Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_FQ0VR, The Electronic Payments modules' Payment Notification templates are saved in the File Cabinet under the relevant SuiteBundle (your Bundle ID might be different):

Hey @User_DQTHD, You can turn on the "Bill in Advance of Receipt" Accounting Preference and generate the Vendor Bill before the Item Receipt. Would that work for you?

Is this a transaction Saved Search? Are you sourcing the UOM from the Item record? It would be great if you showed a few screenshots from the search, so I can see what criteria and results you have.

One of the reasons might be the cache. Did you try deleting it? A few forms are entered under Contract Renewal Preferences, but this wasn't one of them the last time I checked. However, perhaps the bundle was updated to include the form there. Can you check? Also, do you get the same results when using a Custom Role that…

TO_CHAR() works with Formula (Date). When Formula (Text) is used with Date & Time fields, you get 0000 at the end, which is why I prefer Formula (Date). Maybe there is a defect. I recommend opening a Support Case and seeing if they can explain why it is not working.

The issue might be related to the extra parenthesis in my original formula. Please try: Formula (Date) → TO_CHAR(TO_DATE({custrecord_ctc_cw_contacts_lastupdated}),'MM/DD/YYYY'))

Thanks for the summary. Can you try this with a "Formula (text)" and see if it works?

If it was a 1-hour task, my technical team might have done it over the weekend so I could share it here. This will take 10+ hours to build, and that would happen only after a discovery to identify business requirements.

You have to go to Customization > Forms > Entry Forms and check the check the "Preferred" box for the required forms (e.g., OC_Contract Form)

Do you get any results if you just enter the {custrecord_ctc_cw_contacts_lastupdated} as a formula?

Hey @User_BD08X, This can be done only via customization. A combination of custom fields and scripts is required to achieve this.

Did you try it with a "Formula (Text)"?

Hey @SWSearcy, I use TO_DATE with custom fields all the time. Can you try (TO_CHAR(TO_DATE({custrecord_ctc_cw_contacts_lastupdated}),'MM/DD/YYYY')) and see if it works?

Hey @Elina Kourouzidou, The Contract Renewal module is based on various scripts executed in a pre-defined sequence. You can create standalone Contracts only via CSV imports. First, you have to create the "Contract" record. Then, you have to import the related "Contract Items". Ensure the "Run Server SuiteScript and trigger…

Hey @User_Q1DPO, Roles are one of the records that can't be created or updated via CSV imports. You can update individual permissions via Mass Updates, which is rarely helpful. Your task will be difficult to accomplish manually. You can do that in bulk via scripting. We typically build scripts for bulk uploads to records…

Hey @HX_SUBHANKAR, You should be able to do that by using a formula field in the saved search. For example, you can use formulas such as ({quantity}/{quantityuom}).

Hey @User_K51C7, You can resolve this by going to Setup > Support > Support Preferences > General tab and removing the checkmark from "Default Case Form to Send to Customer."

Hey @HX_SUBHANKAR, If you build a Saved Search and add "Applying Transaction" and "Applied To Transaction", you can see the related transactions. That should help figure out some data sources for the required transactions. You can also go to the Setup → Records catalog to analyze the relationship between fields and records.

This will be an advanced level Saved Search and not something we can solve here. You can learn more about saved searches for related NetSuite guides, such as https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N676039.html#procedure_N676115

Hey @Benjamin Paul - USA, You would need to build a Saved Search or Analytics Workbook to get the data you are looking for. You can't do that via standard reports.

Hey @Marie4455, Standard reports don't support join records, where you can select required fields dynamically. The only way to show the "Created From: Date" on the "Sales by Item Summary" report is to first source the Sales Order Date to a custom field on the Invoice/Cash Sale records.

Hey @User_WA9MO, Let's say you are building a Transaction Search. You can use the "Account (join) → Name" = "Contains" → "Your Cash Account Name" as a criteria: That way, only "Cash" bank accounts will show up.

Please double-check the custom role's access to the required record and field. There is a chance something isn't provided correctly. Also, delete the browser cache and try again. So far, I haven't gotten that error message when I correctly provided the access. If nothing works, please open a support case with NetSuite.

Hey @Julie Everett, You should also give the custom role access to the "record type" that is mentioned in the error message.

Hey @MeatHeadPro, You can't do that via workflow. The best option is to do that via scripting.

Hey @User_Aysha, You are probably using "Account: Name" or "Account: Name (GL-style)" as filters. In this case, the AP Register report pulls the account from the transaction main line. Journal entries indicate debit and credit lines on the line level, which is why the transaction is under "Unassigned". The Vendor Bill…

Hey @Mark Silvius, Yes - you can do that via custom approvals workflow. When building the workflow, various things must be considered, such as approval exceptions, overrides, alerts, and thresholds.

Hey @ImeldaSanchez, That error message is typically received when emails sent to customers are bounced. Please double-check to confirm it relates to your inbox. Thank you.

Open invoices and credits are generally offset against the actual customer payment. This is the correct process for migrating the Open AR. I assume the implementation team didn't follow these steps: 1. Create a temporary “Clearing Account (AR)” GL Account with an “Other Current Asset” type. 2. Create an “Open AR”…

The issue is usually related to the original Data Migration Journal Entry. This is why the offsetting of the Invoice and Credit shouldn't matter.