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NSC | Match Bank Data page > Add Charge > Error
Scenario:
The user encounters the following error when trying to add a charge in the Match Bank Data page:
This error occurs when attempting to save the Charge, and it affects users regardless of whether they are using the Administrator role or a Custom Role.
This behavior is currently a system limitation in NetSuite. The error is related to the lack of support for custom forms or mandatory fields within the pop-up dialog used in the Match Bank Data page. An existing Enhancement Request has been filed to address this:
Enhancement ID: 515195
Description: Transactions > Bank > Match Bank Data > Add Charge/Add Deposit – Support custom forms / mandatory fields on the pop-up for new Check or Deposit
Solution:
- Navigate to Transactions > Bank > Use > Write Checks (or Make Deposits)
- Manually create the required Check or Deposit transaction.
- After saving the transaction, return to the Match Bank Data page.
- Select the newly created transaction to match it with the corresponding bank entry.
Disable Duplicate Number Warnings (If Applicable)
- If your custom form includes mandatory fields or validations that are causing the pop-up to fail, you can try disabling the Duplicate Number Warnings:
- Go to Setup > Accounting > Accounting Preferences
- Click the Items/Transactions subtab
- Under Other Transaction Preferences, uncheck the box for Duplicate Number Warnings
- Click Save
Note: Disabling this preference affects all transactions and should be evaluated carefully within your business process.
Hope this helped!
Re: ARM adjustment scenario (fully recognized revenue)
I dont think you understand. There is no remaining revenue to - it's all zero's. The only way to extend anything would be to add more revenue into the equation. The original contract is completed, so a new one should be created instead of trying to extend something that's already 100% recognized.
Re: Discovery for Permission for FAM Deprecation run schedule
Hi @User_JLBXV,
As per checking on my end, I have confirmed that giving a custom role access to precompute depreciation values is still system limitation in NetSuite. This concern is being addressed now and was filed as an enhancement (Enhancement #272164 FAM > to be able to access the System Setup page of the Fixed Assets Management Bundel by a non-admin role).
Since custom roles cannot access the FAM System Setup page, I suggest using the FAM Diagnostics portlet as workaround. Please take note of the following important guidelines:
Important Notes:
- Always click Run Scan first before selecting any action from the Action column.
- After triggering Run Scan, ensure that the Last Scanned On column updates to the current date and time before proceeding with any action. You may need to refresh the portlet multiple times until the column reflects the updated timestamp.
- If the Action column displays No Action Required after the scan, it means there are no assets for which the system needs to generate Depreciation Schedules. In this case, your assets already have existing schedules, and no further action is needed.
How to Set Up and Use the FAM Diagnostics Portlet:
- Using the custom role, go to Home page
- Click Personalize
- Navigate to the SuiteApps section
- Select FAM Diagnostics
- In the Precompute Depreciation Values section, click Run Scan
Notice: Your request to scan will be submitted. This may take a few seconds to a few minutes depending on the scan. Refresh the portlet to check if the scan has already been completed. - Click OK
- Refresh the FAM Diagnostics portlet until the Last Scanned On column reflects the current date and time
Action Column Results:
- No Action Required: No assets require Depreciation Schedule generation
- Precompute: Clicking this link will trigger the Precompute Depreciation Values process and redirect you to the FAM Process Status page.
Please try this on your end and let me know if this solution works for you.
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Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
I totally relate that's typically the reason why I use workbooks! for the more complex joining fields! 😄
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Agree! For anything that I need to search in the system, I started from a Saved Search. I think this tool can satisfy 99% of the needs in general. I'd switch to Dataset and Workbook when I find that I need deeper information, as you know that Saved Search can only have 1 leve of joint but Dataset has unlimited level of joint. eg. You can join Transactions → Transaction Lines → Items → Inventory Detail in a single dataset, then pivot and filter in the Workbook layer.
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
I also like using all those three. I tend to use saved search more often since its more customizable than the native reports, the workbooks I rarely use but I also like its features!
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Hello Dan, this is a great question! 3 tools all have their own specialty.
Saved Search - a very powerful tool in NetSuite. You can almost to search anything in your database. You can use formula to joint information into 1 column, use it in Workflow automations, and send emails!!
Report - very populate to finance and accounting users. The financial report has pre-built layout and only shows posting transactions. Report ready formatting and you can also schedule it to run!
Workbook - the newest analytical tool you can use. Has the multi-level joint feature and you can connect 2 different data into 1 foundation of your workbook. You can create pivot, chart from the foundation!
I love all 3 of them!
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Hi there! Thanks for the question! We help other companies to evolve their supply chain strategy! I guess the most important part is to be as predictive as possible and to embed smart technology whenever it can!
Re: Send Collections email function?
It's really hard to answer your question because that function could come from many different possibilities. For example - the New NetSuite 360 financial function includes sending collection emails. Dunning probably has it. Some SuiteSuccess accounts have it, or someone could have built it in your sandbox from scratch.
I suggest that you review your bundles (Customization>SuiteBundler>Search and Install>List) and compare them to your production account. Do the same with SuiteApps (Customizations>SuiteCloud Development>Installed SuiteApps)
Another thought would be to ask whomever is doing any development work in your account. 😁
Re: Issue with Preferences - Report by Period Never
Hi @Michalis_Kyriacou I'm trying to replicate your concern where the preference is not sticking but I'm unable to reproduce the same behavior.
- Set Report by Period = Never
Opened BS & IS Reports to check:
I even tried refreshing the page and the preference did not change to period.
In this case, it is advisable to initiate a support case for further investigation as we cannot replicate the behavior on our test accounts. Support can provide a more detailed analysis of your account, they can also arrange Zoom meetings to provide live support and take a closer look at the issue directly.
If you need help in filing a case, please let us know so we can help you. Thank you for your understanding.
