Angela Bayliss · Senior Solution Architect · SuiteMaster

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THere is not a way to block system notes from capturing the data within native fields. I don't believe that you can hide or mask the fields on a saved search. Sorry it's not the answer you want.

You are correct. The preferences of the person initiating the mass update will apply. Glad it helped!

Hi Sam, Weird question> when you go to home>set Preferences>Transactions, what is YOUR setting on Transaction Email Format?

Hi @kees.netsuiteadmin, If this is a one off, and not the norm, and you need the data down to email communications, why not re-open the quote? If you want to retain the original quote data only, make a copy, backdate it to the original, and re-open the original to work with? You're correct, scripting could copy the full…

I believe they are asking for a vendor approval workflow. Please clarify @User_3IXS3,? Are you trying to approve Vendor Bills or are you trying to approve Vendors?

I haven't tested this. Here's what I found: They even give you a sample file. Try this process and let us know if it works?

Hello FAM can be difficult until you understand the module well. I happen to know it like the back of my hand. I know exactly what you're talking about as far as individual disposals/write down/Write up/ etc of assets. It's brutal. Somewhere in recent releases, I saw that you can import these transactions in bulk via csv.…

View your expired quote, navigate to Actions>Make Copy. Voila - an exact copy with a new date. I hope this helps!

Your question is difficult to put context to. #1 - NetSuite doesn't control your bank. #2 - Having those types of impacts on your bank statement would be impossible to reconcile #3 - A bank statement is a federal document, and payments over 10k reported to the feds immediately with the payee's name. So this process would…

The user group community is not the place to solicit work. This is a place to help each other - while users may reach out via private messages - I don't believe that soliciting is allowed. @Robert Nedelkow - Gmail

I believe the outlook NetSuite native integration has been deprecated. That feature had a LOT of issues, and there are many 3rd party solutions that manage this. Weird that they'd advertise it.

I don't think that your proposed process will work. There are a couple ways to restrict logins: By IP Address (if you only want them logging in from the office) By removing access from users (this is not recommended) By creating an internal process that has consequences for working after a certain time. Any script or…

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Hello @User_15SCL Each full license also includes an employee center license. You should have an extra 5 employee center licenses. You can check the available quantity of employee center ONLY licenses at Setup>Company>Billing Information. You cannot get pricing on this forum. You'll need to reach out to your AMO.

Once an expense report is created, you should not be able to edit the employee name. The employee name is the entity on the transaction, and Natively, is not available for editing.

You should reach out to Ramp. They have a great support team, and should be able to adjust the mapping to ensure the currency is correct per subsidiary.

Hi @Sarah Iacoboni You can find all sent emails at Setup>Company>Sent emails. To copy someone on all emails (be careful they don't drown) at Setup>Company>Email Preferences

I've run into people not 'seeing' the email. Usually, I will call them, and reprovision access while on the phone. Did you receive the email? Please check your junk folder? 😀 It usually works when I do that. Not a very viable solution, but - meh. Sorry it's not more user friendly.

Hi User_S6FVQ The ad hoc charge you're asking for is possible to do - with a customization. The customization is going to have to create either an invoice or a JE to account for the charge. On the NetSuite Accept Payment screen - a user can then enter the amount to capture the 'ad hoc charge' which can then create the JE…

NetSuite cannot magically add a charge to an invoice without consistent logic, which you aren't providing. You can easily update your process to add the line if the customer is paying by card. what you're asking for is not a workaround, it's a customization. Good luck to you.

Hi @Ashoka_Sanjapu If you're still looking to get rid of that button, we can probably help you.

Hello @User_K51C7 The primary difference between writing a check and making a bill payment in NetSuite is that you are accounting for the check on the check itself, and a bill payment has a bill that is a completely different transaction. Entering bills (AP) is either matched to a Purchase Order or entered as a standalone…

Hi @KennyM For corporate cards, expense reports can be matched, as having employees submit expense reports is common practice. These expense reports are reviewed and approved by accounting. for any charges on the cards that are not included in the employee expense reports, you can import those via CSV. This provides the…

Hello @User_S6FVQ If the invoice is in a closed period, your only option is to create a new invoice or JE for the fee, NetSuite cannot capture or create a line item on a closed transaction for a service fee due to paying via credit card. If the customer pays via card (no terms) the best solution would be to add the line…

I have never found a way to rebuild the system generated new user email. I suspect it's due to the link to set up your password, but I could be wrong on that. If your customer claims they didn't receive the email, check the bounced emails (Lists>Mailing>undelivered emails). If you find that their address bounced once, then…

To answer your question - in order to net out anything the entries must be in different subsidiaries - your entries are in the same on. So - for example: Subsidiary A sends 100 widgets to Subsidary B Subsidiary A has an Invoice due for $1,000.00 from Subsidiary B Subsidiary B has a Vendor Bill payable to Subsidiary A for…

If you can do this manually, you absolutely should be able to import via csv. Have you filed a case with support?

OK. But if you're setting up commissions, you must create sales teams to support assigning more than 1 partner to each customer. In your import, you're showing less than 100% contribution per partner. THe only way to assign multiple sales reps to a single customer is to use sales teams aka Team selling. This takes the…

Are you using Sales Teams, and setting the partners up on a team to assign to customers? The error you're getting is due to partner allocations being 100% when assigned to a customer.