Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @mardel, Could you share a screenshot or clarify which quantities are shown as 0 (e.g., Built quantity on the WO header, Used in Build on the WO line, etc)

Thanks for the responses. Questions: Do you have the "Amount" or "Quantity" variance between PO and Bill for Items that were posted to GL 5000? Do you click "Bill" from the PO or the Item Receipt? What is the GL impact for the same items on the Item Receipt, GL 5014 or GL 5000? Do you have both GL 5014 and GL 5000 set as…

Hey @JonahMc, The SuiteApp adds a record called Lot Number Record. See if you can hide the "Expiration Date" field there and if that would resolve the issue. If this doesn't work, then you will need a script.

Hey @Baz Steele, Yes, you can do that via CSV update by marking the "Close" checkbox on all Sales Order Lines for the required Sales Orders.

Sure. On a high level: Create a Custom non-stored field on the WO header that would populate the Lot # value (e.g., via Saved Search or field sourcing) Create a scheduled Workflow that runs every 30 minutes (or nightly) to populate the Lot # (the same field that you have on the SO) field based on the value from the WO…

Thanks for the provided information. Because the item on the SO line is only populated on the WO / Assembly header, you need a workflow or a script to add the custom Lot # field value to the WO / Assembly lines (BOM Revision Items). You can't achieve that without customization.

Hey @kvidyasreddy, When you say "unapplied payment date, applied payment date", are you referring to the "date the payment was applied" and "date the payment was unapplied"? If yes, then you can't get that via Saved Search, as NetSuite isn't natively tracking "Apply / Unapply Dates". You would need a script for to capture…

Thanks for the screenshots. Questions: Do you have Amortization Schedules attached to lines with a different GL impact? Do you issue one Bill from the PO or multiple? Do you have an "Item Receipt" step for any of the PO items? Do you process PO Prepayments? Can you share the "System Note" (the "History" link on the…

Natively, a custom field value from Item Fulfillment won't get populated on the Sales Order and Invoice record. Furthermore, there is no 1:1 relationship between Item Fulfillment and Invoice record. For example, Sales Order # SO123 can have two Item Fulfillments, IF22 and IF33. The same Sales Order can have 3 invoices:…

Got it. Could you please share a screenshot showing: Transaction with Item A and a related GL impact to 5015 Transaction with Item A and a related GL impact to 5000 Thank you.

Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to switch the required Quotes from the "old" form to the "new" form.

Hey @SeamusMon, Can you double-check if you have any SuiteApps (e.g., Transaction Line Distribution), Workflows, or Scripts that affect the GL Impact of Vendor Bills?

Hey @Curtis Beene, A few questions to better understand your specific use case: Do you store the custom field value on the Item Record? Is the Lot # value auto-sourced on the SO or selected by the user? Can you share the Custom Fields screenshots for the relevant field pages?

Hey @bpaulette, I suspect the General Preferences for "Maximum Entries for Dropdowns" were updated by Admins, affecting all employees. Your controller can override it by changing account preferences via Home → Set Preferences. Here are the recommended settings:

Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was created: This report will also combine the Payments / Credit Memos into one row when multiple transactions are applied to one invoice.…

It would be customization, then.

Hey @User_K51C7, I noticed from your screenshot that the Voiding Journal is "Pending Approval", which might be indicative of the cause of the issue. Did you approve the original transaction before voiding it? Can you approve the Journal and see if you can now edit the period? Thank you.

Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildcard % with the keyword) as a text and press "Tab" to filter the results:

Hey @Sivasubramaniam, Each Expense Category is mapped to a GL Account. You can't assign multiple Expense Categories to an Expense Code, as it would mean a single expense (e.g., $100 Restaurant charge) would need to be distributed to multiple GL accounts. If you need to allocate an expense to multiple GL accounts, you can…

Hey @Wee Ming, Won't the "Parent Customer/Project = Not Empty" exclude customers with nothing populated in the "Parent Customer/Project" field? Many customers may not have an assigned "Parent Customer" and might get excluded from the report. Thanks.

Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Mass Update, etc.) Customize the A/R Aging report, and add a filter "Parent Customer' = "False".

Hey @User_GANMT, Do you use Default Routings for your Work Orders? The MRP engine considers the default routing and associated work calendar for scheduling purposes when Default Routings are used.

Hey @User_2Z9EN, You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record: Create a custom "Sales Rep" field on the Task that will show the current Sales Rep on the related Quote. Create a Scheduled Workflow to run on the Task record every 30 minutes / daily and set the "Assigned To"…

We have complete flexibility and will define criteria when building the script. Once the logic is in place, the script will run in the background and source the correct Item for every time entry.

It makes sense to enable the "Combine Time Items on Invoices." Questions: When the invoice is generated, can you add the department and see if the RA is created correctly? Do you have the "Make Departments Mandatory" enabled in the Accounting Preferences? Did you create the invoice based on Time Entry Charges via "Invoice…

Yes, the process update makes sense. This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored field should contain the field's Internal ID, not the Field Name.

Hey @Gert Van Damme, I did that via scripting for several customers. Workflows don't work well with Time Entry records, so I prefer scripting for these use cases.

Hey @Floortje Hoogstede, I assume you generated an approved T&M invoice but don't see the related Revenue Arrangement. Do you see any Errors if you run the process on the "Update Revenue Arrangements and Revenue Plans" page? If so, can you click the "Complete" hyperlink and tell me what the error message says? Thanks.

Thanks for the additional information. Try the following: Change the emailing to "Scheduled". See if that sends all three emails. Consider sending the alerts via Workflow instead of an email alert. The workflow emailing is much more flexible and reliable, and I am gradually switching to workflows for all alerts. An added…

I built alerts that sent 100+ emails to the "recipient from results" (e.g., for a company that had 900 employees, and the criteria matched 180 employees). What do you see when you enter the Project Resource as a "Result"? Do you see both test employees?