Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_PRTRT, Do you typically have access to changing the "Name" field values on Journal Entries? If yes, a custom script might be locking that field for specific Journal Entries.

Hey @Bee Yook, This appears to be a NetSuite issue in RP. Can you try another transaction and see if that happens again? Also, can you set up a new Item in RP and see if you are still getting the error message? If you keep getting the error message in RP, I recommend opening a Support Case.

With 4-4-5, you may need a customization to display the next period, as you would need a library defining all next periods per 4-4-5.

Hey @Edwards_05, Something like this should work: Formula (Text): To_Char(ADD_MONTHS({startdate},1),'Mon') || ' ' || To_Char(ADD_MONTHS({startdate},1),'YYYY') Replace the "startdate" with the field ID of the Start Date field.

I am glad you made it work, Paul! I meant any "Description" field, such as Sales/Purchase/Stock. Every Item record has a text field that can be updated via CSV.

Then there would be no difference when selecting "Other Transaction (exclude tax)" vs. "Other Transaction."

Hey Paul, Yes - you can update any text field on the Item record, such as "Description". For example, you can export the descriptions and re-import them without modification. Or, you can create a temporary text field, update it for all items, and delete it afterward.

Hey @Paul L. Walker, You can run a CSV update to just "Edit/Save" a record without making any other changes. Please refer to SAID 103480 as a reference (there should be a few other similar articles).

Hey @User_JII5B, When you click "Customize" on the "Bill of Materials Inquiry" and "Component Where Used Inquiry" pages, you can select custom fields created on the Item (Component) record, not custom fields created on the "Bills Of Material" record.

Hey @Vernita, Are you using SuiteTax or Legacy Tax? The "Other Transaction" will include taxes with SuiteTax and exclude them with the "Other Transaction (exclude tax)" option. This doesn't apply to "Legacy Tax," and both selections will have the same impact.

I usually show the net difference when using the KPI Meter to measure performance. In this specific instance, $3.8M is the Target (entered as a Threshold in the KPI Portlet), and the $1.2M is the "deficit" (i.e., Actual - Goal). It also works well if you want to show how close you are to "goal attainment." (e.g., 85% vs…

Sure. Create a Custom Record to enter the Daily Shipment Goal. Create a Custom Field (List & Transaction) on this record to link the related transaction record. Select "Record is Parent" Select a related actual shipment transaction in #2. This is the value we would need to update daily via automation. Create a Transaction…

Not necessarily. If we update the single linked transaction daily, that would be sufficient. I know for sure we can do that via script. You can check if you can do the daily update via Workflow, Mass Update, or Field Sourcing. The other option is to have a "Daily Shipment Goal" field on the related transaction record and…

Hey @Vernita, The Estimated Landed Cost is recorded on the PO / Item Receipt and might be adjusted when the Actual Landed Cost is recorded via Vendor Bill. You can attach Landed Cost Templates to Assembly and Inventory Items. It is not considered as an overhead and is not included in BOMs.

Once the Custom Record is linked to the Transaction Record, you can run a search with a formula to do: If the date = today, then SUM all amounts of specific transaction type "minus" SUM (or Max) of the Amount/Goal from the Custom Record.

This is helpful. The missing piece is the link between the Custom and Transaction Records. Can you create a custom field on the Custom Record and make it a child of a Transaction Record? Then, you should be able to compare the Actual vs. Goal results via one Saved Search.

Please share the relevant screenshots (KPI, Search) to help with the troubleshooting. Right now, I am making some assumptions about how all this is set up, which might not be what you have.

Hey @Edwards_05, Yes, that should work. I used that method (e.g., last_day({today}) to show the Last Day of the given month) in the past for KPIs that refer to a single Custom Record. The "non-stored values" will show in a Saved Search if populated via a formula in a field. "Non-stored values" populated in a field via…

Hey @tech work, A few questions to troubleshoot the issue: What do you see in the "From" section when you open the sent email in NetSuite? What is the "From Address For Emailed Forms" under Setup -> Company -> Email Preferences? Do you have Domain Keys populated under Setup -> Company -> Email Preferences? Do you have a…

Thanks for the screenshot. Could you select the "Account (line)" under "Source List" and try again?

Hey @Sankar Ganguri, I recommend only using the "Payables" KPI, which matches the AP Aging Report.

Hey @RyanN, You can do that on the KPI Scorecard for Bank, AP, and AR GL accounts. You can't do it for other GL accounts as you need to include "Beginning Period" on the Transaction Search to calculate the Amount, which KPI Scorecard doesn't support. You should be able to do that via custom Saved Search and display it on…

Thanks for the screenshots; this is helpful. Did you update the "Sourcing" configuration on the Custom Segment? If yes, could you share that screenshot, too?

You should be able to do that via the "Sourcing" feature of the Custom Segment. Here is a screenshot:

Hey @Elina Kourouzidou, Please clarify what you mean by "How I can restrict any drop down list in transactions for cost category to the selected values in account record???". Are you selecting a GL on a journal (and other transactions?) and only want the related "Cost Category" to show up?

Hey @User_EKY01, Have you cleared the "Compliant" flag on Revenue Arrangements that you are planning to reallocate?

Hey @User_FSSYJ, Two Admins may get different Saved Search results if one of them is the "owner". You can set someone else as the "Saved Search" owner and try again.

Hey @NSPK, You might be able to do it with a Workflow that has two states. You would need to test it, though, as I am not 100% sure it will work. You can definitely do that via script.

Hey @esabis, You can input the Quantity On Hand via Inventory Adjustment CSV Import. I am unsure that you can do that via Item Import.

@Richard Appleford OB, You would need to create a NetSuite Portlet SuiteLet where you can display pretty much anything. It should be relatively straightforward. Here is an example: https://timdietrich.me/blog/netsuite-airtable-embedded-view-portlet/