3946257 Newbie

Hi Anne, This is not possible using global search. And this is covered by Enhancement 165295. Do you want to try using Quick Search? Once this is setup you can use it to search for transactions. 1. Add a Quick Search Portlet -On Home page > Click Personalize Dashboard -In the Add Content panel > Click Quick Search 2. Setup…

Hi, Please try to group the columns that you would like to see on the results page. -Click Edit on the Search -Navigate to Results tab > Columns subtab -Select Summary Type "Group" on the following fields: --Date --Number --Click Preview *You can also add the Created by field and set the Summary type to Group

Hi, Good Afternoon! I cannot find a way to show the full hierarchy of General Ledger Accounts associated to an Item record through saved searches. Kindly check if customizing an Inventory report (like Inventory Profitability report) will satisfy your requirement. Attached below are the steps for your reference. -Navigate…

This is also available in the helpguide: Accounting : Banking & Payment Processing : Banking : Checking : Resetting Check Numbers To reset check numbering: 1. Go to Setup > Accounting > Manage G/L > Chart of Accounts . 2. Clear the Report Style box at the bottom of the list if it is checked. 3. Click Edit next to the bank…

Hi, Based on my understanding you cannot map the fields because the folder on Your Fields section cannot be expanded. Kindly review if there are special characters on the Header of your CSV File (like apostrophe). You may also paste the data on a Notepad, because this will allow you to see any hidden special characters…

This feature is not currently available in Netsuite Application. Enhancement # 151808 (Transactions>Bank>Use Credit Card – Allow User to import CSV file for their credit card charges) has been logged for this feature request. Kindly vote for this enhancement in the Netsuite Customer Center or create an online case so that…

Hi Ellen, Please try to go to Reports > Scheduled Reports > Report Schedules > Click Edit on the Report. You can also read more information on SuiteAnswers, the Article ID is 30489.

We have an existing Issue on Budget Import: Defect # 163616: Transactions > Financial > Setup Budget > Import > the system is throwing this message: "This record already exists". Kindly file a Support Case so that we can properly investigate if you can be attached to this Issue.

Budget categories are available when the Multiple Budgets feature is enabled (Setup > Company > Enable Features > Accounting tab > Multiple Budgets). The field level help of Multiple Budgets says “Check this box to create multiple budgets for the same combination of customer, item, class, location or department criteria.…

You might want to try a transaction saved search that will filter a Deposit with Cash and Check Payment Method. -List > Search > Saved Searches > New > Transaction -Go to Criteria tab > Filter subtab -Select "Type" = "Deposit" -Click Set -Select "Payment Method" = "Cash" and "Check" -Go to Results tab > Columns subtab…

Hi Evan, Based on my understanding you would like to generate a search that will display the Unapplied Amount of Payment. Kindly try the steps below: 1. Navigate to List > Search > Saved Searches > New 2. Click Transaction 3. On the Criteria tab > Standard subtab > Select the following: -Type = Payment -Amount Remaining >…

Hi, I think you have a different Report by Period preference on your Administrator and Sales Administrator Role. Here are the steps that you can use to verify this. -Navigate to Home > Set Preferences -Reporting/Search tab -Report by Period The field level help says: To determine which reports you want to report by period,…

Hi, Kindly try if this will work for you. -Login to NetSuite using Internet Explorer browser. -Click File on the browser > Select Page Setup -Go to Headers and Footers section *There are 3 dropdowns under Footer -Select Date in short format -Select Time in 24hr format -Click Ok After doing this please print a report in…

You may want to try this Email Alert: -List > Search > Saved Searches > New > Transaction -Go to Criteria tab and set this criteria: --Type = Sales Order -Go to Email tab > Put a check mark on "Send Email Alerts When Records are Created/Updated" -Go to Specific Recipients subtab > Select your name in the Recipient column >…

Kindly verify if Enhancement 136701 is applicable for your requirement (Enhancement 136701: Lists> Search> Saved Searches> New: Provide an option to select a filter for Period).

Hello Esmeralda, You can customize the Transaction Detail Report so that you can view the list of Employees with a balance in the Advances Paid Account: -Go to Reports > Financial > Transaction Detail > Customise. -Go to Edit Columns -Click on the Name column > Click the Move column (with the right arrow) so that you can…

Kindly verify if Vendor Center Role is assigned to the Employee record (List > Employees > Employees > Click View on the Employee Record > Go to Access tab > Roles subtab > verify if Vendor Center Role is there). If vendor center Role is assigned to an employee the system will create a vendor record for the employee. And…

You can create a Journal Entry to record the Cash that you received from your employee. You can select the Employee Name in the "Name" field if you would like to associate the Journal Entry to the Employee. The instruction on how to create a Journal Entry is also available in the helpguide: Accounting : General Accounting…

Hi Matt, Can you check if the Accounting Preference “Use Credit Security Code for Credit Card Transactions” is enabled on your Account? -Setup > Accounting > Accounting Preferences -Navigate to Items/Transactions tab > Payment Processing section -Use Credit Security Code for Credit Card Transactions *The field level help…