Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @Paul Salkeld, You can add a "Timeline" portlet to the Customer Dashboard, which should show all Customer-related communication:

Hi @Nickey, I assume the billable time is booked against projects. Do you know if you are using Charge-based projects or another "Billing Type"?

Thanks for the additional information, @JarebCoupe, Could you please try the following criteria and see if it works for you?

Thank you, @Dominica Sevilla-Oracle! I learn from you and your team, too!

Hi @JarebCoupe, Do you always start the Customer Lifecycle with a Lead record, or you may sometimes create a Prospect or Customer directly? Thanks.

Hi @User_M4JOC, Did you create your "Purchase Items" with the "For Purchase" type? If yes, they will be natively restricted from the selection on Sales Orders. Thanks.

Hi @User_9MX5L, You can add additional fonts to NetSuite for specific use cases, such as Web Store, Saved Search Fields, or Advanced PDFs (e.g., Customer Invoice). You can't add a new font and apply it to all reports by default.

Thanks for providing the context, @User_Y64EF, You won't be able to use the native "Target Utilization" field to calculate the "Target Billable Utilization", and you can't use native reports such as "Actual Utilization by Resource". The good news is that NetSuite is extremely agile and can accommodate almost any business…

Hi @Avinash Agrawal, You can do that only via Script.

No worries, @User_Y64EF - I am sure we can eliminate the confusion. What I am saying is that when NetSuite is calculating the "Utilization %", it isn't looking whether the "Utilized Time" was also a "Billable Time". Those are independent of each other. In most companies, they are matching all the time; in others, a…

Hi @Dext3r, If you choose the "Vendor-Subsidiary Relationship" CSV import type with a CSV with "one subsidiary per line", that should do the trick. For example: Line 1: Vendor ID3, Sub ID1 Line 2: Vendor ID3, Sub ID2 Line 3: Vendor ID3, Sub ID5

Try adding at the end of the formula: (ROUND(TRUNC(({jobmain.projectedenddate}-TRUNC({jobmain.startdate}))/7)*5 + MOD({jobmain.projectedenddate}-{jobmain.startdate},7) - CASE WHEN TO_NUMBER(TO_CHAR({jobmain.projectedenddate},'D')) < TO_NUMBER(TO_CHAR({jobmain.startdate},'D')) THEN 2 ELSE 0 END))+2

That's good - it confirms the Summary and Detail reports are properly connected. The issue might be the scaling of the customized Summary report. In your screenshot, I noticed that one of the footer icons shows up in the wrong place: Can you try using a different browser to see if that helps with the scaling?…

Could you please clarify what you mean by "will a non-intercompany sale be eliminated when posted to an account marked "Eliminate Intercompany Transactions"? Do you plan to use the Advanced IC Journal for that, and what would that transaction's purpose be? If you use a GL account with the "Eliminate Intercompany…

It can be Accounts Payable/Receivable or any applicable GL account. Not the Bank account, but possibly "Bank Fees", which is a P&L expense account. The best check with your lead accountants.

NetSuite will skip the application for CR4 if you don't tick its related "Apply" checkbox. When you ticked all the "Apply" boxes, including the one for CR4, NetSuite assumed you needed all marked transactions to be applied. When you are creating a Vendor Credit and making the application from there, you can't select…

Understood. If you are noticing a repeating pattern, then you can simply add +1 or +2 to constantly increase the "days difference" based on your preference.

Thanks for the response. What happens if you click on "View Detail" instead of clicking on individual lines?

Could you please advise: What are the actual dates? What do you expect the difference to be? What difference do you get via formula?

Hi @User_Y64EF, I am not sure where the confusion is. The Utilization is set on the Employee Record and is Monthly by default. It is not set on the Project Task. ............ Your question: I'd like to establish whether it's possible to set a Target Billable Utilization per week or month for each employee (rather than for…

Hi @User_NG5TG, Please try: Formula (Numeric) = ROUND(TRUNC(({jobmain.projectedenddate}-TRUNC({jobmain.startdate}))/7)*5 + MOD({jobmain.projectedenddate}-{jobmain.startdate},7) - CASE WHEN TO_NUMBER(TO_CHAR({jobmain.projectedenddate},'D')) < TO_NUMBER(TO_CHAR({jobmain.startdate},'D')) THEN 2 ELSE 0 END)

Compared to the Legacy RevRec, ARM is significantly more robust. This is one of the reasons it has more controls and restrictions to ensure the integrity of end-to-end processes for Revenue Recognition, Cost Amortization, and Revenue Reclassification. The process I described is the only way to fix the Deferred Revenue…

Hi @Muzzyelk, When you change the Deferred Revenue Account on an Item, it only applies to Revenue Elements / Arrangements created after the change. If you want to correct it for the existing source transaction (e.g., Sales Order), you would need to: Delete all Sales Order's dependent transactions (e.g., Revenue JE, Plan,…

Hi Hormese Paul, The COGS/Tax/Shipping and other lines are integral to the NetSuite architecture and cannot be removed from the Transaction Record. When creating a Workbook, you can exclude these lines: If you have more than 2,000,000 Monthly Transaction Lines, then you should definitely consider moving up to Enterprise or…

Hi @ZShah, Because you are posting the selected Bank Account, one side of the entry would already be the GL account for the bank. When you do a "New Charge", you must choose the Debit Account (e.g., Bank Fees) as the Credit = Bank. When you do "New Deposit", you must choose the Credit Account (Customer Prepayments), as the…

Hi @SDTHL, When you did the following: --- When I create a payment on Pay Single Supplier I have VB1 - remaining amount after credits £24 VB2 - £12 CR4 - £12 (standalone and not applied to a invoice) I tick the Apply box for all three and save. --- Did you expect the CR4 to apply to VB1 instead of VB2?

Thanks for confirming, @Mathias_Netsuite, You can exclude specific Vendor Bills from the Electronic Payments by unchecking the "EFT Bill Payment" checkbox on the related Vendor Record.

Is it possible it was unchecked only recently? I noticed that it had generated a "Current Number": Could you create a new test customer and see if it still auto-generates a number?

The reason you may have only one result when using "Display Name" is: You have only one item with populated "Display Name". You have only one item with the custom status of "Active" or "Extension." Can you replace "Display Name" with "Name" and see if anything changes? If not, can you check how many items you have with the…

You have many custom fields in the Search, and I assume the issue is caused by one of those. Natively, the Name shouldn't display as "Oracle_3242_Eff.03/27/23" even if you change Pay Rate, etc. Please do the following: Copy the search with only the "Display Name" field in the results. Is it still showing twice? If yes, add…