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Workflow - Changing Customer Bank Details Unchecks Refund Payment Box
Hello, We are trying to create a workflow that looks at the Customer > Bank Payment Details (Credit) > Bank Details sublist, and whenever any addition or modification of customer bank details happens, uncheck the EFT Customer Refund Payment box, also on the Customer > Bank Payment Details (Credit) tab. Here are the…
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Project - How to change a customer, where project is in In-Progress status
Hi Gurus, Could you please suggest, how to change a customer where a project is in progress and work has been done. Please guide.
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How is the Credit Limit Balance Calculated in NetSuite?
Hi NetSuite Community, I would like to understand how NetSuite calculates the Credit Limit Balance / Available Credit for a Customer. For example, if a customer has: Credit Limit: MYR 50,000 Hold: Auto Open Invoices: MYR 25,761.00 Unbilled Orders: MYR 710 How does NetSuite calculate the customer's remaining credit or…
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Deleting Project Issues Dependent Records
Hi Gurus, Im trying to delete a record as it has wrong Entity External ID updated coming from hubspot, every time I try to do it says below message Dependent Records For 2451It is the customer on a revenue element. 19409 That is not a clickable link how to find what is linked in order to delete that Background - 2…
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Best way to send a one-time email to AR customers from a Saved Search?
Hi everyone, We need to send a one-time notification to all of our AR customers informing them of an upcoming banking information change for future payments. We already have a Saved Search that returns the list of customers we want to notify. What is the best approach for sending this email? Is there a native NetSuite…
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Removing Colon in Customer ID
Hello— I learned recently that if you set a Parent Company when creating a new customer, NetSuite will use the parent's Customer ID and append a colon and a number for the child's Customer ID, like below: In this case, MMC2 is the second child of the parent, so it got a :2 added to its Customer ID. We don't like how this…
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HELP - having trouble with changing customer on estimates
Hello community! Anyone else having issues with the estimates transactions? We currently have a saved estimate, trying to change the customer from one to another but it just refreshes & goes back to the original customer. I've cleared the cookies, tried to change the forms & the same error is occurring. We have tried 3…
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Email Alerts are not being Sent when Saved Search is Updated
In the Sandbox environment, I have a saved search of the customer type that tracks the addition of new prospects and sends an email alert whenever a new prospect is entered for the day. I test the saved search by flipping over a lead to a prospect. The saved search updates with the new prospects as intended, but no emails…
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Invalid billaddresslist reference key 900 for customer 910.
I am grouping invoice, after I select and submit, the system shows error. "Invalid billaddresslist reference key 900 for customer 910." 1. all invoice has bill to select filed is -custom- 2. the customer record has no address id 900 3. it is not one-world account What should I do in order to group the invoices? Thank you
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Preferred Vendor per Customer
Is there a simple solution where we could set up preferred vendors per customer? We have customers that may purchase products from multiple sources based on certain costs/tariffs. It would be great if this could be used when creating PO from SO, but not a requirement. I found the SuiteAnswers(62741) instructions for…