Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @Wildtype, What do you expect to see in the Expense Report line-level "Name" field? The "Name" field is available on transactions such as Journal Entry, as you can select various Entity records there, such as Customer, Vendor, and Employee. However, it is not available for Expense Reports by default, as all the…

I am glad it worked, @Preethi Kondur, Did you also try with "Store Value = True" and it didn't work? The potential downside of "Store Value = False" is that the field that has a value may show as blank on Saved Searches.

Hi @RichardMc, The field you are looking for might be called "Created From" on the PO form. In some cases, this field is natively disabled. If that's the case, you can create a custom "Created From" field on the PO to source the Project ID.

Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accounts for Roles (ID: 9913)" SuiteAnswers article.

An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.

To confirm, are you ok marking a current OPP as 'historic/pre netsuite opp' if the invoice hasn't been issued yet? What is the typical time gap between closing an OPP and issuing the first invoice?

I see what you are trying to do. With this approach, the status will temporarily be incorrect even for the current OPPs that were closed but an invoice hasn't been issued yet. Does that work for you? I assume the migrated/historic OPPs have some sort of identifier/checkbox (e.g., Historic - checked). If yes, you can do…

Hi @User_NG5TG, What field did you use in the results to show the OPP status? The status should show as "Closed-Won" (or "Lost", etc.) irrespective of the related invoice. Best, Tigran

Thanks for the clarification, @Preethi Kondur, Sales Order doesn't show the Base Price natively. To add it, you would need to: Create a custom Transaction Line field with "Type = Currency", "Store Value = True", and "Applies To" = "Sale Item". Under "Sourcing & Filtering," select "Source List = Item" and "Source From =…

@User_NG5TG, With the newly proposed method, you will still have individual amounts. Because the formula is "Numeric/Currency" with the SUM, you will now see the Transaction Total at the bottom of the column. You can try this on a new column to compare the results before overwriting the existing column.

No worries, @User_NG5TG - I am glad you can now get the list of required opportunities. Yes, it should be possible to sum the numbers. Instead of: Amount (Transaction Total) | Maximum You can try the following: Formula (Numeric) | SUM; MAX({amount}) Best, Tigran

Hi @Toanne Termeer - van de Ven, I was referring to "What we need on the invoice is the period of the invoice that is created." My assumption was that you wanted the dynamic text to appear on the invoice as an "item line description". Best, Tigran

I have done such updates with my team for other records (e.g., Revenue Arrangement) with fields that can't be mass updated. Your specific instance and configuration may impact the final design of the script. Most probably, for your scenario, you would need to use the following line of code: nlapiSetFieldValue…

Hi @Preethi Kondur, On your Sales Order Saved Search, you can try to: Set the "Main Line" = "False" in the Criteria section Choose "Item : Base Price (join)" in the Results section. Best, Tigran

Hi @Neo_Suite, There are a few ways to do that. Here is a sample Saved Search that should work for you: Feel free to add further tweak/modify the Criteria, Results, etc. Best, Tigran

@Andy Bruner, I misunderstood your question. Did you know that you can set a Default Vendor Payment Account as a Global Preference or on a Subsidiary Level? If yes, those will default on Vendor Payments even if the Default Vendor Payment Account is empty on the Vendor record that is being paid. Note that although the field…

Hi @Toanne Termeer - van de Ven, Do you have a specific identifier for customers that have quarterly invoices? For example, customers from specific industries or customers with a custom checkbox ticked. Alternatively, do you issue quarterly invoices to customers with specific items/products? Your request might be…

Hi @KR Mike, You can build a Saved Search that shows that information. In your RMA search, you can use the "File : Owner" and "File : Date Created" joins to show who attached a file and when. However, multiple factors may affect the Saved Search results and methods of retrieving the required information. For example:…

Hi @User_SN7F6, Typically, the Shipping Cost on the Invoice is sourced from the Item Fulfillment record. Several variables can affect the Shipping Cost appearing on the Invoice, such as: The number of Item Fulfillments. (i.e., does the SO have more than one IF?) The number of Invoices. (i.e., does the SO have more than one…

Hi @User_NG5TG, There are several ways to do that. Here is one of the options (you should change the "Amount" in the sample criteria to the required amount): Best, Tigran

Hi @JarebCoupe, Before building the report, you must be 100% clear on the business requirement. The Lead to Cash process is different from company to company. Typically, the process is Lead -> Prospect -> Opportunity (In-progress) -> Estimate/Quote -> Opportunity (Closed-Won) -> Sales Order -> ***". If you are building the…

Hi Eddson, (@User_D11U7) The downloaded workbooks should appear under Analytics -> Workbooks. Best, Tigran

Hi @Andy Bruner, You can add additional columns to CSV Import Templates. If the Vendor Payment Account is missing on your import template, you can add it as a new column and map during the import: Best, Tigran

Hi @Patrick Fresnosa-Oracle Typically, making the changes on Items to fix historical transactions/records is not recommended as these items might be used on current/future transactions that may require projects to be created. Best, Tigran

Hi @User_BDDIP, For Customers, NetSuite natively tracks changes to the following Address fields: City State/Province Zip Country You will need a customization to record the details of when the new Customer Address was created and assigned to a Customer. Best, Tigran

Hi @kees.netsuiteadmin, Yes, you can make changes to the Item Quick View. To do that, you have to edit the QuickView subtab of the related Item Form (e.g., through "Customization -> Forms -> Entry Forms"). You can remove fields such as "Display Name" and add Custom fields. Best, Tigran

Hi @JohnCirocco and @AndreaK2, Customization would be the only solution to bulk apply a Customer Payment to a Credit Memo or Journal. Best, Tigran

Hi @KaylaM and @User_4TK33, Are you adding Project Items to Sales Orders before or after the Sales Order approval? With the right setup, you shouldn't need to use the "Refresh Items from Project" feature. The correct items should appear on Invoices generated from Sales Orders upon clicking the "Next Bill" or through…

Hi @nag_m, Can you check if users with Custom Roles use the same criteria (e.g., Date) as the Admins? Does the report time out if users choose a shorter date range? If the Custom role has all the relevant permissions, it should run the report the same way as the Admin role. You can also ask the users to clear the browser…

Hi @Janakan, Can you check those five Sales Orders and confirm that all lines have the "Closed" checkbox ticked? Does the Sales Order still appear on the "Create Projects from Sales Transactions" with all lines closed? If yes, you can create a dummy project and assign to those five Sales Orders to clear them from the…