Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @Gert Van Damme, Did you consider using the Project Intercompany Cross Charge Request feature? https://suiteanswers.custhelp.com/app/answers/detail/a_id/1011997/loc/en_US https://suiteanswers.custhelp.com/app/answers/detail/a_id/9313/loc/en_US Another option is to create a Dummy Customer representing the Subsidiary and…

Hey @Mark Dotson, Do you have the "Preferred Bins" set on the Item Record? If yes, you can choose the "Inventory Item: Preferred Bin Number: Name" to show the Bin Name. Or, you would need to create a custom "Bin" field on the Item record to include it in the Physical Inventory Worksheet report.

@esabis @Patrick Fresnosa-Oracle For most records (95%+) in NetSuite, you can show the "non-stored" custom field value in a Saved Search if the result is populated via formula or sourcing. The Time entry record is a rare exception. If you create a "non-stored" custom field on the Time record (check the Time checkbox, not…

Hey @esabis, You can't get the Project Manager on a Timesheet Saved Search natively. The Project Manager information is stored on the Project record. The Project record is "two joins away" from the Timesheet record (→ Time → Project). Saved Searches only support queries to "one join away" records. You can get the Project…

Hey @User_WUH6O, You can build a Transaction Saved Search for Invoices (Main Line = True) and join it to the Messages record. That way you can get the list of all invoices in your system with an attached email. You can show the fields such as "Sent", "Date", "Author," and more:

Do you have DKIM set up in Email Preferences? If not, do you and the Ops Manager use the same email client? If you don't have DKIM, this might be impacting the "From Email" functionality: https://suiteanswers.custhelp.com/app/answers/detail/a_id/103008/loc/en_US

@Patrick Fresnosa-Oracle, Doesn't it mean that in @Nickoletta Gounaris's case the "Inverse" wasn't used?

Did you all use the same method to send out those emails? Also, do you all have the same setting under the User's Set Preferences for the "From Email Address"?

Hey @brocha, Most of my customers have the "From Address for Emailed Forms" set to "User Email". That way, user's emails sent from NetSuite show their email address in the "From" field. If you want to use the Company Email for some of the employees, you can do that by setting the Company Email under the User's Set…

Thanks, @Nickoletta Gounaris, In both cases, the "Direct" method was used, and NetSuite chose the rate that Xignite provided. The only difference is the time of the update. @Patrick Fresnosa-Oracle - do you know if NetSuite would say "Direct", even if used Rate Inversion? Thanks.

Hey @User_Q3A12, Yes - here is the document.

Please click "Direct" for EUR/GBP and GBP/EUR. Let's see if that provides any additional insights:

Nickoletta, Do you have the "Currency Exchange Rate Types" enabled under the "Enable Features → International"? If yes, what is the related preference under the Setup -> Accounting -> Preferences -> Intercompany Preferences? Thanks.

I am glad it worked! Yes, I meant to propose the formula if the Internal ID wasn't available in the drop-down. In some cases, the formula doesn't work either. If that happens, you need to have another custom field that contains only the Internal ID, and then you reference that custom field in the workflow.

Can you try the following? On the custom record, change the field type for the Vendor to "List/Record" and select the Vendor list. Ensure the "store value" is checked. On the Workflow, select the "Internal ID" instead of "Name/ID" for the "Preferred Vendor" join Let's see if it works this time.

Thank you, Team!

Hey @Tim_1701, Do you have Items with several listed Vendors and only one selected as "Preferred"? Or, do you mainly have Items with one Vendor that is selected as "Preferred"?

Hey @Javier P., No - updating Journal Entry's line-level "Name" field via Workflow is impossible. You would need to write a script for that. If it is a one-off update, you can use a CSV import.

Could you please provide screenshots to help with troubleshooting? The above screenshot shows "Lists → Accounting → Currency Exchange Rates" for June 4th and another screenshot for the 30th of April.

Most probably, this is a permission issue. If the search is built by someone with an Admin role, all users will be included.

I understand that part. Where do you see the difference? Is it on a Transaction, a Saved Search, or somewhere else? Some rates are auto-populated and then manually updated; others might be displayed differently in Saved Searches, depending on the criteria, etc.

Hey @Nickoletta Gounaris, Could you clarify what you mean by "depending on which entity we look at"? I am unclear if you see different rates on transactions, Saved Searches, Financial Reports, or elsewhere. Note that you can update the Consolidated Exchange Rates used for consolidation if required.

Hey @BM136, What role are you using to create the Saved Search?

There is no specific guidance on this, as this would be a custom solution. Avalara doesn't natively support what you are aiming to achieve.

I understand what you mean. If you are using Use Codes, you can create a script or a workflow to add the "Parent Customer's Use Code" to transactions related to the Unit (Custom Record) so it runs through Avalara and exempts it accordingly. It will be harder to do if you are using Exemption Certificates.

Thanks for the additional information. Questions: I don't see the "Contract End Date" on the screenshot. Does it match the "Contract End Date" of the Contract Item? What is the "Target Renewal Date" and "Status" of the contract from the screenshot? Can you check the "Execution Logs" for the R05 script after you run it and…

Avalara has several ways of processing the exemptions. Do you use Avalara Use Codes or Exemption Certificates? One way to find that out is to open the Customer record and check the Address tab. If you have a Use Code there (e.g., "C"), then you are using those. If you are using the "Exemption Certificates", you should…

Hey @Wee Ming, Yes - your understanding of the setup is correct.

No - the number of columns in standard NetSuite Trend Graphs cannot be adjusted. If you need more columns, you need to build a custom SuiteLet or display the Chart in iFrame (sourced from another database to a custom portlet).

Per my above comment, you can update the value of a custom Item field via Scheduled Workflow. To do that, you need two custom fields: one non-stored field showing the results of a Saved Search (aka, the limitation) and another stored field that will be updated via scheduled workflow ("set field value" of the stored field…