Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_XXZDZ, Yes, you can do that via the custom "Transactions" subtab and sublist. You can enter the required criteria for the displayed transactions on the custom sublist.

Hey @Febin Antony, The best is to open a Support Case with NetSuite and request that they provide the details, as the publicly available information isn't that granular.

Hey @User_KAGURA, Yes, it is possible to do that via a custom script.

Hey @User_FT7OL, That's native, and you need a script to run on a schedule to update the Header and line-level auto-populated Ship Dates for Special POs.

I see what you mean. On the Role, do you have the "Accessible Subsidiaries" = "User Subsidiary" selected? This may work differently compared to "Accessible Subsidiaries" = "Selected Subsidiary ***"

It should. Even if it doesn't, you can download the first 2 months from the bank and upload to Production manually.

I meant to try the criterion on the Saved Search via formula. It can be something like: CASE WHEN {usersubsidiary} = {event.subsidiary} THEN 1 ELSE 0 END

Hey @ferb, You should add the following "Transaction" permissions as "View" to the custom role to allow viewing the Aging information on the Customer record: Deposit Application Generate Statements Posting Period on Transactions

Hey @Toanne Termeer, Try using a "User Subsidiary" criterion to match the Subsidiary of the Activity to restrict the results.

Hey @Toanne Termeer, Try creating a separate Sublist for the Vendor and use the "Attendee : Internal ID" filter, and see if that works.

Hey @User_TXI1Z, You won't be able to achieve the Level 2 Component information via the Saved Search. You would need to build a SuiteQL and run a recursion to get the Level 2+ data.

Hey @User_DFWJK, NetSuite doesn't have a "Year End Close" process similar to other ERPs. It doesn't transfer anything to "Retained Earnings" systematically and updates the financials "on-the-fly" to show the accurate details based on the company's Fiscal Year End. If you want to post something to "Retained Earnings", you…

Hey @User_9MX5L, Some customers benefit from using the CPQ module to automate the item pricing. Check if that may work for you.

Hey @Kellyann, There is a chance the Item form that is being used for the CSV import doesn't have the "Available to Adv. Partners" field available. During the CSV Import, you can open the "Advanced Options" and ensure you have an applicable Item form selected. The "Available to Adv. Partners" field on the Item can be…

Hey @User_NG5TG, If you add the following criteria to your Saved Search, invoices that haven't been emailed will be ignored:

There are a few ways to get the data from a Bank for reconciliation purposes, so some companies try the "Parser" if the Bank Feeds solution doesn't work. Yes, once you confirm everything is working, you can disable the Sandbox integration and replicate it in Production.

Hey @Sergio vP, Yes, you can definitely do that, to ensure everything is accurate before deploying it in Production.

Hey @Karanjot Singh, This will be tricky to accomplish without customization. The only way you can do that natively in a Saved Search is to build it as a line-level Sales Order Saved Search, which shows the Purchase Order and the Item Fulfillment via Applying Transaction join.

Hey @Rob Riccio For WIP (checkbox is checked) Work Orders, the expectation is that Work Order Close is the step that completes the In Process Work Order. That's the native functionality. If you want to mark WIP Work Orders as built for reporting purposes prior to Close, you can do that via the "Mark Work Orders Built" bulk…

We are now closing today’s session. We hope to see you in the next #AskAnExpertLive! I hope the tips I provided will be helpful for you. ☺️ Be sure to follow the AskAnExpertLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a spectacular day, everyone!

Hey @Daniella Cardel - Oracle-Oracle, Revenue Recognition is one of the most complex areas of Accounting, which is why it is essential to understand its fundamentals before attempting to use NetSuite's Advanced Revenue Recognition module. The NetSuite Learning Portal offers practical courses (e.g., Revenue Management…

Tip #3: Considerations when Creating an "Allowance for Bad Debt" Account. We can create the "Allowance for Bad Debt" account with an "Accounts Receivable" and "Other Current Asset" type, and each option has its Pros and Cons. When created as "Accounts Receivable" type: Pros: Proper balance sheet presentation is achieved…

Tip #2: Creating a Credit Card GL Account with a non-Base Currency Natively, the Currency field is available for selection for GL accounts with types including Bank, Other Current Asset, Other Asset, Long-Term Liability, and more. The Currency for the GL account with a "Type = Credit Card" is also required; however, the…

Hey @Robert Nedelkow-Oracle, Sure, here is an example of a customization that we needed to build to enhance NetSuite's Native Functionality further. Natively, Billing Schedules aren't reportable via Saved Searches, and it is hard to know the expected invoicing amount per customer per month. We built a customization that…

Sure, here are some tips related to the Dynamic Allocation setup: Create the required setup in the Sandbox account to ensure everything works as expected before doing that in Production Enable the "Dynamic Allocation" and "Statistical Accounts" (if using statistical drivers) features. Create a Statistical Account in your…

I want to share a few Tips and Tricks related to Advanced Accounting. Tip #1: Intercompany Balance GL Accounts We can set up Intercompany Balance GL Accounts in COA in 3 distinctive ways. In all these cases, NetSuite would create a reversal JE next month until the IC balance is settled. 1. One Intercompany AR Account (Type…

Hey @Lee Ann R, NetSuite has extensive functionality, which is continuously expanding. For me, the best way to learn it is to process actual transactions and processes in NetSuite. Even if I read about a new feature or watch a video, unless I process it myself in NetSuite, I don't feel I learned it. Often, I need to go…

Hey @Mayumi Ciara Marie Cupcupin-Oracle, NetSuite's Advanced Accounting features help users and companies to be more efficient and productive. For example, the Dynamic Allocation feature can use auto-allocate expenses on a monthly basis, saving valuable time and ensuring accuracy. The Advanced Intercompany Framework and…

Hey @Dext3r, Could you confirm that during your tests, the value is copied to the invoice 100% of the time?

Hey @User_9NCEQ, It may happen if the integration wasn't established correctly (e.g., authentication issues). Because it is working in the Sandbox, it means the issue isn't with the bank. I recommend re-creating the setup in Production to ensure everything is set up correctly. This will hopefully resolve the issue.