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Income Statement Detail to add a field as a column
Hi Team, I am trying to add a field from the deposit page (Reference number) to the income statement detail. However, this field is not showing up on the list. Is this a limitation to the income statement?
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The system did not record a value of pre-payment in Deposit document
in my site, we have a colleague, this user in the same role with me. She creates a new deposit document, she select a prepayment. After she select and save, the system does not record the 2 payments. The Payments tab in document shows 0.00 FYI 1. She set "set preference" like me 2. I and she use with the same role. It not…
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How to create a saved search to link Deposit (DEP) to Customer Deposit (CD)?
Hello Gurus, This seems to be a straightforward saved search, but I could not figure it out. A deposit transaction shows related payment information as below: How can I create a save search to display the deposit transaction and the associated payment? I was able to create a saved search to display payment and its…
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How do you handle advance deposits in NetSuite without having the final customer information?
In our hospitality use case, the PMS sends us reservations with payments in advance, but at that time we don’t yet have the guest’s final details (tax ID / company info). We need to record the deposit in NetSuite as soon as it’s received, and later, when the guest checks in, apply that deposit to the correct customer…
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NetSuite Admin Tip | Resolve Unexpected Error in Make Deposit page
Recently, users have reported encountering an unexpected error when attempting to access the Make Deposits page in NetSuite. This error is caused by customizing the user interface of the Make Deposits page wherein some combination of filters may result in an error. This disrupts the workflow, preventing users from…
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Why bank deposit transaction allowing users to edit exchange rate while they don't have permission?
Hi, We set up user roles without permission to edit exchange rate on transactions, only administrators are allowed to edit exchange rate on transactions. Suddenly user roles are able to edit exchange rate on the Bank Deposit transaction whereas they were not able to do this before, last Thursday, the system blocked them…
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How to Change the Customer on the Deposit to Match the Sales Order ?
We have a case where : A sales order was entered for customer A. A deposit was created from the sales order. The customer on the sales order was changed from A to B. The deposit it still with customer A. I tried to edit the deposit but it's not possible to change the customer. Is it possible to change the customer on the…
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Understanding the Relationship Between Purchase Order and Deposit
Hi All, I hope you’re doing well. I have a scenario involving a Purchase Order (PO) with a total amount of 10,000 and a deposit of 3,000 that has been paid. Following this, there are bills associated with the same PO. My Question: Is there a way to establish the relationship between the PO and the deposit paid against it?…
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Create Deposit Button on Credit Card Sales Order Form
Hello everyone, Is it possible to have the 'create deposit' button available on the Credit Card Sales Order transaction form? I've compared between sales order and credit card, and they each look the same. The only difference is that there is no linked Invoice form. Would I need to do that in order to allow for a deposit…
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NSC | Saved Search > Deposits applied to Invoices
Scenario: User would like to know in what transaction a particular Deposit was applied to. Solution: Navigate to Lists > Search > Saved Searches > New. Click Transaction. Under the Criteria subtab > Standard sublist, set the below filters: Type = is Deposit Internal ID = is any of (Internal ID of the deposit) Under…