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Migrating PDF template to Advanced PDF/HTML Template, missing Aging section
Good morning, We are migrating a PDF Invoice Template that has an AGING block at the bottom of the PDF Template that Stakeholders want to keep in the migrated Advanced PDF/HTML Template. I assume the AGING block (Account Statement), is a native section for the PDF Template, but it is not available to select in the Advanced…
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Transaction (Bill, Sales Transaction, Customer and Vendor) move to correct subsidiary
Hi All I’m looking for guidance on transferring all transactions from an incorrect subsidiary to the correct one in NetSuite. We’ve discovered that the subsidiary’s currency is incorrect and need to ensure all transaction records reflect to the correct subsidiary. Could you please advise on the best practices for…
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Migration of Cost- and Billing Budgets to Advanced Project Profitability
Hi, we use currently Cost- and Billing Budgets and want to start using Advanced Project Budgets, Advanced Project Profitability and Actvity Codes. If we turn these features on, the Cost- and Billing Budgets are no longer accessible (although still on the database). So with 500 open projects, how do we migraten them to so…
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NetSuite Legacy to SuiteTax Migration
Is there a date set when NetSuite customers are required to upgrade to SuiteTax?
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How to stop creating Unbilled Receivable adjustments for Migration Records (Subscriptions)
We have a large number of Subscriptions migrated from previous system, that need to continue to recognize revenue in NS, but they were billed in the previous system and should not be billed in NS. However, Unbilled Receivable Adjustments are posted during Revenue Reclassification process due to not having the Customer…
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Migrating NS ARM Configurations
Hi, Can we migrate NS ARM configurations from one instance to another (Sandbox to production) automatically (CSV imports?)? The configurations we are looking to export are: Item Revenue Categories and Fair Value Formulas. I see the Fair Value Price Lists can be migrated via CSV upload Import Type: Accounting and Record…
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OpenAir Sandbox Migration to OCI
This notice is intended for OpenAir customers with at least one sandbox instance. Your OpenAir Sandbox account will be migrated to OCI on Saturday January 25, 2020. The migrations will start at 12:00 PM ET and are expected to end by 3:00 PM ET. Please expect that your Sandbox account(s) will be unavailable during these…
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Importing is case sensitive ?
Hi everyone, I am at the beginning planning all the data migration and I am building manual for the users to prepare the files. I was wondering if the import tool is case sensitive? I am not talking about additional spaces, but if a letter is not used with capital/small letter (i.e. 'john' instead of 'John' and vise…
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Multiple Company on NetSuite
I'm not sure I have this in the right forum, but I'll give it a try. We currently are running NetSuite in our company, but we also have another company that is kind of like a subsidiary for the main company. We keep all the account separate between the two companies so they operate as separate entities. We want to move the…