I am overriding the employee ID to Chance Fry (E). I am not adding the (E) indicator to the Last name field of the employee record. It appears that the Name (First, Last) is what I am seeing used in the email received via Outlook. My email setup may be skewing the result and not displaying the mentioned (E). I have tried…

Central Scrutinizer, We have used the following method to differentiate the various entity types. We choose to keep the customer without the indicator but the Employee and Vendor would contain the indicator. This solution would require the Setup > Company > Auto-Generated Numbers > Override to be allowed on each entity…

Chris, Here is what I came up with. The "= 0" when will take care of the no parent/child accounts. The "> 0" when will find the first child account. Then the Null will allow you to blank the field when neither case is found. CASE WHEN INSTR({account},':') = 0 THEN {account} WHEN INSTR({account},':') > 0 THEN…

I think that is an enhancement that is on SuiteIdeas. Reports do not natively expose the internal ID. In my experience Reports are slightly restrictive but that may be by design to hide the back-end details that general users prefer not to see. You may need to output the results in a saved search or plan on a lookup in…

You may want to see if the following lines are also impacting the total invoice amounts you are summing together. COGS Line Shipping Line Tax Line Another consideration would be which amount is selected in the results. There are a few amount fields that may give different results. Chance Fry www.meridianbusiness.com

Inside NetSuite navigate to the Support portion of the system. If the permissions has been provisioned to your account you should see an area with SuiteIdeas. This is where you can vote for enhancements. The menu system is not very good but the search is the powerful portion of the system. Go ahead and search by…

Generally, you would only see when your account is provisioned for SuitePeople Payroll or SuitePeople Payroll+HR. It used to be only part of the PR+HR, but NetSuite has expanded the feature to both SuitePeople flavors. The primary use is to obscure and change how visible the employee record is groups of users. The…

Have you checked the customer account preferences to see what the primary currency defaulting?

In my experience, I would create a JE then apply the AR and AP open invoices to JE for netting. Unfortunately not a streamlined process. Debit Vendors AP Vendor Name Credit Customers AR Customer Name Chance Fry www.meridianbusiness.com

The suite solution from an accounting perspective will create an invoice and credit memo to handle the 80.00 variance. The credit memo would be applied to the original invoice with a new rebill invoice created for a place holder (allow approval/reject) * The customer takes credit on remittance. * Notification sent to an…

If you are asking about the native NetSuite AR Aging detail report the short answer is no. There may be a way to get the internal ID on the record but you will have to copy that ID value to another field that can be exposed in reports and searches. But I would be curious how you intend to use the internal ID. You answer…

So I did more research and found the following formula also works. The correct bracket use has to be observed; otherwise, you will receive an error when the search is performed. CASE WHEN {department.name} = 'Policy' AND {account.type} = 'Other Expense' THEN -{amount} WHEN {department.name} = 'Policy' AND {account.type} IN…

I would lean toward a standard sales order and invoice process. We found cash sales are limited in what can do after the fact (CM, Deposits). Also, you may want to simplify the form/screen used for counter sales with the native sales order/invoice transactions. If the customer does not want to be created as a customer in…

Ernesto, The solution can depend upon where you are in the implementation process. If you are in the middle of the implementation, then this historical transaction import process can be rolled into the go-live (generally not included in cost of project). If you have been using the system, then the steps will become more…

Chris, I am making the assumption that you are building a transaction saved search. I found this to work in my instance. I notice that the account type field was missing the period to reference the joined data. Also, I have found it easier to manage when I create a When statement for each value in a list. CASE WHEN…