Chelsea Jacobs · NetSuite Administrator · SuiteMaster

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B. Withholding tax is posted at the time of payment

B. Track Message permission

C. Duplicate Detection and Merge Feature

Hi @User_F2L3K What do you mean that NS Support sent you back to the community? They're the only ones that could fix this issue for you. Can you advise on exactly what they said?

Hey @User_BCKYD Was your setup successful?

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Correct! This one can have multiple columns in the results like including the Customer's name so you can see both their name and their remaining balance.

You'll need to create a separate Customer saved search for your workflow. In this one you can list the customer names. It would look something like… Criteria Transaction: Account: 10100 Accounts Receivable Transaction: Posting: True Results Internal ID - Group Name - Group Transaction: Amount Remaining - Sum I recommend…

Hi @User_BCKYD For the second item you'd create the same field and mark it as stored. However, do not add in the search on the Validation & Defaulting tab. I also recommend naming the second field with "Stored" at the end so you can tell the two fields apart. For the WF yes it would be Record Type: Customer and Subrecord…

Hi @User_BCKYD, Apologies for the delay in response. I tested in my own environment and you'd need to do the following: Customer Saved Search Do not use a Transaction Saved Search like I originally indicated Criteria Transaction Fields… Account: 10100 Transaction Fields… Posting: Yes Note: You can add in other Transaction…

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Hi @User_BCKYD For the saved search, do not list the customer in the Results, just the balance. I'm not sure if Amount Remaining is the correct field to pull in your system, you'd need to verify that and the results first but once verified there should only be the balance field listed (amount remaining in your example) in…

@Divya Unnikrishnan - Hope you don't mind me tagging you hear but I've seen you give some great advice on FAM so you may know this answer

Hi This is absolutely possible with Custom fields and your way of thinking it through. Create a saved search for the A/R balance filtered to 10100 Title it "Sourced | A/R Balance 10100 ***DND Sourced** so users know the search is populating a custom field ("sourced") Create the Custom Entity field and under Validation &…

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C. Settings Portlet

Hi @User_F2L3K Did you test this in the Release Preview account and it worked there but not when you upgraded? Or did you not test and went straight to updating? NetSuite Support will want to know this information when you file a ticket which you should if you this setup heavily and the changes no longer work for your…

B. The total amount is updated

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B. 10

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A. Corporate Card

D. 4,000

C. Mark the Use Bill-to Address from Vendor checkbox

B. transaction_lines.item_id = items.item_id