Clarisa De Torres-Oracle Blue Diamond

Hi @Tessa, were you able to check the comment above? :)

Hi @User_GLL29, Per checking, the ability to set an approval routing for Customer Payments is not yet an available feature in NetSuite. There is a request logged for this feature's availability; the Enhancement number for your reference is 128539 Approvals > Expose approval routing information on transactions so customized…

Hi @User_30DPK, we appreciate you for updating us and apologies for the limited assistance on our end. Thank you!

Thank you for sharing your insights, @Tigran Shahnazaryan! Hi @Sue Carstens, per SAID 50118: The Renew Now button is available for contracts that satisfy the following conditions: Contract is not inactive. Contract status is Active or Renewal Rejected. Contract has at least one item that is not perpetual. Contract has at…

Hi @Tessa, you can try setting up New Year Only then select the start and end dates: Afterwards, you will need to create the Quarter and Base Period manually for that year. Hope this helps! :)

Hi @User_30DPK, May we know if you are using an admin role? This nav path can be seen via here: Hope this helps! :)

Hi @User_30DPK, were you able to check the comment above? :)

Hi @User_0XDCX, do you have OneWorld account with multiple subsidiaries? Would the two entities be under different Subsidiaries? If yes, one possible way you can do is to inactivate the Subsidiary with the old name. As a normal behavior, inactive subsidiaries are not available for selection in creating transactions. A…

O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta Correta: C Explicação: No relatório construtor financeiro na página em Mais opções, há opções adicionais do relatório: Mostrar zeros – indica se deve mostrar linhas com o saldo de zero. Apenas atividade –…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: C Explicación: En el Generador de informes financieros, en la ficha Más opciones, hay opciones de informes adicionales: Mostrar ceros: indica si se deben mostrar las filas con un saldo de cero. Solo actividad: indique si…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Correct Answer: C Explanation: On the Financial Report Builder under the More Options page, there are additional report options: Show Zeros - indicate whether rows with a zero balance should be displayed. Activity Only - indicate…

Hi @User_CB63L, As a standard behavior of NetSuite, once the Status field of the Secondary Book is set to Active, the Base Currency is no longer editable. The options that the user may consider are: 1. If this is a newly created secondary book, you can still delete the book. 2. Set the subsidiary to inactive, if there are…

Hi @User_569R9, thank you for updating the thread with your findings! This will be helpful to other community members who may have the same concern. 😊

Hi @User_30DPK, you can try customizing the sales by customer report for this: * Navigating to Reports > Sales > Sales by Customer * Clicking Customize * Adding Fields: o Sales > Address > Billing Address State —move this to the left and group with Customer column: * Renaming the Report * Hitting Save This is how it would…

Hi @Benjamin Paul - USA, were you able to check the comment above? :)

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. — In the meantime, you might be interested in participating in our Weekly Quiz. You only have until May 30, 2PM ET to comment on your answers and earn rewards! Click here for more details.”

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. — In the meantime, you might be interested in participating in our Weekly Quiz. You only have until May 30, 2PM ET to comment on your answers and earn rewards! Click here for more details.”

Hi @Benjamin Paul - USA, please see details below on how to import exchange rate: A. Prepare a CSV file which contains the following columns: I. For One World NetSuite Accounts: -- Base Currency -- Currency -- Effective Date -- Exchange Rate B. CSV Import Process: 1. Navigate to Setup > Import/Export > Import CSV Records…

Hi @Javier P. , the ability to issue a Credit Memo for an Invoice and only affect the Amount not the Inventory is currently filed under Enhancement #81003 Customer would like the ability to create a credit memo but not have to associate it with an item, rather an amount. You can vote for this enhancement on…

Hi @Hans de Molenaar, after investigation and testing, please see information below: Please note that this is standard system behavior. Since your base currency is EURO, running the report at the consolidated level uses Consolidated Exchange Rates. These rates differ from currency exchange rates, leading to discrepancies…

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hi @Javier P. , were you able to check the comment above? :)

Hi @MichelCA, I did further checking on this and noted that the Date field is not the same as the date As Of in the A/R Aging, Trial Balance and other reports. There is no equivalent in the saved search for the Age As Of field found in reports. This is currently a system limitation and similar concerns have been logged…

Hi @Javier P. , Per checking, if you are looking for native functionality, we suggest setting the following: Set a Credit Limit on the Customer record at or less than the Customer's A/R Balance Set Customer Credit Limit Handling preference to Enforce Holds When a user selects the Customer on the Sales Order or Invoice,…

Thank you for posting in the NetSuite Support Community! Hello everyone! Your expertise and knowledge are greatly appreciated, and we ask that you kindly offer your support. In the meantime, you might be interested in participating in our Weekly Quiz. You only have until May 23, 2PM ET to comment on your answers and…

Hi @User_KAGURA, were you able to check the comment above? :)

Thank you for updating us @Yasmine BELAOUCH. I've also reached out to them to check your concern further. If you receive a response that you believe is not exactly addressing your concern, feel free to reply to them and reopen the case to seek clarification :) I have removed the attached pdf since it also contains…

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the most…

Hi @User_RCNVR, do you mean zip codes in the Address tab of Customer records? or are you trying to create custom fields for these zip codes instead? :)

Hi @Pallavi1903 i think the other alternative would be Tigran's insight to customize the P&L report and filter it with location then share it with required user/role: