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Re: Clearing Sublists

Hello @User_FT7OL, I think you can try the SuiteAnswer(81555) which mentions the Scenario below :

Scenario

A user needs to remove the entire Sales Team from multiple Customer records. The user selects Lists > Mass Update > Mass Updates > Sales Force Automation > Remove Sales Team Member but this only allows removal of one employee and Contribution % should be at 0. While selecting Lists > Mass Update > Mass Updates > Sales Force Automation > Change Sales Rep Assignment and setting Sales Rep to -Unassigned-, only removes the Primary Sales rep and leaves the other Sales Team Members on the record.

Solution

Create an Employee Record to which the Customers are to be assigned to

Navigate to Lists > Employees > Employees
Name: Enter Name
Example: Sales Removal Employee
Click Human Resources
Sales Role: Select Sales Rep
Click Save

Perform a Mass Update to assign the Sales Removal Employee to the Customer records

Navigate to Lists > Mass Update > Mass Updates
Click Sales Force Automation
Click Change Sales Rep Assignment
Change Sales Rep To: Select Sales Removal Employee
Note: You may set filters that will select target Customers
Example: Date Created: is within a year
Click Preview
Click Perform Update
Click OK

Perform a Mass Update to remove the Sales Team Members

Navigate to Lists > Mass Update > Mass Updates
Click Sales Force Automation
Click Change Sales Rep Assignment
Change Sales Rep To: Select - Unassigned -
Note: You may set filters that will select target Customers
Example: Sales Rep: Sales Removal Employee
Click Preview
Click Perform Update
Click OK

If you end up running into errors there are SuiteAnswers mentioned below :

If you want to approach it via a Script :
40928 Create a Client Side SuiteScript to Remove any Employee From the Lead / Prospect / Customer > Sales > Sales Team Subtab and Make Sure That Sales Territory Rules are Applied

Pratik Teredesai-Oracle

1

Upcoming Changes to Your NetSuite Sandbox Account

This notice applies to customers with Additional Refresh licenses purchased for NetSuite Sandboxes.

You are receiving this notification because you currently have a NetSuite sandbox account, and an upcoming enhancement to sandbox refreshes will affect this account.

What’s Changing?

As of March 6, 2026, NetSuite sandbox refresh limits will change from one refresh per month to unlimited refreshes. If you previously added an additional refresh license, no action is needed—it will be excluded in your next renewal by default.

Recommended Action

No action is needed. Unlimited sandbox refreshes will be enabled automatically in your NetSuite sandbox account on March 6. Simply refresh as needed.

Note: This change applies to NetSuite Sandbox Environment Cloud Service accounts only. All other NetSuite sandbox entitlements and features will remain the same. For more information about your NetSuite sandbox account, see NetSuite Sandbox.

For account specific questions, please reach out to your NetSuite Account Manager.

Robert Nedelkow-Oracle

1

Re: Reversal Date on Journals

Thank you all! NetSuite support confirmed a defect has been located and will be deploying a fix. I appreciate the guidance!

LindsayM_Tulsa

1

Required Migration to 2025.2 SOAP Endpoint for the WMS Printer Driver

This notice is intended for customers using WMS Printer Driver and Carrier Integrator application for your NetSuite WMS Advanced solution that needs to migrate to 2025.2 SOAP Endpoint.

If you use the WMS Printer Driver and Carrier Integrator application for your NetSuite WMS Advanced solution, please note the following changes will affect the services provided by this application in NetSuite 2026.1:

End of Support for 2019.2 SOAP Endpoint – After your account is upgraded to NetSuite 2026.1, the 2019.2 SOAP endpoint will no longer be supported for this application. For more information, see Support for Existing WSDL Versions, SuiteAnswers ID 10817
Migration to 2025.2 SOAP Endpoint - Oracle NetSuite WMS 2026.1 will update the application to use the 2025.2 SOAP endpoint. The 2025.2 SOAP endpoint for the updated WMS Printer Driver and Carrier Integrator application will also be available in NetSuite sandbox and Release Preview.

What is Changing?

The 2025.2 SOAP endpoint update for the WMS Printer Driver and Carrier Integrator application will include the following changes:

Updated web reference URL and configuration file
Switch to token-based authentication, which includes the following required permissions for roles that need to access or manage the updated application: Note: The default WMS Web Services Admin role is already preconfigured with the required permissions.
- SOAP Web Services – Full access level
- User Access Tokens – Full access level
Updated NetSuiteCarrierIntegrator.exe build
Updated NetSuite WMS Advanced Shipping Integration Guide

These changes will apply to upgraded NetSuite 2026.1 accounts that have an existing NetSuite WMS Advanced solution.

Required Actions

Before your scheduled NetSuite 2026.1 account upgrade, update your application configurations on NetSuite sandbox or Release Preview to test the WSDL changes. You must generate a unique Application ID for each test environment that you want to use. See Steps A to C.

Important: After NetSuite 2026.1 disables the 2019.2 SOAP endpoint, you’ll lose access to warehouse printers and shipping integration services provided by the application, until you install the updated application and change your configurations. Make sure that you complete your configurations immediately after your scheduled NetSuite 2026.1 account upgrade. Whether you use either or both the application’s Carrier Integrator or Printer Driver, you must update your configurations to support the 2025.2 SOAP endpoint.

On your NetSuite 2026.1 account, you must complete the following steps:

Step A. On your NetSuite 2026.1 account, verify that you have the latest version of the SuiteApps. Using the Administrator role, go to Customization > SuiteBundler > Search & Install Bundles > List. On the Installed Bundles page, verify the details of the following SuiteApps: SCM Mobile – Bundle ID: 590761 and Version: 2026.1 Oracle NetSuite WMS – Bundle ID: 590660 and Version 2026.1 In the Version column for each SuiteApp, click the Info icon beside the version number to check if it requires an update. If a SuiteApp requires an update, call Oracle NetSuite Support . On each shipping station, print server, or combination of both on which the WMS Printer Driver and Carrier Integrator is configured, complete Steps B to E.
Step B. Uninstall the current WMS Printer Driver and Carrier Integrator application, and then install the upgraded application that uses 2025.2 SOAP endpoint. After your NetSuite 2026.1 account upgrade, uninstall or remove the current WMS Printer Driver and Carrier Integrator application from the computer. To download and install the upgraded application, log in to your NetSuite 2026.1 account using the WMS Administrator role. Then, go to Reports > Configuration > NSWMS Print Driver. For detailed instructions, see Installing the WMS Printer Driver and Carrier Integration .
Step C. Generate the Application ID. Go to Setup > Integration > Manage Integrations > New. On the Integration page, in the Name field, enter NSWMS Carrier Integration ID. On the Authentication subtab, check the following boxes: Token-Based Authentication TBA: IssueToken Endpoint To save the integration record and generate your key, click Save. From the saved integration record, copy the generated data in the following columns: Consumer Key (Client ID) and Consumer Secret (Client Secret). Then, paste them in Notepad or in another secure file or document. Note: You can’t view the values in the Consumer Key and Consumer Secret fields when you access the record again. After you copy the generated data, proceed to Step D.
Step D. Create a user access token. Using the WMS Web Services Admin role or a custom role based on it, go to Setup > Users/Roles > Access Tokens > New. Make sure that the role you use has the following permissions, which can be accessed on the Setup subtab of the Role page: SOAP Web Services – Full access level User Access Tokens – Full access level For more information, see Setting Permissions. On the Access Token page, set the following fields: Application Name – Select NSWMS Carrier Integration. User – Select the name of the person designated to manage your application. Role – Select the role of the person you specify in the User field and who has the required permissions listed in Step D.1. Token Name – Enter a unique name for the token to be generated. Click Save. From the saved user access token record, copy the generated data in the Token ID and Token Secret fields. Then, paste them in Notepad or in another secure file or document.
Step E. Add the required data to your application’s configuration file. Using an editing tool such as Notepad ++, open the NetsuiteCarrierIntegrator.exe.Config file. Search for the add tag for the following keys, and then for its value, paste the corresponding generated data from Steps C and D: TBAConsumerKey TBAConsumerSecret TBATokenID TBATokenSecret For example: <add key="TBAConsumerKey" value="A0E1F648-004C-441B-8132-0B2774FB985Y"/> Search for the setting tag for the NetSuite SOAP web services endpoint, NetsuiteCarrierIntegrator_com_netsuite_webservices_NetSuiteService, and then for its value, do the following: Replace the placeholder value, XXXXXXX, for the domain string in the URL with your SuiteTalk account-specific domain. To view your account-specific domains in NetSuite, go to Setup > Company > Company Information, and then click the Company URLs subtab. For more information, see URLs for Account-Specific Domains, SuiteAnswers ID: 65679. Verify that the port is set to NetSuitePort_2025_2 . Save the configuration file. For example: <setting name=”NetsuiteCarrierIntegrator_com_netsuite_webservices_NetSuiteService” serializeAs=”String”> <value>https://99999.suitetalk.api.netsuite.com/services/NetSuitePort_2025_2</value> </setting>

Step A. On your NetSuite 2026.1 account, verify that you have the latest version of the SuiteApps.

Using the Administrator role, go to Customization > SuiteBundler > Search & Install Bundles > List.
On the Installed Bundles page, verify the details of the following SuiteApps:
- SCM Mobile – Bundle ID: 590761 and Version: 2026.1
- Oracle NetSuite WMS – Bundle ID: 590660 and Version 2026.1
In the Version column for each SuiteApp, click the Info icon beside the version number to check if it requires an update.
If a SuiteApp requires an update, call Oracle NetSuite Support .
On each shipping station, print server, or combination of both on which the WMS Printer Driver and Carrier Integrator is configured, complete Steps B to E.

Step B. Uninstall the current WMS Printer Driver and Carrier Integrator application, and then install the upgraded application that uses 2025.2 SOAP endpoint.

After your NetSuite 2026.1 account upgrade, uninstall or remove the current WMS Printer Driver and Carrier Integrator application from the computer.
To download and install the upgraded application, log in to your NetSuite 2026.1 account using the WMS Administrator role. Then, go to Reports > Configuration > NSWMS Print Driver. For detailed instructions, see Installing the WMS Printer Driver and Carrier Integration .

Step C. Generate the Application ID.

Go to Setup > Integration > Manage Integrations > New.
On the Integration page, in the Name field, enter NSWMS Carrier Integration ID.
On the Authentication subtab, check the following boxes:
1. Token-Based Authentication
2. TBA: IssueToken Endpoint
To save the integration record and generate your key, click Save.
From the saved integration record, copy the generated data in the following columns: Consumer Key (Client ID) and Consumer Secret (Client Secret). Then, paste them in Notepad or in another secure file or document. Note: You can’t view the values in the Consumer Key and Consumer Secret fields when you access the record again.
After you copy the generated data, proceed to Step D.

Step D. Create a user access token.

Using the WMS Web Services Admin role or a custom role based on it, go to Setup > Users/Roles > Access Tokens > New. Make sure that the role you use has the following permissions, which can be accessed on the Setup subtab of the Role page:
- SOAP Web Services – Full access level
- User Access Tokens – Full access level

For more information, see Setting Permissions.

On the Access Token page, set the following fields:
Application Name – Select NSWMS Carrier Integration.
User – Select the name of the person designated to manage your application.
Role – Select the role of the person you specify in the User field and who has the required permissions listed in Step D.1.
Token Name – Enter a unique name for the token to be generated.
Click Save.
From the saved user access token record, copy the generated data in the Token ID and Token Secret fields. Then, paste them in Notepad or in another secure file or document.

Step E. Add the required data to your application’s configuration file.

Using an editing tool such as Notepad ++, open the NetsuiteCarrierIntegrator.exe.Config file.
Search for the add tag for the following keys, and then for its value, paste the corresponding generated data from Steps C and D:
TBAConsumerKey
TBAConsumerSecret
TBATokenID
TBATokenSecret For example: <add key="TBAConsumerKey" value="A0E1F648-004C-441B-8132-0B2774FB985Y"/>
Search for the setting tag for the NetSuite SOAP web services endpoint, NetsuiteCarrierIntegrator_com_netsuite_webservices_NetSuiteService, and then for its value, do the following:
Replace the placeholder value, XXXXXXX, for the domain string in the URL with your SuiteTalk account-specific domain. To view your account-specific domains in NetSuite, go to Setup > Company > Company Information, and then click the Company URLs subtab. For more information, see URLs for Account-Specific Domains, SuiteAnswers ID: 65679.
Verify that the port is set to NetSuitePort_2025_2 *.
Save the configuration file.

*For example: <setting name=”NetsuiteCarrierIntegrator_com_netsuite_webservices_NetSuiteService” serializeAs=”String”> <value>https://99999.suitetalk.api.netsuite.com/services/NetSuitePort_2025_2</value> </setting>

After you complete all the steps in the procedure, try to log in to the application. Note that your initial login doesn’t require entry of credentials. For more information, see the following topics or guides:

Note: Updated topics will be available by the third week of March 2026.

If you require assistance or more information, please contact NetSuite Customer Support.

Robert Nedelkow-Oracle

1

Re: Reversal Date on Journals

Hi @LindsayM_Tulsa, upon checking this is a possible defect. We recommend filing a support case to allow our Basic Accounting team to further check on the behavior in your account. Thank you.

Aly Magpantay-Oracle

2

Re: Financial Institution Connectivity and Parser Plugin: Can the imports be scheduled?

@Vernita I believe the scheduling is managed by NS directly. There is a new feature to allow us to manage the scheduling the import in the new 2026.1 release.

markbell10

1

Re: Reversal Date on Journals

Hello @User_013GI, Hi, we’re thrilled to have you join us today and thanks for kicking off the conversation!

Hello everyone! We’d really appreciate your thoughts and experiences in supporting a fellow member. Your contributions truly make an impact!

Pratik Teredesai-Oracle

1

Re: Mexico invoices not hitting COGS account

Hi Shiela Marie, thank you for the reply. With reading your reply, I reviewed our Income Statement and the Invoices our new controller sees hitting COGS are our VMI invoices, which do not have a sales order or an item fulfillment.

Thank you again!!!!

Gina Kessler

1

Re: How to generate bills based on the completion of project milestone?

Hello @Mohammed Al-husseini,

When there is a Billing Schedule in the project, a billing schedule determines when and how to bill a customer over the duration of the project.

For example:

I have created a Billing Schedule for a project, with a Billing type of Fixed Bid, Milestone

The amount is divided upon completion of projects by 50%

I then added a Sales Order with these items:

With the Sales Order does not have a next bill to it:

I then set to complete to the first project task:

Then the Next Bill appeared in the Sales Order:

In the Invoice draft the quantity is 0.5 or 50% according to the billing schedule:

This is similar to your scenario.

I hope this clarifies 🙂

Patrick Fresnosa-Oracle

1

Re: Introduce Yourself!

Hey all,

My name is Joshua Dennis and I teach ERP (among other things) at Indiana University. I have been teaching NetSuite for 11 years! Glad to be here.

Joshua Dennis

1