OK, then when you are 'switching' over to the match bank process, are you doing it at a time when the prior month is reconciled, and you're starting a brand new reconciliation? Trying to reconcile using the old reconciliation screen and match bank data in the same month is exceptionally difficult. It's possible to do, but…

This is really odd. I've never seen a bill payment without a bill applied, and this is clearly offsetting AP (as it should but without a bill to apply I'm not sure how it was created) If you haven't already tried this, if you click 'make payment' on the vendor bill, do the bill payments show up as open credits available to…

With a bit of digging, NetSuite Outlook Integration has been deprecated and is no longer available per SuiteAnswers 83223. Outlook integration allows you to attach your emails to NetSuite records directly from Outlook. You can use a third-party integration to synchronize emails and calendar events between Outlook and…

Hello, Were those transactions cleared on a reconciliation already? You can check by navigating to lists>Accounting>Accounts, and click on the account name. This will bring up the register, and you can see if the items are 'cleared' or not. If they are cleared, they will show up with a cleared checkbox=true. ~angela

Is your trigger either before or after record submit? When you complete the 'save as' process, can you view the workflow logs, or is it not triggering the workflow at all? ~angela

Hello, Outlook integration with NetSuite is free - it's available in all accounts. There are MANY third party options you can choose from, including a custom solution. If you might clarify your question to specify what email provider you are currently using, that might help? ~angela

If it is not creating the work orders for the sub assemblies, you need to update your BOM Revisions to reflect Source=Work order. It probably says 'stock' right now? I don't have one handy that shows a subassembly, but if you have these on BOM Revisions as a sub assembly, the choices will include 'Work Order'. Once the…

Navigate to Setup>Accounting>Accounting preferences, and in the general subtab, enable 'Show all transaction types in reconciliations'. Once you have that enabled, let me know what specific transaction you feel is missing, and I can walk you through troubleshooting it. ~angela

Hi Angelica, Thanks for the clarification - apologies if I came off as offensive, it was not my intent. It's unusual to see your team send people to their AMO so I was curious. Thanks for all of your help - you and your team are highly appreciated! ~angela

Let me know if you run into any issues. This is a very common requirement, and I have implemented 'pro forma' sales orders in countless accounts. I prefer simple approaches that don't require heavy customization - The solution outlined in my comment only actually customizes the advanced pdf layout - and leverages native…

If this is what they want, then they need to mark all assemblies as 'special work order', and then set the sales order to 'pending approval'. Immediately upon approving the sales order, all work orders are automatically created. ~angela

Once the upgrade was complete, I requested that the upgrade to the Suiteapp be provisioned, and I was able to upgrade the Suiteapp. A lot of fuss for something straightforward. Ugh.

You can absolutely tie many work orders to a single sales order, if you associate the work orders to the line items. For each Assembly you sell, for example, you can tie the work order needed to build the assembly to each line. As an administrator, if you open a new sales order record and change the form to 'standard sales…

Is this new? Instead of providing answers, pointing people back to their account manager to try to get them to spend money on pro services? Isn't providing answers why we are all here?

You absolutely can. I am currently using Suiteapproval workflows for 3 way matches, and approval rules for Requisition and Purchase Order Approvals. The elements you choose to use must apply to the transaction type - you can have an approval rule for requisitions and the 3 way match on Po's/Receipts/Bills, for example.…

The simplest way to do this is to create a Pro Forma Invoice using a custom printed Sales Order Transaction. As creating an actual invoice is showing the revenue instead of a deposit, you can easily create a custom Sales Order Form, call is 'Pro Forma Invoice', so that when it prints, it looks like an invoice. For the…

Awesome Sam! Glad you got it to work! ~angela

Happy to help! ~angela

When my clients have this requirement, we typically approach this by having a bank 'clearing' account (Account type = bank, name is settlement clearing, etc) where all payments are 'deposited' in NetSuite, then the appropriate amounts are transferred from the 'clearing' account into the different bank accounts where they…

The answer is no. Sadly, memorized transactions are not easy to work with. You will need to update them one at a time as mentioned above. Not the answer you want, but at least you know how to move forward. ~angela

To understand why Vendors cannot edit Purchase Orders that you created for the vendor, you must understand that a purchase order is a legal liability to pay to the vendor. Due to this liability, allowing vendors to edit their own purchase orders isn't available. Suiteanswers # 11195 explains this: The Vendor Center role in…

If I understand correctly, you are splitting the payment into a bank account for the payment and a second bank account for the taxes collected? Is this correct? ~angela

Glad you are finding answers. :) ~angela

Question - and it may sound odd, but give it a chance - when you are logged in, and you navigate to transactions - Employees - Expense report, and the ER loads, is 'Multi Currency' enabled already? ~angela

This error may be due to the open transactions - if you are merging the vendors into a record with a different primary subsidiary and you have open transactions with a different primary subsidiary, you won't be able to merge them. You'll need to inactivate those vendors once the transactions for those vendors are migrated.…

No. Any open Purchase Orders for any items from the subsidiary you intend to inactivate will need to be migrated to PO's for the new Subsidiary. You cannot change the subsidiary on purchase orders. You should be able to create a search for all of these open PO's, and then export them, and import them under the right…

Will you take a screenshot of the Bill Payment GL Impact, please? ~angela

Gotta love NetSuite Sam! Glad you were able to get your PO's imported! ~angela

Hi Sam, This may seem like a really dumb question, but have you cleared your internet Cache? When making config changes, I clear my cache multiple times a day. I'll explain why if you'd like, otherwise - trust me? Give it a try, and let us know? ~angela

Hi Sam, When I import Purchase Orders, I never map the 'amount' column. That column should calculate to be the rate * quantity. Will you try your import without the amount column and see if that helps? ~angela