I believe that you're out of luck. All field labels display in NetSuite as all caps, always. There's a possibility that I'm mistaken, but I don't think so. Sorry it's not the answer you're looking for.

You need to map the external ID. Without this, you will have bills merging into one bill. Sorry it's not the answer you want!

But there is already a field on the customer record that shows the bucket of 61-90, and another bucket of 91+ days overdue, so you're confusing me. The overdue balance shows to total amount overdue. You won't be able to change what it shows. I suppose you could create another field that shows only 61-90 days overdue - but…

You won't be able to update the native field, as that captures the entire overdue balance. The native fields on this screen can't be edited to show different values. Right now, you can clearly see the 61-90 days overdue on this screen. So if I'm understanding you correctly, you want to have the 'Overdue balance' show…

Ah, I'm sorry, I misunderstood the ask. My apologies! Good Luck with your search!

To use the date buckets you'll need to separate them via saved searches. This is how the Dunning Module does it, too. Create a saved search with your date bucket of 31-60 days overdue. Use the search as the criteria in your condition. Hope this helps!

First, on the 'name' field on your JE, you must select the vendor name that you are offsetting the bill from. If you don't select the vendor name in your JE line, it won't be available to apply to a bill. Once your JE is right, it will appear as a credit on the vendor record list of transactions. When you go to pay bills,…

There are MANY Consultants out there, but I don't believe that this user group is the place to really look for consulting. I believe the rules of this community don't allow solicitations. You can post on Linkedin and ask (be ready for a flood) or you can IM people here - IE- I could easily bring you to Jade Global… Whoever…

You can load these via csv using Journals. Using a standard JE Import template (usually found inside your NetSuite File Cabinet if you search on template). The transfers are essentially nothing more than JE's as far as GL impact. While you can't import Bank Transfers, you can import JE's. I hope this helps!

On your Sales Order Form, on the items subtab, there is a 'discount' field and a 'Discount rate'. If you'd like to set a straight 2.00 off, set a discount item and set the rate to 2.00, Make sense? If you don't see the discount fields, you may need to edit your form (upper right hand corner of the SO, click Customize,…

False

In your screenshots, it seems like the form you are using doesn't have the data needed. If you expose Items360 subtab, it shows all cost versions and std costs. To edit your form, click 'customize' in the upper right corner of your screen. Go to Subtabs, and show any that are hidden. The form appears very different in the…

When you create your report, add 'applied transaction' as a result, and run it. You should see some types of records. Once you are getting the records, we can filter them down. I don't know what you mean by a quick walkthrough.

You are able to set 1 password policy for all users in your account. You can set up 2FA on any roles where you would like added security. Administrators always require 2FA. You can set the requirements for 2FA on each role I hope this helps!

Admin role has no restrictions by definition. You cannot log into a SSO role as an administrator. You will have to log into the account using your SSO in order to see the SSO roles. Make sense?

The default of 6 attempts cannot be changed. However, if someone get's suspended for 30 minutes- this can be overcome by an Administrator resetting a password on the employee's record. Sorry it's not the answer you want.

Yeah- I think the issue is that you can only have a single attachment unless you script it. Why don't you want the letter in the body? That's unusual - as people are less willing to open an attachment - and demand letters are usually something you want clearly communicated. What you want is available via scripting, but not…

False -

Suiteanswer 26741 Imports Using Multiple Price Levels and Quantities ExampleLast Updated03/31/2025Reading Time5 minsAnswer ID26741 If both Multiple Prices and Quantity Pricing are enabled, the sublist area of the item record form includes a row for each price level, and a column for each quantity. You can view this form…

They're actually looking for someone to provide a template.

Yes, you should be able to edit the bills, if they are not locked. Do you see the edit button on the bills?

Glad I could help! 😁

If those custom fields don't show on your CM form, you may have to create new fields specific to this workflow. Are you comfortable creating the new fields? Both are list values, one a list of employees, the second a list of approval status's. Make sense?

You may have to check/uncheck it manually. Edit the record, checl/uncheck, save and repeat. Some of the item fields are snarky when trying to update via csv.

A fully Billed PO is considered complete. You don't have any lines with open quantities - which is what is needed in order to qualify for 'closing'. Make sense?

I think you'll need to create new fields to capture this, because Credit Memo's are not one of the default transactions and those fields may be tied to suiteapprovals. (Found at setup>accounting> accounting preferences>approval routing). You won't be able to use Suiteapprovals to do this. You can create a workflow to route…

Hi Mary, I'm not familiar with ZoneBilling. I'm sorry. I hope you figure it out!

Ugh. You might try clearing your cache? If that doesn't help, file a case. It should pick up the one you have defaulting.

Use Main Line Name in your results. That should display the vendor name.

If you navigate to Documents>email templates - are you able to view the dunning template? I suspect that the dunning email template may be blank. Please check your template and let us know?