CDuf · Business Systems Analyst · Bronze Trophy

Thanks Tafara. Yea, I would have loved "Item on any Line" but you've got it, I need to return lines across all invoices. I did try expressions but I did not include the type in the second argument and could not get my expected results. I included all criteria in both arguments and added an item as your example suggests. I…

Thank you Michelle. I attempted to leverage(and modify) an existing formula that determines the # of Business Days & Business Hours a case has been open by switching out the comparative field from {closed} to {initialresponsetime}. This exceeds the character count allowed by 272. I next attempted to utilize the…

@JohnCirocco suggestion of "Item on any line" is a good one. The criteria "Item on any line" delivers all lines on a single invoice if one item is found. I am looking for how I might apply similar logic across all invoices for a Customer. I'd like my Saved Search to return all the Customer's invoices and lines if the…

Thank you Camille. As far as my question, you answered my question. The reason why the Income Statement accounts in the Trial Balance Report have beginning balances in their Account Detail report is also because of the same reason stated above. But as mentioned by @HertsChris, your Trial Balance will still be correct. The…

Oddly, Camille, the normal “Did this answer your question?” is not included in this response. I wonder if this string has already been considered, "Answered" Thanks to both you and @HertsChris. I thought I was reading it right but to HertsChris' point, "a difficult subject to relay to Finance team members who are used to…

Thank you John. Our scenario is each Product/Item family are sold at different times (perhaps years apart) so are invoiced on separate invoices. After reading more about Item on Any Line, I can see that if we invoiced all products/items on one invoice, it would work well. I can successfully return all the PRP Invoice Lines…

Hello Camille. I too have a question. Will "does not post the balance to retained earnings because doing so would zero the past income statements and prevent them from being viewed" impact the Trial Balance? I normally do not expect my Trial Balance to to have beginning balances for Income Statement accounts. I see…

I didn't think of this when I completed my Oracle Communities survey. It would be nice if: Each of these formulas were a separate topic with keywords attached to make searching easier. Each of these formulas were separately migrated to SuiteAnswers to make searching easier. Best to all.

I found a temporary workaround. Instead of using the original Text Area custom field in the Saved Search, I used a Formula (Text) field with the custom Text Area field, internal id in the Formula field. The results are below. The full text of the custom Text Area field are displayed. It is a redundant exercise to create a…

Thank you, Pauline. I accessed the Enhancement 102873: Setup>Customization>Record Types > Custom Field> I see that there are 72 votes for this idea (+mine) but there is only one comment. To all that are interested in this enhancement (or any enhancement), please add a comment that relates to your business…

Thank you Camille. I see there are currently 181 votes but only 2 comments. I'd like to add, We can contribute to continued improvements when we can demonstrate widespread benefits and burdens. To all those that are interested in this feature, please add comments to the Enhancement Request 11790:Loan Amortization,…

I'm also wondering. Our scenario: We make annual and quarterly payments, we need to amortize over the periods (e.g. Licenses, Software Subscriptions, etc.) using credit cards. While we know Vendor Bills and Journal entries allow Amortization schedules and we have resorted to using them, it involves many more actions to…

We record them as Bill Payments but "To be Printed" = No so no "check" # is assigned. I will look into recording them as manual checks. Thanks Tina. Did you try updating the saved search to include Bill Credits? Best.

Thank you Michelle. I will.

Just another update. The attempts to get into our system, and perhaps others, continue. I post her so that other users can be aware and cautious. Earlier attempts came from @gmail.com. In November & December they changed to @hotmail.com. January they have become coming from .org. We are a US company that does no business…

I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results. As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid…

As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid with a credit card. I am now having trouble pulling in payments made via Wire transfer. Wire transfers are not a selection in the transaction Type list for Criteria. I thought Wires are considered checks…

I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results.

Yes, thank you Michelle. I have been trying to tell our Support team to use email from Case Record tab > Messages > Email button. When they only add one extra email address (most of the time) it's easy just to use the email field so they default to that process. I will use this as a reason they should conform and…

For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…

For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…

We can consider this Answered. Thanks.

Thanks Michelle. Chelsea has been set as Andrew's Supervisor since August 2020. He has a large list (228) of Tasks many created recently. When it didn't make any sense that she could not see them, I went to the community for ideas. I should have gone back to her and challenged her. She changed her View, and could see them.…

I can't see if this discussion is closed so adding to it here. (If it needs to be a separate discussion, feel free to.) I am attempting to create a Saved Search of Products and Modules to retrieve the internal ids of each but I cannot find the record in the New Saved Search Type. I need the internal ids because I am trying…

Thank you. I found what I was looking for but had not asked very well. Turns out I was looking for a "Timeline" Portlet on the Customer Dashboard.

I have a Manager (Chelsea) that has a direct report employee (Andrew) and wants to see the Employee's (Andrew) Tasks by using the Task View Filter = - My Team- for the Assigned To field but receives no results of her subordinate's (Andrew) tasks. We are not using Team Selling (Sales Teams). They both use the same role and…

I have used Netsuite Saved Searches to accumulate and audit my Vendor payments then used 1099online.com to actually distribute and file the forms (we have a small number).

Thank you. No need for further explanation. Since SuiteAnalytics is relatively new and does not include all necessary fields, I like to record any fields that are still missing in all places that capture a need for additional fields. I do this so that, as the NetSuite development team determines which fields to include in…

I went back to add another comment to these Enhancement requests. I was able to find and update 569547 but I was Unable to find 537174. I am attempting to utilize SuiteAnalytics workbooks so I can leverage Pivot tables but some Customer Case fields are not available. Set Up>Issues>Products on the Case form. I am trying to…

Wow! So sorry. I know better. THANKS!!! I appreciate your patience. Hope your holidays are nice. Best.