Angela Bayliss · Senior Solution Architect · Silver Crown

If you update the asset numbers that exist, NetSuite should pick up the next consecutive number when new proposals are converted to assets. Is this not occurring?

If you don't regularly clear your cache, records may take a longer time to load, and they may appear - weird. Since NetSuite is cloud based, it works in contradiction to the basic internet functions. In your browsing cache, each page you visit is kept to allow you to get back to the page faster - with NetSuite, that means…

OK< then continue running the deployment wizard as usual. In the deployment guide, page down or search on 'Manual Configuration'. It sounds as though that's your only option. If you have to create the roles from scratch, it's not difficult. The key to creating the new roles is to select the published dashboard prior to…

I'm seeing the same thing occur often in the last week. I'll export a saved search with 2 vendor names, when it exports, only transactions with a single vendor name are exporting. I've been editing the filter to export one vendors transactions at a time. Weird -

Was this set to English prior to importing the bundles and suiteapps?

That error comes from not setting 'English' in the search sorting within general preferences prior to loading the bundles. The instructions do tell you specifically to set this value prior to importing the bundles. When the bundles/suiteapps are finished installing, you have to update the setting again before running the…

If it was accidently rejected, have the creator edit the request, save it, and click 'resubmit for approval'. Voila - it will be routed for approval again. Hope this helps.

Hello, To delete the JE, you will first have to go to the related record (second journal - reval) and delete those records first, then you can delete your journal. The reason why these records exist is because they were triggered to create from the bill payment and application of the JE's - the difference in the conversion…

My apologies. I didn't realize that you're trying to extract this via an api. My best suggestion is to create a saved search of the login audit trail, and see if you can source the search through the API. good luck!

You can absolutely export login data for integrations, as long as the integration is set up as an actual integration (some aren't). If you are using a user license for your integration, you can ABSOLUTELY export it. To see if you can bring yours up, type in 'Login Audit Trail' in global search Choose the employee record…

For the existing vendors, you can easily update them to have vendor ID's via csv. Would you like to know how to do that?

Hi BN, If you don't mind, would you choose an answer above that helped as 'yes' it answered your question? Only if you're comfortable with it, and we did help! Happy New Year!

Awesome! Do you mind choosing an answer above that helped you as 'yes' - if it helped? If not, no worries. Just know that this thread won't really close until you do. 😉

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The questions you are asking are 100% dependent upon your workflow and how you configure the actions within it. You will need to create a new transaction body field, and apply it to the SO & IF. Then you will need to create a workflow to update the field once the customer deposit is created against it. Are the payments…

I don't understand what you're asking - my answer is the same answer that the Oracle employees gave you - this is a system limitation at this time. If you don't like the answer, that's ok - your choice. Asking the same questions over and over again don't provide value, imo.

I would expect that with any company's prior years 1096/1099 filings, the person responsible would have: Exported the transactions that drive the reportable amounts, as well as the non reportable accounts. Have the backup documentation stored as a Tax Report Filed, with a soft copy of the 1099's and 1096 with their backup…

Are you replacing the items on open transactions, or all transactions?

You will need to: Delete all reconciliations that were created using the match bank data screen. To do this> Transactions>Banking>Reconcile account statement>List - and delete each recon for the account. Once all reconciliations are deleted, as long as their are no other transactions cleared, you can uncheck the use match…

Whether the Oracle employees here agree with you or not, you're asking for their judgement, and they aren't able to provide that. Please understand that this user group is for users to ask for help - or clarify things they don't understand. Limitations within NetSuite cannot be resolved here - and no amount of voicing your…

Hi Katie, Note that your system is heavily scripted, meaning that the processing times will be affected significantly. When you moved from scheduled scripts to scripts that run all the time, this will impact the processing time of your system - for everything. Your script activity bogs down the system.

Hi Katie! Have you tried clearing your cache> It sounds dumb, but that's the only thing I can think of as to why 2 different admins are getting different results for the same search. Note that you don't have to remove your cookies and logins. Attached is a doc showing how to do this.

Workflows don't recognize data in fields that do not store value. If payments are applied as customer deposits, the solution could be simple. Once the customer deposit is made against the SO for the full SO amount, a checkbox can be added to the SO of 'SO paid'. With that field, once it's checked, you can source this onto…

The issue that you're having is that the projects are a type of entity - and you cannot source transactional information onto an entity record natively. Your only option in this case is to script it, or have the user follow the process of populating the values on your project. Sorry it's not the answer you want.

When you run the search, there are more results. WHat happens when you email the search (email it to yourself) directly from the search results? Also, please check 'run unrestricted' on the results tab. My suspicion is that some of your users may be restricted from seeing all of the results for some reason. This is easy to…

If you clear your cache, you will see that it does, in fact, move. :)

The amount of time in this task is due to the system connecting to the exterior shipping system, communicating with it, and getting back to your system. One way you can check is to click on the NetSuite logo in the upper left of your screen. A box like this will appear. It tells you exactly where things are getting hung…

The boxes are the boxes, and you can now add custom entries into the 1099 List. Marking the account and the vendor has ALWAYS been required. Otherwise, how can you tell the difference when you reimburse a 1099 vendor, and of course they shouldn't pay taxes on a reimbursement? NetSuite stopped supporting the creation of the…

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You should be able to pull the discount item and rate into your searches, since it clearly applies to the entire transaction. The field names are Discount Item and Discount Rate.