Best Of

Hi @KNason76,

I also have the same dilemma before. What I did was create a custom body field (decimal number format), then apply to the form. After that I created a workflow for the transaction for getting the value from the wo quantity. So I added the action set field value, during entry, then on the formula, put the internal ID of the standard field showing WO qty. And that is what I source for the saved search. Only problem is that it is prospective approach so your data before will not have data but you can try to edit save the transaction to update the field. Hope it helps. I am also still looking for better solutions, so far that is what I have done.

Best regards,

Emil

Hi @Strategit_Shunta4,

Good day. Did you try to edit the filter on the report and select the filter for inactive? Please refer to image below.

Best regards,

Emil

Hi @User_HNJ22

It would depend on which Income Statement Saved Search is being used in the integration. If you do not specifically know which one:

1. Navigate to Planning & Budgeting tab (in NS) > Jobs > Activity Logs. You'll see the NSPB Saved Searches being used in the integration when the jobs are sent to NSPB Data Management for processing.
2. Take note of the Saved Search name for Income Statement Transactions then open that Saved Search in Edit mode
3. Navigate to the Results subtab and look for the Relationship column. Most customers are using the out-of-the-box NSPB Saved Searches coming from installed NSPB bundles so if there was no modification/little modification during your implementation, the Customers and Vendor formula will most likely be found under the Relationship column and with this formula:

If you would like to improve how Vendors are flowing through to NSPB, all the changes to be done in the NetSuite side and NSPB (EPM Cloud) application will have to be done at once. This typically requires consulting hours since data will need to be validated once a new data source in NSPB is used. Hope this helps!

I have replaced {type.id} by {createdfrom.id} and we can now print the packing slip from the saved search. Thank you for looking at this.

No worries, @User_XQ321. ?

I also checked that it is possible to use same bank account for EFT and Positive Pay. Note that when setting up Company Bank Details, you will use two different templates for EFT and Positive Pay.

I also asked if there's a different Bundle associated to SFTP as this might not be compatible with our EFT Bundle or you might create two Positive Pay records/transactions.

Feel free to update this thread on your findings or if further assistance is needed. ?

Yes, it worked, I made the update to the root subsidiary`s logo as well, on the subsidiary record, forgot about that one. That`s where the big logo was :)

Thank you for your support! Much appreciated!

Hi @User_HNJ22

What flows into NSPB from NS are sourced from Saved Searches. You can verify in your NSPB Income Statement Transactions Saved Search how Vendor names are pulled from the Journal line items. Check the formula you have for the Relationship column. If it is using {vendor.internalid}, the Search will return Undefined_Relationship for Journals. If you use {vendorline.internalid}, the Search will return the internal ID of the Vendor which is located in the Journal line item.

@User_HNJ22 If the vendor names in Bill and Expense Reports are located on the Main Line section instead of Line Item, changing the formula to {vendorline.internalid} would only benefit Journal transactions.

Alternatively, you can create another Saved Search to pull Journal transactions only (by adding another filter under the Criteria tab: Type = Journal) then change the part of the Relationship formula that is using {vendor.internalid} to {vendorline.internalid}. However, you will need to set up another job in NSPB Data Management to load the data from this new Saved Search.

As for the existing Saved Search, you can just filter out the Journal transactions since you will be pulling it using another Search. Then, leave the Relationship formula unchanged.