Hi @User_EKY01, Thanks for your update. This is how it looks like on my end when I checked in on our test account. The Transaction Number and Source Rev Rec Document Number have different values: May I know how it looks like on your end? Can you send a sample screenshot of the fields you added and how the report looks…

Hi @User_V5KBL, I checked this on our test account by doing the following steps: 1. Navigate to setup > Import/Export > Import CSV Records 2. Set Import Type to Transactions Actual Results: Project Charges and Charge Rules are not available in Record Type dropdown list Upon further checking, this is currently a system…

Hi @Liz Madrid, are you trying to generate the profit and loss report? This can be found under Reports > Financial > Profit and Loss Report. The report could sometimes be named as "Income Statement" report as well. 😊

You're welcome, @Liz Madrid! Glad to be of help. ☺️ We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment/s you found helpful. This will also help other community members who might have the same concern find the answer easier. Hope you have a great day! 😊

Hi @nag_m, We're glad to have you here. Thank you for creating this thread. Kindly allow us to review your concern and we'll provide updates in this thread. To our members, please feel free to share your thoughts as well.

Hi @Liz Madrid, You can do that by changing the Alternate Period Range Type to Relative to report date. If this is selected, the data shown will change in accordance to the As Of Date selected on the report: As you can see here, we set As Of = Dec 2021 and since on the above we selected Last Fiscal Year, the last fiscal…

Hi @Liz Madrid, this is how it looks like when I did the workaround. You could also do the steps below: On the customize page: 1. Click Amount (Debit/Credit). 2. Set the Alternate Period Range Type to Relative to today's date. 3. Uncheck Cumulative Value. 4. Alternate Period Range: Custom or Last Fiscal Year 5. Range…

Hi @Liz Madrid, Upon checking, the ability to present a Trial Balance report by Accounting Period is currently logged under Enhancement 114732: Reports > Financial > Trial Balance: Add the Column Footer (similar to one on Balance Sheet and Income Statement) to Trial Balance. However, there is a workaround provided. Kindly…

Hi @User_K9ZU8, Welcome to NetSuite Support Community! Thank you for creating this thread. 😊 Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hi @brocha, Thank you for being with us today and for posting your question here! Tagging our gurus who have expertise on this: @Kristoffer Viray-Oracle / @Jack Daryl Espiel-Oracle / @Joahnna Given Uy-Oracle, any insights? To our members, please feel free to share your thoughts as well.

Hi @Edwards_05, Thank you for posting here in NS Support Community and for being with us today. Tagging our gurus who have expertise on this: @Ivy Lopez-Oracle / @Joy Noreen Magoling-Oracle / @Elychelle Gulen-Oracle / @Dominica Sevilla-Oracle, any insights? To other users, feel free join in the discussion as well.

Hi @User_VAYT1, just checking in if you were able to check my previous comment? Kindly let us know if you need further assistance with this one. Thank you! 😊

Hi @Erez Storch, just checking in if you were able to check my previous comment? Kindly let us know if you need further assistance with this one. Thank you! 😊

Hi @Edwards_05, thank you for your prompt response! :) May we know if they shared any investigation they've done to determine if it's on our end? Were you able to check (deploy/undeploy) the scripts deployed on transaction to see which one is causing it to change on the invoice? I think it's best to file a Support Case for…

Hi @Edwards_05, Upon checking on our resources, I found similar cases which have the same concern wherein the sales order and invoice are calculating different tax/values from Avatax. It is possible that difference happens due to some workflows/scripts deployed on the transaction. We noted that the script responsible for…

Hi @Liz Madrid, just checking in if you were able to try the suggested solution in my previous comment? Kindly let us know if you need further assistance with this one. Thank you! 😊

Hi @User_JYDZ8, Welcome to the community! We are glad to have you here with us! Thank you for posting your concern here. For new members, we suggest that you visit the NetSuite Support Community - Frequently Asked Questions (FAQs) for more information regarding the community. You can also update your profile and set your…

Hi @User_VAYT1, Upon checking, as per SuiteAnswers: 63079 - Consolidated Exchange Rates Import, "Only the Update data handling option can be selected for the import." Another justification for this is that there are already rates calculated by NetSuite in the Consolidated Exchange Rates page. To check: Navigate…

You're always welcome, @Intelligere! We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment you found helpful. This will also help other community members who might have the same concern find the answer easier. Hope you have a great day! 😊

Hi @Uriel Bowdre, may I know if you are trying to create a saved search for these revenue recognition journal entries? If yes, here are the possible steps I could think of: 1. Navigate to List > Search > Saved Searches > New. 2. Select Transactions. 3. Under the Criteria Tab > Standard Subtab > add the filter for "Applied…

Hi @Intelligere, good day and thank you for posting your concern here! You may grant access to the role by doing the steps below: Navigate to Setup > Users/Roles > Manage Roles Custom Role (Controller): Click Edit Click Permissions tab Click Setup subtab Permissions: Select Manage Tax Reporting Period Level: Select Full…

You're welcome, @User_HPB3I! 😊

Hi @User_HPB3I, thank you for the quick update! Can you try navigating via Setup > Company > Auto-Generated Numbers and see if the Allow Override checkbox for Project Entity is marked? Once this is marked, the Job ID field will now be included in the Import Assistant page: Kindly let me know if the information above will…

Hi @GauravAgrawal, thank you for providing your insights! Yes you're correct 😊 Hello @User_HPB3I, you may do this by adding the Project Number column on your csv file then mapping the CSV field with NetSuite field (i.e. Project Number <--> Job : Project Id) Hope this helps. Thank you! 😊 ==================== If you find…

Hi @Erez Storch, Per my understanding, you'd like to have the trial balance show the accounting book balances side by side on the report. Upon checking, it seems that this is currently not possible. I tried customizing the trial balance to add columns, however, I noted that it doesn't have the "Amount (Book1), Amount…

Hello @FazeprooF, We're glad to have you here. Thank you for creating this thread. Tagging our gurus who have expertise on this: @Ivy Lopez-Oracle / @Joy Noreen Magoling-Oracle / @Elychelle Gulen-Oracle / @Dominica Sevilla-Oracle, any insights? To our members, please feel free to share your thoughts as well.

Hi @Chris Polanish, Upon further checking, I would like to confirm if you were talking about making a copy of an old transaction and having NetSuite re-source the new/updated tax codes onto the copy of that transaction? If yes, this seems to be a standard behavior wherein Make Copy copies the tax rate and tax amount from…

Hi @Chris Polanish, Upon checking, this can be achieved by customizing the quote form used. Can you try doing the following: Go to Customization > Forms > Transaction Forms Click Customize beside the Quote form used On Sublist Fields tab, mark the following checkbox: - Tax Code Note that automatically, Amount, Tax Rate,…

Hi @Liz Madrid, thank you for posting your concern here. Per checking, as per SAID 83693: Resolve Error: "The Date Range You Specified does not Fall Inside that of the Parent Period When Create Base Period" For the error experienced on creating or updating an Accounting Period, consider that the Start and End Dates of the…

You're welcome, @User_PRTRT! Glad to be of help 😊