Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @3EyeMatt, I worked with Avalara Tax' Address Verification solution in NetSuite and it worked well. You can also take a look at "Precisely Address & Email Validation for NetSuite" and "Address Validation for NetSuite from Addrexx".

Hi @PPetrova, Here is how you can add the Transaction Amount to the Revenue by Customer report: Add a custom "Revenue Element: Exchange Rate" column to the report to show the exchange rate used on the source transaction Add a Formula Column and divide the "Amount" by the "Exchange Rate" column In some cases, you may have…

Hi @PPetrova, The Intercompany Income Account isn't ARM-specific. It is used for Intercompany Transactions, such as intercompany invoices, even if you don't use ARM or have "Direct Revenue Posting" = "True" set on items. From the ARM perspective, the only intercompany default account is the "Intercompany Deferred Revenue…

Hi @Armando, You can view the GL Impact on a Journal before approving it. You may see it on the "GL Impact" subtab or from Actions -> GL Impact. If the "Journal Status = Pending Approval", you will see "Posting = False" on the GL Impact screen. Balance Sheet and Income Statement financial reports only show transactions…

Hi @User_MW74S, You can show the line description on the Trial Balance Detail reports by adding the "Transactions: Description" column. Thanks.

Hi @User_FL4CK, Do you have the standard Employee Comp/Commissions NetSuite module? If yes, did you try to edit the standard Commission Overview Report and see if you can add the required filters and columns? There is a chance we may need to use Saved Searches to show the Accrued Commissions. Or, we may need to create…

Hi @kees.netsuiteadmi, Could you confirm the naming of the customers is the same in Prod and SB? Also, could you do a Global Search for "cus: %norm" and see if it shows any results? These are some of the settings ("Home -> Set Preferences") that may impact sublist search behavior:

Hi @Meghan, Could you replace "TO_CHAR({trandate}, 'Mon YYYY')" with "TO_CHAR({trandate}, 'YYYY')" and see if it runs without errors? Thanks.

Hi @kmd_14170, You can use websites such as https://bitly.com/ to shorten the links. Or, you can build a solution where NetSuite links are "converted" to links from your company website. NetSuite doesn't natively allow sharing of folders with multiple files or a URL-shortening service. Another option is to combine multiple…

Hi @User_X0ICX, Thanks for the responses and screenshots. I was referring to configuration changes such as: Changing the Subsidiary Hierarchy Installing a localization bundle Changing the currency rounding precision Creating/changing Foreign Currency Variance Posting Rules Modifying Foreign Currency Variance Mapping Adding…

Hi @Kedalene, Do you mean other imports were successful? Each bank file might differ; only one may have unsupported/incorrect data.

Hi @Kedalene, The SuiteApprovals would automatically change the "replaced" approver with the "delegated/new" approver on all "Pending Approval" transactions. You can only set the Start Date as "Today" or "Future Date". For example, you have 15 "Pending Approval" transactions with Employee 1 as the approver. You then…

The steps might differ slightly depending on the Journal Approval Workflow you use. Most probably the workflow locks the Journal Entry record when it is approved. You have to edit the "Lock Record" under the "Approved" state of the workflow and add the custom role in the condition to allow editing Approved Journals.

It is surprising that the source is blank. What are some of the populated fields for that line on the report? If you could send a screenshot, that would help. There can be multiple other reasons for the revaluation to start in June 2023, such as: A specific exchange rate wasn't getting updated for a long time and was…

Can you check the Internal IDs of the Projects? NetSuite might be sorting them by Internal ID in Edit mode. We can't change the sorting method of the Projects showing up on the Weekly Timesheet. I agree that it would have been great to have that option.

Hi @faisalabdulmoid_39498, Could you advise if you use Time Entry or Weekly Timesheet with the new UI? The most common time entry method is via Weekly Timesheet (new UI), where projects are sorted in alphabetical order: Note that you can also use "Contains" option when looking for the relevant projects:

Hi @User_YMWNR, You can do it via Reminders Portlet or Dashboard Tiles Portlet. Customer roles would need to have the following: Permission/access to the relevant portlet. The Reminders Portlet is easier to use and takes up less space. Permission/access to the related Saved Searches. The "undelivered emails, bounced emails…

Hi @User_LUL5V, I agree that the SRP/Advanced Projects guidance isn't complete. Please answer the following questions to facilitate the issue resolution: Did you link the Project to SO via Line or Header? Did charges generate based on data from a vendor bill? Can you send a screenshot of the related Charge Record? Can you…

Thanks for tagging, @Ivy Lopez-Oracle, Hi @ChrisG69, To understand the core issue better, could you please answer the following questions: Do you know if Amazon SP-API is using a pre-built NetSuite connector? If yes, did you confirm it is not customizable (i.e., the Tax ID field can't be added to the mapping)? Are you…

Thanks for confirming, @csmithson, That's what I suspected, which I mentioned in my earlier comment ;)

Hi @User_4B6IN, You can easily change Sales Orders that are in Pending Approval status. Once a Sales Order is Approved, it generates various related transactions, such as Revenue Arrangements, Billing Schedules, etc. It is not advised to make changes to Sales Orders that are Approved. As @Katerina Winklerova-Oracle…

Hi @CMC_CC, To further clarify @Micah Timbol-Oracle's comments, it might be best to set the "Journal Entry Approval" permission to "View" for the custom Accountant Role. That way, the users won't be able to "Approve/Unnaprove" journals. The custom Accountant Role may also need to have "Make Journal Entry" permission at the…

Hi @User_X0ICX, Could you please run the Reports -> Financial -> Unrealized Exchange Rate Gains and Losses report and see which source transaction caused it? Is it possible that the IC JE was edited and the Vendor Name populated last month, which is why NetSuite revalued the balance and a big FX difference resulted in a…

Hi @Christopher Williams, NetSuite built an AP Automation tool to simplify this process: https://www.netsuite.com/portal/assets/pdf/ds-netsuite-ap-automation.pdf It is in the early stages and has a number of limitations (e.g., it only supports parent subsidiary; for auto-payments, you need to use HSBC payment services,…

Hi @User_IJB6M, Here is an overview of NetSuite Cash Management tools: https://www.netsuite.com/portal/products/erp/financial-management/finance-accounting/cash-management-software.shtml I am also enclosing the Banking and Cash360 guides.

Hi @Kedalene, Thanks for confirming that you are using the same template and process but receiving the "The file upload failed" error message during the manual Bank File Import. It might be caused by: Unsupported characters (e.g., ",",) entered by the payers in the Memo column. Unnecessary spaces entered by the payers in…

Hi @Dext3r, Workflow that is set to "Testing" mode would only execute for the owner. If you want to involve others, you must set it to "Released". The leading practice is to test workflow changes in Sandbox before deploying them to Production. If other testers aren't available, you can create several "test/temporary"…

Hi @Kedalene, I assume you are using the SuiteApprovals SuiteApp. Could you clarify what you mean by "even it there is customized workflow"? The Approval Delegation in SuiteApprovals typically works without issues. You can delegate the approvals for a specific period (e.g., the approver is on PTO) or indefinitely (e.g.,…

Sure, let's discuss further to come up with the best option. Could you please advise which Financial Statements you are referring to? Typically, invoice detail/numbers are displayed on AR and management reports only. We might be able to modify the required reports to include the Group Invoice Numbers.

Hi @User_JED7G, I see what you mean. The easiest option would be to: Open the Customer Payment that you linked with the invoice Edit the Customer Payment Clear the "Apply" checkbox or make other modifications (e.g., change the amount or choose another invoice) Save the Customer Payment