Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_XBIMF, You can achieve that via SuiteScript automation. On a high level, the script would check all open invoices and then look for Journals that are crediting the Bank Account and have a customer name attached to the line. It would then propose potential matches, grouping the Customer's Invoice and related…

Hey @User_FL4CK You can create a Saved Search based on the Amortization Schedule record and get the related Journal # via the Journal join.

I have customers who have 20 years, if not more, of email history in Outlook, and the performance is great. I know there are multiple ways to optimize it, so it might be best to discuss this with your Microsoft Admin. NetSuite won't be able to replace Outlook, as even if the original emails are sent from NetSuite, the…

Hey @Janice De Ocampo, You can temporarily undeploy all scripts running on the Item Receipt to check if the error message goes away. Then, turn them on one by one to see which script caused the issue. Ideally, you need to do this process in the Sandbox. Once you identify the problematic script, you need to work with a…

Hey @AmitCohen, There is a dedicated Accounting Book record (Internal ID: accountingbook) which you can use in your Saved Search to get the required information.

Hey @Dext3r, Is the issue related to Microsoft Outlook Performance, independent of NetSuite?

Thanks for checking. Yes, if it is an "Other Sublist Field", then you would need a script to populate that value.

Hey @User_GP59U, Check this article, which should help you resolve the issue you have: https://suiteanswers.custhelp.com/app/answers/detail/a_id/26847/loc/en_US

Hey @User_FT7OL, Natively, you won't be able to accomplish all of your requirements. You would need a customization to achieve what you need automatically.

Hey @Ron Mc, If the edits are GL Impacting, then you would need to re-open the closed periods to make the edits. If the edits are non-GL Impacting (e.g., Memo updates), you can have the "Allow Non-G/L Changes" checked on the required accounting periods, and use a role with the "Override Period Restrictions" permission to…

Is that a stored custom field on the PO line? I know it will natively copy to downstream transactions, such as Bills and Item Receipts created from the PO. For Inbound Shipments, do you use the "Add PO Items" to add PO lines to it? If yes, there is a high chance the stored custom field value will be natively added.

NetSuite has a native field that tracks the First Order Date (and Last Order Date), which you can use in your formulas. For a transaction search, you can use the {customermain.firstsaledate} With your formulas and this field, you should have pretty accurate information. Note that you may need to use appropriate groupings…

How about ${transaction.appliedtotransaction.tranid} or ${appliedtotransaction.tranid}?

Hey @Varonis inc., You can't do that natively. There is a tool called "Netwrix Strongpoint" that builds a back-end database of all custom objects in NetSuite using XML data and allows running Saved Searches that show field "Help" and "Description" values.

Hey @Yee Yie, Could you clarify what you mean by We wanted to auto populate the value from the PO line level standard field "Drop Ship" or maybe from the Item record, but couldn't find a way to do this. It would also help if you could share a screenshot. Thanks.

Hey @A K M Farid, Yes, you can build a custom PO Approval Workflow per subsidiary that follows subsidiary-specific rules.

Hey @PaulRipley, If you are building a Saved Search based on Expense Report, you have to use the "Applying Transaction" join to get to the related Bill Payment. If you are building a Saved Search based on a Bill Payment, you have to use the "Applied To Transaction" join and specify in the criteria that you need only…

Hey @US Water Systems, Inc., What would be the criteria to identify a "new customer" and an "existing customer" in your company?

Hey @Connor Fiederlein, Try entering the {appliedtotransaction.tranid} and see if it works

Hey @Martine Lavoie, I am not aware of a native functionality to do that. I know the Mobile App can be customized to achieve what you need.

Hey @Benjamin Paul - USA, Yes, you can do that for most "stored" fields. To add a custom Item Field to the transaction Item Lookup Search, you need to edit the custom field and select the "Show In List" checkbox.

Hey @User_4TMZA, You can't achieve that natively. The best option is to create a custom "EFT - Bill Payments" page with additional filters that allow you to exclude specific vendors. We have done that for our customers, and it works great.

I can help to resolve this issue if I can see all the related transactions, fields, and mappings. Without that, it is hard to know what exactly is done incorrectly. I am 95% sure it is a user issue. There is a small chance it is something else. At this point, perhaps the best is to open a Support Case and ask NetSuite to…

No, 23 components won't be an issue, as CSV can handle 25,000 per import. If the manual process was successful, then the issue might be with the CSV mapping. For example, if you are using "Name" to match the BOMs, try to use "Internal ID" and see if that helps. Using names sometimes causes issues because of "spaces" and…

In your original post, I didn't notice any conditional criteria on whether a tracking number is available. As you requested, I reformatted what you had to display it correctly. Did it work?

Hey @User_S8PAJ, Were you receiving other emails previously related to payroll? There is a chance this email was sent from your payroll company, which also uses NetSuite. If they didn't set up the DKIM properly, you will see the "system@sent-via.netsuite.com" in the "From" section. There is still a chance this is a fishing…

Hey @RobSpector, Try this code instead: <p>Dear <#if transaction.entity.firstname?has_content>${transaction.entity.firstname}<#else>${transaction.entity}</#if>,</p><p>We're pleased to inform you that your order has been shipped!</p><p> Order Information:<br /> PO #: ${transaction.createdfrom.otherrefnum}<br /> Ship Date:…

Because the Bill Credits come via CSV, you need a script that will store that information in a Custom Record and then run a process to create Bill Credits against related Vendor Bill. The CSV should have a "key" that would help to match the Bill Credit with the related Vendor Bill.

Most probably, NetSuite can't access the reference BOMs. Try to create one of the POs manually. If you are successful, then you can do the same via CSV. The manual process will help with the troubleshooting.

I see what you mean. In that case, in the same formula, you need to get the ratio of the Net and Gross, and then multiply the Amount (Foreign currency) by that ratio to get the required value.