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Balance Sheet with Average Positions
Hi community, hope everyone is doing great!! I received a request to create a Balance Sheet with average positions (Weekly, Monthly, Quarterly). Is this possible using native NS features like reports, searches or Analytics Workbook? Im afraid NS doesn't store this info in order to do the calculation but Im not sure. Would…
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Issue customer invoices in PDF/A3 format
Hi Experts, We are using a NetSuite OneWorld account and have configured the German subsidiary within our instance. According to the resources linked below, starting in 2025, we will be required to issue customer invoices in PDF/A3 format:…
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Custom Period Close Checklist
Does anyone have any suggestions on creating a custom Period Close Checklist that will create a reminder for tasks?
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Removing Item Fulfillment Requirement from Sales Orders
Hi Experts, We have recently received confirmation that capacity management and fulfillment processes are now fully handled in HubSpot and will no longer be used within NetSuite. Based on this change, we are planning to update our NetSuite configuration so that: Item Fulfillment is no longer required All Sales Orders move…
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How to fix incorrect sales order where billing has happened and revenue was recognised?
Hi, I have a Sales Order where the amount is incorrect. One invoice was generated through a billing schedule and was later credited. We manage our revenue externally, and both the invoice and the Sales Order were sent to that system. To correct the order amount, I was considering closing the existing Sales Order and…
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How to Set Class on “Cost of Sales Adjustment” GL Lines for IR Created From Transfer Order
Hi everyone, We’re facing an issue where an Item Receipt (IR) created from a Transfer Order (TO) generates Cost of Sales Adjustment GL impact lines that do not have a populated Class. I’d like to automatically assign a Class value to these specific “Cost of Sales Adjustment” lines. My questions are: Is there a way to…
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Updating Item Income Account with Transactions in Closed Period
Hi, We’re trying to update the Income account on an item, but NetSuite blocks this since transactions already exist in a closed posting period. Our need is slightly different: We want to update the income account on an item(that has historical transactions), but without reopening the closed period. Has anyone found a way…
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Purchase Order Email Message Template Not used for Custom Roles
Hello community, I use a custom PO form and created a custom email template and selected the email template from the Email Message Template dropdown. When viewing the PO using the Admin role I can go to Actions > Email and NetSuite emails the supplier using the custom email template. It's as expected. However, if I use a…
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Cost of Sales Adjustment
Hello, I understand why NetSuite posts Cost of Sales Adjustment, it is when, the inventory is underwater and there are cash sales (in our example) is generated. Eventually through Inventory Adjustment and/ or Item Receipt this gets added back to the respective location and system posts this. We have a unique situation…
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Adding Custom Segment to Bills and Journal Entries
How can I add a custom segment to Bills (transactions<payables<enter bills) and Journal Entries in Netsuite? I created a custom segment to try and allow us to have a 4th classification outside of Department, Class and Location. My example is called "Business Unit" that will allow us to toggle between Marketing and Core.…