Angela Bayliss · Senior Solution Architect · Silver Crown

I suggest that you first import into a sandbox. Depending upon your item costing, reopening periods may cause a recalculation of average costs. If you can clear that hurdle, I suggest you import the data starting with actual trial balance as first period, and trial balance activity per month after - do this after hours,…

By design, you will not be able to edit the GL impact of any paired intercompany transactions. This includes Class, Department, Location, Items, Item quantity or item cost. The simple answer is that you cannot edit the paired transactions. ~angela

The start date for your plans MUST be the first day of your defined NetSuite calendar week. I wrestled with that same import error for a while before I figured it out. Once you update your import file to be the first day of each calendar week, your import should work as expected. ~angela

I've been providing NetSuite consulting for 20 years, and have seen this multiple times. The issue is made worse if using RF Smart. I'm glad I could at least end your search. ~angela

To be completely honest, the resolution for some companies is to ship from within NetSuite, and then print the documents needed for certain companies from your FEDEX portal. It's not the greatest solution, but it is what it it. ~angela

Option C - 10

https://www.airbase.com/ebook/p2p-designed-and-scaled-for-netsuite-users

@NY_CPA I have worked with Airbase in the past, and their solution is pretty powerful. They have the ability to support multiple subsidiaries, which may be what you're looking for. I hope this helps, ~angela

The contacts must be associated with the entity in order for them to appear as available within the list. ~angela

The simple answer is: The recipient list comes from Contacts associated with the Customer/Vendor/Entity record from which the email originates. (subentities and their contacts will also be available) IE- An invoice Recipient list will include contacts for the Customer defined on the invoice. A PO recipient list will…

Great! Glad to help. ~angela

You may want to receive this assembly individually. On the individual receipt, the inventory detail required will show up - allowing you to see exactly what it causing the error. ~angela

I'm not sure what you mean by 'in bulk'. To change a subsidiary logo, navigate to Setup>>Company>> Subsidiaries, edit the subsidiary, and add your new logo. You will need to do this manually for each subsidiary. If your forms are set up to source from subsidiary records, the logos on all related forms should automatically…

If you add the actual user record name, you should have successful results. Using 'system' as the user to be copied won't get you very far. ~angela

I have worked with MANY auditors at MANY different companies. A saved search has no gl impact, as it is only mining data within your system. I have never had an auditor question searches, unless they are searches specifically provided to the auditors. Are your auditors questioning saved searches in general? If so, searches…

If you find bad components within an assembly, the simplest way to correct this is: Unbuild the assembly. For the 'bad' parts, set these with an item status of 'bad' or 'quarantine' - whichever status doesn't allow the items to commit elsewhere. (Or adjust the bad item out of the system if you don't use inventory status)…

Here is the Suiteanswer for building a search that shows kit components. Not sure if this can get you what you want, but in my mind, step 1 is determining on hand quantity of components. From there, you can layer in other pieces to get your alert. Kit items to show quantity available for each member/component items Share…

You could try sourcing the data from the search within your custom field. Make sure 'store data' on the custom field is not checked, and use the Sourcing subtab on the field. ~angela

My pleasure. Glad to help. ~angela

NetSuite does not read the '&' as a text field. There is no workaround to the email failure outside of setting a different email address. Sorry, I know this for a fact, as it's happened to me several times over the years. ~angela

On the invoice form, you will need to show the 'custom' subtab. The fixed asset information usually resides as a custom subrecord on the custom tab.

You must update the vendor categories manually. You can not import those. Once you have updated the vendor categories, then you can update the vendor record values. ~angela

I would think this is 100% within your printer and the printer ink. You must have the check stock with the special ink in it, in order to print using it. In NetSuite it's just customizing the check form. ~angela

Hello Dan, When using a NetSuite sandbox account, emails are not sent to anyone. By design, all emails sent wind up in the senders email account, with 'Sandbox' in the header. You cannot test outgoing emails in NetSuite. Incoming emails work just fine, but the user will never get the email to reply with an approval to it.…

Hi there. You will first need to update your vendor categories, and create the new values. Setup>Accounting>Accounting Lists>Vendor Categories. If the values don't exist to match to - your import will fail. Once the values exist in your NetSuite account, you can import as described above and update the values. ~angela

Did this answer your question? ~angela

If you have your settings to allow billing of purchase orders before receiving, you can bill all items from a purchase order onto your bill when the bill is created, negating the need to 'edit an existing bill'. Once a bill is created against a purchase order, you cannot link other PO lines to the bill. You can add lines…

I live in Cape Coral, Florida. I am a Netsuite solution provider with 15 years experience, I specialize in accounting, Manufacturing and resolving issues and problems in Netsuite systems created by configuration errors. I believe I am the only person to have ever taken a service dog to Suiteworld. ~angela

Cape Coral, Florida, Netsuite Solution Provider. I have a silly little dog named Ducky, and I've been a Solution Provider since 2006.

If your users are logging in using a Published dashboard, and the dashboard is locked, They won't be able to add new content. You may want to check and see if there is a published dashboard, and if so, update the settings on the tabs from 'Locked' to 'Add-Move Content'. Worth a try... ~angela