Angela Bayliss · Senior Solution Architect · Gold Crown

If you navigate to Transactions-Order Management - Reallocate Items, and plug the item number in with the location - does it show any on hand that you can reallocate from another commitment? ~angela

On employee records, birthdate includes day, month & year. You could create a custom 'text area' field to capture birth month & Day, but that will be subject to being filled in properly, since it's not formatted. ~angela

You can't 'share' an outsourced charge item. You will need one for each of the different costs. ~angela

OK, so the field on the transactions is native memo - meaning that it will not automatically populate from the customer record. Can you pull up a quote that has the Memo field populated from a customer record, go to 'system notes', and capture a screen shot of the system notes? Also, if there are any notes under the…

On your Quote, you mentioned that the 'Memo' field captures the information from the customer record, correct? Can you click on the 'memo' field on the quote, and screenshot the field level help?

OK< Got it. In your saved search, on the summary criteria, you have 'internal id' count is greater than 1. The issue with this criteria is that the internal id is not duplicated, the Document number is what is duplicated. (The internal ID cannot be duplicated by design). If you update this filter, your search should send…

Yes, this is the custom field on the customer record. Navigate to Customization Lists/Records/Fields - Transaction Body Fields to find the custom field on the quote & Sales Order. If you can take a screenshot on that custom field, I may be able to assist. ~angela

The information you are looking for should be found in the depreciation schedules/entries. All activity you described can be found within the depreciation entries. ~angela

Option A. Expense limits don't apply to purchase requests.

Is this 'memo' field the native field, or a custom field? If it's a custom field, is 'store value' checked? ~angela

If you set allow override to false, won't that fix the issue? ~angela

I tested this in 3 different demo accounts, and in each account, a memo on the quote carries forward to the Sales Order. Can you provide specific steps you are taking where you see this behavior? Also, on your Sales Order, under system notes, do you see any active or history of a workflow? ~angela

Hello, This may seem a bit odd, but why would you have the setting that allows duplicate invoices to be created enabled? If you disable that setting, would your issue resolve itself? I'm curious. ~angela

Hello, If you can navigate to the actual item receipt that these were generated from, you can edit the receipt to assign the bin. Try that, and if it doesn't work, let us know and I'll do some other troubleshooting. ~angela

Hi Vernita, You have 2 options, option 1 is to expense the landed costs. Option 2 is to revalue the planned standard costs. I'm sorry if this is not the answer you're looking for, but I believe these are your options. ~angela

Duplicate Detection works on records, not on Custom fields. You could write a script to block the save of whatever records the custom field applies to - but Natively, this is not available. ~angela

I think that the answer you are looking for is SuiteAnswers 33566. Applies To Product: NetSuite 2022.2 Scenario When Landed Costs are associated to Item Receipts or Vendor Bills for Standard Cost Inventory Items, they are not capitalized as part of Inventory Asset but are rather charged to Variance Account. Solution When…

There are no 'standard' or 'native' ways to detect duplicate values within a custom field. Sorry this isn't more helpful. ~angela

If a payment is with a card, then payment method is defined. No Payment terms should be set. If you test this in the UI, you will see that when you set a payment method to be credit card, payment terms are set to null. ~angela

See Suiteanswer 63784 Applies To Product: NetSuite 2020.2 Scenario Component Items will still show on the Picking Ticket if one of the components is also a Kit/Package Item and the Display Components on Transactions checkbox is marked on the Item Record of component. Example: Kit Item 1 is set as Display Components on…

Answer 14031 in SuiteAnswers may help: Applies To Product: Netsuite 2022.1 Scenario User is not able to add in a Saved Search Criteria Tab, Results Tab or Available Filters Tab an existing custom field Solution Custom field is not available as an option in a Saved Search Results tab > Columns subtab or any of the tabs…

I can't help you with a workflow, simply because the status fields on a check don't allow for 'pending approval'. Checks, by design, post as soon as they are created. Perhaps your client should update the process for writing checks - meaning some document that is approved prior to the check being created. ~angela

OK, perhaps I got confused with SuiteSuccess for Manufacturing. However, a second option is to modify the advanced PDF of the BOM Layout, and add in either the 'stock description', or the sales or purchase description - whichever you populate normally. You can get the adv pdf to print whatever you need. Sorry for the…

If you have no price populated in base price, no price will default. It may default to either show the price level of 'base' and be blank, or 'custom' and also be blank. No price levels other than base price will default, as far as I know. ~angela

Here is the issue: You can either set a payment term OR a payment method. A payment term will drive an customer invoice, where a payment method (visa, mastercard, etc) will drive a payment to be authorized (or processed, depending upon your setting). Since you are accepting orders via a website, you would leave the payment…

The base price level will always default if the price level is not set on the customer level. If you have renamed the base price, look for the price level (setup>accounting> accounting lists>price level) with the internal id = 1 ~angela

Yes, you can search suiteanswers for the solution. Note that it will be a saved search that you will create, not an actual report. SuiteAnser 1011618 has a video that will show you how to do this. ~angela

When using multi currency transactions, you have several elements. These elements roll up to drive reporting for financials on a monthly basis. There are 2 different integrated exchange rate possibilities that you can choose. HSBC or Xignite. You can use different currency rates on the transactions, but when reporting, you…

By design, a check is different than a bill payment. Bill payments have the ability to be set to 'default to print' where a check is a direct posting transactions. Usually, checks are the exception - written only when a bill is not entered. As there is a native 'approval process' on vendor bills, and then 'Pay bills' has…

Hello G, You won't be able to customize the summary report, as the summary won't include the detailed document numbers with amounts. Summary - by default - is the vendors with total due within the buckets. What you can do is recreate the AP Aging with a saved search. SuiteAnswer 72814 Scenario User wants to create a Saved…