Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @CDuf, They should work without any issues, as you may use TBA for older integrations and OAuth 2.0 for new ones. It is preferable to convert the TBA to OAuth 2.0 at some point, as TBA is somewhat outdated.

Thank you, @Mayumi Ciara Marie Cupcupin-Oracle

Thank you!

Thank you, Team!!

Hey @User_LUL5V, NetSuite doesn't have a documented way to find the "missing GLs" on a custom financial report. What you have seen might be something that coincidentally "works" only in a very specific scenario. The only reliable way I found to ensure the custom financial report is accurate is to compare the totals (or…

Hey @Jeroen Sprangers ZS, The "Message" is one of the oldest records that hasn't been touched for a while. For reference, it only supports SuiteScript 1.0, while most other records support 2.0+. Perhaps it was possible to create custom fields via UI, and NetSuite later removed the access without updating the Records…

Hey @Maleeka, You can only have one active Dashboard view per Role linked to the Dashboard. For example, if you have one Controller Role and multiple versions of the Dashboard (e.g., Controller View 1, 2, 3), you can publish each one after another and check the preferred version. If you temporarily create extra copies of…

Hey @User_30ZOA, Yes, it can be done either via a custom saved search with an alert or a custom workflow with the "Send Email" action. Do you know if the email sent on behalf of the CFO is done by the Flexi Approvals? If yes, did you check if it can be modified per your business requirements?

Hey @Ann Wakefield, Yes, you can do it with the right setup. The main two options would be: The custom record appears as a hyperlink under the related custom Subtab on the SO. You click on the hyperlink to open the related Custom Record to make the updates. The custom record appears as a Sublist under the related custom…

Hey @Melody Hashemi, Do you have more Vendor Credits than Bills? Most probably, NetSuite is counting the Vendor Credits as negatives.

Yes, you should use "Name (Internal)" if you have Vendor Codes or Preferred Vendors on items (e.g., for Drop-ship) or other names such as "Product/Web Store names". I have only used the field name in Saved Searches and not sure what is the related Internal ID. Let's try the "nameinternal" or "itemidinternal" and see if…

Could you share the screenshot of the Criteria? This is not intended functionality and can be caused by the Criteria or Filters (e.g. If you use "Name" as a filter instead of "Name (Internal))

Hey @Ken Mann, Do you have any filters on the Saved Search?

The Unplanned Revenue typically comes from Revenue Arrangements. If you click on the related amounts on the Deferred Revenue Waterfall report, you can see which Revenue Arrangements caused that: If you are unsure how to correct those (there can be 4-5 different reasons for that), you would need to request help from an NS…

NetSuite does support sub-100 employee companies. Some companies use NetSuite with only several employees. Do you have an option to try that first in Sandbox? That way, you can choose the 401K option and test it before configuring it in Production.

Hey @Matt Johnson, I agree that building a scalable process in NetSuite for Customer Credit Applications is better for improved efficiency and consistency. You can build a solution based primarily on a Workflow and Custom Records with pre-defined rules around scoring and approvals. For each new application, you would…

Hey @Sivasubramaniam, Could you share the screenshot of the charge that you are trying to invoice?

Hey @User_XKLA1, Did you check the SAID 101061 that explains how to create a Retirement Plan with Employer Matching and other criteria?

Hey @Rhon R., Could you share the screenshot of the Custom Segment -> Application & Sourcing -> Transaction Columns subtab?

Hey @Honey Soe, You can create a new Advanced PDF form for Statements by navigating to Customization > Forms > Advanced PDF/HTML Templates There are two versions included by default:

Hey @markival, You cannot add a dynamic Location filter to the KPI Scorecard. As a workaround, you can add a "Location" as a filter on the related Saved Search, to allow changing the location on drill-down.

Hey @Greg Ebel, Are these system-generated GL accounts? Do you post directly into those Accrual Accounts? Here is an example of an Accrual GL that should balance out once all the related transactions are posted: Accrued Purchases The GL 20010 is system-generated (native). NetSuite uses the Accrued Purchases account to…

It should work. Do you have the "Custom Form" field shown on the "old/current" form?

The Contract Renewal scripts lock this field. I don't remember which one exactly does that (e.g., R01b) and if you undeploy it temporarily, you should be able to edit it. The field is locked by design, and you should unlock it only in exceptional circumstances. I would recommend to test this out in Sandbox first.

Thanks for the clarification. You would need to build a workflow with a "Set Field Value" action to copy the Tax ID from the Vendor once it is selected during the PR to PO conversion. You can enter a condition in the workflow action if you want it to only run for POs created from PRs.

On a high level, you need to: Create a custom line field on the invoice to source the quantity from the Sales Order (e.g., 9) Create a custom field on the invoice header to store the "Total number of Invoices". Create a scheduled workflow to populate "9" in the field created in #2 based on the value in #1. Create a custom…

I am not sure if there is a SuiteAnswers Article showing the required steps for this specific request. This customization has several components and requires someone with an Intermediate to Advanced level NetSuite expertise to build it.

Hey @RS_RS, Yes, there are a few ways to do that. For example, you can build a Workflow to add "1/2/3 of 9" to the header Memo or a custom header field and print that on the customer invoice.

Hey @Sara Gregorsson and @User_7NK3Q, The workaround is to create an Employee Center Tab with the required Center Category and Saved Searches/Links. Once done, every Employee Center User can see the "published" content:

Email template selection isn't available for the Item Fulfillment form. Building this workflow isn't a trivial task. Please refer to this page for more information: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/book_N2723865.html#SuiteFlow-(Workflow)