Angela Bayliss · Senior Solution Architect · Silver Crown

In your custom column field, the value should be list, with the list being the 'account'. You have a free form text field, which won't source a list value from an item record. ~angela

Hello, Normally, you wouldn't print a vendor bill, so I'm a little confused on your question. Vendor Bills are entered into NetSuite, not printed out of NetSuite. The simple solution is to not use an item record. Use an account on the bill that shows the expense account and the amount. ~angela

This clarifies things. While your integration partner may be looking for data, the core data elements in NetSuite cannot be updated to accommodate an integration. Your integration partner should be aware of this. ~angela

There is a feature in 'enable features' (setup>enable features>require deposit workflow that might help. It says that you can require a deposit for a percentage of the order. I haven't used it, but it might help? ~angela

This is definitely something that needs to be resolved using a NetSuite support case. Not sure how to help otherwise. ~angela

The states/provinces available on other country forms are often free form text (for Brazil they are) - so I'm not clear on what provinces or states you would need to add. You can type in whatever state or province applies, can't you? ~angela

If you navigate to setup>>Company>> Administrative Notifications, you will see dates of when your system was possibly upgraded to 2024.1 - which may be the change? Worth a try. ~angela

Are you able to screenshot the system notes on the inventory adjustment that you imported? Thanks, ~angela

Hello Elina, Are you seeing this within the Financial reports? Or on the list within the Chart of Accounts? The COA List isn't expected to be used for Financial reporting, and the summary accounts will remain within those reports as 'summary' values. If your parent accounts are not flagged as summary (inactive) they will…

Hello Mei, When you import the adjustment using CSV, the quantity being adjusted must be the same as the quantity in the inventory detail. The adjustment will affect your quantity on hand by adding/subtracting from the quantity on hand. (I always import a test CSV, to review the data imported is importing as expected.) If…

I agree 100%! It takes a team to manage NetSuite, as it's impossible for one person to remain up to date on all modules. Have a great day, glad to help! ~angela

When defining a field using the value from a saved search, usually you won't have 'store value' checked. (allowing the search data to update with the search results). If the 'store value' isn't checked, it won't be present on the invoice to print. Just an FYI ~angela

Hi Edwards, On the workflow primary page, is it set to trigger on both create and view/update? Sort of a silly question, but I always try and start at the basics. If this is set, can you share the workflow logs with us? ~angela

Hi Robert, I understand that you see this as a problem. However, this is native behavior and will not change. Since the account types drive the aging reports, and the intercompany accounts quality as the type within the agings, they will always be included in the out of the box reports. Note that report customization is a…

This is resolved.

When you run an A/P aging, every account within your COA with type=accounts payable will be included. You can easily filter your report to not equal your intercompany accounts, by clicking customize, filters, account not equal to (define the specific intercompany accounts). I hope this helps! ~angela

Hi Kedalene, Yes, the column with the posting period on your import file must follow the format of the periods. Alternatively, you can use the internal ID of the posting periods - go to home, set preference, show internal ID's: Then you can use the internal ID's of the periods you want to post to. This makes is so much…

You don't have to add a column to your import, if you are posting them all to the same period. Map the 'posting period' on the NetSuite side, and use the pencil in the mapping to choose a default period. Loading transactions in this manner is done for implementations as well. Open AR, open AP, and Inventory value…

If a customer cannot read a file that you have sent, their incoming security may not be letting the invoices through. If you can open the invoices without issue, this is on the customer side. While PDF's are best practice, maybe send it to those clients inline within the email? ~angela

OK< Thanks for the details, very helpful. This is going to be difficult, as the only place where the ship method is listed is on the item fulfillment. I would suggest that you update your process so that when a Sales Order is created, the actual ship method used is defined. To do this, the ship items must be defined. If…

For the system setting, you cannot select transaction types, it's every email sent from NetSuite. If you want help setting up a workflow, let me know and I'll be happy to assist. ~angela

If the invoice has the field 'ship method' showing in the UI, it will be inherited from the sales order. Ship method is defined on the sales order, usually. If you are trying to print the ship method field on the invoice, that's a standard field to print. You wouldn't need a custom field. I'm really confused on what you…

This is a terrible design on Avalara's part. Seriously. Just my .02. ~angela

My pleasure. If possible, I'd love to have an update on this once you get it dealt with. In 20 years, I've not seen any instances of a 3rd party script updating company preferences of any kind. I'm curious. Good luck, and have a great day! ~angela

Wow. Just. Wow Create new new saved search, type = system notes. Record Type = Company Preferences Date = relative, this week. Then set up to email you upon changes. This should send you an email anytime a company preference is changed. ~angela

Have you set up your tokens for the integration?

When configuring Shopify, you will need to configure Shopify before syncing the items to NetSuite. Once you configure shopify, then you can link the items from Shopify to the child matrix items from NetSuite as individual items. The configuration of NetSuite will not sync over and configure Shopify. ~angela

Am I understanding correctly that you are updating the PDF Customer Statement? If so, using the advanced PDF tool, you should be able to add this field using {shipMethod} to the Columns. ~angela (The NetSuite Schema with field names can be found here)

This will work as well, if you want to cc the same people/email addresses on every email sent from NetSuite. This setting is not used often, as admins don't really want their inbox flooded with every email sent from NetSuite. ~angela

Wow. This sounds a bit crazy to me, as NOTHING should make changes to your accounting preferences (or any other system settings) without an authorized user making the changes in the UI. I'm curious as to whether the transactions that are being voided are being done so using Journal Entries. The entire point of this setting…