Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

There is a chance I have used the "Applied To Link Amount" join before and found it was more restrictive than the "Paying Transaction" join. Can't recall this clearly, and "Applied To Link Amount" may work, too.

Yes, in these cases, you should use "Maximum" or "Minimum" instead of "Sum". This should work:

Can you share some screenshots to help with troubleshooting?

Hey @NE_JohnC, You can use "Formula (text)" in the Saved Search and reference the required fields to get the number without commas.

In the second one, you should choose "Any of None", which means "there aren't any transactions".

Hey @Ken Corley, I know NetSuite made some changes to their email servers and configurations recently, which might be impacting your testing. Did you use their most recent guide on how to set this up? If you did everything per the guide and it still doesn't work, the best is to open a NetSuite Support Case and ask them to…

Hey @User_OREVM, You need to build a custom solution, where you can enter the values in a custom field/suitelet, that allows for easy selection of Ship To Addresses.

Hey @Juan Dom, You can build a Customer Saved Search with the following criteria to find all Customers that don't have any Sales Transactions (e.g., Sales Order, Invoice, etc): If you want to find Customers that have no related transaction, you can use the following criteria:

Are you selecting "Override Existing User Settings" for the roles to which you are publishing the Dashboard?

I haven't tried using it specifically with SuitePeople, but I would be surprised if you can make it work, as it is quite restrictive. Here are all the permissions for Specialized CRM/Sales Roles and it doesn't seem they will work with SuitePeople:…

Hey @PaulFleetwood, So far, these licenses haven't worked for any of my CRM Customers. If a custom record is locked, you can't edit it and add the Specialized User Role to it. Also, you can't really use them for custom integrations, dashboards, etc.

Hey @Ma. Angela Beatrice Mendoza-Oracle, NetSuite would calculate the "Realized Gain/Loss" when the transaction is settled (e.g., Bill is paid).

Hey @snaseer, You should be able to get that via Invoice Saved Search and "Paying Transaction" join. Here is a screenshot for the results that should help:

Hey @User_UNZWF, You can do that when you are publishing a dashboard with defined portlets and layouts. As you have a Custom Center Tab, you should be able to publish to that specific Center Tab only. Try that in Sandbox or on test roles first to ensure you get the expected results before trying on actual roles.

Yes, that's a custom page, but you can still build a script to parse the XML data on it. That won't be a typical NetSuite script, though.

Hey @Bee Yook, That isn't possible via native functionality. I agree that it would have been a great feature!

Hey @Ashoka_Sanjapu, Those records aren't exposed to Saved Searches. You can create a script that parses the page, generates XML output, and then sends an alert based on the defined criteria.

Hey @ABDUL HANNAN, Could you confirm that users who don't have access to records can still see information from those records via a pop-up?

I haven't seen such an article. I know from experience that if you create a Journal and tag both AP and Expense GLs with the "Name", you get issues (In and Out) on the Aging and related reports.

Hey @User_Q3A12, The "Name" is tagged when the GL is directly associated with the applicable Entity (e.g., Customer, Vendor, Employee). The "Name" isn't applied to the Expense lines on Vendor Bills, as that may negatively impact AP Aging and other reports.

It might be possible via "Applying Transaction" join and CASE statements, but you have to test, as I am not 100% you can get to the Invoice Messages from the Sales Order.

Please check the "Resources" tab and "Resource Details" and/or "Resource Allocations" (depending on the Project Preferences) of the Project and see if both Hill and Bergh are there. If Hill isn't there, you probably have to add him as a Resource to be able to use him in the related Time-Based Rule.

Hey @Chan Man, That might be related to the Project. Are you allowing only Project Resources to enter time? If yes, did you add both employees as Project Resources? Are they assigned to Project Tasks?

Hey @Divya Unnikrishnan, It appears this is a defect with the report scheduler, which uses the "Previous One Month" range instead of the selected "Last Month". Can you try scheduling it with the "Previous One Month" and see what you get? If the issue persists, you should open a Support Case with NetSuite and request that…

Hey @Vishal_, Sometimes this is caused by "Inactive" roles or the "Restrict This Role by Device ID" preference being set. Could you check these?

Do you have any Vendors that the system marked as "Duplicates"? You can update the "Set Up Duplicate Detection" for Vendors to ensure you have the right criteria there. Once the system detects Vendors as "possible duplicates", you should be able to merge them. If none of the above works, please share some screenshots to…

Hey @User_KC8Y1, I have used the Vendor Merge feature multiple times, and it works well. Which NetSuite Role did you use when you clicked "Merge"? Did you get any error messages?

Hey @KJD, To change the Price Levels and Discount %, you have to go to Setup → Accounting → Accounting Lists → Price Level:

Hey @GSONI, It is probably related to the Employee Record differences. The best is to compare the Employee Record that doesn't get the Tax Codes assigned with the others, to see if there are differences in Subsidiary, Currency, or something else. There is also a chance it relates to Expense Categories or related…

Hey @User_456Z7, You also need to create Downtime Reason Details records and link them to previously created Reason Codes: