Angela Bayliss · Senior Solution Architect · Silver Crown

I can't help you with a workflow, simply because the status fields on a check don't allow for 'pending approval'. Checks, by design, post as soon as they are created. Perhaps your client should update the process for writing checks - meaning some document that is approved prior to the check being created. ~angela

OK, perhaps I got confused with SuiteSuccess for Manufacturing. However, a second option is to modify the advanced PDF of the BOM Layout, and add in either the 'stock description', or the sales or purchase description - whichever you populate normally. You can get the adv pdf to print whatever you need. Sorry for the…

If you have no price populated in base price, no price will default. It may default to either show the price level of 'base' and be blank, or 'custom' and also be blank. No price levels other than base price will default, as far as I know. ~angela

Here is the issue: You can either set a payment term OR a payment method. A payment term will drive an customer invoice, where a payment method (visa, mastercard, etc) will drive a payment to be authorized (or processed, depending upon your setting). Since you are accepting orders via a website, you would leave the payment…

The base price level will always default if the price level is not set on the customer level. If you have renamed the base price, look for the price level (setup>accounting> accounting lists>price level) with the internal id = 1 ~angela

Yes, you can search suiteanswers for the solution. Note that it will be a saved search that you will create, not an actual report. SuiteAnser 1011618 has a video that will show you how to do this. ~angela

When using multi currency transactions, you have several elements. These elements roll up to drive reporting for financials on a monthly basis. There are 2 different integrated exchange rate possibilities that you can choose. HSBC or Xignite. You can use different currency rates on the transactions, but when reporting, you…

By design, a check is different than a bill payment. Bill payments have the ability to be set to 'default to print' where a check is a direct posting transactions. Usually, checks are the exception - written only when a bill is not entered. As there is a native 'approval process' on vendor bills, and then 'Pay bills' has…

Hello G, You won't be able to customize the summary report, as the summary won't include the detailed document numbers with amounts. Summary - by default - is the vendors with total due within the buckets. What you can do is recreate the AP Aging with a saved search. SuiteAnswer 72814 Scenario User wants to create a Saved…

Ouch. Sorry I can't help you. I'm not sure that you can ever make that go away. ~angela

I can't help you with a search, but You can always go to print multiple BOM's, and choose 'all items fully committed' option. It will only show the BOM's that can be built. Just a thought. ~angela

System notes on all records within NetSuite are driven by the employee record. I'm not sure what 'Personal Information' you'd like removed, but the option to hide the 'notes' subtab will remove the system notes from being seen. Note that accounting may not like you removing them. Just a thought. ~angela

Contact your NetSuite account rep, and ask that your support tickets be escalated immediately. What you are describing is a critical issue. Sorry I don't have anything to assist. ~angela

You can update this field easily - export a list of your items by type, with the description field. Then import them with the stock description mapped to the exported description - and voila! In your original question, you also asked if multiple BOMS can be selected to print. The answer is yes- navigate to 'Print Checks…

History is a relative statement. If your history includes detailed transactions, the volume of transactions will drive the effort. SuiteSuccess is a fantastic tool. To implement, usually you will need historical trial balances (activity for each month), and on your opening numbers, the value of AP, AR and Inventory will…

On the item records, the 'description' field that drives the BOM is 'stock description'. If you don't have this defined on the Assembly Components, it won't print on the BOM. ~angela

It's hard to know what you are looking for - as there are many things that could apply. Without understanding how the system was configured, this is a pretty open ended question. ~angela

If you're holding the items as inventory, then an inventory adjustment would work.

I don't believe there is an audit trail for that. As the bank reconciliation list shows all bank reconciliations, the 'delete' button on the left of the bank rec's doesn't pop up a window for the user to enter a deletion reason. Also, a bank reconciliation isn't a true 'transaction' - and there are not system notes on the…

If you're using average costing, your costing engine will 'recalculate'. Inventory worksheets actually trigger the average costing engine to reset the calculations. If you're creating vendor bills after resetting the value of items using an inventory worksheet, you will not balance back to the values you have set on the…

Edward- If you check the box to see 'in progress work orders' all 'in progress' work orders will show, including the original quantity and the quantity built:

Sadly, the perspective is that if it can be done in an 'acceptable' way where costs vary depending upon which partner you choose, it 'can be done' - for a price. The price may be exceptionally high, but it's available, and the 'need' is met. Solutions are valuable, and in today's world, value is everything. ~angela

There is no 'data migration' tool that can configure a new instance of NetSuite, and migrate data automatically. It will be a new instance, with a new implementation. History will not be available. As you cannot 'replicate' an account (except clone it for a sandbox), you will have to purchase a brand new instance. You can…

As far as can you 'carve out' a subsidiary and sell it to a different company, this is possible, and rather common. Here is the process: Purchase a new instance of NetSuite. Configure the new NetSuite account Migrate data specific to that subsidiary. (Customers, vendors, items, etc) Load opening balances (the closing…

Work Order Close is an actual record. When the work order is marked as closed, there is a GL impact that clears the WIP accounts and posts to the new item value, depending on your costing method used.

I would agree. I really recommend that you try working with some reports to get what you need. As far as submitting a bug request, I don't know if they can do that from this forum. I could be mistaken. ~angela

OK. You are using the NetSuite payroll module, correct? I'll go do some testing and see what I can find out for you. ~angela

In further testing, you're correct. The default status will always be available. Might want to look into a script for this requirement, if you don't want it manually entered. ~angela

Hi Jason, You're correct, my apologies. When using reports, you can choose the class by hierarchy, not in searches. Again - sorry about that. ~angela

Ah! Yes, when using work order WIP & Routing, there is a step required of creating a work order close record. These types of work orders must be closed, they are not marked as built. ~angela