Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @JMack Admin, Items and Bins aren't natively linked. You can have a specific Item linked to a Bin a few ways. For example, a specific Bin can be added to an Item. In the search that you have, are you attempting to filter the results for Items with linked Bins?

Hey @User_9VVSQ, The easiest would be to use a "Refurbished" bin or an Item Status/Detail tag.

Hey @Toanne Termeer, Check to confirm the custom role has the Setup → Mobile Device Access permission.

This appears to be a potential defect. Please open a Support Case with NetSuite and ask them to investigate.

NetSuite might be blocking the non-inventory items from the back-end. Can you open a Support Case and ask them to investigate?

Hey @Kevin Hosea, The best is to check with your NetSuite Account Manager, as this might be dependent on your specific NetSuite instance and provisioning. In my view, you may not need the SuiteTax, as lots of US companies are using NetSuite's basic/legacy Tax Engine.

Hey @Kevin Hosea, The SuiteTax is a separate module and needs a full implementation to work correctly. Did you confirm it can do everything you need?

Hey @User_Q6HSC, If you check the "Can Be Fulfilled" checkbox on the Non-inventory Item, you should be able to use it for the Cross-subsidiary Fulfillment. The best is to run some tests in the Sandbox to ensure everything works as expected.

Hey @User_YYLJ9, Did you try clearing the browser cache and trying again? Thank you.

The best approach would be to update the Custom Role permissions and processes, and then start using the intended "Advanced Intercompany JE" feature.

Is there a good reason you aren't using the "Advanced Intercompany JE"? The standard JE with added "To Subsidiary" probably can't support what you are trying to do.

Perhaps you can have the criteria based on the Item Type. Something like CASE WHEN {item.type} LIKE 'Inventory Item' AND {quantityshiprecv} = 0 THEN '1' ELSE '0' END → Equal to 1 You would need to experiment. It is hard to give you an exact solution remotely, as your use case is complex.

Hey @Elizabeth Vance, You can do that by creating a Transaction Saved Search that is running on Sales Orders with Main Line = False. Use the "Status" = "Partially Fulfilled", "Pending Billing", etc., as an additional criterion. For the "not fulfilled", use the "Quantity Shipped/Received/Picked Up" = 0

Hey @User_ZRJXX, Depending on your localization, NetSuite version, and deployed bundles, you may have a list of roles that differs from others'. For example, you may have a role called "System Administrator" that might be appropriate for your IT Manager. This role has significantly fewer permissions than the…

Thanks for confirming. Try the following: Find a Journal that was created via Post Time Create a Transaction Saved Search and enter the Criteria to show the Journal from #1 In the Results of the Saved Search, add "Applying Transaction", "Applied To Transaction", "Created From", and see if any of these display the related…

The Bulk Mail Merge only uses Groups. In theory, you can create a Customer Group per individual Customer, and send the Statement to the desired Customer. If you mostly plan to do that, then you may consider using Option 2 from my previous response.

No, the native one is not available to customize. I wish NetSuite made it customizable.

Ah, my bad. If you create a custom "Internal ID" field on the Invoice Record, you should be able to add it to the "A/R Aging Detail" report. The Saved Search is another option, but it will be harder to use. Check if you have a Saved Search called "A/R Aging" which comes with some of the Suite Success bundles. You can…

Thanks for the clarification, I didn't realize you were asking about the "Email Template". There are a few options: Create a custom scheduled workflow and an email template to send Customer Statements based on a schedule and a custom email template Open the Customer record, Communications, New Message, and type the email…

Thanks for the clarification. You can customize the "A/R Aging Detail" and add the "Internal ID" from the "Customer/Project" section:

Hey @John Nikko, The "Pipeline by Sales Rep" is based on the "Projected Total" field value. This field can be updated manually or auto-generated based on the sum of all item line amounts. This isn't considered a "Forecast Report". The "Use Quotes in Forecast" checkbox would impact reports such as "Forecast vs. Quota" or…

Hey @User_6EMYZ, Are you referring to the Journals created via the "Post Time" feature, which is part of the Job Costing?

Hey @Yossi Zohar, On the custom field, did you select the "Store Value" checkbox? Sometimes, it takes time for the field to propagate. Try to clear the browser cache, relog, and see if the field shows up.

Hey @User_IBB5P, NetSuite doesn't have a native report called "Customer Detailed TB". You might be using a custom report. Do you know which native report was customized to create "Customer Detailed TB"?

Hey @Elizabeth W., You can find the Customer Statement Template via Customization → Forms → Advanced PDF/HTML Templates.

Thanks for checking. How about Global Employee Permissions? Also, clear the browser cache and try again. You can also log in under the employee account and see if you are experiencing the issue. If not, it might be related to her browser extensions or similar. If nothing works, open a case with NetSuite Support and ask…

Hey @User_L6WBE, We resolved this for our customers by: Implementing Celigo CloudExtend, which integrates NetSuite with Google Drive, Microsoft OneDrive, and SharePoint Creating a custom "Hyperlink/URL" field (or a Custom Record for multiple URLs), where users will reference the URL of the file hosted on a shared drive.…

Hey @TEN, Can you check both Employee records and confirm they are under the same Subsidiary? If they aren't, that might explain the discrepancy in system behavior.

Hey @User_BD08X, Did you try using the "Advanced Intercompany Journal Entry"? I believe NetSuite was discontinuing the "Intercompany Journal Entry".

Hey @User_6YI1X, Check if the Custom Role has a "View" access to "Employee Record" permission. If that doesn't resolve the issue, you may need to add "Employees" permission, too.