Clarisa De Torres-Oracle NSC Guru

Hi @Kabelo Tshukudu can you also check if the dataset is transaction record? if it is and the entity is still not showing on the available fields, you might need to file a support case for this so they could check your account further since we're unable to replicate the scenario with the same setup.

Hi! I removed all the screenshots since they contained confidential information (such as your account number). Kindly cover them moving forward. :) Can you also try searching for entity if it will not show?

Hi @ShaunH thank you for sharing the details. To make sure I fully understand the concern, could you please confirm how these payments are being recorded? When you mention that you “record the payment and show it as on account for the customer,” are these payments being entered by using Accept Payment from the invoice…

Hi @Kabelo Tshukudu , you're welcome! Are you trying to add the customer's category as column on the workbook? If yes, you can do this by adding it first in the dataset, search category and drag it onto the columns beside: Save the Dataset then Apply to Workbook. On the Workbook, add it on the Rows under the Entity and…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello @Kabelo Tshukudu, were you able to check the comments above? Did it help with the concern? If yes, we would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @Elina Kourouzidou per checking, these are currently system limitations logged under the following enhancements: #143940 Transactions > Dropdown List > Add a Preferences option to hide Parent : Child Hierarchy for Accounts, Departments, Location, Class, Subsidiaries #402860 Trial Balance Report > Customize > Edit…

Hi @Angela Bayliss thanks for pointing this out. I think it may help to clarify the distinction a bit so we’re all aligned on the reporting context. For standard financial statement presentation, retained earnings is not shown on the Income Statement. It is normally reported in the equity section of the Balance Sheet,…

Hola @Jessica Mercado Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hola @Jessica Mercado Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hi @Gracelin Edith ,I agree with @SILJA K C. This is currently the standard behavior, and the alternate solution is to create a workflow as mentioned. You can vote for this enhancement on the SuiteIdeas page.

Hi @User_QTAW4 Thank you for posting here in the NetSuite Support Community! Hello everyone! One of our fellow members could use a hand. Please feel free to join this thread and share your knowledge, ideas, or tips. Your contributions are always valued and truly appreciated!

You're welcome! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” on the comment that helped in your concern. With this, it will also help other members of the community that might encounter the same reported behavior. Thank you very much!

Hi @Kabelo Tshukudu, you can follow this guide on SuiteAnswers article: 96128 Create A/R Aging Report in SuiteAnalytics. Once you saved the dataset, you can create a new workbook and select Pivot. From there, you can drag & drop Entity to Rows to show the customers. This is how it would look like: If you want to filter the…

You're welcome! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” on the comments that helped in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get closer to earning your next Answer Accepter badge. Thank…

Hi @Owen_Ramirez regarding the issue you raised about the scripts under the Rebate Management Foundation module & Rebate and Trade Promotion SuiteApp, per checking, I don’t have access to these in my standard test account, so I’m unable to view the available scripts and check the behavior directly. Due to this limitation,…

Thank you both @Tapendra Singh @Angela Bayliss for sharing your thoughts on this. I just wanted to share some additional input based on the SuiteAnswers references and the insights already discussed in this thread. I agree with the points raised by both of you. The account hierarchy displayed on the financial report is…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hi @User_NJJIH to have Item Line Description for Invoice , you should select "Memo" field. Hope this helps! :)

Hi @lraynor thank you for the detailed information. I have investigated this in my local test account with the SuiteTax engine and was able to reproduce the same behavior. Based on the testing, this is currently expected system behavior. NetSuite calculates and rounds the amounts to two decimal places, which can result in…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hi @User_K51C7 since the message is an unexpected error, we cannot determine the exact backend details from the error alone. If the issue persists, we recommend filing a Support case so our team can investigate further. However, based on a review of similar cases, one possible cause is the preference Set Reversal Variance…

Hi @User_K51C7 can you confirm whether the steps listed below are the ones you followed when you encountered that unexpected error? Unapply the Payment from the Invoice Payment: Click Edit Go to the Apply tab > Applied To subtab Invoice: Remove Checkmark Click Save Open the Invoice and note that the Status of the Invoice…

Hi! Can you try this link instead - SuiteAnswers article: 10054 Voting for Enhancements. You can see in that article the steps on how to vote for Enhancement #178940 (Ability to create Terms with the end of Months as reference). Hope this helps! :)

Hello @User_22H93 were you able to check the comment above? Kindly provide more information so we can assist you further. Thank you!

Hi @Dext3r to better understand your concern, can you give us more context on steps to reproduce/create the list you have mentioned? You can provide screenshots as needed but kindly cover any confidential information. Thank you!

Hello @User_22H93 thank you for sharing the details of the issue. To help us better understand the scenario, could you please confirm the subsidiary selections being used on the Advanced Intercompany Journal Entry? On an Advanced Intercompany Journal Entry, the subsidiary selected on the main line is treated as the…