Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @PatrickConrad, Did you try using the "Manage Intercompany Return Authorizations" process?

By default, the "Search" is available for both PO and Bill. Are you creating them for the same Vendor and Subsidiary? There might be differences in the number of Items displayed in your example, which is why the "Search" might be unavailable if there aren't many results.

Hey @Ken Zhang-Oracle, I assume you are making the CSV imports via the Admin role. With a standard role, the checkbox 'Yes/No' should have a more noticeable impact.

The "Bank Details" record is available for custom workflows:

Hey @Yee Yie, You should be able to recognize the revenue every 4 months. A rule like this should work: I assume you recognize the Term 3 based on Sales Order, Subscription, or Invoice. You can do an RMA, Change Order, or a Credit Memo to reverse the Term 3 revenue.

Hey @User_Q1DPO, I agree that it would have been useful and consistent with the "Days" option. For some reason, NetSuite didn't design the report to show the "number" on the report header for values other than "Days". We can't modify this report to show that.

Hey @Maria Gabriela Barbosa-Oracle, You need a custom workflow or a script for that.

Hey @User_K51C7, The solution that you described is the most optimal to match a Vendor Bill and Payment in different currencies.

Hey @User_63KD7, NetSuite has a Quality Control (QC) module, but it is primarily used for Manufacturing. In your case, it would be best to build a custom workflow. The Workflow will set every Item Receipt to "Inactive" or "Locked" status on creation and require an approval before activating it.

If one of the Custom Records is set up "As Parent" for the other one, you can use the established join to source and filter field values.

Hey @VanillaTango, In theory, you can do that via Saved Search and no customization. In practice, it will be hard to do. You have to rely on the "Applying Transaction" join to get the data for Item Fulfillments and Invoices. Line-level searches repeat results per line, so it will be tricky to exclude the duplicate lines…

Yes, you should be able to do that via workflow by utilizing the Conditions (Standard/Criteria or a Saved Search).

Hey @Jordan Cohen, The setup you have won't work. The "Filter" of the Saved Search that is populating the field value should be related to the record on which the field is located (i.e., Customer). I don't know the full context of what you are trying to achieve, but it seems a workflow running on the Customer record would…

Hey @User_OCMVT, No, you can only choose one Vendor Bill. If you have multiple related Vendor Bills, then you have to use the "Source = Manual" option.

Hey @A K M Farid, You need a script for that.

I have seen it a few times over the years (the latest instance was two months ago), so it is not related to 25.1.

Hey @PaulFleetwood, I have encountered this issue a few times when I opened the "Help" section. The few times I have seen that, the content was in German, and I couldn't figure out why. Often, clearing the browser cache or trying a few hours later resolved the issue.

I hear you, that happens. I would continue to follow up and request an update. This is a potential defect, and they need to provide a resolution.

You can also check the Integration Logs to see if there are any logged error messages.

This appears to be a NetSuite issue, so the best is to open a case and request that it be investigated as a potential defect. I haven't seen this specific issue before, but I know that the record/field data sometimes doesn't get properly updated after a change. I have observed that an actual custom field doesn't appear in…

Does anything change in the drop-down if you Edit and Save the record? Also, have you tried clearing your browser cache?

Hey @A K M Farid, Yes, that should be possible, as a Saved Search can access custom records and fields.

Hey @R. Dieka Pribadi G. E.,, The {user.role} relates to the User who interacted with the Transaction (e.g., created or edited it). It has nothing to do with the User who is running the Saved Search. The "Current Role" of the user is recorded in the "Login Audit Trail" record. You can build a Saved Search for it, but you…

Hey @Paul Salkeld, That probably happened because some of the records were created "before" the feature was enabled, so NetSuite didn't attach the ID to the record. You can check if the Edit/Save of the records without the ID adds it. If yes, you can run a Mass Update or a CSV import for those records to bulk Edit/Save…

Hey @User_BFLDA, There are a few ways to do that. When you want to sum the amounts for the current month, you can use the following formula as a reference and update accordingly: CASE WHEN MONTHS_BETWEEN(LAST_DAY({today}), LAST_DAY({trandate})) = 0 THEN NVL({amount},0) ELSE 0 END

Hey @Vismay Barot, The "Billing Type" and "Billing Schedule" are different lists. When you create a standalone "Billing Schedule", you can choose the "Standard" option. For Projects, the "Billing Schedule" is linked to "Billing Type" and is defined by it.

Hey @User_Q1DPO, You won't be able to do that on the native General Ledger report if NetSuite is netting the Debits and Credits. You can get those amounts via Saved Search.

Hey @Stephanie Lange, Can you check if you can create the related transaction in NetSuite manually? I assume you won't be able to do that, which is why Bill.com can't do that either. There appears to be a newly added custom field with an incorrect formula added to the PO/Bill record/form.

Hey @User_ZRJXX, Are you an Administrator? Also, NetSuite natively assigns elevated privileges to the Saved Search / Custom Object's owner. I assume you are the owner of the Saved Search. If you set someone else as the owner, you probably won't be able to see it either. The Employee Center functionality is limited, but…

Hey @User_K51C7, I won't call it "identical", as the Billing Schedules have more functionality. You can use the Vendor Payment Installments to divide the total amount of a vendor bill into several parts to be paid in installments.