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NSC | Saved Search > Difference of Purchase Order and its Bill
Here's a sample Saved Search that will show the difference of the Purchase Order and its related Bill. Navigate to Lists > Search > Saved Searches > New Select Transaction Rename the Saved Search Under the Criteria tab, add the following filters: Type is Purchase Order Applying Transaction : Type is Bill Main Line is false…
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NSC | How to Use A Journal Entry to Update Customer Balance
Scenario: The user tried to remove a customer balance $20 using a manually created journal. However, upon saving the Journal, the balance remains unchanged. Solution: When using a manual journal entry to offset a customer balance, the system requires a reference to the customer in order to apply the amount correctly. If…
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NSC | Setting the Billing Account to Inactive
Scenario The user wanted to set a Billing Account record to Inactive to prevent it from being used in future transactions or processes, typically because it is no longer relevant, has been replaced, or is outdated. This helps them maintain data accuracy, streamline record selection, and reduce clutter in the system without…
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NSC | SuiteBilling: Positive and Negative Charges on a Subscription
Scenario The user created a Subscription with multiple line items. One Item is positive while the other two is negative. Since the total amount of all the Items is zero, they are expecting that all items will be included in one Invoice. However. Negative Charges are created directly as Credit Memo while all positive…
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NSC | Re-toggle Billing Schedule after any changes
Scenario The user is creating a Sales Order with a Billing Schedule. They initially set the Recurrence Count to 12 to bill the Sales Order over a 12-month period. However, the revised contract with the customer indicates that the order should only be billed over 6 months. The user had already added the original Billing…
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NSC | Using a Billing Schedule in a Sales Order with Multiple Items
Scenario The user created a Billing Schedule with different set of Amounts to be billed monthly, however, Sales Order with multiple Items shows incorrect Amounts. When only one item is added to an order, all monthly amounts are correct. However, when multiple items are added with the same Billing Schedule added per Item…
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NSC | Creating a Saved Search report to show related Return Authorization created for Invoice
Scenario When creating a Return Authorization (RMA) from a Sales Order or Cash Sale record, the resulting RMA will appear under the Related Records section of the originating record. However, if the RMA is created from an Invoice, it will not be listed under the Invoice's Related Records tab. Solution To verify if there is…
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NSC | SuiteQL: Join Types: CROSS JOIN
CROSS JOIN is a type of SQL join that combines every row from one table with every row from another table. It is also known as a Cartesian product, named after the mathematician René Descartes, who introduced the concept. The result of a cross join is a dataset that includes all possible combinations of rows between the…
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NSC | Creating a Billing Schedule with a specific Billing Amounts
Scenario User wanted to customize a Billing Schedule to set specific Amounts to be billed per month to follow their customer request and agreed terms. Creating a billing schedule with set billing amounts ensures predictable, consistent invoicing over a defined period and amount. Solution Navigate to Lists > Accounting >…
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NSC | Customer Saved Search with Customer Balance Information
Scenario The user wants to view all Customer Balances in a single report. Currently, they are checking each customer's balance by navigating to the Customer record > Financial tab > Balance Information section. Solution To verify if there is a related RMA for an Invoice, you can create a Saved Search. Navigate to Report >…