what those changes are. Alternatively, you can create a description line and have them type out the changes, but…

PS - On LinkedIn I saw someone post that the subsidiary count is now at no additional costs. I don't know that I believe that.

@Divya Unnikrishnan Just because you can now easily do this doesn't mean that it's free. @Alex Joves -Oracle @Robert Nedelkow-Oracle @Jolly Ann Buhay-Oracle My question to the Oracle Folks is this: Will customers have the use of up to 250 subsidiaries for free, or Will customers be billed for their active subsidiaries used…

Hello @User_U8RJT If I am understanding you correctly, you want an inspection step within NetSuite quality to require two people's names within the inspection? The only way you can do this is to create an inspection called 'inspectors' that then has 2 free form fields where someone fills in the names of 2 people. This is…

Hello @Agnel A On your subsidiaries, you set the taxability for the Nexus. If I am understanding you correctly, you have 2 subsidiaries. 1 subsidiariy has a tax nexus in California only. All other states are non taxable. On that subsidiary, you set the only Nexus to be California. That is the only taxable state. On the…

Hi @user8949742 To make the changes your talking about, it will absolutely have an affect on the existing transactions. I strongly suggest that you make all of these changes in a sandbox account prior to doing this in a production account.

Hi @Kevenale NetSuite supports one check number sequence per Bank account. You can overwrite the first check number, and it will increment +1 for each check until you overwrite it again. For example: Initial check # = 500. Check run has 50 checks, last check number will be 550 Manually override the check number to be 250,…

Hello @Agnel A As long as the customer is set with Subsidiary B on transactions, they will be taxed at the rate set up for that subsidiary automatically. Are you seeing something different in your account?

Hello @User_ZWVM0 Is that a custom field? I'm not familiar with a native 'drop ship item' checkbox on native forms. If it's a custom field, you can restrict access by user role on the custom field.

Thanks @Clarisa De Torres-Oracle ! That's it. The implementation steps are hard to follow exactly. I figured it was something I missed.

Hello @Jan Prinosil The transaction type that generates the impact to the GL is what drives the name that appears in the 'Payee' Name on expense registers. It doesn't matter if the charge comes from AP or AR, or even a JE or an inventory adjustment. The name type is fluid, the Payee is what is found on the transaction…

Hi @Zeen You can 'Write up' the value of the asset by going to Fixed Assets>Transactions>Asset Revaluation - Plug in the asset and add the new value. Save the transaction. If your 'revision rules' are set to 'Remaining Life' the depreciation schedule will be deleted and a new schedule will be generated. Make Sense?

Hello @Shorin Rio Daa-Oracle By wanting to change accounts in closed periods, you're essentially changing financials. THat's not always a good option. I've gone through several large item conversion projects because of the accounts. The best thing to do is have accounting sign off on item accounts when the items are…

Hey @Dext3r It appears that your workflows are running a lot. It's not bad per se - but you can limit how often it runs by putting in some tighter criteria. If the actions don't need to be run every time the quote or SO is opened in the UI, you can set the requirements to be based on a button to kick the workflow off, for…

Hi @NS_YB You can definitely pull the line id of your Bill, but I don't know that you'll get the line ID from the corresponding PO. What are you trying to achieve here?

@User_8LGY2 Glad I could help! You're very welcome!

Hi @User_NDVMI It's definitely time for you to file a case. Something is wonky

Hi @Dext3r It sounds like the promotion is set to 100%, but is picking up on your quotes as 100 dollars. This is definitely something to file a case for Sam.

@User_8LGY2 The vendor code on item records is used to capture the vendor item number when different from your item number. If your vendor uses the same item number, no vendor 'code' needs to be defined. If I am purchasing a box of black pens from a vendor, and my item is 'office supplies' but the vendor calls the items…

Hi @User_EW3WP Ok, clearly the translator app I used didn't work at all. I am very sorry for misunderstanding you.

Hi @User_NDVMI OK, I was able to reproduce your issue! Here's what I did: Went to period close, and walked through the close steps. There is a step to revalue transactions. There is also a step to confirm or edit the currency exchange rate table. To get that sort of variance, someone HAD to have made a change on the…