If the JE is in a closed period, and you cannot edit it, create a new JE reversing the Original. You can 'apply' the new JE to the old one, and that will also clear the balance. If you simply clear the name, Judith is correct - the AP credit will appear on your aging as 'no vendor' and that credit amount.

Many apps or add ons have a 'Built for NetSuite' connector. This is a big selling point - which is why people are pointing you to the vendor to ask about a connector. Building a custom integration is a lot of work. Good luck and let us know?

I am able to include Next Approvers in searches all the time. For example - I add 'My Purchase Orders to Approve' reminders to dashboards where Next Approver = Mine. The next approver field is available for searches when approval routing is turned on for the record types. Find your approval routing types of records at…

If you're just looking to add the subsidiary and sales rep fields into your search: Edit the search Under 'filters' add in 'Subsidiary' & 'Sales Rep'. Save. Now, when you set the subsidiary, the sales rep list may be filtered to only the reps associated with that subsidiary. If that's what you're looking for, I hope this…

When the inventory detail is populated, the status/bin etc are visible. When adding multiple, I don't believe you can natively edit what shows- it can be done via scripting - but that's more than I can give you here. I'm sorry it's not the answer you want.

Setup>Accounting> Accounting Lists Select terms. Edit a term, or create a new one. Name it. Provide the available discount Provide the date until the discount expires. Save. Note the term will be available to both vendors and customers on transaction records.

Common question. In my experience, you cannot report on activities that are marked as private in searches when the results are run by anyone other than the admin. Just what I've found. Might be different with new releases, etc.

In that case, create a custom field on the expense report of type = employee. Have the field mapped to the employee in the imports. (edited) Now this field should appear in your 'recipients from results' list. Sometimes you have to bend NetSuite a little bit. 🙄

Of course there isn't. NetSuite is really lacking in continuity sometimes. Egads!! My apologies. However, if you're trying to send the email to the employee who created it, I would choose 'created by' from my options. See if that works for you?

THis is not something that can be done natively or with a workflow. You could script this, the only other thing is to retrain and ensure users are not entering spaces. Sorry it's not the answer you want.

On the recipients from results, try 'entity'. That should do the trick. 😉

The only way to remove the JE from the 'apply' subtab, is to edit the JE, and in the 'Name' field, clear the vendor name. Thats it. Edit the JE, remove the vendor name from the name field, save the JE. Voila! It won't appear on the vendor as a transaction anymore. I hope this helps!

You won't be able to restrict the created by to anyone but all active users. You can add the filter of 'Sales Rep', and filter by sales reps only, if desired. I hope this helps!

Hey Sam, To understand integrations, you need to understand some basics first. If you're using a custom built API - meaning you are going to build it from scratch- you would use Oath. If you're using a middleware (the one I know most about) you will need: An Employee record with a login (I often use Integration 1, or the…

Awesome. Some of the layers are buried in odd places. Glad I could help!

(I also check the script logs for the time the unexpected error of death appears with any regularity - reproducible I mean)

Your filter is restricting records to item receipts only - so the 'applying transaction' will give you a reference as to what the associated vendor bill is, but it won't provide you with the details of the bill. What specific results are you trying to return? The details of the bill and the item receipts that apply? Or the…

You're very welcome. Sorry it's not clean and pretty - sometimes the truth kicks rocks. It is what it is though - Merging items isn't something I believe will happen. Good luck!

There are many layers within NetSuite, so there are multiple ways to do this. The simplest way - if you want all employees with full access to see the equipment records - is to update the Custom record permission level to 'No Permissions needed' - but that doesn't sound like what you want. Are you trying to provision…

Did you edit the subsidiaries and apply the new Nexus to them? I missed this once, took me a couple days to find. So many layers in NetSuite! I hope this helps!

C

Hi @Dext3r I forget sometimes that you're a developer. In your testing, try this: Create a new custom field as a transaction body. You can display it on the items subtab. It should be the list of 'Aliases' you have. (I'm assuming that the Alias is also a list of values). Now, when you choose an 'alias' item in the custom…

Hi @Dext3r , Any unexpected error especially Sitebuilder - I would personally get a case filed. But that's just me. I'm not helpful today, sorry.

When you are processing the refund, there is a screen that pops up that says :refund customer or Charge Card - the box used to appear in the upper right corner of the screen. Sort of an 'Are you sure' prior to charging the card. My question is - did you see and click on that box to actually run the card? Are you able to…

There are a couple possible reasons: THe card wasn't refunded The card isn't valid The fields on the customer refund transaction aren't visible on the form. There are more possibilities than I care to list. We need screenshots and more context to help.

You will not be able to source the items onto a transaction where the subsidiary is different than the transaction. That's your first obstacle. Can you open up the item to the different subs?

You cannot set the field with a saved search and a workflow - Here's why: On the field, you can put a formula (or a saved search to show the value. You cannot store the value on this type of field. Since you cannot store the value, a workflow won't recognize the value to set it. I'm sorry it's not the answer you want.…

But the item being returned is NOT from the PO. It's from the vendor return authorization. Just because the item was received against the Purchase order, it is being fulfilled against the RMA. The PO status will never reflect any return. The PO status is driven by PO Item Receipts and Vendor bills. The Vendor RMA (VRMA) is…

The only way around using both items in historical sales is to update all transactions to use a single item. In many cases, this isn't feasible. It might be possible to create a parent/child relationship for the 2 items. Create a new 'parent' item, and have the 2 items be children of the parent. This way, on the historical…

Hi Sam, Your alias field is free form text. Is there any reason why it isn't a list of the items instead? I ask this because NetSuite won't recognize a free form text as an item, but it will recognize an actual item instead. So, when you search an 'alias' if the field is an actual item, you should be able to source it.…