Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @kees.netsuiteadmin, NetSuite imposed that limitation as the pre-printed deposit slip (ordered from https://www.netsuiteforms.com/) can only include 18 checks. I agree that they should have provided an option to extend the number, as many customers aren't using the "official pre-printed slips". An alternative would be…

Hi @User_HWW8S, Typically, Trade Shows, Campaigns, and other lead-generating activities are tracked via Custom Field/List on your Lead/Prospect record. For example, you can create a field called "Trade Show" and a list called "Trade Show" and assign the list to the field. Then, you can create various "Trade Show" list…

You are welcome, @MikeGodbout - I am glad it worked! Interestingly, when you use the Account Internal ID (e.g., 863) on the CSV import, the name shouldn't really be an issue. Take care!

Hi @Martha Hakes, Do you create POs from Sales Orders? Do you want to see open Sales Orders only if they are linked to drop-ship POs? Thanks.

Hi @Mahmoud Alshami, Yes, it is possible. Please use this Saved Search as a reference to do that:

Hi @Dext3r, It might be easier to set this as a default preference for the required custom roles:

Hi @Janet P, There are several options to do that. Here are two of the methods: Create a Workflow that returns a user error when someone with the "Shipper Role" tries to edit the required fields on the Sales Order. Create a custom Sales Order form assigned to the Shipper Role where the required fields are "Inline/Disabled".

Hi @Febin Antony, Once the field is set to "Disabled", it won't show in the import mapping. Did you set it to "Disabled" = "On Create" via Workflow? If yes, you can exclude the "CSV Context" from the Workflow Action. Another option is to "Disable" the field only on a specific Time Tracking form and do the CSV Import using…

Hi @Cristian Cabacaba, Yes, you can do that via customization/scripting. Workflows currently support only "Item (line)" sublists but they may support "Account(line)" in the future. Thanks.

Hi @User_JED7G, Our customization options for the "General Ledger" report are limited, as it doesn't support SQL formulas. As the Invoice Group is made up of invoices, which are the transactions that create the GL impact, we won't be able to combine them into a single line on this report. Maybe it will help if you show the…

Thanks for confirming, @ZShah, Can you add the "Financial -> Document Number" column and see if it works for you? Thanks.

I see. Do you have Strongpoint that allows checking all objects in NetSuite that impact the defined field (e.g., Purchase Approver)? If not, can you go to a Dev/Sandbox environment and remove the Approval Routing for Purchase Orders and see if that impacts the locked field on the employee record? You can also try using a…

Hi @Laura K, Please use this Saved Search as a reference and let me know if it doesn't work for you:

Hi @ZShah, Can you check if any of your invoices impact the P&L directly? If you are using Advanced Revenue Recognition, invoices would only impact the Balance Sheet (e.g., DR: Accounts Receivable and CR: Deferred Revenue).

Hi @User_JED7G, Was this invoice created in a subsidiary with a base currency of AUD? This could happen if the base currency of the subsidiary isn't AUD, so the report is converting it back to the base currency of the subsidiary (e.g., USD) and then to the Parent Subsidiary currency of AUD.

Hi @Mark Halsey, You can do that via Sales Force Automation Mass Update:

Hi @Tafara, Did you try the Saved Search, and it didn't work for you? If yes, please share the screenshots so I can take a look. The Saved Search worked for me. Thanks.@Tata Consultancy

Hi @Vernita, Could you check if you have the "Log System Notes on Update Only" unchecked under General Preferences? It is checked by default and might be the reason you are not seeing complete logs.

Hi @Janakan, Could you remove the "Sales Rep": Show = Yes filter from the Saved Search and export again? If this resolved the issue, we would need to use a different filter or modify the criteria for the Sales Rep.

No problem at all - we will figure it out. Just before trying another CSV, please do the same for the Subsidiary as you did for the account, so the mapping uses "Internal ID" instead of the "Name" of the subsidiary. Have a nice weekend, too!

Could you double-check the internal ID of the subsidiary is 25? Also, could you try using the Parent subsidiary or another subsidiary/account combination? Once we have one successful CSV import, we will be in a better position to pinpoint the cause. Typically, if you successfully create the transaction via UI, mirroring it…

Hi @Vernita, Based on your configuration, the system might be using the Consolidated Exchange Rate for the conversion. Could you check that and let me know if you still can't reconcile it? Thanks.

Hi @Vernita, The error seems to be related to Work Calendars. Do you have a default calendar in the system? Also, do you set Work Calendars on Employee Records? Thanks.

Hi @Chandanesh, Could you use the following reference search and see if it works for you:

Yes, thanks for that. Could you confirm that you used every information on the manual entry 100% matching the CSV? If yes, can you try another GL account instead of Account 11000? Also, did you enter the same External ID on both lines of the CSV import file? Note that I created a Custom Transaction replicating yours, and…

Thanks for the additional clarification, @JamesHuntley, The "Approval Routing" checkbox for "Purchase Requests" or "Purchase Orders" shouldn't itself impact the display type of the "Purchase Approver" field on the Employee Record. Could you go to Customization -> Scripting -> Scripted Records -> Employee and see if any…

Could you please share the screenshot for the Address Form that you customized? (Go to Customization > Forms > Address Forms, click Customize for the standard address form, and move the phone number to the last one.)

No worries at all, @MikeGodbout - I would be glad to help! The new error message confirms the issue isn't related to a wrong account name. It seems the issue might be related to currency or other restrictions. Can you try to enter the Custom Transaction through the UI with the exact same data you have in CSV (e.g., post to…

I am glad it worked, @Jose Vale, You had everything that was needed, and indeed, it wasn't clear what was causing the error message.

Thanks for checking. Can you do the following and try to import again? On the import template, replace Account 11000 with the Internal ID of that account. On the mapping, replace "Name" for the Account with "Internal ID". Run the import If the import is successful, or we get a different error message, then the issue might…