Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Thanks for the additional information. Most probably, it is due to your company's Office 365 configuration. Based on your responses, it appears that everything is set up correctly from NetSuite's perspective. Perhaps you can open a support case with Microsoft - they should be able to find the issue with the Office 365…

The Email Best Practices article on SuiteAnswers has everything you need. When you updated the DNS record, did you follow the steps mentioned in Naming, Choosing, and Sharing DKIM Selectors? If, after setting up the DKIM, you still see "sent-via.netsuite.com", it's a sign it is not set up correctly.

Hi @Silva Timber, Do you populate that information on the Sales Order Header under the "Shipping" tab? If yes, you can get that information with a "Main Line" = "True" Transaction Saved Search: If you use line-level shipping, you would need to run the report as "Main Line" = "False".

Hi @Gab JS, You would need to set up Domain Keys (DKIM) under Setup -> Email Preferences to let your server recognize NetSuite emails as "authorized":

Hi @User_NG5TG, Yes, you can do that via Transaction Search. Here is a reference for the first three columns:

Hi @User_HPB3I, Yes - you can do that. Here is a reference Saved Search:

Thanks for clarifying, @User_Y64EF. Changes to employee rates shouldn't impact the historic Estimate or Invoice records. The changes will be reflected on newly created Estimates and Invoices.

What about Sales Orders - do you create them from the Estimate? Typically, the Sales Order is the primary sales transaction with all final amounts. The Estimate isn't always considered the final transactional record.

Thanks for checking, @User_CNLH5, What if you add one custom column at a time and see when the "drill-down" breaks? That will help to narrow down the cause. The other alternative would be to open a support case to see if this is a known defect or if there are similar cases and perhaps a proposed solution.

Hi @User_Y64EF, Do you create a Sales Order from an Estimate before starting the actual work?

Hi @User_V5KBL, You can have a Sales Order with a few Service and Non-inventory Item lines linked to a Project. The same Sales Order can have drop-ship Inventory Item lines that can be billed back to a Customer with mark-up. Because all items are on the same Sales Order, you can associate them with the related Project.

Hi @Alderik, Yes - these changes may happen because of a modified feature/preference. In all of these cases, the permission was added and not modified. Can you build a Saved Search for System Note (Record Type = Enable Features, Company Preferences, etc.) to see if any changes were made on "4/15/2023 3:46 am" or "5/23/2023…

Hi @Nilesh Gupta, Did you replace the "Display Name" with the "Name" field in the Saved Search results tab? If yes, what are the results?

Hi @User_D4XL9, Some fixes are released only to accounts that are assigned to the Defect. Please ask your BR customers to open an S1 support case so it can be attached to the defect ASAP. Thanks.

Hi @Chandanesh, Did you try the Saved Search I recommended on July 31st? Thanks.

Hi @User_CNLH5, Did you have a chance to try the suggestions I made in my August 8 reply? Thanks.

@AnCaMc Thanks for the update and the configuration you have is correct. @Michelle Jabanes-Oracle checked internally and confirmed it is a defect (#731636). NetSuite is working to fix it.

I see what you mean, @Pallavi1903, Natively, you can't do that on the Sales Order / Invoice. If you need that for reporting, you can achieve that through a custom field that sources Project Tasks from the selected Project on the line.

Are you entering Time against a Customer or a Project? Can you check if the GL accounts that are assigned to the Service Item have the "Include Children" marked?

Hi @Anisha., When you reconcile Bank Accounts for non-Sterling bank accounts (e.g., EUR), the reconciled amounts are in EUR. If you run the "Revalue Open Currency Balances" process, the "Bank | Unrealized Gain/Loss" Currency Revaluation entry will be posted in GBP and shouldn't impact the EUR amounts. Do you have access to…

Hi @Ravi Sathanapalli, Could you please share the screenshots of the invoices that you are trying to group? Some of the things we need to check are: Do the invoices have similar Terms, and are the Due Dates within the same month? Do the invoices have the "For Invoice Grouping" checked?

Team, I didn't specifically integrate WhatsApp with NetSuite, but I integrated various custom applications and platforms with NetSuite using Boomi. Some integrations may require additional customization within NetSuite or the source platform, but in terms of the iPaaS platform, I found Boomi to be the best.

Hi @Alderik, It may happen if you set this Custom Role as a "user" for a specific customization/integration. Is this applicable to your use case? Please provide more context to help with the troubleshooting (e.g., on how the role is being used and if this is something that happened multiple times or only once). Thanks.

Hi @User_0Y89M, The Consolidated Exchange Rates aren't auto-synced, similar to Exchange Rates. Many companies enter Consolidated Exchange Rates manually according to their fiscal policies. You can also click the "Calculate" button to let NetSuite automatically update the Consolidated Exchange Rates based on the…

Hi @User_0Y89M, The item you use for Time Entry is probably shared only with the Parent Subsidiary. You would need to edit the Item and select the additional "customer subsidiary" under the "Classification" section on the main page. Alternatively, you can select "Include Children" to make the item available to all…

Hi @Pallavi1903, Yes - you can do that. The configuration has several components, but on a high level, you would need to do the following: Create a Charge-based Project with an appropriate Fixed Fee -> Milestone rule Link the Milestone rule to the related Milestone Project Task that has the correctly configured Item Link…

Hi @user11032836, I agree with @Dominica Sevilla-Oracle that having separate threads would help to avoid confusion with the responses. Regarding your question #3, you will see the "Memorize" option under "Actions" once you edit the Bill.

Hi @User_6JHEE, Yes - you can do that via custom Transaction Saved Search. Here is an example: You can start building the Saved Search by searching for "New Saved Search": Choose "Transaction" as a type. Here is the required Criteria, Result, and Filters:

Thanks for the additional information. You won't be able to create a Saved Search natively to link an Invoice with a Billable time if you are using projects with "Billing Type = Time and Material". You would need a customization for that. You can create the required Saved Search natively for Charge-based Projects.

Hi @User_DWVXZ, Is there a specific reason you don't want to use the "Revalue Open Currency Balances" for the EUR and let the system post the entry to the Bank (EUR) and Unrealized Gain/Loss? Thanks.