Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

If you click on the pencil for the account on your mapping, does it say "Name", "Internal ID," or "External ID"?

Can you check the Script Execution Logs and see if any of the "EP" scripts is logging this error? If yes, the logs may provide additional insights into the cause.

Thanks for checking, @User_HWW8S, Also, does your custom address form look like this?

Hi @MikeGodbout, Are you using "Name" or "Internal ID" for the import mapping for the account? My recommendation is to always use "Internal ID" as using "Name" may result in the above error message. Thanks.

Thanks for the clarification, @User_5HBIC, The "Budget Category" filter on the Budget vs. Actual report has a look-up against the Budget Transaction Record (e.g., app.netsuite.com/app/accounting/transactions/budgets.nl?id=1) The GL Account itself isn't being filtered. The only way to include a GL Account in the Budget vs.…

@JamesHuntley, Is the "Purchase Approver" field grayed out on the Employee Record? If yes, that might be caused by another workflow. Could you check what else might be affecting it? I don't have the "Approval Routing" enabled in my NetSuite instance, and the field isn't grayed out.

Thanks for trying that, @Jose Vale, Could you also try to completely remove the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria and see if that works? I suspect it might only apply to Bill Payments, although NS recommended adding it. Thanks.

The options I was referring to wouldn't be for Inventory Items sold through Projects. By design, NetSuite allows only non-physical items to be directly associated with a Project/Service, a transaction fundamentally different from the "sale of physical goods".

Everything looks good on this screenshot, @User_SP0KO, Did you find the field with the "multiple select" type? If yes, could you send screenshots of all field tabs (e.g., Main, Validation & Defaulting, Sourcing, etc.). Can you do the same for the "Code Type" and "Default Value" fields? There was nothing on the "Validation…

I am glad it worked, @User_SP0KO! What I meant was for you to click on the field called "Default Value" and screenshot the main tab and sub-tabs, such as "Validation & Defaulting". A field itself may have a Formula that populates the value. Here is a sample Text Field's screenshot: There seems to be other "missing…

Hi @User_GE47I, There are a few ways you can do it via Workflow or Workflow + Custom Field with Sourcing. One option is to create a Scheduled Customer Workflow and use a Customer Saved Search with specific criteria (see reference criteria below) to trigger the "Set Field Value" action: Let me know if you have any issues.

Hi @JamesHuntley, You might be able to use the "Purchase Approver" without selecting the "Approval Routing". Could you please test it and let me know if you still have issues? Thanks.

Hi @User_HWW8S, Could you edit the Sales Order and click Customize -> Customize Form to check what printing type you are using? If you are using the "Advanced" option, then you would need to edit the "Print Template" under Customization -> Forms -> Advanced PDF/HTML Templates.

Hi @User_5HBIC, Could you please advise why you need to do that? If the goal is to exclude GL Accounts that don't have budgeted amounts from the "Budget" screen, you can use the "Account Type" = "Existing" filter:

Hi @Jose Vale, I noticed you selected the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria only once, although you need to have it on two sequential rows. Could you please make the update and try again? Thanks.

Hi @User_4SFC6, That's a great question. In NetSuite, Journal Entry acts as a hybrid transaction, which sometimes can be used as a replacement for other transactions, such as Customer Payment, Bank Transfer, etc. The use case you are describing isn't uncommon and can be automated via customization, so when the sweep…

@User_2LD8N, I noticed you are trying to create the Workflow on the Purchase Order. My recommendation is to do that for the Vendor Record. Once you create a new PO for that vendor, the selected Tax Code should auto-source to the PO. You can update the Tax Code for the in-flight POs via CSV import. Could you try with…

Hi @User_EKY01, You can change the Revenue Rule on the related Revenue Plan only if the Month End Revenue Journal hasn't been posted. Based on your description, you have many in-progress RevRec transactions, so that is not an option. The good news is that there is a solution. Even if you have the "Update Remaining Periods…

No worries, @Santi B. - I am here to help the community! Thanks for the additional information. I sense there is some confusion about the "Percent Complete" functionality. Let me summarize it for you: The "Use Percent Complete % for Forecasting" applies only to forecasted revenue. It doesn't impact the Actual Revenue in…

Thanks for the clarification, @User_LUL5V, For actual Inventory items, you don't really need to generate charges from projects to then invoice the expense back to the customer. You can still link the PO to the SO for reporting purposes via drop-ship transaction. There a several options we can explore - let me know if you…

Thanks for the additional information, @Santi B. To ensure we are aligned on the issue, could you advise if your main concern is: Percent Complete Revenue (Forecast) Percent Complete Revenue (Actual) Both

Thanks for the additional information. If the shared workflow is the only one running on "Account", something else must be affecting the deselection. Can you hold the "Windows Ctrl key / Mac ⌘ key" and click on the selected item to see if that helps deselect it? Also, could you share screenshots of the "Default Value"…

You can't delete a GL Account once there are transactions because of the "dependency relationship". However, you can edit that GL account, change the Name and Number (e.g., append "_old"), and make it inactive. You can then create a new GL account with the required Name, Number, and Type.

I see what you mean, @User_7YN8E, You can't change the Type of a GL Account if transactions are posted to that account.

Hi @User_7YN8E, The Account Type for Parent and Child accounts should always match. NetSuite has lots of functionalities that are based on the account type, so by design, NetSuite won't allow linked accounts (Parent <-> Child) to have different types (e.g., "Other Asset" to be a parent of "Long Term Liability").

Hi @User_SP0KO, Could you check if there is a Workflow running on the Account record that is preventing the deselection? Also, can you share screenshots from the custom field's main tab and sub-tabs? Typical multi-select fields shouldn't cause issues with deselection.

Hi @User_2LD8N, For Canadian Vendors, there should be a field called "Tax Code/Tax Item". If you select "CA- Zero" for a Canadian Vendor, it will default to POs for that vendor. If you regularly create Canadian Vendors, you can create a Workflow to default "Tax Code/Tax Item" = "CA- Zero" for all Canadian Vendors.

Hi @User_XMFHV, Yes, that's going to be a lot of manual work... I know that Amortization Schedules can be edited via Server-side Scripts. Not all fields are exposed, though. When you are saying "destination account", are you referring to this? If yes, that field should be accessible to scripting.

Hi @User_DATN1, You may not need the custom field if you use Revenue Plan for your search. Could you try this search, showing the "Posted Revenue and Cost by Customer", and let me know if it is close to what you are looking for?

Hi @User_NG5TG, Yes, there are a few ways to do that. Here is one reference search you can use: