Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

You would need to go to the "Custom" subtab to select your Saved Searches:

Hi @Paul Salkeld, You should be able to run the same KPIs via "KPI Scorecard", which has a "Less is More" option that reverses the color/metric indicator.

Hi @david.kelly, Are you noticing this issue only when typing in the Global Search box?

Hi @Vasya_3 , For the first formula, can you replace {recordtype} with {type} and see if anything changes?

Here is an example of an Inline HTML field value on the Opportunity Record: I used this formula in the above example: '<img src = "http://www.clker.com/cliparts/9/m/I/b/q/O/christmas-tree.svg.thumb.png">' For your use case, it might be easier to use the "Set Field Display Type" workflow action to show/hide the Inline HTML…

Hi @Yuval Yunovitch, Did you set up the custom "Approval Status" field as "Rich Text"? If yes, change it to "Inline HTML" type and see if that works.

Hi @User_GIRUL, I assume you are using the Legacy Tax Engine and not SuiteTax. Could you check if the transaction has the correct Ship To address populated?

Hi @User_6YD5L, For your particular use case, the solution is to: Uncheck "Mandatory" on the "Validation & Defaulting" subtab of the Custom Segment. Create a Script to make the Custom Segment mandatory on the transaction line and deploy it on applicable transaction types.

Hi @User_MFH4I, You can't keep the Accounting Period open for one Role. The Leading Practice is to Lock the AR, AP, and GL for and allow the Controller (and additional managerial roles) to post to Locked Periods. The required permission to do that is Setup -> Override Period Restrictions.

Thanks for providing the additional information and screenshots. When you say the Location is incorrect, are you referring to the Charge or Invoice? There is a Calgary location on a Charge, but it isn't shown on the Invoice screenshot. An invoice should have a separate line for each Location/Segment, as it impacts the GL…

You would need to set the Project to "Inactive" to hide it on PO and Bill. For most clients I worked with, I would have a workflow to set the Project to "Inactive" based on the Project Status (e.g., Pending Finance Review). That would also help to hide the Project from the Resource Allocation Chart and clear any future…

Based on the use case you provided, it might be better to use additional criteria in the alert to identify the users who aren't using NS regularly and need to get the alert. For example, they may have a specific "Job Record Type", "Remote" status, or another distinct identified. Alternatively, you can add a Custom Checkbox…

Hi @Dext3r, If you are using a multi-subsidiary customer feature, then it won't matter which vendor you select. Typically, the vendor doesn't matter, as you are billing an expense back to the customer per agreement with the customer, which may limit the amount but not specify the vendor.

Hi @Morgan Elmac, The "Invoicing Preferences -> Invoicing" won't apply to charge-based Projects. If you set the "Group Charges By" under "Invoicing Preferences -> Charge" to Transaction or Employee, the charges may appear on the same invoice. You could also edit the related charges and set them to the same or sequential…

You can't manually add lines to the Revenue Plan. NetSuite automatically adds them based on the Revenue Rule and other related information. For example, if you have a revenue of $1,200 and the Revenue Rule is to recognize it straight-line over 12 months, you will get 12 lines x $100 on the Revenue Plan.

No worries - I'm glad to help any way I can.

If you posted RevRec JEs against the Revenue Plan, you won't be able to change the Revenue Rule. The only option to change it is to delete the RevRec JEs. You may need to delete the Revenue Plan, update the Revenue Rule on the Revenue Arrangement line, and re-create the Revenue Plan. You can also consider marking the "Is…

I would be surprised if Global Search is cutting off search results. The Global Search is sorting the results alphabetically by default. Regarding the Item Search, if you search for "shelf", it shouldn't produce any results for items that don't contain the keyword. If clearing the custom field doesn't help, the best next…

The correct treatment for revaluing the Bank is to post the revaluation Gain/Loss to Unrealized GL. NetSuite is doing it correctly. The best is to double-check if you can change the destination GL for the Bank via Foreign Currency Variance Mapping. I used it for various mapping changes but can't recall if it included the…

Hi @Sunil Kumar Kardam, Could you provide more details on your specific issue? Do you have RevRec Journals posted against the Revenue Plan you are trying to edit? If you could share screenshots, that would help, too.

Hi @User_XMFHV, Can you check if instead of "includes me," you can choose "is me/mine":

Hi @User_Q1DPO, Per Accounting Standards, the Gain/Loss is Realized when a Sale or Purchase transaction is settled. Open Balance Sheer revaluations are Unrealized. Many companies buy/sell their cash. For example, they may sell USD and buy GBP or vice versa. When the sale or purchase transaction is completed, any foreign…

Hi @Chris74, The leading practice is to use the project record to control which projects are available for Time Entry. Under the "Preferences" subtab of the Project record, there is a checkbox called "Allow Time Entry": You can control which projects are available for time entry manually or via Workflow/Script. I mostly…

If you uncheck the "Global Search" checkbox from the custom text field, the search result discrepancies may go away. If, after several hours, the custom field is still indexed, it's a good idea to clear the text from the field and re-import with the field checkbox unchecked.

I analyzed both "Shelf" search exports that you provided and found the following: There are 1,849 unique item results when you search for "shelf" Globally and via Item list There are 1,584 unique items in the Item search (e.g., Internal ID 15118) There are 72 unique items in the Global search (e.g., Internal ID 16569) And…

You can add the Customer Name to the Invoice sublist on the Payment Record by editing the Payment, Customizing the Sublist, and ticking the "Name" checkbox:

No worries - let me know when you have time to look into this.

My proposed criteria had 3 lines, but yours has 5. Because you have two more lines, you must update the parenthesis for the whole criteria to work correctly. As I don't have your custom fields and items, I cannot test it properly on my side. Could you move the second parenthesis down and see how it works? Thanks.

Could you advise what specifically you need to do via reporting that doesn't work? We should be able to get the required information via record joins. I am unclear what you mean by "But PYMT doesn't". Are you trying to edit the Payments sublist on the Deposit record? It is not available on the form but you can add native…

Hi @CRATIV_Jason, What is the main reason you want to show the customer name on the Deposit Record header? Is it required for reporting? A Bank Deposit can relate to multiple customers, which is why they appear under the "Payments", "Other Deposit," and "Cash Back" sublists/lines: