Brian Stisser · Senior NetSuite Consultant at Gurus Solutions · Gold Medal

If you go into your personal preferences, do you have the Use Classic Interface checkbox checked? If so, your tabs will reflect the classic center instead of the customized finance center.

Are you using the NetSuite Incentive Compensation module, or are you managing your commissions manually? If you are using the Incentive Compensation module, you will need to use a commissionable item search as noted by @Tigran Shahnazaryan. If you are managing your commissions manually and just trying to get the total to…

What filter are you using in your saved search? If it isn't internal ID of the record where you want the sublist to appear, I recommend trying that. If you don't already have your filter set to display in the filter region, try setting it to display and verify that the record you are looking at to test has results. If it…

If I understand your requirement correctly, you want to see information, including amount, only for the related transaction that is the furthest along your sales (i.e. Lead to Order) process flow. Is that correct? If I understand your requirement correctly, it should be feasible by using a summary search and formulas, but…

The best option here may be to use a state field and do a set field value action on before record load or before user edit (your workflow trigger type would need to be all) that sets the state field, and then use the state field in place of the old record value in the email.

The native "name" field on the JE line includes projects.

The only issue with doing it this way would be if you would ever sell the items without the dry ice. In particular, if you wanted to sell them without the dry ice and change either the price or the accounting impact (i.e. if you are accounting for the cost of the dry ice, your COGS would be lower if you were to sell them…

If the items requiring dry ice will always be shipped - so there aren't any scenarios like customers picking them up, preventing the need for shipping and dry ice - is there any problem with simply marking those items as HazMat, due to having dry ice, in the system?

Would you ever fulfill the items without dry ice, or will they always be shipped?

On the item receipt form being used, is the location field (for the location segment, not the bin) shown? If you receive a PO with the same item at the same location using the same Item Receipt form, does it result in an error?

It may be able to use a formula - instead of using the drop down, use the field id in the formula box on the Set Field Value action. If the approvers field on the subsidiary is a multi-select field, this can be challenging to source via workflow.

Does the item have a preferred bin at the receiving location?

If you set the criterion for Ship Complete not equal to True (this is better to use than Ship Complete is false, because a checkbox field can also sometimes blank, not false) your search should only show you the lines with backorders on orders that aren't ship complete. If you don't want to use the Ship Complete field in…

Would it work for you to enter this as a standalone RMA/Credit Memo (instead of creating it form the SO or invoice) and then apply it?

Transactions can be deleted in NetSuite, but it is generally not recommended - particularly if you are or might be audited - as posting transactions do directly impact the GL. It is best practice to instead reverse any transactions via a journal or credit memo/vendor credit if you want to re-enter them. On the form…

You will need to go to the actual transactions - not in Match Bank Data, but the actual transaction records - edit them, and clear the checkbox field "Cleared". If the field isn't there on the transactions, it means it is hidden on the form; in that case, you will need to edit the form to display it. This is likely going…

If you click the "Review" tab, do you have anything there? If you do, you may be able to clear the prior match there. If not, you may need to go the actual GL transaction - check, bill payment, customer payment, or journal entry - and edit it to clear the checkbox field "Cleared". For any transactions that were created…

For the bank data, you may need to do manual imports (as opposed to the normal use of Bank Feeds or ABSI), because the bank integration is only going to bring over the most recent data. Depending on the format of the file and if you have multiple accounts with the same bank in a single file, you may need to install the…

@Kellyann I don't see any screenshots from Match Bank Data, just your reconcilliation report. Most likely, your GL transactions are not showing up because they have already been marked as "Cleared". When you deleted the bank reconciliations, it did not clear the value out of the "Cleared" field on the GL transactions.

When you say "when I go to match bank data It show March is reconciled", do you mean there are no GL transactions to match?

@User_NG5TG are you using the incentive compensation module, or are you calculating commissions manually or using a custom solution? If you are using the incentive compensation module, the best option to have different commission rates based on your custom field would be to create Commissionable Item searches for each…

@Amjad Kasem do the items use bins? This would be another situation where you would need to input inventory detail on a cash sale or item fulfillment. If the item is using bins, just as if it were lot numbered, you won't be able to go negative.

The subscribe to record action should always use a workflow field. You need a set field value action before the subscribe to record action to set the workflow field, then you subscribe to the workflow field.

Based on what you've shared, it definitely sounds like an assembly item would make the most sense. For the inventory adjustment for the cables, the cost of the cable is already being accounted for in either COGS (if the assembly has been sold) or in the value of the assembly the SCU was added to. The additional cable you…

Given what you've shared, it sounds like units of measure (which gives you purchase units) may be useful for managing buying in bulk, keeping your inventory in a different base unit, and potentially selling in another unit. For example, if you purchased a pallet that contained 12 cases of 12 units, you broke down the…

@cduran that is correct, unless you build a custom solution.

I know that Pyango has a Subaward Management bundle that manages pass through donations, but I can't speak to price or how well it works, but I would recommend evaluating it first. Do you have any contacts at UnitedWay you could reach out to for recommendations? If you want someone who has worked with them, that would be…

Pricing groups would allow you to set different price levels by item type. It is worth noting that NetSuite also does have functionality for discounts, and a discount has a different accounting impact than a price level. It is important to ensure the solution produces the correct accounting impact for the business.

@User_4GSQ1 it's impossible to answer this question well without learning more about your business, your projects, and what you want to accomplish. If you are not using any PSA (Professional Services Automation) tool today, the project management features in NetSuite will be a step up from managing things manually in Excel…

Transactions created from other transactions will generally inherit the values from the created from transaction; this includes your sales order inheriting the address from the estimate, and it's always going to do that. You may be able to update it via workflow. The workflow would run on create with the condition that…