Clarisa De Torres-Oracle Blue Diamond

Hi @User_D2HJH, per checking, change in a Period, most especially those which already have records in it, involves modifying child periods and/or clearing of associated transactions. The impact of such modifications should all be considered first before proceeding with the change. Requests involving this type of change…

Hi @User_D2HJH, were you able to check the comment above? :)

Hi @User_D2HJH, per investigation when you navigate to Setup > Company > Auto Generated Numbers > Entities tab > Customer field and Enable checkbox is F or not ticked, this is the reason why on your transactions only the Customer ID is being shown on the customer drop down. It is the normal behavior of the system that it…

Hi @User_D2HJH, could you provide a sample scenario regarding your concern? Are you referring to something like moving the December 2023 period to FY 2024 period instead of FY 2023 period on the Manage Tax Periods page?

Hi @Honey Soe, can you provide us steps on how did you customize the report so we can try to replicate on our end? Is this a Customer Deposit account register from Lists > Accounts > Chart of Accounts or is this from another type of report/saved search? You can also provide sample screenshots for reference. Kindly cover…

Thank you for the update, @User_I5CPK! We're glad it's resolved now on your end. Do you mind sharing the solution provided on your NetSuite Support ticket? This will help other community members who might have the same concern find the answer ☺️

Hi @Kedalene, thank you for sharing your insight and update! Just to confirm, did you rerun the elimination task on the same period as the affected transactions? I'm glad everything is resolved now on your end ☺️

Hi @User_I5CPK, is this a transaction saved search? can you also try checking the role if there had been changes made? :)

Hi @User_D2HJH, can you confirm if the Autogenerated number is enabled for customer on your end? Navigate to Setup > Company > Autogenerated Numbers Verify if the checkbox for Customer and the Allow Override checkbox is checked If you click the field help on Customer ID, it says: "Enter the name of this customer, prospect…

Hi @User_I5CPK, this is the thread I have created regarding your concern. Can you provide a sample screenshot of your concern for reference of the actual vs expected behavior. Kindly cover any confidential information. Thank you!

Hi @Kedalene, per checking, my first testing was done on transactions created on the same period but before and after the eliminate checkbox was marked. However, when I did transactions on different periods (August and September), here are the following things I noted: Created transactions in Aug 2024 and didn't run the…

Hi @Kedalene, thank you for your response. We have created a case for you regarding this concern. Please refer to case #5958194 moving forward. Thank you!

Hi @PaulRipley, as per checking, the ability to post revaluation by segment is currently a system limitation logged under the following related Enhancements: #207347 Transactions > Financial > Revalue Open Currency Balances > ability to assign Department, Location or Class when creating the revaluation journal entry.…

We would greatly appreciate your valuable insights for our member, @Aaron McCausland. Your input would be highly valued. Additionally, if you know of anyone who is new to NetSuite, kindly direct them to our "New to NetSuite" category, where they can find useful information and guidance.

Hi @Kedalene per investigation on our test account, it didn't create duplicate entries for those that have been eliminated already. Hope this clarifies :)

Hi @Kedalene, yes, my simulation was done in an intercompany vendor bill. Since we can't reproduce your concern and it seems that the case you're creating is not pushing through, we will contact you via email to ask for more details, then we will file a support case on your behalf to report this issue. Kindly expect an…

Hi @User_S6FVQ, per checking, filter the period in a transaction search to dynamically return data as the year progresses is currently a system limitation. Similar concerns are logged under the following related Enhancements: #133187 Account Search > Have dynamic filter for Dates for GL Account Balances #226518 Lists >…

Hi @Kedalene as per SAID 64447 Running Intercompany Elimination, When you run elimination, NetSuite posts elimination journal entries. You can run intercompany elimination for a period multiple times, as needed. The Eliminate Intercompany Transactions task checks the accounts with the Eliminate Intercompany…

We would greatly appreciate your valuable insights for our member, @User_S6FVQ . Your input would be highly valued. Additionally, if you know of anyone who is new to NetSuite, kindly direct them to our "New to NetSuite" category, where they can find useful information and guidance.

Hi @Kedalene, here's a scenario I tried: 1.Uncheck Eliminate Intercompany Transactions checkbox on Intercompany Expense account 2. Create an Intercompany Bill 3. Run Intercompany Elimination Task Result: Noted that the Intercompany Expense account is not included in the Elimination 4. Check again the Eliminate Intercompany…

Hi @Kedalene, the Set By column on the System Notes is set to the employee who ran the intercompany elimination process on the period checklist. For your second concern, since the account was marked back to True, the system pulls all the transactions that have accounts that were marked for Elimination regardless of the…

Hi @Vernita, Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Hi @User_Aysha, were you able to check the comment above? :)

You're welcome, @User_HOCU3! Thank you for the update and we're glad to be of help 😊

Hi @Mr. Khan, per checking, there is currently no setting in which we can select to have the balance be formatted in a way that the asset and liabilities and equity will be presented as two separate columns horizontally on the report. To request or vote for product enhancement, please use SuiteIdeas page. To our other…

Hi @User_K51C7, per checking, this is currently a standard behavior. The functionality to set the status to Billed with partially closed item lines is logged under Enhancement request #100500: Sales Orders> when an order is partially billed and partially closed the status of the order is set to Closed while some users…

Hi @User_FQ0VR, per checking, for the first error can you try checking the amortization end date of the transaction if the Accounting Periods cover the entire amortization period. If it doesn't, you need to setup the periods for these as well. For the second error, you can try checking the format of your import. Please…

Hi @User_MJ2IP, per checking you can achieve this by creating a Transaction Saved Search with the following Criteria and Results: 1.Navigate to Reports > Saved Searches > All Saved Searches > New 2. Select Transaction search type 3. Under Criteria tab > Standard subtab > add: Type = Payment Applied to Transaction Fields...…

Hi @Jona Nanales - Guanzon per checking, the ability to import cash sales and link or related it to an existing Sales Order is currently a system limitation. The "Created from" field is not available on the NetSuite fields from the CSV Import, thus, there's no way to link the Cash Sale to the Sales Order. Similar concerns…

Hi @Rob Riccio, you can do stand-alone intercompany invoice and bills for this. If you use stand-alone intercompany invoices and bills, you can create a link between the two documents through the Paired Intercompany Transaction field. For more information, see SAID 94880 Pairing Intercompany Transactions Hope this helps! :)