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@User_XM0JU can you try this on your end? TO_CHAR({postingperiod.enddate}, 'YYYY/MM') - this converts the transaction posting period to text format TO_CHAR({period.enddate}, 'YYYY/MM') - this converts the budget period to text format After this see if you can link them?

Hi @User_XM0JU , In my experience, you may need to use a formula to transform some data to be the same text field, then you can link them together. For example, The "Posting Period" in the Transaction dataset is a different type of record than the "Period" showing in the Budget dataset. You must use a formula to make them…

@nag_m I'm happy to share some experience with our recent implementation. GAM is a feature behind full Multi-book. It allows transactions to be posted to different GL accounts on different accounting books. This particular feature is more for reporting; you can use it with or without full multi-book, even though with full…

Thank you all for helping!

Hi, have you checked the "Bill in advance of receipt" checkbox on the Accounting Preference, Order Management, under Receiving?

@Andrii Siryi Understood. Unfortunately this is not available in NetSuite.

You can check the "NAME" field on the JE line and see what is the currency that entity record has. The SEK currency may have been assigned before but got removed from that entity record now. Thus, you can no longer create/update that old JE with the currency that the entity record doesn't have. If this is true, you need to…

What is the purpose to have multiple "due date"? is this for dunning?

Hi, sounds like you have the "Allow subsidiary hierarchy to be modified" enabled, if so can you try if it's possible to move Inc under Consolidate first, then move Singapore under inc and create the new India sub under inc.

@Wee Ming This is so helpful!

The <#if record.expcost?has_content> is not needed. You can print the billable expenses directly with <#if record.item?has_content>. All items and billable expenses will be shown on the same list.

Are you using SuiteCommerce or using NetSuite to host your webstore? It sounds like you need to create a coupon via SuitePromotion, once the coupon code is generated, you can give it to the customer to deduct the total from his/her next online order.

@iavorski since this is not GL-impacting, you may want to make the date and period match in order to get rid of these txns in that page. If both Date and Period information will be used on the real txn record in a later time, you can consider using custom fields to store that information, leave the native date and period…

I don't believe NetSuite allows attaching an existing VB to an existing PO. You'd have to create the Bill from the PO. I'd appreciate to know if there's a solution for this, though.

I believe this is native NetSuite behavior, the memo on IF is not directly copied from SO, it is meant to store a memo for the IF only. You can use a WF or script to inherit the memo from SO on the IF.

This field is a managed field since it came from the EBP bundle but the default level is Edit. I would assume you are able to populate it via either Workflow or Script. If the purpose is just to let the user see what primary Entity Bank Detail this vendor is using, you can also create a Saved Search and make it a sublist…

Hi @SeamusMon Have you heard anything back from support? This is bizarre behavior and I'm interested to know what could be the cause. Thanks for sharing in advance!

On top of creating a Saved Search to pull the pair, we are also using a custom field on the records to link them. On the Bill, we have a line custom field to show the Invoice that is generated for a particular line. On the Invoice, we also have a custom body field to refer back to the Bill record: A script will populate…

@Adam W You are welcome and happy to hear this helps! You can add the same fields on the Saved Search email too. If you can pick the fields from "insert field" drop-down and add it to the email body, it will reflect in the email.

Hi @User_RG1MF can you click on the Workflow configuration page and see how the trigger section is set up? Is it only trigger "on create"?

@Adam W Yes, you can include the GL impact. When you create the Saved Search, pull all lines of the Assembly record instead of just the main line, add all the information you need, under the Email tab, and use {result} field in the content: then you'd get an email with all lines like this:

@User_CQJ1E we have this use case as well. We do not change WO location which is the same as SO, instead, we do an Inventory Transfer for the items from the other locations to the WO location. We plan to do a custom automation solution allowing the system to transfer the item automatically.

This can be accomplished in the Analytics Workbook. Simply create a Budget Dataset with all the information you need.(You can find the joined field eg. internal ID of the Department or Account from the Dataset), then create a Pivot table to generate a Budget by period View. Dateset screenshot: Pivot table screenshot: You…

@Adam W The Saved Search will send out the notification when a new Assembly# is created which is the same result as you can get from Workflow. I would say either way works based on the requirements you provided.

This sounds achievable with Saved Search as well. You may not need to go into the Workflow route. SImply create a Saved Search of Assembly record, and reference the WO number, then, define the recipients under the email tab. I would assume you have a field on the record referencing the "associates" or a joint field from…

@Intelligere1.0 I'm not entirely sure of the use case (AR/PPA, etc) but for me a very basic answer could be to create a negative asset for the difference and assign the 'original' asset in the Parent Asset field on the (new) negative asset.We do this all the time, because Revalue doesn't take other things into…

You would need to do an Asset Transfer for that asset to change the location appropriately. After the Asset Transfer, your depreciation JE should inherit the new location.

hope this helps :)

@Varonis inc. You have found the payments for the invoice, you just need to add one more column to show the invoices of each payment applied to. Then, create a formula to compare the original Invoice# and the payment applied to Invoice#, add the formula to Criteria Summary to filter out the ones that do not match.

@Amjad Kasem Have you try using a formula in each dataset and then pulling the formula columns into the rows on the Workbook? So on each dataset, instead of pulling the price of that particular price leve, you write a formula such as "case when {pricelevel}=xxx then {rate} else NULL end", do the same thing for the 2nd…