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Not Exactly the answer needed. There is a Workflow and Saved Search created to convert a $0.00 total sales order record/transaction to a cash sale.

in How to Convert Sales Order 0.00 Amount to Fulfilled and as a Cash Sale? Comment by Intelligere Jun 13, 2023 5:05PM

Thank you Clarisa 😉

in Is there a Revenue Recognition Unbilled Report? Comment by Intelligere Jun 12, 2023 2:16PM

Thank you Patrick. 😉

in NetSuite Project Management Setting Contingency Hours on a Project? Comment by Intelligere Jun 12, 2023 2:09PM

Is this functionality available in Open Air or Open Air 360?

in NetSuite Project Management Setting Contingency Hours on a Project? Comment by Intelligere Jun 9, 2023 2:09PM

Contingency Hours meaning having a buffer of hours added to a project just in case an employee may go over the allotted hours set for project. For example, I have a project allotted for 40 hours. The contingency hours will 20 hours more just in case an employee goes over the 40 hours. Hope this helps.

in NetSuite Project Management Setting Contingency Hours on a Project? Comment by Intelligere Jun 8, 2023 10:45PM

Thank you Nicole. We do have active integration. Hence receiving the error message in my original post.

in NetSuite Connector: How to Resolve NetSuite and Shopify Connector Refund Shipping Cost error? Comment by Intelligere May 24, 2023 6:07PM

Hi Nicole. Thank you for your response. Can you expound on the guidance left. I am confused regarding "active integration"? "do not have an active integration because neither of the steps provided in the error message can be done on your own." Thanks

in NetSuite Connector: How to Resolve NetSuite and Shopify Connector Refund Shipping Cost error? Comment by Intelligere May 23, 2023 5:31PM

Hi Joahnna Given, Thank you for the guidance. I wanted to know when in a Automated Memorized Transaction - can the Reference No. field (Field ID: tranid) can be set to Auto Generated Numbering Transactions? I read the NetSuite Help section "Using Auto-Generated Numbering for Transactions" but this does not state using…

in Is there a way to have the reference number field populated on automatic memorized transactions? Comment by Intelligere Jan 19, 2023 5:17PM

Thank you so much Clarisa. The steps provided worked.

in How to grant access to Manage Tax Periods in NetSuite? Comment by Intelligere Jan 4, 2023 6:44PM

Hi Elychelle; What I figured out in my testing are: the client wanted a scheduled report sent out on Monday's at 6am MNT. The settings & filters were set correctly. I spoke with my team and a suggestion was to schedule the report for Tuesday at 12am. The report generated correctly. The company calendar is base on Monday to…

in How to correct Date (Week number) data of the Schedule Report? Comment by Intelligere Jan 3, 2023 7:46PM

Interested in knowing when will this course be available again for year 2023? I have clients needing to learn how to close Year End in NetSuite. This would be extremely helpful around this time.

in Take the New Period and Year-End Close Course Comment by Intelligere Jan 3, 2023 4:55PM

Hi Elychelle, Sure thing. The Report is customized from a NetSuite standard report is the Sales Report. Please see the screenshots below. Let me know if you need further information.

in How to correct Date (Week number) data of the Schedule Report? Comment by Intelligere Dec 21, 2022 7:33PM

Thank you Joahnna. I am at a dead wall with this issue in NetSuite and really need assistance.

in How to correct Date (Week number) data of the Schedule Report? Comment by Intelligere Dec 19, 2022 7:50PM

Thank you tons for the shared knowledge. This helps.

in NetSuite: Run comparative financial statements for different entities in USD currency Comment by Intelligere Dec 3, 2022 1:19AM

This was very helpful in guiding me to only filter on certain sales channel classes. I went to Customize report, To Filter customized report on Specific Sales Channel: Go to Filters > Add Fields > Sales > Sales Channel > Click Sales Channel. Click VALUE column > select EQUAL TO > Click the drop down arrows > select the…

in How to filter Sales by Customer Report by Class? Comment by Intelligere Dec 1, 2022 11:11PM

Hi Clarisa, Thanks so much. I worked with NetSuite Support and conducting testing on both sides. Testing was a success.

in How to resolve error: "The following subsidiaries are listed..." when editing a Customer record? Comment by Intelligere Nov 23, 2022 6:06PM

Hi Clarisa - Thank you for the knowledge. Per my understanding, you wanted to strip out the revaluation done on the Production through your Sandbox account by overriding the exchange rates and making them equal with each other? Answer: Yes, this is correct. May I know how do you plan on overriding them? Answer: Seeking…

in How to strip out the revaluation done on the Production through Sandbox account? Comment by Intelligere Nov 21, 2022 11:08PM

Is there an Interim Fix or Repair? Client is receiving error message "The following subsidiaries are listed under subcustomers and cannot be removed." We are having issues with Parent customers inside NetSuite and it is effecting the ability to create invoices under a subcustomer. My AR Team is trying to edit the Parent…

in How to resolve error: "The following subsidiaries are listed..." when editing a Customer record? Comment by Intelligere Nov 18, 2022 8:16PM

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