dbetlow

We have legacy Revenue Recognition module, not ARM.

in How to partially recognize revenue using Revenue Recognition (Legacy)? Comment by dbetlow Mar 10, 2023 7:58PM

No, all set. Thanks!

in How to assign specific Advanced PDF Templates to Invoice Group Forms? Comment by dbetlow Mar 8, 2023 1:04PM

Thanks, but what if we want some invoice groups to be printed as summary and some as details. Is there no way to specify on the invoice group that you are working with? Similar to every other form in NetSuite...

in How to assign specific Advanced PDF Templates to Invoice Group Forms? Comment by dbetlow Mar 2, 2023 12:40PM

How do you specify the Invoice Group form to use the detailed view template? Standard Invoice Group(Detailed View) PDF/HTML Template

in How to assign specific Advanced PDF Templates to Invoice Group Forms? Comment by dbetlow Mar 1, 2023 10:27PM

When you print the invoice group, no detail is shown.

in NSC | Group Invoices > Processed Records Page > Display Details of the Invoices Comment by dbetlow Mar 1, 2023 10:20PM

How do you include this detail when printing the invoice group?

in Can invoice content on an invoice group invoice? Comment by dbetlow Mar 1, 2023 10:19PM

That was it. Had Reporting by Period set to Never. Changed it to Financials Only and it works. We do have the need to show some reports by date instead of by period, but we can switch back and forth until the enhancement is implemented. Thank you so much!

in How does NetSuite Advanced Tax Feature work? Comment by dbetlow Nov 17, 2022 7:55PM

Hi Clarisa, I've got a paid invoice from September 2022. Looks like your sample entry, but when I refresh the report, it shows $0.

in How does NetSuite Advanced Tax Feature work? Comment by dbetlow Nov 17, 2022 6:14PM

Thanks. Installed the International Tax Reports bundle. Does it only work going forward? Not seeing any values show up in the International Tax Report for NZ. We have a S-NZ Tax Code set to 15% for both sales and purchases. It was calculated on a recent invoice but doesn't show up.

in How does NetSuite Advanced Tax Feature work? Comment by dbetlow Nov 17, 2022 12:38PM

Does anyone know how to see the Tax Analysis of New Zealand transactions? They don't show up in the Sales Tax Analysis report. Canada has its own reports, but don't see any for NZ.

in How does NetSuite Advanced Tax Feature work? Comment by dbetlow Nov 16, 2022 8:39PM

Is it possible to add a vendor/customer relationship or customer/partner relationship outside of the UI? CSV for example. I have hundreds of customers that should also be partners.

in How do I add my existing vendor as a customer and vice versa? Comment by dbetlow May 27, 2022 12:52PM

Bummer. If anyone comes across something similar, please comment..

in AE: NetSuite Records Timeline Beta Comment by dbetlow Apr 21, 2022 5:59PM

Seeing this idea is over 9 years old, doesn't give me much hope. Has anyone found a workaround. Perhaps with Analytics? We'd like to show the Income Statement and Balance sheet in a more consolidated way.

in Group income statement by department vertically Comment by dbetlow Dec 1, 2021 3:03PM

I can not believe NetSuite doesn't have this option...

in Income Statement with Departments and Accounts Excluding Subdepartments Comment by dbetlow Nov 30, 2021 11:33PM

Just wanted to close the loop on this for anyone else. The internal ID didn't work. The answer articles didn't work either, because I don't want to only include part numbers that have been used in transactions. I used a custom formula and just added all of the various long forms of the income and deferred income accounts…

in Looking to export our items from production to sandbox Comment by dbetlow Apr 26, 2021 12:04PM

Thank you so much! Much easier than we thought...

in Custom Dates for Balance Sheet and Income Statement Comment by dbetlow Mar 5, 2021 9:25PM

Thank you both. I'll try importing using the internal id of the account. If that doesn't work, I'll go the custom field route.

in Looking to export our items from production to sandbox Comment by dbetlow Dec 17, 2020 7:47PM

Seems odd that when you export the income account from an item search, it has a format that is incompatible for importing... Example: Export = Subscription Revenue Import expects: 402500 License Revenue : Subscription Revenue How do we export the items' income accounts in this format?

in Error when Updating Item income/expense accounts Comment by dbetlow Nov 23, 2020 6:04PM

Thanks Robert. This works if we edit the record, but the workflow is triggering on a button action, so the edit button isn't pushed. Is there a way to call the script from a different trigger type?

in Add a user note as part of workflow Comment by dbetlow Jun 7, 2019 10:19AM

Thanks. Currently campaigns are difficult to manage, because generally we need to create a filtered search based on customer attributes, but the emails are to go to contacts of customers. So we use the Create Contact Search button option, but it is clumsy. I think we would get hung up even more when trying to base the…

in Importing Campaign Responses Comment by dbetlow Mar 8, 2016 2:23PM

If I create a customer dynamic group, it doesn't show the contacts for each customer. Am I to assume that even though my Saved Search has 3,000 contacts, but the dynamic group only shows 1,000 customers, that it will still email all 3,000 contacts within those customers?

in Dynamic Group based on inv item properties (e.g. customers who bought "widgets"?) Comment by dbetlow May 6, 2014 5:36PM

At the NetSuite conference in 2014, they had the CEO of Microsoft on video and claimed that NetSuite was being integrated with Office 365. Where is it?

in Installation issues workaround - Office 365/Outlook 2016 Comment by dbetlow Nov 4, 2016 9:59AM

What happened to the integration between Office 365 and NetSuite announced at last year's users' conference??

in Installation issues workaround - Office 365/Outlook 2016 Comment by dbetlow Dec 14, 2015 3:47PM

No, it seems the sort was throwing it off. When using the Global Search to run the search or the Preview, it was going directly to the 1 item that was all alone on the results page because of the sorting. When I ran the search from the list of saved searches, it showed just the 1 item on the page, but showed the next page…

in Search where field is not empty Comment by dbetlow Nov 4, 2015 11:53AM

Along similar lines, I have a saved search that has the following columns. Employee - Group Initial Vacation Hours - Group Vacation Hours - Sum Is there a way to do a formula to reference the 'Sum' field of my saved search so that I can subtract the sum of the vacation hours from the initial vacation hours to come up with…

in Group Functions Comment by dbetlow Feb 14, 2011 6:20PM

I'm using a Summary type of Sum on one column (Vacation Hours Used). I then have a Summary type of Group on another column (formula to figure out Vacation Hours Accrued). Is there any way to subtract the Sum column from the Group column to create another column? Vacation Hours Accrued - Vacation Hours Used = Vacation Hours…

in Group Functions Comment by dbetlow Feb 16, 2011 5:08PM

Found another post that helped me figure out that when using a formula that has a SUM function, you must also set the Summary Type to Sum, not Group. So other than having the words 'Sum of' in front of my column name, it is working fine now.

in Group Functions Comment by dbetlow Feb 15, 2011 1:24PM

I thought you had to choose what types of transactions it applied to... Thank you both.

in How to add custom field without having it displayed on all transaction forms Comment by dbetlow Oct 28, 2015 2:05PM

Try checking "allow inline editing" on the child record type. That worked! Thanks so much for the quick and really helpful responses!

in Sublist? Comment by dbetlow Jan 25, 2011 1:14PM

Can't believe this is still a problem (even in 2014.2)...

in Can anyone move the opportunity memo field? Comment by dbetlow Sep 9, 2014 4:26PM

dbetlow Red Ribbon

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