That would be an accountant who has been doing manual accounting for a long time, and simply can't wrap their brain around new technology. I'm sorry, that's a tough spot for you. ~angela

Quotes work together with Opportunities. For example, when a quote from an opportunity is converted to a sales order, the opportunity is updated to 'Closed Won'. Opportunities shouldn't be more work for your team as the quote from an opportunity may be created with a single click on the opportunity. SFA in NetSuite…

Sounds like your users may need to clear their cache. You might want to have them try that. Here's a document that walks you through it. I hope this helps! ~angela

An opportunity is not a transaction type record. You cannot print an opportunity and provide it to a customer. The opportunity record is designed to capture activities towards 'chasing' the sale. All elements of a quote could be captured on an opportunity, but it doesn't source the customer transaction data (think terms,…

What error is the user seeing when the save is blocked? ~angela

If you apply your custom field from the non inventory items to all items, you should then be able to source the value onto po's, using the transaction line sourcing: Does this work at least for your non inventory items? ~angela

Ah, Usually you can simply source the item custom field into the transaction line custom field. If I'm following this thread correctly, it sounds like you're trying to source 2 different custom fields into the same custom transaction field. Question - if you have a single MPN field on all item types, you should be able to…

Try an item search, with these fields: When I tried this search, I was able to retrieve the lot/Serial numbers, bins and item status (on hand) ~angela

In your general preferences, ensure that 'Show inactive items in global search' is enabled. Often the items are inactive, and won't come up on global search if this is not enabled: Try this, and let us know if you still cannot find the item? ~angela

Reports» New Search» Avatax Header Details. But note that the fields are not available within the search. ~angela

Is NetSuite allowing you to place duplicate files in the folder? Meaning - exact file names being repeated? Usually NetSuite won't allow duplicates, the option is to replace the duplicates, or update them. ~angela

Usually, configuration for this type of file transfer includes more than a single folder. When a file is added to the 'integration' folder, once it is transferred, the file moves to the second 'integrated' folder. Alternatively, you might be able to mark the files to migrate by date created. (Not sure if you can filter…

Last count date is a field that drives the Inventory Cycle counts. Used with the Count Interval, this field allows NetSuite to automatically calculate the next count date. Classifications of A, B & C allow you to assign these classifications to your items by value. Usually, A is the highest value items. Assigning a…

You should try to clear your cache. Here's a document that tells you how to do this: ~angela

The MPN - Manufacture Part Number - is used natively on International Commercial Invoices. This is the only 'native' functionality of this field. I was trying to introduce the native functionality for the Vendor Part Number - if it's different from your item name/ID. If you are looking for part numbers to print on Purchase…

Ken- you can easily set this to work automatically by either: Using the Vendor Name/Code (native field on items), or if you have preferred vendors, set the vendor MPN in the Vendor Code on the line. This native behavior will always print the Vendor Item Name (MPN) on purchase orders. Just a thought. ~angela

Um, Native NetSuite functionality when using the automatic close feature doesn't actually clear the P&L accounts. There are 2 ways to close periods/years - one is the recommended automatic close, the other is Manual close.(there are lots of warnings around using manual close) Per Suiteanswer 7666: Automatic Close When you…

The AvaTax report will need to be extracted from Avatax. The AvaTax fields on transactions are referencing processing only, and not available in NetSuite searches, that I am aware of. ~angela

A Suitecommerce Extension Management

Again - I'm sorry this is happening to you. This is very frustrating. Please let us know if you need any other help. (IE free mass delete bundle names, etc) ~angela

It's rather simple to add the fields to the PO lines. Is there a reason you don't want to add them? If they exist on the PO, they'll carry forward, even with bill capture. ~angela

When using the visual builder, do you see 'state/province'?

Hi Michael, I think you may want a new thread, but I'll try and help you here. When you enabled the feature, a bunch of 'Location on hand' fields appear in your search results. Are you not seeing these fields? ~angela

Oh wow. I am so sorry that you are experiencing this. To answer your specific question: When creating a bundle to migrate configuration changes from sandbox into production, it is not expected that any bundle, suiteapp or other installed feature be included. To include them will cause multiple duplications of all custom…

Thanks! This is a side benefit to wanting to help people. I'm glad I can assist! ~angela

You cannot automatically transform planned time entries into actual time entries, unless you open each employees timesheet and import planned entries one employee at a time. Sorry that it's not the answer you want, but I hope this helps. ~angela

You should be able to use the old method, as long as 'use auto bank matching data' is not checked on the account. ~angela

For your saved search, did you add the filter: Available filter: Internal ID of Applied to Transaction instead of Internal ID. ? ~angela

Got it. This is a new feature in 2024.1 for Companies using SuiteTax. Since it's brand new, it's not surprising that it is not behaving as you'd like. I don't think you're going to be able to 'force' the tax engine to run with a workflow. However, what you can do is alter your approach to the solution a bit. Instead of the…

Kits - by design - do not have a purchase price. This is why there is no field on the kit record for 'purchase Price'. There isn't a cost to kits specifically, the costs are assigned to the kit members. The purpose of a kit is to allow you to sell individual items and 'packaging' them together and apply a different revenue…