Angela Bayliss

Hello @User_FL4CK , Can you please provide some screenshots?

in EBP-Company Bank Details Comment by Angela Bayliss Jan 29, 2026 2:27PM

Hello @Jet Zhang You are able to source the AR account because it is the impact from the header of the invoice being paid. You cannot source the credit amounts because those impacts are at the line level - which is not available. Make sense?

in How to get the Invoice Credit Account with Payment type in Saved Search Comment by Angela Bayliss Jan 29, 2026 2:25PM

https://community.oracle.com/netsuite/english/discussion/4512288/email-template-for-approval THe email used for Suiteapprovals email approvals is not customizable, to my knowledge. Sorry it's not the answer you want.

in Email template for approval Comment by Angela Bayliss Jan 29, 2026 2:22PM

Hello @User_FL4CK , When looking at your list of bills, click 'Edit View' in the upper left hand corner - on the 'filters' tab, add date. and give your view a name Save - Voila! Date filter available, set status filter to 'Open'

in Open Bill Report Comment by Angela Bayliss Jan 29, 2026 2:21PM

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in January 28, 2026 | Question of the Week  Comment by Angela Bayliss Jan 28, 2026 7:02PM

Hello @Tessa , On the custom list, click 'customize' and then more options. There may be a criteria in the custom view that is applying. If you can see the full bill amount using the custom role, then it's likely something within the custom search view that is filtering something out. Good Luck!

in custom view shows wrong Bill amount Comment by Angela Bayliss Jan 28, 2026 5:47PM

https://community.oracle.com/netsuite/english/discussion/4512278/historical-sales-data-csv-import Hello @User_IFB0U If you're trying to import historical sales orders, you can either use the 2 file import method, or a single file. Whatever you use, you cannot save a sales order header without any lines on the transaction.…

in Historical Sales Data CSV Import Comment by Angela Bayliss Jan 28, 2026 5:45PM

Hi @Sue Carstens , Is FY 2026 set up completely in your account?

in Revenue Plans are not being created because of this error Comment by Angela Bayliss Jan 28, 2026 2:49PM

https://community.oracle.com/netsuite/english/discussion/comment/16907789#Comment_16907789 I suspect that the false readings are coming from a lack of data within your system for ai to read. By design, AI needs consistent information to identify unusual behavior within your system. When it is initially turned on, the data…

in Understanding Financial Exception Management Results Comment by Angela Bayliss Jan 28, 2026 2:47PM

Hello @Sue Carstens , By any chance, is the period for December closed?

in Revenue Plans are not being created because of this error Comment by Angela Bayliss Jan 28, 2026 2:33PM

Hello @Adam W , If I understand correctly and you want to zero out the quantities on hand of the item 58-0053, you have 2 possible options. If the item is not a lot# or serialized item, you can use an inventory worksheet to set the quantity on hand and value to zero. If the item is a lot# or serialized item, you can create…

in removing inventory that has no lot or bin with many zeros Comment by Angela Bayliss Jan 28, 2026 2:12PM

Hi @Jet Zhang , I spent some time testing this yesterday, and found that it's not possible to show the impact of the line items on invoices from a payment. You can get this information from Cash Sales but not payments. Cash sales have the impacts on that transaction, where payments don't access this level on applying…

in How to get the Invoice Credit Account with Payment type in Saved Search Comment by Angela Bayliss Jan 28, 2026 2:09PM

Hi @User_G9PM5 Bundling workflows is usually a bad idea, due to the dependencies and the extra fields, searches etc that tag along. I'm sorry but you won't be able to rename those components. You can either live with it, or uninstall the bundle and move the workflows manually. I'm sorry it's not the answer you want.

in Remove (#) From Custom Segment Transaction Fields After Bundle Installation Comment by Angela Bayliss Jan 27, 2026 7:28PM

Hi @User_9MX5L I'm glad it helped!

in Can we set up a recurring payment in Accounts Payable? Comment by Angela Bayliss Jan 27, 2026 7:26PM

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in January 26, 2026 | Pop Quiz Comment by Angela Bayliss Jan 27, 2026 1:06PM

https://community.oracle.com/netsuite/english/discussion/comment/16907362#Comment_16907362 https://www.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2016_1/schema/record/account.html Hey @Tigran Shahnazaryan , That's awesome to hear! I was one of 4 founders of FLODocs, now Strongpoint. I designed this tool! It's…

in Entity Relationship Diagram for NetSuite2.com Schema Comment by Angela Bayliss Jan 26, 2026 6:06PM

Hi @Jan Prinosil , Applying the filter to the header is the solution I provided. No worries! If you want to script it - that's totally possible too. I just thought I would offer an alternate solution to scripting. Good luck!

in Apply a filter to standard Location drop-down in the header of PO Comment by Angela Bayliss Jan 26, 2026 3:21PM

@User_5FWNK In that case, you will need to script it. You won't be able to do this natively. Good luck!

in Restrict Account to Multiple Departments Comment by Angela Bayliss Jan 26, 2026 3:19PM

Hi @Dext3r Total scam! Where have you been browsing? 😂 They sure are trying hard, aren't they? Glad you aren't falling for it. I got a text last week from the COO of a company I worked with 6 years ago directing me to go buy some gift cards. Scammers suck

in Scam, right? Comment by Angela Bayliss Jan 26, 2026 2:53PM

Hello @User_5FWNK , You will need to script this, and it sounds like a pretty complicated script. If you're talking about customers in your 'Company' list - assigning a specific bank account to different customers is possible but again - may end up complex. If you're talking about Subsidiaries - it is absolutely not…

in Restrict Account to Multiple Departments Comment by Angela Bayliss Jan 26, 2026 2:48PM

Hi @Elina Kourouzidou , Usually, it's something simple in the configuration - at least that's what I find. I'm glad you were able to fix it! Well done!

in Issue with logos on Printouts Comment by Angela Bayliss Jan 26, 2026 2:12PM

Hey @Dext3r , When making configuration changes, it can take some time for the changes to show in users screens, unless they clear their cache. It's weird, some changes are immediate - others may take a day or two - depending on how often users clear their cache and do basic computer maintenance. It's a weird NetSuiteisnm.…

in Why can't I rename/label this transaction body field? Comment by Angela Bayliss Jan 26, 2026 2:08PM

Hello @Jan Prinosil , This is possible to do without a script. It's a bit of an unusual approach, and it won't support many different scenario's. Here's how it works: Lets say vendor A can only ship from 3 locations. This is how you can do this without scripting. Create a new field with the 3 values that can be selected.…

in Apply a filter to standard Location drop-down in the header of PO Comment by Angela Bayliss Jan 26, 2026 2:06PM

Hi @User_DMW5Z , The ability to post vendor bill variances is a built in ability to reconcile the differences in prices/quantities etc. This is a valuable process that requires the accounts to be set on the items. There is also a way to set a different account on items for the vendor returns. on the items, you can set a…

in Is there a report where I can obtain Item Fulfillments and Bill Credits Asociated with each other? Comment by Angela Bayliss Jan 23, 2026 7:49PM

https://community.oracle.com/netsuite/english/discussion/comment/16908038#Comment_16908038 I'm so glad to have helped you! It's awesome that you were able to do this!

in Netsuite On a Sales Order How to hide an item so it only goes to invoice and or to PO Comment by Angela Bayliss Jan 23, 2026 4:41PM

https://community.oracle.com/netsuite/english/discussion/4512183/approval-on-voiding-transaction Hi @User_5FWNK Depending on your settings - and what you have selected at setup>accounting> accounting preferences - if you have the setting to reverse transactions using a JE - only bill payments and checks can be voided. If…

in Approval on Voiding Transaction Comment by Angela Bayliss Jan 23, 2026 4:40PM

https://community.oracle.com/netsuite/english/discussion/4512210/is-it-possible-to-change-the-vendor-of-a-created-invoice The only way I know to do this is to make a copy of the vendor bill and then update the vendor name. Then you can delete the original bill..

in Is it possible to change the vendor of a created invoice? Comment by Angela Bayliss Jan 23, 2026 2:46PM

Hello @User_9MX5L This is ABSOLUTELY possible! They are called memorized transactions, and they can be set up for a specific time frame (think lease payments for a year) or to not have an end date (utilities) You can also have then created and posted automatically or you can have them provide a reminder to you that they…

in Can we set up a recurring payment in Accounts Payable? Comment by Angela Bayliss Jan 23, 2026 2:44PM

https://community.oracle.com/netsuite/english/discussion/comment/16908038#Comment_16908038 @Juli I'm so glad to have helped you! It's awesome that you were able to do this! Sheila Marie - if you're going to use ai - you are missing the most important step of VERIFYING! The answer you provided was completely wrong - and if…

in Netsuite On a Sales Order How to hide an item so it only goes to invoice and or to PO Comment by Angela Bayliss Jan 23, 2026 2:39PM

Hi @Juli , OK,the first thing is to create a different item type. Instead of using a Service item, you'll need to create a new item: Other Charge For Resale = type. The ability to create the PO from the Sales order isn't possible for a service item, but it is for the 'other charge for resale' item type. There is no…

in Netsuite On a Sales Order How to hide an item so it only goes to invoice and or to PO Comment by Angela Bayliss Jan 22, 2026 8:49PM

Angela Bayliss · Senior Solution Architect · Gold Crown

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