Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Yes - there are 1,575 items similar to ADVA-AG-MT-300. The discrepancy explanation appears to be that the Global Search doesn't look at "Store Display Name" while the Item Search does. In the Item Search, can you change the filter to "Display Name" and see if that changes anything? Thanks.

Thanks for the exports; this is helpful. Yes, the inactive items might be one of the reasons. What happens when you do a global search for "ite: %shelf+"? Adding "+" to the global search keyword includes inactive records. Let's also look at the following Item: Internal ID: 50340 Name: ADVA-AG-MT-300 Display Name: Equipment…

That's good. Based on your previous comments, when you search for "item: shelf" in the global search, you get around 259-265. And when you search "shelf" on the Item page, you get 1777 results. Could you please export both to Excel and see what the discrepancies are?

Sounds good, @Eklon Eleuterio

Just the item page. Let's first confirm everything works correctly there.

Hi @Miki M-Oracle, Can you check if the customers for whom the Remittance isn't printed have anything in common? For example, those are multi-currency customers or have unapplied balances on account, partially applied Credit Memo, etc. There is a chance that the Advanced PDF template wasn't customized to account for all…

Thanks for checking that. I suspect the issue is with the "MB List w/Qtys" view. Could you select the "View = All", then Customize -> More Options, and only add the "Name" as a filter: Let's see what you get if you then search for "freezer" or "fryer". Can you also check if the results change if you search "%freezer" or…

Hi @Jake Pangan, The native linkage of the Sales Order to an Estimate happens via the back-end "Transaction Line ID," which is not exposed. We won't be able to link a standalone SO to an Estimate. The leading practice is to reverse the Item fulfillment and the Sales Order and create a new one from the estimate. If you want…

For the Item Name filter in the Saved Search filter, are you using "Name" or "Name (internal)"? If you use "Name", it may duplicate the results if you have items with multiple vendors and other multiple entities.

Got it; thanks for the additional information. If you select the required non-managerial role in the "Access" tab of the Custom Field and choose "None" for both levels, the field should become hidden for the non-managerial role. Here is an example:

You are welcome, @Craig_Verde

Thanks for confirming. I have a few more questions: Did you log out and log back? Did you clear your browser cache? Can you manually select the new Saved Search view in the Sublist? If yes, does it stay the main View if you log out and log back?

Thanks for the clarification. If you enter the "Purchase Price" on the Item Record, it won't auto-update based on the most recent PO. If you use the Auto Fill feature, it will populate the PO lines with the Purchase Price used on the most recent PO for the selected vendor:

Hi @Craig_Verde, On the document you shared, it wasn't visible if you checked the checkboxes beside the applicable roles: Did you do that step? Thanks.

Hi @User_YFUMH, Does your question relate to "Cost Estimate Type = Last Purchase Price"? If yes, then the "Est. Unit Cost" on the Sales Order line will populate the cost of a drop-ship item based on the most recent Purchase Order. It is unnecessary to have a Receipt or Bill generated from the PO for the cost to get…

When you say "Global Search", are you referring to this field? And when you say, "The number of results for these searches varies widely (388, 510, 1777, for identical searches on the Item page)," do you mean the number of results changes even though you are searching with the same keyword every time?

Greg, I agree that moving the invoicing to NetSuite is better long term. Regarding the Avalara Tax Code, I was suggesting to: Have the Avalara configured in NetSuite, too Connect it with a non-Production Avalara, so the actual data is only updated based on SF When an invoice is created in NetSuite via integration with an…

I was talking about non-posting accounts and didn't realize you were asking about the GL11520, which is a posting account. The other side might be a Write-off transaction or something similar. It would be different from company to company. Can you check the Register for GL11520 and see if you can find the balancing entry?…

Ah, that explains it. I didn't realize you were using the "Created By" for filtering. The "Created By" field queries a List/Record for all entities stored on the account and is limited to showing only 1,000 records. You probably have less than 1,000 total entities (e.g., Vendors + Customers + Employees, etc.) in SB, which…

Thanks for the update. Is this a Transaction Search? Could you share the screenshots for the Criteria and Filters?

If you go to your Chart of Accounts list, you will notice that the "Balance" for all non-posting accounts is "Blank". NetSuite doesn't consider them as actual GL accounts, and they aren't part of any Financial Report and DR/CR balancing requirement.

Hi @RobSpector, You don't need to worry about the initial GL impact of VRMA as it is a non-posting transaction: The same applies to transactions such as Sales Orders, which only have a non-posting GL impact. The leading practice is to rename all non-posting GL Accounts (e.g., GL 99910) into a different naming convention,…

Yes - you bring up a good point. Please try this:

Hi @Fabss, There can be several reasons, such as: The Saved Searches aren't 100% identical in Prod vs. SB The Saved Searches aren't run by the same roles in Prod vs. SB The person running the Saved Search is the "owner" in only Prod or SB Let me know if any of these resolve the issue. If not, I will propose a few other…

Thanks for the clarification. Try this:

Thanks for the clarification. Creating a new item every time the Pay Rate or Bill Rate changes isn't a Leading Practice. Over time, this will clatter the item list and the system and also negatively impact the reporting, historical comparability, and more. Can you edit the Saved Search and add this to the Criteria and see…

Thanks - this is helpful. When you uncheck the "My Preferred Search Results" checkbox, does everything work as expected for the users? Although the tooltip for the "My Preferred Search Results" checkbox on the Saved Search mentions "Global", in my experience, it only applies to the "Quick Search" portlet. The official User…

Hi @User_JIC0H, Would you like a Saved Search for all Vendor Bills with no applied transactions summarized by Bill Creator?

Hi @Paul L. Walker, When you say "I have customized the global item search", are you referring to this? If you could post a few screenshots depicting the issue you are having, it would help with the troubleshooting. Thank you.

Thanks for confirming, @Renee Bernier, Then, it is surely possible to edit the Advanced PDF and update the country display type for Taiwan. I am not an expert in Advanced PDF editing, but the source code update would look something like this: <#if record.country?contains("Taiwan (Province of China)")> Taiwan <#else>…