Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

There are a few ways to get the data from a Bank for reconciliation purposes, so some companies try the "Parser" if the Bank Feeds solution doesn't work. Yes, once you confirm everything is working, you can disable the Sandbox integration and replicate it in Production.

Hey @Sergio vP, Yes, you can definitely do that, to ensure everything is accurate before deploying it in Production.

Hey @Karanjot Singh, This will be tricky to accomplish without customization. The only way you can do that natively in a Saved Search is to build it as a line-level Sales Order Saved Search, which shows the Purchase Order and the Item Fulfillment via Applying Transaction join.

Hey @Rob Riccio For WIP (checkbox is checked) Work Orders, the expectation is that Work Order Close is the step that completes the In Process Work Order. That's the native functionality. If you want to mark WIP Work Orders as built for reporting purposes prior to Close, you can do that via the "Mark Work Orders Built" bulk…

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https://community.oracle.com/netsuite/english/discussion/comment/16897862#Comment_16897862 Hey @Daniella Cardel - Oracle-Oracle, Revenue Recognition is one of the most complex areas of Accounting, which is why it is essential to understand its fundamentals before attempting to use NetSuite's Advanced Revenue Recognition…

Tip #3: Considerations when Creating an "Allowance for Bad Debt" Account. We can create the "Allowance for Bad Debt" account with an "Accounts Receivable" and "Other Current Asset" type, and each option has its Pros and Cons. When created as "Accounts Receivable" type: Pros: Proper balance sheet presentation is achieved…

Tip #2: Creating a Credit Card GL Account with a non-Base Currency Natively, the Currency field is available for selection for GL accounts with types including Bank, Other Current Asset, Other Asset, Long-Term Liability, and more. The Currency for the GL account with a "Type = Credit Card" is also required; however, the…

https://community.oracle.com/netsuite/english/discussion/comment/16897855#Comment_16897855 Hey @Robert Nedelkow-Oracle, Sure, here is an example of a customization that we needed to build to enhance NetSuite's Native Functionality further. Natively, Billing Schedules aren't reportable via Saved Searches, and it is hard to…

https://community.oracle.com/netsuite/english/discussion/comment/16897853#Comment_16897853 Sure, here are some tips related to the Dynamic Allocation setup: Create the required setup in the Sandbox account to ensure everything works as expected before doing that in Production Enable the "Dynamic Allocation" and…

I want to share a few Tips and Tricks related to Advanced Accounting. Tip #1: Intercompany Balance GL Accounts We can set up Intercompany Balance GL Accounts in COA in 3 distinctive ways. In all these cases, NetSuite would create a reversal JE next month until the IC balance is settled. 1. One Intercompany AR Account (Type…

https://community.oracle.com/netsuite/english/discussion/comment/16897849#Comment_16897849 Hey @Lee Ann R, NetSuite has extensive functionality, which is continuously expanding. For me, the best way to learn it is to process actual transactions and processes in NetSuite. Even if I read about a new feature or watch a video,…

https://community.oracle.com/netsuite/english/discussion/comment/16897848#Comment_16897848 Hey @Mayumi Ciara Marie Cupcupin-Oracle, NetSuite's Advanced Accounting features help users and companies to be more efficient and productive. For example, the Dynamic Allocation feature can use auto-allocate expenses on a monthly…

Hey @Dext3r, Could you confirm that during your tests, the value is copied to the invoice 100% of the time?

Hey @User_9NCEQ, It may happen if the integration wasn't established correctly (e.g., authentication issues). Because it is working in the Sandbox, it means the issue isn't with the bank. I recommend re-creating the setup in Production to ensure everything is set up correctly. This will hopefully resolve the issue.

Intercompany Journal would impact the Elimination subsidiary. You can create a script to reverse a specific GL impact after the main JE was created. Or, you can create a script to create JEs (not IC JE) with Locations as standard JEs in the required subsidiaries. There might be other ways to accomplish this, but it will be…

Hey @User_J2V0H, A workflow can populate the list/record field type only from a related field that has the Internal ID of the record. If you could populate the Internal ID of the Customer, then you can reference that field to populate the Customer in a list field on the Custom Record.

Hey @Alexis Atrizco, Perhaps the best option is to create a script that runs nightly and sends alerts for new deployments.

Yes, this seems like a defect. Can you ask the users to clear the browser cache and try again? Also, can you uncheck the "Available As Dashboard View", save the Saved Search, and then check the box again? Are you having similar issues with other Saved Searches or only this one? If other Saved Searches work, then you can…

I see what you mean. Based on the original post, I understood your request differently. It appears you are trying to pull the layered cost data, which isn't straightforward, which is why we recommend our customers not use FIFO. The Average Costing is the best option. You have a couple of options if you need to use FIFO and…

Hey @Bee Yook, I agree that it would have been useful if NetSuite had such native functionality. Currently, it isn't possible to approve POs and RFPs in bulk simultaneously via NetSuite's design. That can only be achieved through customization.

Hey @Maria Gabriela Barbosa-Oracle, By design, NetSuite Elimination Journals should impact the Elimination Subsidiary so that the Parent and Subsidiary Financial Statements are accurate.

Hey @User_LVLRS, You can export the Line Unique Key. If you want to impact the line with that specific Line Unique Key on the invoice, you should use the combination of the Document Number and Line ID to impact the required line.

Hey @ybeaucage, Can they run that Saved Search directly from their Role if you give them the reports URL?

Here is a screenshot from the Inventory Valuation Detail report that shows Item's Opening Valuation, and Unit Value for each transaction, including Item Receipts, and the final Valuation:

Each instance has a unique configuration and may require a different set of steps. If this was a quick customization, it would have been easier to define in a post. I recommend using NetSuite's official customization guides as a reference to build this customization.

Yes, you have to run the Amortization Process monthly:

The best option is probably to create custom fields that reference those Tax Rates and then create GL Plugins or Scripts to reclass the GL Impacts accordingly. If you move to SuiteTax, you should have the required functionality as part of the newer Tax Engine.

Hey @User_BQX47, Yes, we mostly use Boomi iPaaS to build such integrations for our customers.

Hey @User_L6WBE, No, you won't be able to achieve that via Saved Search without customization. You might be able to do that via SuiteQL, too. The customization would mark the custom checkbox on eligible transaction lines, and you would use that checkbox in your search to show the amount.