Clarisa De Torres-Oracle NSC Guru

Ola @Carlos Vinicius Ficamos felizes em tê-lo conosco hoje. Obrigado por criar este tópico. Permita que nossos gurus revisem sua preocupação e realizem sua investigação inicial. Entraremos em contato novamente se tivermos atualizações sobre isso. Para nossos outros membros, sintam-se à vontade para compartilhar suas ideias…

Hi @Dane Muchillas were you able to check the comment above? :)

Hi @User_5BQ8J we checked the available documentation and found that the video in SuiteAnswers article 1024359 says existing open invoices are re-predicted daily. That appears to align with the daily activity you’re seeing, although the documentation you cited says the feature runs weekly. We also found an existing defect,…

Hi @Rohith Abburi per checking, there is currently no standard way to set the default value of Preserve on File checkbox as "unmarked". It is also not possible to set a default value for Preserve on File checkbox using a Workflow. Per further checking, this is currently a system limitation logged under Enhancement #576944…

Hi @User_3XCR5 as Gaurav mentioned above, can you please share screenshots of the report including the Criteria and Results to investigate further? Kindly cover any confidential information. Moreover, regarding the Tax ID field on Vendor record, the standard behavior is that the Tax ID field is available only for Vendors…

Thank you for the update and sharing the resolution, @HoJo! 😊

Hi User_D92JB, were you able to check the comment above? :)

Hi @Dane Muchillas thank you for the detailed troubleshooting. You’ve already checked the gift certificate and invoice details and ruled out several common causes. Could you try an import using the invoice’s Internal ID in place of its External ID, with the other mappings and settings unchanged? Internal ID is a…

Hi @HoJo can you share the Criteria and Results of the saved search you're trying to create where it doesn't work? This is so we can test and see if we can replicate the behavior and investigate further. Kindly cover any confidential information. Thank you. -- In case you know someone who is new to NetSuite, we encourage…

Hi, Everyone! @gjnido needs our help . Don't hesitate to contribute your knowledge and best practices. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them…

Hi User_D92JB, per checking, this appears to be expected behavior rather than a missing configuration. As per SuiteAnswers ID: 50073 - the documented setup requires E-Document email recipients to be selected from contacts associated with that customer/vendor. I found no documented configuration that overrides this behavior…

Hi @User_Q3A12 , per checking, the behavior you are experiencing is a known product limitation and is currently tracked under Enhancement #551252 Installment = T > CSV Import Vendor/Customer Payment for bills/invoices with installment payments term on > Ambiguity error on logical key multi-match. At this time, NetSuite…

Hi User_D92JB, can you confirm if the Customer record type is Individual or Company type?

Hi @User_8LGY2 per checking, there is currently no standard report or saved search available to identify Sales Orders both with a linked Invoice and Revenue Arrangement. Other customers have also requested this feature under Enhancement #374058 Sales Order Saved Search > Applying Link Type of Revenue Arrangement Shows no…

Hi @Ruth Hartke thank you for your response. I have edited the screenshot provided to redact confidential information (ex. account number and names). You can try to customize the form being used on the transaction and verify if Created From field is shown under Screen Fields tab:

Hi @Ruth Hartke you're welcome! This is where you can find it: Hope this helps!

Hi @V. Masi thank you for the clarification. I was able to reproduce the behavior where accounts with prior-period activity and a zero balance for the selected period do not appear when the Income Statement is displayed with Column = Subsidiary (Hierarchy). I reviewed the related enhancement request and found similar…

Hi @PatrickConrad were you able to check the comment above? :)

Hi, Everyone! @Elizabeth Vance needs our help . Don't hesitate to contribute your knowledge and best practices. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help…

Hi @User_9DHMY were you able to check the comments above? :)

Hi @User_7VOB5 is the context in the system notes being set via the UI or by a script? Have you tried undeploying the scripts and workflows on the sales order in a sandbox account to see whether any users still encounter the issue?

Hi @User_6BCS2 I was able to reproduce your concern by doing the steps below: Customize the Income Statement report, then go to More Options: Show Zero = T Activity Only = F Return to the report and set Column = Subsidiary (Hierarchy) Result: Some accounts with a zero balance do not appear. Even after customizing the…

Hi @Ruth Hartke if you are referring to the Sales Order appearing under the Related Records tab of the Invoice, it is not expected to display the linked Sales Order. This tab displays only related payments. On an Invoice Record, you can locate the Linked Sales Order under the Sales Information which is the Created From…

Hi @User_9DHMY Thank you for the details provided. Per checking internally, this requires further review and testing in your account or QA environment to determine the root cause. We recommend filing a Support case, as Support has the necessary tools to investigate the configuration and behavior further. Apologies for the…

Hi, Everyone! @Ruth Hartke needs our help . Don't hesitate to contribute your knowledge and best practices. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help…

Hi, Everyone! @Arina L needs our help . Don't hesitate to contribute your knowledge and best practices. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them…

Hi, Everyone! @User_6BCS2 needs our help . Don't hesitate to contribute your knowledge and best practices. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them…

Hi @AndriiSiryi thank you for your response. The documentation states that payments for grouped invoices must go through the invoice group; however, it does not describe this apparent exception of paying via the Customer record. We cannot confirm from Community whether this is intended, whether it is a documentation gap,…

Hi @User_7VOB5 you can try checking the transaction's system notes to see the Set By and Context column and verify what made the fields changed:

Hi @PatrickConrad I tried replicating your concern on our test account where I partially billed and fulfilled the Sales Order but wasn't able to reproduce the status changing to close: Can you try checking the System Notes to see if a script/workflow changed it or a user might have accidentally clicked the "Close Order"…