Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

The Debit and Credit balances of Advanced Intercompany JE should match. Yes - you would use the Advanced Intercompany JE for transactions between subsidiaries, and you will have the FX Rate for the "To Subsidiary" if it has a different currency.

Thanks for the screenshot; I see what you mean. NetSuite doesn't support email addresses with non-English characters. Accented characters aren't currently supported by all email providers, such as Outlook, which is why NetSuite allows only email addresses that are supported by all email providers/platforms.

Is email being sent when a new customer record is being created? If yes, who receives the email?

Hey @Elina Kourouzidou, NetSuite will queue these projects to be created. It typically doesn't auto-create them. The user would need to go to "Transactions > Customers > Create Projects From Sales Orders", select the required projects and click "Submit":

Hey @User_Aysha, Can you confirm you have the same Location for both lines? Also, what is your Accounting Preference for "Maximum Purchase Lines to Consolidate"? You can try setting the preference to 0 and try again.

Hey @Fartleby, If you send the email using HTML formated Email Template, you should be able to enter accented characters.

Hey @User_SJXBI, There are multiple ways to do it, some of which relate to your company-specific use cases. For example, do the R&D costs come only from direct employees or third parties? Typically, you can tag the related R&D costs to the Project. Some of the transactions I have seen related to R&D are Journals, Bills,…

Hey @User_OWDXN, Is there a chance you can find the related documentation on why it was done in such a way? There can be many reasons for that. For example, last time I checked, SFDC didn't have a concept of Subsidiaries. If some of the customers were multi-subsidiary in NetSuite, perhaps there wasn't an easy way to map it…

Hey @Elizabeth Vance, You can edit the required Center Tab, "Save & Copy" it, and attach it to another Center.

Hey @DanishBernadeth, One of the reasons might be that Planning Horizon does not cover the required range. When you process the Refresh Planning Repository, ensure the "Date From" and "Date To" are accurate. Also, make sure you do "Complete Refresh" and select the correct "Supply Plan Definition".

Hey @User_K51C7, The native "Job" field on the Sales Order record isn't accessible from Opportunity Saved Searches. You have a few workarounds: Create a Saved Search for Sales Order and source the required Opportunity Fields Create a Custom "Project" stored field on the Sales Order and use that in the Opportunity Saved…

Here are some screenshots for an Advanced Intercompany JE between USD and CAD, which should give you an idea how to do for USD and JPY:

Will Subsidiary A process the exchange, get the funds, and then transfer them to Subsidiary B? If it is a transfer+exchange between subsidiaries, then you might be able to do this via Advanced Intercompany Journal, as it supports multiple currencies when subsidiary base currencies are different.

Hey @Brian Finlay, The list of all custom records is under Customization → Lists, Records and Fields → Record Types (app.netsuite.com/app/common/custom/custrecords.nl?whence=) If these records aren't locked, you can set the permissions from there. Make sure you select "Access Type" = "Use Permissions List." If these custom…

Hey @Gert Van Damme, This is a NetSuite limitation. NetSuite automatically populates the Class/Department/Location on a transaction created by the user that has these segments set as defaults. In your case, you have the segment only to use as a restriction, not to copy to transactions. You would need to create a Workflow…

Hey @Benjamin Paul - USA, What is the base currency of the subsidiary where you are processing this transaction? Let's assume the base currency is JPY. You would need to create a USD clearing account to process the conversion in two pieces. Journal 1: (No FX Rate) (Debit) Savings account 10000JPY (Credit) Clearing Account…

You have to break up the formula and get all the pieces in separate columns. Once you confirm they are accurate, you can combine them to the main formula. Again, not knowing your system configuration (e.g., is the {amountremaining} the correct field, or Subsidiary 13, etc.), I won't be able to propose the exact adjustments.

Thank you, Team!

Hey @GSONI, You can run a Saved Search to display/use the results of another Saved Search only via script. In your case, the workaround would be (high-level): Create a non-stored "Today's Exchange Rate" custom field on the Transaction Record Create a stored version of the same field Create a Saved Search and attach it to…

Yes, you can do that. Click on the Checklist Icon for the period you are trying to open Click on the Arrow icon on the last row of the "Go To Task" column Enter "Justification" and click the "Reopen Period" button Click "Ok" when you get the "Reopening will mean reopening all subsequent periods (They will remain locked…

Hey @User_LVLRS, Yes - you can do that via custom workflow. At a high level: Create a workflow to trigger the Edit Create a "Set Field Value" action for the "Date" field and set a formula to {today} Enter a condition in the action for the required Assembly Build status

Perhaps the user doesn't have access to a Saved Search that is attached to the custom field (not locked). You are probably testing this in Admin role, which has access to the Saved Search/

When you open a period, all periods coming after it must also be re-opened. Imagine a Closing Bank Balance of $10,000 in 2017, which is also the Opening Bank Balance of 2018. If you open 2017 and change the balance to $15,000, you have to have 2018 and future periods open, so the Opening Bank Balance also changes to…

I am referring to a "custom field" that is "powered by a Saved Search". Can you check if you have any custom fields on the Transfer Order record? A separate Saved Search opened in another tab won't affect this.

Hey @ONO4, You can source the Transaction ID to a custom column/line field via the formula:

Hey @MaheboobVanteli, You can trigger a Workflow action on clicking of a custom button. For standard buttons, you need a script.

Hey @Dext3r, Do you see any pattern in terms of items that are causing this? Will the same item cause the same issue for everyone? There is a chance this might be related to item configuration, default bin, quantity on hand in the specific location, etc. In my view, this is a core functionality and should be resolved…

Hey @HX_SUBHANKAR, No - there is no such practical limit in NetSuite. In theory, if we try to create 1000s of periods, we may hit some warning messages, although these won't apply to real-life scenarios.

Hey @User_TXI1Z, I need significantly more insights into the configuration and the record the Saved Search is running on to propose the exact adjustments. Based on the current screenshots, it appears the "Summary Type = Minimum" is one of the reasons for the issue. For Summary % calculations, I mainly used "Sum."

Hey @User_OGQAD, There is probably a custom field on the PO record with a linked Saved Search. The linked Saved Search is probably misconfigured, which is causing these issues.