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Re: Display the customer name once enter customer id and vise versa
Hello @Amjad Kasem,
To do this, we need to edit the two Custom Fields in the Custom Record. The setup that we will do is the one where the user will select the Customer then the Customer ID will be sourced to the second Custom Field.
Kindly follow the steps below:
- Edit the Custom Field that will contain the Customer Name
- Copy the ID
- Type: Select List/Record
- List/Record: Select Customer
- Click Save
After this, edit the second Custom Field:
- Edit the Custom Field that will contain the Customer ID
- Store Value: Remove checkmark (please do note that removing the checkmark will delete all the past values in the custom field)
- Click Validation & Defaulting
- Default Value: Enter {<ID>.entityid} (replace <ID> with the copied ID from the first Custom Field)
- Formula: Enter checkmark
- Click Save
Let me know if you have questions.
NSC | Avoid Looping in Workflow Set Field Value Applied on Custom Form
Using a Set Field Value Workflow Action on Custom Forms will often result in an endless loop of the record. To avoid this, we need to apply a Workflow Condition on the Workflow Action. Kindly follow the steps below:
1. Edit the Workflow Action
2. Add the following condition:
Note: Replace Standard Sales Order with your preferred Custom Form. On my Scenario, I selected Standard Sales Order in the Selection under Parameters since this is the Form that I am using in the Set Field Value.
In the Selection column, select the Custom Form selected under Parameters (In my scenario, I used Standard Sales Order, hence the condition).
4. Click Save
With the condition, the Workflow will capture the value in the Custom Form and it will not execute again which will prevent the loop.
Let me know if you have questions.
NetSuite Admin Tip | Chart of Accounts > Guide in Merging Accounts
1. Accounts should both be Active
Scenario:
Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive).
As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list.
If you view the Account Record for the inactive account record, you also will not be able to see the Merge button under Actions.
2. An account with sub-account/s can be merged with another. However, if it is a bank/credit account make sure you take note of the warning message before proceeding
Scenario:
Merge 003 ABC Bank – Operating to 004 Brex Bank - Operating with sub-account 005 Chase Bank - Operating
3. An account cannot be merge to a summary account
Scenario:
Merge 001 ABC Bank – Checking to 007 Checking (Summary Account)
As you can see, 007 Checking account – a summary account, will also not be available on the Merge Into dropdown
4. Accounts to be merge should have the same Account Type, Currency and Subsidiary
Scenario:
Merge Z-001 Account and Z-002 Account with different subsidiaries
The criteria has to be met. This is why the account cannot be seen on the Merge Into dropdown list although the accounts has the same Account type and currency.
5. These accounts cannot be merged:
Hope this helped!
Are there any other tips about account merging that you would like to share? Comment on the thread and let our members know.
Re: Assembly Build - Lot Number field not showing as a list
Hi @John Griffin, thanks for sharing your insights on this! ?
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Hi @KNason76,
I found a related enhancement request for this one which you can vote for in the SuiteIdeas page:
- Enhancement # 168834: Transactions > Manufacturing > Build Assemblies > Components: to have a pop up list to show the lot number/serial numbers that the item have
I have confirmed that you can only get a list of Lot Numbers in the Inventory Detail popup. Using Bins is not mandatory for this, but Advanced Bin/Numbered Inventory Management feature should be enabled for the Inventory Detail to be available.
-Ivy
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Re: Bad Connection: Tableau could not connect to the data source.
Totally understand. And agreed - As I mentioned above... I can test connect successfully from every other ODBC based query tool. IE: ODBC via PowerBI, Excel, Microsoft Access, etc. etc.
However, when one pays for a Tableau license, which is advertised to include an integrated connector for Oracle NetSuite... I'd expect it to work without having to setup my own connection via the ODBC setup. Seeing as I'm after high speed meta, real time access and enhanced SQL-92 based meta discovery. (We transact north of $X Billion, so I'm sure you can imagine the data I need to dive into and trying to do it via SuiteTalk or ODBC)
As you can see here and here:
It should be as simple as "click and go"; which isn't quite the case.
However, I have figured out a definitive solution. For anyone having issues connecting, please feel free to reach out.
MathewB
Re: Non-inventory Item for Resale doesn't appear on the Packing slip.
Hi @Roman S,
I am not sure if you are not able to see the item on the item fulfillment or if it is just not showing up on the packing slip, but is Can Be Fulfilled/Received enabled for the item?
John
Re: Non-inventory Item for Resale doesn't appear on the Packing slip.
Under the Accounting Preferences, Order Management
Under the Picking/Packing subheading there are 2 options that might be affecting this.
Re: Same AP Aging Report - Different Employees Get Different Results
You're welcome, @User_XQ321! ?
Please be advised that there could be transactions that are included at the end of the month's transaction date but actually have a different posting period.
For example, a payment is dated 06/17/2022, however, it is posted in May 2022 posting period. The transaction will reflect on your Aging Report based on your Reporting preference.
Edit: You may have to make sure that there are no transactions that are posted to different periods against their transaction dates to be able to conclude that at the end of the month, the filter should not matter to the A/P Aging results.
NSC | Show Entity (Customers/Vendors) from a Journal Entry in an Income Statement Detail
Scenario:
By default, the Name column found in the Income Statement detail refers to the Entity (Vendor/Customer) found in the header of the document itself such as Invoices, Vendor bills etc., not the actual G/L line so that is why, the name column is empty for journal entries with a customer or vendor:
Solution:
To be able to show the Vendor lines of a Journal Entry in an Income Statement details, users needs to follow the steps below:
1.) Navigate to Reports > Financial > Income Statement > Detail
2.) Click Customize
3.) Go to Edit Columns
4.) Open Financial folder > Entity (line) subfolder > select Name
5.) Save and run the report
Have you tried this one?
Hope this helps
Re: Same AP Aging Report - Different Employees Get Different Results
Hi @User_XQ321,
Good day! Hope you are doing well. ?
Kindly check if the two employees are using the same A/P Aging Report Filter Date. They may have different Reporting Preferences, one's set to Report by Transaction Date and the other one is by Period.
To resolve this, here are the steps the Employees may take:
1. Navigate to Home Icon > Set Preferences.
2. On the Set Preferences page, under Analytics tab, we may set the Report by Period dropdown to All Reports, if you would like to use by Period to all Reports. If you select Financials Only, only the following financial reports are reported by period— Income Statements, Balance Sheets, Cash Flow Statement, Trial Balance Report, Income Graph, Expense Graph, and Net Worth Graph.
Please note that this is a User Preference and each of the Team should set their Preference to this so that they will be able to run and generate the Report by Period and not by Transaction Date. Hence, have the same results when generating similar Reports.
You may refer to this SuiteAnswers Article ID: 8374 | Reporting Preferences on the Set Preferences Page for more information.
I hope this helps your concern. ?
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