Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @Tybrneryan, You should be able to do it via "Accept Customer Payments". Once you select the customer, you should see their deposits that you can apply against their old overdue invoices:

Yes, @ER-Sree, the results will show for all JEs once you schedule the workflow. Although I mentioned the Scheduled Workflow, I linked a SuiteAnswers article, not realizing their example wasn't for scheduled workflow. The best is to set it to run every 30 minutes. You can create a simple "JE" Saved Search (list of all JEs,…

Regarding the "Paid Amount Net of Tax", something in your response doesn't add up. Here is my message: For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of Tax): 480 Amount Paid: 300 Would you like the "Amount Paid" to…

Understood. It seems the Saved Search ignores the {createdfrom.amountunbilled} field and treats it as 0. It then deducts {createdfrom.taxtotal} (the tax) from it and displays a negative amount. Can you create a new "Formula (Currency)" column and enter {createdfrom.amountunbilled} there? Let's see if it shows the related…

Hi @Dext3r, Thanks for confirming. Did you associate the new status with any item? Can you check if the custom Inventory Status is available on the "Inventory Status Change" page?

Thanks for checking, @User_NG5TG, You got tax amounts displayed negatively when you used: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) Could you advise if: Did this apply to all invoices? Did this apply only to some of the invoices? If #2, was it dependent on Sales Order status, currency, subsidiary, or…

Hi @User_E15G4, The "Average Cost" isn't typically stored on the "Transfer Order" record. Can you check if you can add it through the Item Join (Item: Average Cost)? Another field to try is "Location Average Cost". Thanks.

Thanks for the clarification, @Vernita, NetSuite Analytics Workbook doesn't have a copy function for visualizations within the same workbook. I agree that it would be a very useful feature saving lots of valuable time for end users.

Hi @CDuf, It would need to be a Map Reduce script that would run on a specific schedule and do one of the following (high-level): Capture line-level details (e.g., Max Expiration Date) on related transaction headers, so you can run a header-level search to get all the desired results. Capture header-level details (e.g.,…

Good to hear that the issue has been resolved, @User_E15G4! When you mentioned that "I have created a custom transaction body field that is stored on one of our custom purchase order forms", I assumed the "Purchase" checkbox was checked on the field. Typically, the field won't appear on PO forms if that checkbox isn't…

Hi @Ian_H, I haven't come across this before. NetSuite is very customer-centric, and they often do their best to ensure the customer is happy. In some specific circumstances (e.g., they offered previous discounts or concessions), they might not have options to change the signed contracts.

Hi @ER-Sree, The "Default" view can be customized and will show the next time you come back to that page. I see you are using the edited version called "ER Default". Can you temporarily show the "stored" field on the JE form and see if the values are populated? If yes, they would show on any Saved Search, including the…

Hi @Pallavi1903, The "Specific Recipient = Group" portion of the "Send Email" Workflow Action has a few limitations and can be confusing to use. You can select a Group in the "Specific Recipient" field if: The Group is Static (Dynamic Groups aren't supported) The "Email" field on the Group is populated The idea is that the…

Hi @Dext3r, When you created the new Inventory Status, did you check the "Make Inventory Available For Commitment"? If the checkbox is unchecked, the on-hand inventory associated with this status is excluded from the available count.

The "Unbilled Amount (Net of Tax)" formula works for my NetSuite instance, but yours might differ and have different fields. Could you please respond to my previously asked question so it is easier to assist you? Thanks. "Are you using Standard/Legacy Tax, SuiteTax, or a third-party solution?

Thanks for clarifying, @User_NG5TG, For "Unbilled Amount (Net of Tax)", you can use the following formula: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of…

I am glad it worked, @Curtis Beene, That setting is quite useful as "On Create" logs help resolve issues and conduct reviews on all sorts of records across the platform. I agree that it is best to consider all Pros and Cons before proceeding with one of the options.

I am glad it worked, @User_NG5TG, Could you clarify what you mean by "can expose the net of tax amount paid"? Payments aren't linked to Sales Orders. Also, if you share some screenshots, that would help with the resolution. Thanks.

Hi @Curtis Beene, Could you please check the "Setup -> Company -> General Preferences" and confirm "Log System Notes on Update Only" is not checked? Clearing that flag should start generating system notes "On Create".

Hi @Vernita, Yes - you can "Save As" workbooks. Here is a reference screenshot:

Hi @csmithson, There is a chance this pop-up is generated by customization. Could you check internally to confirm it wasn't built for a specific use case? Thanks.

Hi @ONO4, You can do that by going to Accounting Lists (https://9264337.app.netsuite.com/app/common/otherlists/accountingotherlists.nl), selecting Type = "Incoterm" under filters and clicking "New".

Hi @User_E15G4, Do you have anything selected under "Validation & Defaulting" and "Sourcing & Filtering" on the field? Thanks. I agree that typically a "Purchase Transaction" stored body field should appear on the "Open Purchase Orders" report. Can you clear the browser cache, re-log, and try again?

Hi @Toanne Termeer - van de Ven, There are a few options to do that (e.g., via Workflows, Custom Forms, Scripts, etc.). The most straightforward option is: Create a custom checkbox on the Employee record (e.g., Project Override) Create a custom checkbox on the Project record (e.g., Restricted Access) Create a custom…

Hi @User_NG5TG, Could you please try the formula again to ensure the error message isn't caused by something else? I am using only native fields and get no error messages on my side. Thanks.

Hi @User_D4XL9, Are you entering time against a Project Task? If yes, can you confirm the "Non-billable" checkbox is unchecked on the related Project Task? Thanks.

Thanks for the updated screenshots, @User_T00VZ, I noticed that the Start Date on the Sales Order screenshot was blank. Is that the field that you expect to populate on the PO? Can you send a PO screenshot that shows the location of the related Start Date field? Thank you.

Hi @BM136, Could you please share a screenshot from your "Fulfillment Screen" and "Custom Transaction Form"? It will help us to resolve your issue more efficiently. Thanks.

Hi @David Hali, That's a valid concern. Could you check the NetSuite Ship Central to see if it works for you? https://www.netsuite.com/portal/assets/pdf/ds-netsuite-ship-central.pdf One of the features is: Consolidate orders. Automatically identify orders that are going to the same customer location and pack those items…

Hi @User_JED7G, Could you please share a few screenshots to help us resolve your issue more efficiently? For example, it is unclear to me if you are referring to an invoice that your company is issuing or an invoice issued by another company that you are paying. Thank you.