Angela Bayliss · Senior Solution Architect · Gold Crown

Ah. In that case, it's more of an internal process than a NetSuite setting. For example, if your accounting department wants to run balance sheets by department, then users should ensure departments are set for all balance sheet accounts. NetSuite can support many different processes, but it cannot define the process for…

I'm not sure what you mean by 'account rules'. There are account types, they can be available to individual subsidiaries, or all of them, they can be restricted to departments or classes, etc. Customers and Vendors are tied to specific subsidiaries, unless you have multi sub customers/vendors enabled. Transactions for…

Go to Setup>Accounting>Accounting Preferences, and ensure that this box is checked: Dumb setting, and is not checked by default. ~angela

I'm not clear on your question? You can change a customer type to individual on the record itself, via CSV, etc. What is your actual question? ~angela

Oh wow. Another way you can do this is to create a saved search. Use the Suiteanswer # 72893, which has a table of 'applied to' & 'applying' transactions. Just a thought. ~angela Applied To Transaction Type Type Applying Transaction Type • Purchase Order • Item Receipt Bill • Bill Credit • Bill Payment • Vendor Return…

The only times you would expect that the system notes subtab is empty is if the box is checked, OR you're looking at transactions cloned into a sandbox environment. ~angela

Do not check that box! It will remove all system notes for records when they are created. I asked about this box because your transaction didn't show any system notes, which may occur if the box is checked. Please uncheck the box. My apologies for the confusion. ~angela

What you're mentioning is more of a process, not something managed in NetSuite. Users should be trained to not delete any rules. Note that users may create new rules as needed, to manage transactions that may not have a rule defined yet. Your approach should be in training users. I don't believe NetSuite will limit user…

There is a free bundle by RSM 'Mass Delete With Saved Search' (234093) that works to delete multiple records using a saved search. Install the bundle, create a saved search of records to delete, add the search internal ID to the script deployment, and watch the records go away! Its a slick way to remove as many records as…

Any users who will be performing the bank matching for reconciliations will need full access to the reconciliation rules. Without permission, they will not be able to use the rules for reconciliation. I hope this answers your question. ~angela

As this is a system limitation, you won't be able to create a single bill and apply it against item receipts from different purchase orders, unless you are using inbound shipments. What you can do is create multiple vendor bills in NetSuite to capture the single bill from the vendor. To do this, simply add a -1, -2 -3 to…

You can easily customize your aging reports to filter out the intercompany accounts. Is this what you're looking for? ~angela

Try logging in as an administrator. The 'access token management' is a specific permission/role that can be used in place of an admin login. Another trick when setting up an integration employee record is to set the email address to login to be an email that you can easily login using. Once all the tokens are created, you…

Perhaps if you communicate your case # here, and reach out to your AMO and ask that the case be escalated. The NetSuite users here seem to be helpful when you have a specific case to reference. Good luck! Crossing my fingers for you! ~angela

OK< You tested this really well. I suggest you both file a case with NetSuite, push until you get a defect number, then let all of us know so that we can also get attached to the defect. The louder we are, the better odds of this getting fixed. It's clearly a bug. ~angela

All Period close activities must be completed manually. ~angela

It may look 'Odd' and you can edit the way it prints, but it is providing the information. It's not applied, and it's a customer deposit. Note that you can edit the layout. ~angela

You can try filing a support case, but I don't guarantee it'll be successful. I know this isn't the answer you want - but I'm pretty sure that it's too late. ~angela

When you enable the multi shipper on orders, each line may have it's own ship to address. You will need to split lines to support the different addresses. You won't be able to split one line and send to different addresses. ~angela

If you're within 72 hours, you won't be able to cancel. ~angela

You can select 'Backflush' which allows you to create a completion & issue the components at the same time. ~angela

N/Task

In the results subtab, add the same formula except just use {quantity}-{quantityshiprecv} as the formula. The result is the open quantity per line. ~angela

I doubt you can get a refund, but you may be able to get a credit towards new licenses, etc. If you purchased it from NetSuite. Clearly, I'm not in sales. 😏 ~angela

It's sad, really.. People purchase in good faith, and once it's labeled 'Built for NetSuite' and is supported by NetSuite, it feels like it's only about sales. And the clients who purchase it are the ones who suffer. I'm sorry for your frustration. ~angela

This won't be helpful in your case, but I have found that it's worth my clients investment to purchase a 3rd party connector for any integration with an external website. When you have a 'built for NetSuite' connector, there doesn't seem to be available support for the issues you mentioned. I wish I could be of actual…

Journal Entries

To check for scripts- navigate to customization>scripts>scripted records. Choose the transaction types, click edit, and you can see everything running against the record. ~angela

NetSuite Quality management does not meet most company requirements. It supports basic quality needs, but does not conform to government standards in most industries that are managed by the FDA or other government entities. What, specifically - would you like to know? ~angela

If you navigate to Setup>Company>general preferences, do you see this checkbox, and is it checked?