Clarisa De Torres-Oracle Blue Diamond

Hi @Kedalene, I recreated your concern on our test account but could not replicate the issue wherein the results include the Dec period even if you didnt select it from the financial builder. Here's how it looks on my end: Here's the amounts in Trial Balance and General Ledger: As seen on the screenshots, the amounts are…

Hi @Fartleby, for the transactions outside the month (Dec 2023), you need to get the transaction exchange rate for it. Here's a sample computation I made on our test account: For Child Subsidiary = Test Sub, I created 3 transactions with dated: January 26, 2022 May 19, 2022 May 31, 2022 For sample purposes, exchange rate…

Hi @Fartleby, per checking: Average rate is calculated from a weighted average of the exchange rates for transactions applied during the period to accounts with a general rate type of Average. Consolidated rates are used to roll up child subsidiaries to your root parent. For you to compute for the average rate, you have to…

Thank you so much for sharing your insights, @Christopher Williams! 😊 Hi @Kedalene were you able to check Christopher's comment above? Kindly provide sample screenshots of your concern so we could further investigate. Please cover confidential information. Thank you!

You're welcome, @Nickoletta Gounaris! Glad to be of help 😊

Hi @Kedalene, would like to clarify if you wanted to simulate the Amount (Debit/Credit) column instead? Since I have tested it using the Amount column above and I'm getting the expected result: Looking forward for your response. Thank you!

Hi @Kedalene, even if you select multiple custom periods on the financial report builder, it should appear as is when you preview the report. We advise you to file a case so they could look further into the report itself since we couldn't replicate your concern where a different period range is shown on the report result…

Thank you for creating this thread, @JCronin! Greetings, everyone! We encourage you to join this discussion and share your insights with us. Thank you! 😊 --- In the meantime, you might be interested in participating in our Pop Quiz # 1, Pop Quiz # 2, Pop Quiz # 3, Pop Quiz # 4, Pop Quiz # 5. You only have until January 26,…

Hi @Nickoletta Gounaris, per checking, if the Period is fully closed, the user should not be able to post a Transactions on that period even if the role has Override Period Restrictions permission, unless the period was reopened. Users with the Override Period Restrictions permission can add and edit posting transactions…

Hi @Kedalene Per checking, you can generate revaluations as part of the Period Close Checklist or at any time, and for any reason, from Transactions > Financial > Revalue Open Currency Balances. Moreover, per SuiteAnswers ID 14972 - Revaluation of Open Currency Balances, it mentioned that "Revaluations apply exchange rates…

Hi @User_Q1DPO, I tried checking our test accounts and can't seem to find those fields on the item records. Can you try clicking the fields to see if it's a custom one? Can you also screenshot the enable features under Tax tab just to verify if Advanced Taxes is not enabled? Regarding this enhancement,…

Hi @Romano AC, I would like to inquire if the invoices have been posted already and you wanted to change the currencies? If yes, per checking this is currently a system limitation logged under Enhancement #227424 Multi-Currency Customers/Vendors> To be able to change the currency on posted transaction You can vote for…

Hey @User_FSSYJ, were you able to check the comments above? Kindly provide additional information requested if you still need further assistance. Thank you!

Hi @User_IJB6M Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @User_GOECV, per checking, NetSuite doesn't support real time upload and connection to myDATA yet. Hope this clarifies! :)

You're welcome, @User_EKY01! Glad to be of help :) --- If you found a comment helpful, please mark it as 'Yes' in the 'Did this answer the question?' section. Your feedback will help other users with similar concerns find the answer more easily. Thank you! 😊

Thanks for the update, @Dext3r! Let us know if customizing the form and putting it on the transaction line would make it appear on the dataset. Normally, fields that appear on the transaction should also be available on the dataset workbook :)

Thank you for providing your insights, @Tigran Shahnazaryan! 😊 Hey @User_EKY01, To reallocate multiple revenue arrangements simultaneously, you may do it through Allocate Revenue Arrangements page (SuiteAnswer ID 65821 Reallocating Multiple Revenue Arrangements) however only Revenue arrangements that are not compliant are…

Hi @Dext3r, thank you for the update. Hmm, that seems weird. I tried replicating your transaction dataset like the screenshot above and when I type in ship via it shows on my end and the value is being displayed as well: For the sales description, which field are you referring to? Were you referring to the memo? :)

Thank you for creating this thread, @Martha Hakes Greetings, everyone! We encourage you to join this discussion and share your insights with us. Thank you! 😊

HI @User_FSSYJ, what kind of saved search is it? are all the amounts in the result different? Will you be able to provide sample screenshot from both users using the Admin role? Kindly cover any confidential information. Thank you so much! :)

Hi @Sivasubramaniam, per checking, if the Primary Accounting Book is already closed, the BOOK GENERIC TASKS are cross dependent on it. Meaning, if you wish to unlock some of the book generic tasks on the secondary book, you will need to have the Primary Accounting Book open as well. This is actually the system’s behavior…

Hi @User_7NEDX, how's it going? were you able to check the comment above? :)

Hi @User_Q1DPO, may I know if you're using Advanced Taxes? I checked the item records on a test account that has Advanced Taxes enabled and I have not found standard fields such as Purchase Tax Code and Sales Tax Code just like what is shown from your screenshot. I am thinking if those fields are Custom Fields created on…

Hi @Wendy_NSAdmin, per checking this is currently a system limitation logged under the following related enhancements: #209372 Financial Report Builder: To provide the ability to use an Account in More Than One Separate Section #88705 Ability to assign an account to multiple Financial Statement sections. You can vote for…

Hi @Edwards_05 Glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @kariingvaldson, thank you for the screenshots! Per checking, currently updating it back automatically is not possible based on standard behavior. We will coordinate this concern with our SuiteBuilder Team if this is possible with further customization. Thank you! 😊

Hi @Wendy_NSAdmin Glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @User_Q1DPO, were you able to check the comment above? Let us know should you need further assistance. Thank you! :)

Thank you for sharing your insights, @CDuf and @Edwards_05! 💫 Hi @Shubham_Singh, were you able to check the comments above? The general behavior is that we cannot set a Sales Order back to Pending Approval when additional transactions have been created when it was approved. You may consider the other member's solution re:…