User_EIPWY Red Ribbon

Hmm. . .are they in the same currency? Do they hit the same AR account? Just guessing here. If they're in the same currency, and are posted to the same AR account, then don't know (unless one of them has already been applied to another transaction).

A couple ideas: What is Type - Create doing? Have you tried removing that? Have your tried removing the mainline filter?

You can set it to run as Admin in the Deployment, or, you can put it in a Suitelet set to run as Admin, and call that with the User Event. Evan

PF is right. This can only be done via script. Evan

If your in-house folks have never used Adaptive and don't have experience with financial consolidation, getting some help setting up your views and reports is a good idea. The actual data integration itself is dead-easy, it's what happens after that can be complicated and time-consuming to configure. If your comparison is…

The only work-around is script. If you reach out to a few partners for quotes, it shouldn't be too costly. Evan

If the purchaser is paying for the PO at the time of executing, Bill in Advance of Receipt is the thing to do--why not do that? Evan

I'd say that's too much, though you might get away with it. You run the risk of breaking native financial reports. Officially, NetSuite supports 100 columns in reports. We currently have 114 departments, and can run a Income Statement by Department (Hierarchy), which today totaled 213 columns. Last fiscal year, we had 171…

Thanks for the heads up Olivier. I knew about that, but it's a good reminder. acaspellan, I'm not sure it's realistic to create a purchase item for all purchases. I agree it makes sense to set-up items for the bulk of your purchasing, which presumably contains a lot of repeat purchases, but to set up an item for a one-off…

Thank you both. Margaret, can you share some detail with how the rates recalculated? I would have thought updates to class/dept wouldn't affect those. Olivier - have you seen tax recalculation issues outside of accounts using native tax functionality for North American nexuses? Thank you, Evan

Makes sense, thank you. Evan

That's the correct field ID. But I don't think the tax code record is scriptable, if that's what you're trying to do. Evan

Hi Mahi, You probably don't want to inactivate it. NetSuite will auto-calculate your retained earnings (cumulative net income) when you run a balance sheet, and put the number into the system generated retained earnings account. It's different from how other systems handle it, but it works well, once you know what's going…

Your only path is to generate the pdf via script. There's no way to add a cover page with the current pdf layout system. That said, there is a new custom forms solution in beta, Advanced Printing. We've turned it on in sandbox, and have been pretty impressed so far. I'm pretty sure you could do this with Advanced Printing.…

Hi David, The issue isn't that NetSuite does it, but that it does it incorrectly. It doesn't revalue only the open balances, but instead revalues the total amount that has ever hit the account. Thanks, Evan

Thinking about it a bit more, and my earlier recommendation that no one use the currency revaluation engine to revalue deferred revenue/expense: if you were manually handling your revenue recognition (i.e. no NetSuite rev rec schedules), this wouldn't be an issue, and you could use the currency revaluation engine on…

It sounds like you're trying to do this via suitescript, yes? The allocation schedule is not among the supported records: https://system.netsuite.com/help/helpcenter/en_US/Output/Help/SuiteFlex/SuiteScript/Reference_SuiteScriptSupportedRecords.html?NS_VER=2013.1.0 Evan

There's a defect for this now. If anyone else would use this, please go vote: # 247546 Thank you, Evan

Hi Michael, Thanks for the reply, one clarification though: I don't think you meant "unbilled receivable", yes? I wouldn't think it makes sense to revalue unbilled AR, only billed. I'd be very interested to learn more about use cases (or work-arounds) for using the revaluation engine to revalue deferred revenue accounts.…

Final update to close the loop: NetSuite closed the defect as it's as designed. Their recommendation is that only accounts with a potential cash impact should be revalued. This matches with our reading of the relevant standards as well (i.e. the person on our accounting team who was thinking about this differently has done…

I've confirmed with NetSuite that it works as I described, which is to say it's broken. I would recommend no one use the revaluation engine on deferred accounts (revenue or expense). This doesn't apply to AP/AR, works great for that, and also works fine for other accounts. Glad we tested it in sandbox first. Evan

Yep, you currently can't access line items via workflow, so script is the only option. Evan

It's tied to the permission for journal entry. View access to journals includes permission to view the GL impact of all transactions. Evan

Hello, Can't help you with how the values are added up, it's been too long since I've worked with this, but I'm guessing you're encountering rounding problems? Are the values just a little off or way off? Are you integrating with an external shopping cart? Evan

Thanks for the feedback. I must not have had enough coffee that day--it's clearly available and working now. Thanks, Evan

Hi Olivier, Thanks for the reply. We may be coming your way for a solution for this. I don't anticipate we'll scenarios involving items, but we haven't fleshed it out yet. Thanks, Evan

Do you ever want auto-notifications sent to some customers? If not, you can disable the notifications in setup (for all customers). If you want some customers to get notifications and others not, then you'll need to create a script or workflow. Evan

I believe multiple budgets is part of the Advanced Financials module. Does your account have that module enabled? Go to Setup > Company > Billing Information to check.

Hi Numbersguy, Separating out the data migration is pretty normal in ERP implementations, and it's what NetSuite always does. If you go with NetSuite, they'll help you migrate your data via CSV imports. Doing it this way isn't fun, but if your data is simple it's not too bad. If you're migrating lots of objects, and want…

Hi Paul, Yes, there is pledge functionality. Similar to the way in which NetSuite has used the transaction type Cash Sale for donations, the standard SuiteDonor configuration renames the Sales Order transaction type to "Pledge". This is basically just a promise to pay, but doesn't actually go the next step of creating the…