Angela Bayliss · Senior Solution Architect · Gold Crown

To create a custom field: Customization- Lists Records Fields- Item Fields, New Create your field to be integer & store the value. Set the field to apply to the item types you want Once you have the field created, you can import the values calculated. (convert % to an integer) Once you have the values set, the field should…

Hello there, I'm a little confused. If you can answer some questions for me, perhaps I can help. It sounds to me like you are not paying a bill, you are transferring currency - in NetSuite, this may be as simple as transferring money between accounts. Question 1) Where does the money to convert come from? Is it from a…

Thank You!

Hello, On your screenshot, there is a field labeled 'Stored Customer Terms'. My assumption is that the customer has terms set on the customer record, even though the 'terms' field is empty on the transaction. In my experience, having a customer with both Terms & a credit card set can create issues with the charges. Does…

Just the intercompany COGS account. I see a lot of info on the intercompany accounts. Note that all accounts for the items (Asset, Income, COGS, WIP, etc must be open to all subsidiaries you want to transact the item on. They don't need to eliminate, but they must be available to the different subs in order to transact…

Hi Amanda! I don't think this is possible, simply because the logic won't work. NetSuite will attempt to source the PO creators name, but when it runs into 3 different names, pffttt- it stops. I don't believe that you can source 1 of the 3. However, you may be able to set the PO creator a different way. When the bill is…

Is this happening on all charges, or just a couple? Knowing this will help me with the direction to investigate with you. ~angela

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Can you provide us with a sample of your import? A screenshot, maybe? ~angela

If you are looking at the GL - you are looking at things by account. Meaning - if you're looking at revenue, that is a very different account than a sales tax account. What I'm trying to say is that your approach is flawed for what you're trying to do. To review sales transaction impacts with taxes, you'll need to approach…

You can't highlight sublists on transactions. THe only way to have a field highlighted, change font, etc - is to use a rich text field. Sorry this isn't what you're looking for. ~angela

The mobile app is quite limited, but workflows can run on it, if they are applied to the form that is used in the mobile app. IE- make a department mandatory, etc. I'm not sure how complex you can get within the mobile app. Not sure if this helps, ~angela

The issue that you're having is due to the deposit account. In order to offset a bill credit, you must put the deposit to AP. Try updating the deposit account, and see if it appears to offset your bill credit? See below from a test account. Hope this helps! ~angela

This^^^^^ 100% concur!

Ah! I'm sorry, I sort of lost track of the thread. Thanks for clarifying Sam! ~angela

Creating a Global Inventory Relationship Record To use the Intercompany Cross-Subsidiary Fulfillment feature to fulfill or receive inventory, create Global Inventory Relationship (GIR) records. These define which places inventory can be sourced from to fulfill orders and where orders can be received. Note that, when using…

For the Manufacturing 'Branches' are these native Locations within NetSuite? ~angela

Intercompany Accounts.

Hi There, I believe that only inventory, Assembly and Kit items are available for intercompany cross subsidiary Fulfillments. The issue you're running into seems to be rooted in your item type. Also note that for any items needed for cross subsidiary fulfillments will not use arms length inventory transfers (Intercompany…

It can be a nightmare, if setup and processes are not fully explained to end users. Alternate options are available in SuiteApps, etc. Quite frankly, ARM (Advanced Revenue Management) can be set up in such a way to work beautifully. It's all in how things are set up. I'm sorry that you're having such a hard time. ~angela

You should not have to refresh your sandbox. If the inactive user installed bundles, etc, they are the owners of those bundles until you replace the owner on each script, etc. Refreshing the sandbox if the inactive users are still listed as script owners will do no good, you will need to replace the owners of the scripts…

I'm sorry, once you delete a custom form, you will need to recreate the form from scratch. ~angela

Setting all roles to report by periods only on all reports will cause your AP& AR aging reports to reflect incorrect balances at 30/60/90 days. It is not recommended to set all users to report by period on all reports within their roles. Alternatively, you can train your users and empower them to use this feature when…

It appears that the issue you're having is the growth rate of 1.5 is not populated within your report. If I understand correctly, the 50% is present, the 150% is not. If this is accurate, you can: A) Add a custom field to your items to capture the 150% B)Populate the custom field with the corresponding growth rates. (Can…

Hello, You can not convert a saved report into a saved search. You can recreate the report into a saved search, but some of the criteria won't be listed in the 'filters' area of your report. For example, if the report is open sales orders, the filters won't show the transaction type=sales orders & Status = not closed,…

Is there anything preventing you from editing the original WO Issue and zeroing out the items you want to 'unissue'? ~angela

Hello There, To resolve your issue in a simple manner- you can set price levels to capture the differences in pricing, and apply the price levels to the customer records. This way, all new charges will apply based upon the price levels. To email the invoices to your 'members' you can create a scheduled workflow to send the…

Be careful setting up all roles for this. Reports like AR & AP are not usually run by period, and if you do run them by period, the 30/60/90 will not be accurate. ~angela

Custom Entity

You can edit the work order issue, and zero out the items you don't want to issue. It's simple, easy, and best of all - it works. ~angela