Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Are you able to replicate the error the user is receiving?

Hey @Cristian Cabacaba, You are correct - you cannot add the standard Reminders portlet twice. The workaround is to add the Dashboard Tile portlet and use it as a Reminder. As an added benefit, Dashboard Tile Reminders support "Alerts/Blinking":

Hey @Lisa Surya, There are multiple ways to do that. If you expect only one Case/PO per Employee, you can create a "Related Case" and "Related PO" hyperlink fields to the Employee Record and populate the record links in those fields. If you expect multiple Cases and POs per employee, you can create custom Related Case and…

Hey @User_MFH4I, You can't natively show the "Created By" and "Approved By" fields on the General Ledger report. The workaround is to create custom "Created By" and "Approved By" fields on transaction records and update them via Workflow. Once done, you can show them on your General Ledger report:

Yes, they have to remove the others and keep that one. If you don't want the others to appear on the Bill, you can select the "closed" checkbox for those PO lines.

Do you have use cases when you need to recognize revenue for a T&M project ahead of invoicing? Isn't it risky as the actual time might end up being non-billable or rejected by the customer? I have worked with 50+ customers, and it was common to have RevRec that's not synced with invoicing for Fixed Fee / Milestone…

Hey @Aaron Wilkinson, The Customer Dashboard doesn't support custom saved searches filtered by the "current customer". For example, if you create a Saved Search that shows data for all customers and add it to a Customer Dashboard with a "dedicated filter" (so it only shows the data related to the customer you are viewing),…

Sure, Rachel, let me clarify. Let's take a Time and Material Project as an example. When you create the project with "Billing Type = Charge-Based" and set up appropriate "Time-Based Rules", every approved time entry would create a dedicated record called "Charge". The charge will be used to generate a T&M Invoice out of…

Hi @Rachel Sheng, The leading practice is to use ARM. It works seamlessly with the Advanced Projects/SRP. Here are the high-level steps: Set up Projects (T&M, Fixed Fee, Milestone, etc.) as Charge Based. Create the Sales Order and link the appropriate project with the correct "Charge Type (e.g., Time-Based). Trigger the…

Can you clear the browser cache next time before running the Billing Operation via the Admin Role? There is a small chance that was causing the issue. If you notice the same issue again, I would recommend opening a Support Case and as NetSuite to investigate. This doesn't look like an expected system behavior.

If you want to show a sublist on a Project Template form, you would need to do that via SuiteScript. Natively, you can add a Custom Sublist to a Project form and not the Project Template form.

Hey @User_XW280 Did you confirm that everything matches, including the ZIP Code (i.e., extra four digits included)? Do you have one or multiple subsidiaries?

Hey @Panadick, The line-level Memo field is called Description in General Ledger and other reports. You can add this column field from Transactions -> Description:

Hey @Gab JS, If you can run the Billing Operation via AR Role, you should be able to do it via Admin, too. The Admin Role has all permissions, and I haven't seen it error out for something that a custom role can do. If that happens, it might be the browser cache or a defect. Can you invoice the SO that errors out under the…

You can create the custom subtab via Customization -> Forms -> Subtabs -> New -> Add under Entity. Then, create the new field via Customization -> Lists, Records & Fields -> Entity Fields -> New and select the "Project Template" checkbox. On the custom field, select the newly created subtab under Display -> Subtab.

Hey @Pallavi1903, Yes - you can add a Custom Tab and Custom Field referencing a Custom Record. Here is a screenshot to show how it might look for you:

If you received a notification that the email was sent although nobody received it, something must have happened right after NS completed the sent request. Can you set yourself as a recipient and see if you get the email? Also, can you check this SuiteAnswers Article to see if any of these may apply to your use case? A…

Hey @emcee_uk, The most common reason for these issues are Journal Entries impacting AR with a blank "Name" (i.e., Customer/Entity) field. You would need to edit those JEs and add a customer to the AR JE line. Or, if the AR GL was used incorrectly, replace it with the correct GL, which would clear the amount from the AR…

Hey @User_SUFSO, NetSuite has a solid WMS functionality. It appears it wasn't configured correctly for your business use cases. Was there a UAT conducted with proper sign-offs to ensure everything was ready for Go-Live? Your issues can be resolved if you work with a strong NS Consultant specialized in WMS. It is hard to…

Hey @Fabss, You can build a Saved Search based on the "Sent Email List" record to see all sent emails.

Hi @Philip Walklett, You would need to re-create the Matrix items as new Inventory items. The purchasing history can be accessed if you: Rename and inactivate the Matrix Items. Create a custom "Related Matrix Item" field on the new Inventory Item and link it to the old item. This would take some time to do correctly. With…

We can't add more fields to the grouping criteria. This is done on a product level in the back end and is part of the product design. We can't use customization to alter the grouping criteria either.

Thanks for the screenshots. The standard Ship-to field isn't available for selection in the Group Invoices page sublist. You would need to use a custom field for that. You can build a workflow to copy the Ship-to from the native field to the custom Ship-to to show on the sublist as an Additional Column and Additional…

Hi @C RAO, Could you please provide the screenshot of the sublist where you want to add the new column? Thanks.

Hi @User_4R80Z, As you test this in Sandbox, can you delete the revaluation transactions posted into previous periods and rerun the revaluation? As you suggested, if NS already revalued previous periods, it will probably skip those entries instead of reversing and revaluing using the new GL accounts.

Hi @Elizabeth Vance, Are you able to replicate the error the user is receiving? Could you ask the user to clear the browser cache and try again?

Hi @User_M9I5K, The emails are sent according to the criteria in the "Email" subtab of the Saved Search. Do you have the "Recipients from Results" set to Departmental Employees? Could you clarify what you mean by "The view is restricted correctly under my Admin role"? Also, what is the "Access Type" on the Disciplinary…

Most probably, that unlinks the Bill from the PO. You have to keep at least one item line intact from PO to Bill for the link not to break.

Thanks for clarifying. I would recommend the following (high level): Create a mandatory custom field (e.g., called Channel or Customer Type or Category) on the Customer record and a related list/record to track "Dealer" vs. "End User." Create a Workflow on the Opportunity record to prevent selecting the "Closed - Won"…

Hi @Mathias_Netsuite, By default, NetSuite automatically creates Timesheets for the current week and the previous five weeks on the first day of the week for active employees and project resources. Are you deleting those Timesheets? Or are you deleting Timesheets other than those created by the system for the first 6 weeks?