If you provide the screenshots - this is doable. Just fyi 😉

You are fulfilling a sales order, with zero GL Impact. So the customer doesn't own the inventory, the inventory is never on hand at any location. Not as an asset on the books nor as 'customer owned'. I'm not sure where you're getting that idea. Whichever location is listed on the sales order will be the location on the…

This is the entire purpose of 'enhancement requests'. Often, these types of bugs and limitations are lumped together as 'enhancements' until enough people vote for them. In my humble opinion, this kicks rocks. This is clearly not just a system limitation - but if enough people vote for it - it'll get fixed.

Because this is a custom record instead of just a custom list field, whoever has access to set the field will also have access to add new values - a custom record is a layer onto your transactions - instead of just a custom list field - which could be restricted. If you remove the 'UI Access' you may interfere with the…

Use the location defined on the sales order. You absolutely do not need to create locations for your drop ship vendors. Hope this helps!

What a terrible limitation. Egads!

Ownership transfers are not scriptable. Nor can you change the currency conversion rate. Enhancement #662573: Multi-Currency Customers/Vendor > Ability to Use the Currency Exchange Rate of Transaction Date in Ownership Transfer. Sorry it's not the answer you want.

If I'm understanding correctly, the full 11,000 search results are not sending with the email alert. 11k lines should not exceed the 25MB size limit. To help you troubleshoot this, can you please provide a screenshot of the results of your search, and another screenshot of the 'customize message' tab of the email tab?…

The error you're encountering occurs when you edit the item group. The item group on the invoice should have: Line for Item Group Name - with no costs Line for each member of the item group - with associated pricing Summary line for group, with total pricing. If you are not editing these lines, can you please provide us…

IS this before or after you edited it? Is it still throwing an error?

Wait - Perhaps I was confused previously. The drop ship function allows for a single step when you click 'mark shipped' - meaning you don't have to receive the item and then fulfill the order. You DO have to fulfill the order with the information provided by the vendor. So what you are describing is native NetSuite…

AWESOME!!! Well done! Also good to know.

A saved search might give you this - if it's a transaction type. The search would be incredibly complex with some formula's, etc. I created one several years ago, and it took some doing. The only other possibility you might try is the Physical Inventory Worksheet. Customize it to not show zero's, add in the lot/serial…

Are you testing this personally? Do you have 'global permissions' on your employee record? If not, then the only thing I can think of is - have you cleared your cache lately? If not, I'm attaching a document for your review. When personally testing, I clear my cache a couple times a day - because NetSuite and browser cache…

If I am understanding you correctly, you have assigned an administrator role to your vendor record. Is that correct? A long time ago - and I mean before NetSuite went public - so around 2006 , we (consultants) would do this with the vendor record to save licenses for clients. However, we learned that there are restrictions…

You are directly contradicting yourself. Forms are metadata. In your first sentence: Chelsea is correct, the Custom Form field cannot be directly added as a column in a saved search in NetSuite. This limitation is due to the fact that the Custom Form field is metadata and is not treated as a regular, searchable field. Then…

A custom form is not something that can be returned in a saved search, as far as I know. Forms are ways to display data, and can either be stored with the records or relative to the user looking at the record. You won't be successful adding the form to a saved search. I know it's not the answer you want, but it is the…

Thank you for the screenshots, they provide me exactly what I needed to help you. OK, you're using the custom record as a list, not as the native functionality of a custom sub record. Meaning that you have a custom field on your CRM forms that is sourcing a value from the custom record - This is VERY different that using a…

BN, The existing transactions will not change in any way. All reconciliations will stay the same, all transactions and closed periods will still apply. I think you may be mistaking moving the hierarchy of subsidiaries around with the creation of a new subsidiary. Moving subsidiaries around within the heirarchy is a very…

In that case, edit the purchase order access to create. The expense reports permissions are the same, so people can create and approve the expense reports only. Voila

The best way I know how to do this is to create an inventory numbers search. (If you're using advanced location configuration). Create a new inventory numbers search: Add results of: Item, Lot/Serial Number, quantity and location. (you can add bin if it helps). This will give you the on hand inventory by lot and by serial…

OK, I have fully tested this: I edited the employee center role, and removed the permissions for the records pending approval. I created several purchase orders that are pending approval. I can see these records in the Suiteapprovals portlet on my admin dashboard When I log into the employee center and look at the…

As far as side affects, there shouldn't be any negative affects to updating the accounts to Parent subsidiary, include children. When you perform this import to update the accounts, the accounts will be visible and usable for all of your subsidiaries. The ONLY negative possibility is that people can accidently post…

When you add the new subsidiary, you can update the accounts within your COA via CSV - I would recommend that you update the accounts to be 'Parent Subsidiary' with 'Include Children' checked. This way any new subsidiary you might add in the future will automatically have use of the accounts. Note that you cannot share or…

Items can be on hand but committed to a sale or work order. If an item is committed, it is on hand, but not available. When running the inventory valuation for older dates, often the items show up but are not available. (It could be in an order in packed status) Hope this helps!

If your items are set up as dropship, when they are added to a sales order, the dropship po will be created, and you can mark the PO as 'shipped - which will also fulfill the SO. If you used a regular PO instead of a dropship PO, then you'll need to receive/fulfill the dropship, treating it as if it's a special order. Make…

The simple way to update a vendor form is to run an import, and set the form you want to use as the import form. Run an update - don't actually change anything, and when the import is finished, all vendors will use the form you set. All other forms will no longer be in use, and can be inactivated as needed. Hope this helps!

Is there some requirement to make these comments? I get notifications and there is no value to the notifications if you're repeating the exact request I made.

What role is the vendor login using?

I would ask why you want to restrict adding this portlet? Are employee center users not actually approving transactions via the employee center? If people are not approving via the employee center, you can remove their permissions to approve transactions - which would prevent them from adding the portlet.